Freshsales Review
April 16, 2020

Freshsales Review

Jose Adan Ortiz | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Freshsales

For the past 3 years, Freshsales has changed the way we monitor sales, opportunities, and even projects.
We use Freshsales across the whole organization to keep everyone updated about project status and to document assets, from a proposal from an Account Manager, to notes, call registry, and project scope for the Professional Services team. We had problems registering new opportunities in an easy way and controlling the sales pipeline, with Freshsales we now have an instant view of business status even from Freshsales Mobile App.
  • The way you can easily build and modify a filter for a business view.
  • Visual representation of sales pipeline.
  • Integration with other Freshworks tools.
  • More flexible reports.
  • User profile segmentation and permissions.
  • Easy reports directly from a sales pipeline inside a view/filter.
  • Helped us to keep visual control of sales pipeline
  • Efficient reporting for forecasts in weekly meetings
  • Control sales targets across 3 different countries
Definitely, with Salesforce, you can obtain a lot more integrations, reports, customizations, but Freshsales can assure the control of your sales targets perfectly for one-third of the Salesforce price.
Freshsales is good for businesses with fewer than 100 employees (users). We are a Technology Consultant Partner, and we work with a lot of products and services and Freshsales helped us organize all kinds of sales and opportunities.

Freshsales Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
10
Lead management
10
Email marketing
10
Task management
8
Reporting
7
Forecasting
8
Pipeline visualization
10
Customizable reports
9
Custom fields
10
Custom objects
9
API for custom integration
10
Role-based user permissions
8
Single sign-on capability
9
Mobile access
10