Freshsales - Lifeline of a salesperson
Updated July 31, 2019

Freshsales - Lifeline of a salesperson

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

Overall Satisfaction with Freshsales

Being a salesperson Freshsales is our lifeline. It helps us keeping track of leads, customers, and deals. We run regular follow up campaigns for customers. Sending emails, keeping track of emails that are read or unread. Calling customers directly from Freshsales and recording the call for future reference.

Pros

  • Lead Management: We have integrated our application with freshsales so that when a customer creates an account in our system it automatically creates a lead in Freshsales. Then we can follow up with the customer, call the customer and the complete customer lifecycle.
  • Functionality to customize and add integrations.
  • Assigning tasks/leads to different salesperson.

Cons

  • Speed - At time it takes time to load.
  • Mobile app needs to be improved, notifications get delayed , its not user friendly unlike web app.
  • If SMS could be sent it would be great.
  • Lead management features have allowed us to manage leads efficiently which earlier was completely messed up.
  • Reports help us to measure performance.
  • We have all emails in one place using gmail integration so its easy to find any past communications.
Features like phone, email tracking, customization, email integration, custom API forced us to move away from Pipedrive. Support of freshsales is superb this was another reason. Other features are lead assignment and task management. Lead scores to judge lead was another point where freshsales beat Pipedrive.
Intercom, Basecamp
The best part about Freshsales is that we customize the application and add different custom fields.
The other best part is lead scoring. I just love this feature it tells you which is the hottest lead and which one is a cold lead. It helps to streamline our process and focus on customers who are active and responsive.

Freshsales Feature Ratings

10.0
Customer data management / contact management
10
Workflow management
10
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
10
Channel / partner relationship management
10
Customer Service & Support ()
Not Rated
10.0
Lead management
10
Email marketing
10
10.0
Task management
10
Reporting
10
10.0
Forecasting
Not Rated
Pipeline visualization
10
Customizable reports
Not Rated
10.0
Custom fields
10
Custom objects
Not Rated
API for custom integration
10
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
5.0
Mobile access
5

Comments

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