TrustRadius
https://dudodiprj2sv7.cloudfront.net/product-logos/Xg/9g/23CE0K4DTVV7.PNGFreshsales – It goes okay.We initially came to Freshsales after hunting around for a CRM solution with a sales-focus and integrated telephony– as we found that the system we use to manage projects and inbound enquiry (Trello) was falling short on functionality, such as automatic recording and logging of email/phone interactions. Only a very small subset of our staff use Freshsales, but it is used by sales representatives for the purposes of managing interactions with staff and prospects, as well as tracking ongoing and closed deals.,Phone and Email integration Ability to fully customise the platform, fields, and workflows Value for money,Automation ('workflows') need a bit of work. In comparison to other sales CRMs that automatically 'nudge' sales staff when a phone call or email hasn't been returned (for example), these nudges can be created as 'tasks' in Freshsales, but only by someone who knows what they're doing, setting explicit trigger and action rules that don't always cover all scenarios. Event tracking with Segment (or just with their JS library) is a little bit haphazard. I'm sure it works well for in-app actions, but if a user visits your website and interacts with you and you aren't using the Freshsales forms on your website, it can be hard to identify users and track website visits and actions etc. Learning curve– seems to be aimed at users with a bit more technical know-how; so might work well for SaaS sales teams or sales engineers, but not so much for users in other industries. Our non-technical staff have found it to be confusing. Mobile Application– works very well as a contact directory, retrieving a quick overview of interactions, and now you can place voice notes that sync with the web app; these features aren't necessarily critical to our field salespeople. A user will still need to 'come back to the office' to retrieve missed voicemails, update deals notes, as well as place calls from their VoIP number. Freshsales will forward calls to a mobile, but won't allow the sales staff to place calls from their mobile device using their VoIP numbers (or receive calls from these lines).,7,Increased visibility of open deals, as well as encouraging 'clean' data Faster data updating (if Freshsales is used as our sole source of data) Some follow-ups are missed, as sales staff forget to create new tasks after each follow up, depending on if the call was answered or not (for example),Close.io,Zoom, Trello, Xero, Zapier, Drift, G Suite, AirtableA CRM You Can Depend On!Freshsales is used to store and track our leads and our accounts. It is used by the whole organization and helps us perform better in marketing and sales activities.,Freshsales allows for comprehensive segregations of leads, accounts, and deals. Very good and responsive customer support.,The interface can get complex and it is not very intuitive in the beginning in understanding the difference between leads and contacts and accounts. Trying to label your pipelines or do a customization for you dropdown views can be painful and if you accidentally delete it, there is no button to recover from it.,9,Freshsales has saved us at least 50% of the time to store and retrieve leads data for future marketing.,Zoho Invoice, SalesHandyFreshsales, the all-in-one CRM for prospecting and closing dealsIn my organization, after trying almost every CRM on the market, we decided to go with Freshsales CRM for prospecting and closing leads. We are a sales team of 3, and it really suits our needs. So far we haven't had any major issue while using it, except one time when there was a backend problem with sales campaigns that thankfully was solved briefly.,It really helps with prospecting and closing deals It has a great UI, far way better than much of the CRMs on the market It has an awesome points system for leads qualification It has an integrated phone number that you can activate so you can log and record your calls directly to the CRM platform It's really easy to use and understand Sales campaign and workflows really make your life easier when following up on prospects/contacts,It would be great if you could manage the system scores for leads qualifications (like when a lead interacts with your emails it adds a point when it might be a cold lead) Support help could respond a little faster when having problems (we were almost a week with a problem and the answers we got from them were every two days when it was something urgent),9,On a positive impact, I remark that following cold prospects has never been easier. It's really easy to complete a campaign with sales campaign without worrying about whether you missed a prospect or forgot to send a bulk email. The tasks and pending messages section is a must for all other CRMs, it really gets you working and makes you realize if you are forgetting something. We started using it a few months ago, but we got a better lead conversion when using Freshsales!,HubSpot CRM, Insightly, Close.io and Salesforce App Cloud,HubSpot CRM, Trello, Google Drive, Wunderlist, Evernote, MATLAB, Fusion 360, Google Forms, Google Hangouts, HubSpot CRMFreshsales is A Phenomenal Choice For Lead And Prospect Database ManagementFreshsales is being used by my company as a single point of contact for all of our lead and prospect database. We use it to warehouse all of our client and account information and is the tool that we use for all of our calling out for lead and prospect generation. I am able to follow the lead from the initial point of contact through out the entire lead and sales cycle and then once they are a client I can use Freshsales to do all reordering and account management. Along with the mobile application on my mobile devices Freshsales has to be one of the most extensible and robust sales tools that I have used since Salesforce!,Freshsales does predictive strength of a lead thing very well. By assigning each lead a score to how many times and in what ways they have been contacted I am able to see at one glance how hot or cold a lead is and where they are at in their buying process Fresh sales offers an on board dialer that is an effective tool to be able to do out bound dialing and to use as a way for your clients to get a hold of you! I really like how Freshsales comes at database management and how relational every aspect of the overall database it is.,I think if the outbound phone tool was a true predictive dialer and allowed me to load a list of numbers and just tell it to go by hitting a button that would make my job easier. I wish that Freshsales was a little bit more intuitive with some aspects of their GUI. I think that Freshsales could use a lesson from the likes of Five9 or Call Fire when it comes to the types of reporting that it can execute.,10,The ROI has been worth it. The ease of use and overall functionality has been worth it. The purchase of FS is definitely worth it.,salesforce,DPS Outlook Office, Microsoft Office 365
Unspecified
Freshsales CRM
7 Ratings
Score 8.9 out of 101
TRScore

