One of the best tools to manage leads and track sales.
July 24, 2019

One of the best tools to manage leads and track sales.

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Freshsales

It is being used by the Sales Department and it solves our end to end lead status tracking, sales deals management, and data analytics. It is our CRM tool which helps in improving our marketing strategy as well. Help to manage the team targets, performance and in which areas should we improve.
  • It helps to nurture the leads and keep a track of each of them.
  • It is all-in-one type of tool for a salesperson comprising all communication methods.
  • Customized email campaigns.
  • In-depth analytics for end-to-end pipeline tracking.
  • Better chat option.
  • Make it more user friendly.
  • Pricing should be more competitive.
  • It has been all positive impacts. We can keep visualization on our sales.
Better nurturing of leads, better tracking of leads, sales visualization, communication tools, better integration, workflow automation, better mobile application.
Well suited for:
  • Small sales teams
  • Lead pipeline tracking
  • Team management
  • Communication options
  • Prioritization of leads
  • Visualization of leads and sales

Not suited for:
  • Bigger teams
  • The company who has a custom process
  • Who needs a knowledge base
  • Chat-based sales
  • Filteration of emails
  • Who need to raise tickets

Freshsales Feature Ratings

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