Able to replace Salesforce for a startup.
Michael Brennan profile photo
July 07, 2019

Able to replace Salesforce for a startup.

Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Freshsales

Freshsales is an excellent customer relations management suite aimed at smaller enterprises that do not need a sophisticated (expensive) CRM system. We had implemented it in the stage when we were too big for no CRM but too early for a big system with the requirements for resources. Freshsales CRM helps to achieve goals without going through the lengthy customization process first. It took less than a week to set everything up, and we were ready to go. The interface is intuitive and lets us organize fairly complex projects with ease. Overall, the experience with FreshSales has been much better than expected.
  • 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.
  • Freshsales saved our resources during the early stage of our startup that we were able to use more efficiently on getting new customers.
  • We identified several duplicate processes in our workflow.
  • We also saved costs on managing our remote co-workers by being able to have control over their performance and goals.
We tried to implement Salesforce for its modularity and advanced features, but we quickly realized that it would be an overkill for our need in the early stage. There were substantial costs required for the implementation in addition to the lengthy process of setting the system up. Freshsales allowed us to get all the functionality we needed for a fraction of the cost and literally in a couple of days we were ready to go with Freshsales.
It would be best suited for a smaller company (startup or a family-owned business) that needs to manage its relationships with users and the business opportunities in a simple but effective way. Also, great for teams that work from different locations; the data is elegantly synchronized for all involved users. It is not suitable for those companies that need (and can justify the costs and resources involved) all the bells and whistles of the CRM.

Freshsales Feature Ratings

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