Freshsales CRM Reviews

Freshsales CRM
7 Ratings
Score 8.9 out of 101
Show Filters 
Hide Filters 
Filter 7 vetted Freshsales CRM reviews and ratings
Clear all filters
Overall Rating
Reviewer's Company Size
Last Updated
By Topic
Industry
Department
Experience
Job Type
Role
Reviews (1-4 of 4)
  Vendors can't alter or remove reviews. Here's why.
No photo available
November 19, 2018

Freshsales CRM Review: "Freshsales – It goes okay."

Score 7 out of 10
Vetted Review
Verified User
Review Source
We initially came to Freshsales after hunting around for a CRM solution with a sales-focus and integrated telephony– as we found that the system we use to manage projects and inbound enquiry (Trello) was falling short on functionality, such as automatic recording and logging of email/phone interactions.

Only a very small subset of our staff use Freshsales, but it is used by sales representatives for the purposes of managing interactions with staff and prospects, as well as tracking ongoing and closed deals.
  • Phone and Email integration
  • Ability to fully customise the platform, fields, and workflows
  • Value for money
  • Automation ('workflows') need a bit of work. In comparison to other sales CRMs that automatically 'nudge' sales staff when a phone call or email hasn't been returned (for example), these nudges can be created as 'tasks' in Freshsales, but only by someone who knows what they're doing, setting explicit trigger and action rules that don't always cover all scenarios.
  • Event tracking with Segment (or just with their JS library) is a little bit haphazard. I'm sure it works well for in-app actions, but if a user visits your website and interacts with you and you aren't using the Freshsales forms on your website, it can be hard to identify users and track website visits and actions etc.
  • Learning curve– seems to be aimed at users with a bit more technical know-how; so might work well for SaaS sales teams or sales engineers, but not so much for users in other industries. Our non-technical staff have found it to be confusing.
  • Mobile Application– works very well as a contact directory, retrieving a quick overview of interactions, and now you can place voice notes that sync with the web app; these features aren't necessarily critical to our field salespeople. A user will still need to 'come back to the office' to retrieve missed voicemails, update deals notes, as well as place calls from their VoIP number. Freshsales will forward calls to a mobile, but won't allow the sales staff to place calls from their mobile device using their VoIP numbers (or receive calls from these lines).
Freshsales is great for a CRM with integrated telephony, where users are of an entirely Inside Sales team. It is also very strong if you value a CRM that allows you to customise fields, descriptions, and displayed information for all of your Leads/Customers/Accounts/Deals.
It is also great if your users have technical backgrounds, as the customisation and manual configuration of automation steps can be somewhat cumbersome.

