Able to replace Salesforce for a startup.
July 07, 2019
Able to replace Salesforce for a startup.
Score 10 out of 10
Vetted Review
Verified User
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.