Freshsales Reviews

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Score 8.0 out of 100

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Ellie Wilkinson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Separate leads from contacts - this ensures you build good pipelines.
  • Allows you to email marketing campaigns so you can do everything through one system.
  • The email limit is small - only 500 per user. This makes it challenging to run big campaigns.
  • It brings into the CRM any contact that is emailing your email address that is linked to the account.
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James E. Heyward CPA | TrustRadius Reviewer
January 31, 2020

Simple and efficient CRM

Score 8 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Freshsales is great for gathering and organizing detailed information of leads and contacts.
  • The software integrates well with other cloud applications.
  • The software is scalable.
  • Freshsales could do better if they made the focus more general rather then for software companies.
  • Expand the integrations to other software.
  • Continue to improve reporting.
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Rudy Veve | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
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Dan Styklunas | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • It has a comprehensive set of tools and gives me options for how I interact with prospects and clients.
  • It syncs both ways with email, which is a big timesaver.
  • It is easy to set up, and support has been very helpful.
  • If anything, there may be too many options. I love the features but sometimes it can be a challenge to work quickly.
  • I would like to see more flexibility in what fields I choose to use at the contact and lead level.
  • I would like to see more room to add research and notes on accounts. But it works well in the current version.
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Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Monitoring emails. I have a great need to understand the lead activity in order to make the next and most appropriate move.
  • Running automated email campaigns. I can set some rules and Freshsales will send a bulk/targetted communication. This saves me time, effort and more importantly allows me to reach leads at the right time.
  • Managing leads and prioritizing leads. Setting a lead score helps me allot my time more productively.
  • The mobile app could be better.
  • Very rarely email templates freeze but they do recover quickly.
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Jeffin Idiculla | TrustRadius Reviewer
August 06, 2019

Freshsales Review

Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • It's very easy to use.
  • Very adaptable to our costume needs.
  • Great Customer Support.
  • Hyper linking in notes is not available.
  • Basic template in sale marketing should be available.
  • Lead Score Customization should be available fully from garden plan.
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Lavanya Chandrasekharan | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Intuitive UI.
  • Tasks
  • Lead stages.
  • Should be able to format notes/add links in Notes.
  • Can have reminders of a task or a particular activity/follow up.
  • Can't really rely to understand if the lead is an actual cold lead through the Lead scores.
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Steven Duran | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • It has a really simple UX and UI.
  • It integrates really well with our softphone solution (Freshcaller).
  • The process of converting leads into customers has been really important to our database management and growth as a department.
  • Needs more robust prospecting features via email.
  • The integrations with outside email providers, such as Mailchimp, could be a bit more intelligent.
  • I would like to see a cleaner handoff between Freshdesk and Freshsales as far as management of customer data is concerned.
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Ankit Thakrar | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Easy To Use - Very intuitive and modern UI.
  • Great Customer Support - Every page on the CRM has support articles that are recommended via their chat widget which are immensely helpful. If the articles do not cut it, then the customer support agent is available in 5 to 10 mins via chat. Other channels like email and call are always there but never reached a stage where I had to email or call them. Chat always did the trick.
  • Comprehensive Feature Set - I am on the Garden plan it does what we need as an SMB and more.
  • Value for Money - The same feature set would be offered at a higher plan by the competitor.
  • Lead Score Calculation - This is unintuitive right now. This needs to be clarified on how one can reliably set up this metric.
  • Tracking open clicks if there are multiple links in the email body. Currently, it only says the lead clicked on a link. But if you have multiple links then you would want to know which link.
  • This is maybe too much to ask, but the ability to adjust the Row height and column width to see maximum content in one window. Something like a compact view that Gmail offers.
  • Chrome Plugin - We can create a lead but we cannot edit the lead details from the plugin. It would be helpful if we can edit the lead details from the plugin.
  • Tracking is possible only if the email is sent from with the CRM. It should also take place if sent from Gmail inbox.
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Cristina Tulumb | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Flexibility. It offers us an out of the box solution, but we can also customize it the way we find most suitable.
  • User Friendliness. The UI is accessible and easy to assimilate. There are plenty of advanced features available, which makes the platform suitable for both small, medium, and large enterprises.
  • Quick Reports. Good out of the box reports and customizable data queries.
  • They could work on making integration easier between FreshSales and other FreshWorks products and/or other systems.
  • Allowing the possibility to render customer scores and weights.
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Michael Brennan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Freshsales API added into Freshdesk synchronizes the data across the two platforms.
  • The integrations work really well: calendars, contact, and emails in Google and Office 365 are automatically synchronized both ways.
  • Good email templates for easy scheduling of email marketing campaigns.
  • Fair pricing options.
  • Prompt and efficient support team.
  • The reminders are not detailed enough, for example, it is not possible to set up a notification when the lead has not responded for a set amount of time.
  • The more advances workflows are possible only with the help of third-party tools (Zapier).
  • It takes time to list through several pages of data.
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Ch Avinash | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • It's an organized way of maintaining deals and ease to use.
  • It has good customer relationship management.
  • Creating campaigns and sending bulk emails-- the best part is tracking emails.
  • Executing campaigns.
  • Showcase the e-mail templates better.
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STEVEN BLANCO | TrustRadius Reviewer
July 23, 2019