It isn't great if you are not happy to use their webapp to replace your email client (It works well for sending and receiving emails, but if you switch back to Gmail and open a sent message it is marked as read by the recipient, so it is important to only stay within the Freshsales client for reviewing sent emails - at the time of writing).

For those who rely on outside sales teams, or want a solution that plays nice 'out of the box', I imagine you might find Freshsales to be a little difficult to use.
Read this authenticated review
Sean Foo profile photo
May 04, 2018

Freshsales CRM Review: "A CRM You Can Depend On!"

Score 9 out of 10
Vetted Review
Verified User
Review Source
Freshsales is used to store and track our leads and our accounts. It is used by the whole organization and helps us perform better in marketing and sales activities.
  • Freshsales allows for comprehensive segregations of leads, accounts, and deals.
  • Very good and responsive customer support.
  • The interface can get complex and it is not very intuitive in the beginning in understanding the difference between leads and contacts and accounts.
  • Trying to label your pipelines or do a customization for you dropdown views can be painful and if you accidentally delete it, there is no button to recover from it.
Freshsales is great for intermediate CRM users. It is less appropriate for freelancers and better suited for agencies or bigger organizations.
Read Sean Foo's full review
Luciana Montivero profile photo
February 13, 2018

Freshsales CRM Review: "Freshsales, the all-in-one CRM for prospecting and closing deals"

Score 9 out of 10
Vetted Review
Verified User
Review Source
In my organization, after trying almost every CRM on the market, we decided to go with Freshsales CRM for prospecting and closing leads. We are a sales team of 3, and it really suits our needs. So far we haven't had any major issue while using it, except one time when there was a backend problem with sales campaigns that thankfully was solved briefly.
  • It really helps with prospecting and closing deals
  • It has a great UI, far way better than much of the CRMs on the market
  • It has an awesome points system for leads qualification
  • It has an integrated phone number that you can activate so you can log and record your calls directly to the CRM platform
  • It's really easy to use and understand
  • Sales campaign and workflows really make your life easier when following up on prospects/contacts
  • It would be great if you could manage the system scores for leads qualifications (like when a lead interacts with your emails it adds a point when it might be a cold lead)
  • Support help could respond a little faster when having problems (we were almost a week with a problem and the answers we got from them were every two days when it was something urgent)
I think it is a really complete CRM, with good pricing considering its features and great functionalities for small and big sales teams. It's really customizable so you can make it work as you wish, and the lead scoring system is something I still don't understand why all other CRMs don't have!
Read Luciana Montivero's full review
Rudy Veve profile photo
November 15, 2017

Freshsales CRM Review: "Freshsales is A Phenomenal Choice For Lead And Prospect Database Management"

Score 10 out of 10
Vetted Review
Verified User
Review Source
Freshsales is being used by my company as a single point of contact for all of our lead and prospect database. We use it to warehouse all of our client and account information and is the tool that we use for all of our calling out for lead and prospect generation. I am able to follow the lead from the initial point of contact through out the entire lead and sales cycle and then once they are a client I can use Freshsales to do all reordering and account management. Along with the mobile application on my mobile devices Freshsales has to be one of the most extensible and robust sales tools that I have used since Salesforce!
  • Freshsales does predictive strength of a lead thing very well. By assigning each lead a score to how many times and in what ways they have been contacted I am able to see at one glance how hot or cold a lead is and where they are at in their buying process
  • Fresh sales offers an on board dialer that is an effective tool to be able to do out bound dialing and to use as a way for your clients to get a hold of you!
  • I really like how Freshsales comes at database management and how relational every aspect of the overall database it is.
  • I think if the outbound phone tool was a true predictive dialer and allowed me to load a list of numbers and just tell it to go by hitting a button that would make my job easier.
  • I wish that Freshsales was a little bit more intuitive with some aspects of their GUI.
  • I think that Freshsales could use a lesson from the likes of Five9 or Call Fire when it comes to the types of reporting that it can execute.
I think that Freshsales is well suited for a smaller company or a medium to larger company that has remote agents. I think that Freshsales is not as well suited for a company that has to do a lot of out bound dialing.
Read Rudy Veve's full review

