TrustRadius
Exactly what I needed to keep track of leads
https://www.trustradius.com/crmFreshsalesUnspecified7.445101
Aaron Krall profile photo
July 02, 2019

Exactly what I needed to keep track of leads

Score 9 out of 101
Vetted Review
Verified User
Review Source

Overall Satisfaction with Freshsales

I've been using the Freshsales suite for about a year now. What an amazing tool. They've somehow been able to combine everything I need in one place and still make it simple and easy to use. Not only that, the customization! It took me a bit to get it the way I wanted it, but now that it's there it's amazing. Not only can I keep track of all my leads, but I can also see if they visited pages on my site which increases their lead "hotness" so I can reach out to hotter leads. It lets me email leads right from the dashboard as well, and even schedule emails to go out if someone needs a follow up in a specific amount of time which is a lifesaver because I never remember to follow up. The sales engagement is SO helpful. Being able to track whether or not they opened the email and follow up if they haven't (or have) is also great. Support is great, there is always someone there to answer my Qs (and I have a lot of them). And all of their tools work together so I can keep track of emails, chats, etc. Really impressed with this tool.



  • Suite of tools that work together
  • Customizable
  • Flexible, but not hard to learn
  • Bit of a learning curve.
  • Able to follow up with leads faster and easier.
  • Investment has paid off in just the deals I've been able to save/follow up with.
  • Able to see trends
The main reason I went with Freshsales is because of their suite of tools that integrate perfectly. Before, I'd have a chat system, support desk, CRM all in different tools and it was hard to keep track of leads across different funnels. Freshsales solves this like no other tool could.
Freshsales is great if you have high lead flow and multiple funnels you need to keep track of. It's great at automating a lot of the follow-up and engagement. If you're a one-man-band or don't have high lead flow this might be a bit overkill for you.

Freshsales Feature Ratings

Customer data management / contact management
9
Workflow management
8
Territory management
Not Rated
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
10
Channel / partner relationship management
Not Rated
Lead management
9
Email marketing
10
Task management
10
Reporting
10
Forecasting
Not Rated
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
10
API for custom integration
Not Rated
Role-based user permissions
10
Single sign-on capability
10
Mobile access
Not Rated