Freshsales review

Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • It's easy to use.
  • It has a nice interface.
  • It's 100% cloud-based, and can be accessed anywhere with an internet connection.
  • It's a little slow sometimes (which could have been due to my internet speed).
  • The customer service reps can be a little difficult to understand.
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Mahendra Bhavani | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Lead scoring.
  • Highlighting rotten deals.
  • Mobile application and notifications.
  • Freshsales integration with FreshCaller and Gmail.
  • Setting follow up time and date.
  • Reporting could be better.
  • Desktop application would be a huge help.
Read Mahendra Bhavani's full review
Anonymous | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • User friendly interface
  • Flexibility to add new fields to user records
  • Affordable
  • Persistent and pervasive down time
  • Lack of scalable integrations with data source (e.g., their Segment integration is barely functional and they won't improve it)
  • Slow and unhelpful customer service
  • Account management doesn't understand our business or what we're trying to accomplish
  • Email campaign feature is barely functional and only allows you to have 10 campaigns, even with the most expensive plan
  • Lead and contact records have gone missing and FreshSales is unable to recover data
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Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Lead Management: We have integrated our application with freshsales so that when a customer creates an account in our system it automatically creates a lead in Freshsales. Then we can follow up with the customer, call the customer and the complete customer lifecycle.
  • Functionality to customize and add integrations.
  • Assigning tasks/leads to different salesperson.
  • Speed - At time it takes time to load.
  • Mobile app needs to be improved, notifications get delayed , its not user friendly unlike web app.
  • If SMS could be sent it would be great.
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Feature Scorecard Summary

Customer data management / contact management (40)
7.6
Workflow management (39)
7.0
Territory management (32)
7.6
Opportunity management (34)
7.5
Integration with email client (e.g., Outlook or Gmail) (39)
7.3
Interaction tracking (40)
7.7
Channel / partner relationship management (31)
6.9
Lead management (37)
7.6
Email marketing (39)
6.6
Task management (36)
7.3
Reporting (37)
7.1
Forecasting (33)
6.8
Pipeline visualization (39)
7.8
Customizable reports (33)
6.9
Custom fields (37)
7.4
Custom objects (30)
7.4
API for custom integration (29)
6.3
Single sign-on capability (30)
7.1
Role-based user permissions (34)
7.3
Mobile access (36)
6.2

About Freshsales

Freshsales is an all-in-one sales CRM software with features like built-in phone and email, lead scoring, visual sales pipeline, reports and dashboards, automations, and mobile apps, ensuring that sales reps do not have to juggle between multiple tools to get the job done. According to the vendor, Freshsales is extremely easy to use, and has an intuitive UI means translating to minimal on-boarding time for sales reps.

Freshsales comes with auto-profile enrichment and activity tracking which helps sales reps get a 360-degree view of their leads. The vendor promises that the AI-based lead scoring feature helps sales reps understand and prioritize their leads better. Freshsales also enables sales reps to get a more holistic view of their sales pipeline with the visual sales pipeline. The drag and drop UI makes it easy to move deals between stages and even mark them as won or lost. The visual sales reports and dashboards make it easy to accurately forecast your business. The sales campaigns feature in Freshsales allows users to create, send, and track outbound email campaigns without having to rely on external software.

Freshsales 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 Screenshots

Freshsales Integrations

Freshdesk, Segment, Freshchat, Freshcaller, Mailchimp, Zapier, PieSync, Xero, Google, Freshconnect, QuickBooks

Freshsales 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
Forest$79/user/month

21-day FREE trial. No credit card required. Free to get started, affordable as you grow

Freshsales Support Options

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

Freshsales 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, Polish, Russian, Chinese