Freshsales CRM Scorecard Summary

Feature Scorecard Summary

Customer data management / contact management (4)
9.0
Workflow management (4)
7.0
Territory management (4)
7.8
Opportunity management (3)
7.9
Integration with email client (e.g., Outlook or Gmail) (4)
8.2
Interaction tracking (4)
8.7
Channel / partner relationship management (2)
7.1
Lead management (4)
9.0
Email marketing (4)
7.2
Task management (4)
7.9
Reporting (4)
7.3
Forecasting (3)
7.0
Pipeline visualization (4)
10.0
Customizable reports (3)
7.3
Custom fields (3)
8.7
Custom objects (2)
8.0
API for custom integration (1)
6
Single sign-on capability (2)
8.0
Role-based user permissions (2)
8.0
Mobile access (3)
7.9

About Freshsales CRM

Freshsales is a sales automation solution offering multi-platform capabilities including a native app for iPhone and iPad.

Included in the system is a one-click phone; no additional hardware or software is needed to use this feature. Users can send personalised bulk emails from the system, and then monitor who is opening those emails and clicking links. The inbox automatically prioritizes emails from contacts and leads that are waiting for a response.

Freshsales tracks the web pages that prospects are interacting with and then segments contacts based on their behavior. A lead scoring feature ranks leads based on that data and will prioritize those with a higher score over those that require nurturing. The 360 customer view offers full details about customers and prospects, including conversations, touch points, appointments, and tasks.

Freshsales integrates with Freshdesk for for companies that are looking for an integrated help desk solution. It also integrates with Segment event tracking and Google Calendar.

Freshsales CRM Features

Sales Force Automation Features
Has featureCustomer data management / contact management
Has featureWorkflow management
Has featureTerritory management
Has featureOpportunity management
Has featureIntegration with email client (e.g., Outlook or Gmail)
Does not have featureContract management
Does not have featureQuote & order management
Has featureInteraction tracking
Has featureChannel / partner relationship management
Customer Service & Support Features
Does not have featureCase management
Does not have featureCall center management
Does not have featureHelp desk management
Marketing Automation Features
Has featureLead management
Has featureEmail marketing
CRM Project Management Features
Has featureTask management
Does not have featureBilling and invoicing management
Has featureReporting
CRM Reporting & Analytics Features
Has featureForecasting
Has featurePipeline visualization
Has featureCustomizable reports
Customization Features
Has featureCustom fields
Has featureCustom objects
Does not have featureScripting environment
Has featureAPI for custom integration
Security Features
Has featureRole-based user permissions
Has featureSingle sign-on capability
Social CRM Features
Does not have featureSocial data
Does not have featureSocial engagement
Integrations with 3rd-party Software Features
Does not have featureMarketing automation
Does not have featureCompensation management
Platform Features
Has featureMobile access

Freshsales CRM Screenshots

Freshsales CRM Integrations

Freshsales CRM Competitors

Pipedrive, Insightly, Salesforce

Pricing

Has featureFree Trial Available?Yes
Has featureFree or Freemium Version Available?Yes
Has featurePremium Consulting/Integration Services Available?Yes
Entry-level set up fee?No
EditionPricing DetailsTerms
SPROUT$0/user/month
BLOSSOM$12/user/month
GARDEN$25/user/month
ESTATE$49/user/month

Freshsales CRM Support Options

 Free VersionPaid Version
Phone
Email
FAQ/Knowledgebase
Video Tutorials / Webinar

Freshsales CRM Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Apple iOS, Android, Windows Phone
Supported Countries:Worldwide
Supported Languages: English, German, Dutch, Italian, French, Spanish, Portuguese