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Perfect cloud-based CRM if you're just getting started.
https://www.trustradius.com/crmFreshsalesUnspecified7.545101
Steven Duran profile photo
July 24, 2019

Perfect cloud-based CRM if you're just getting started.

Score 8 out of 101
Vetted Review
Verified User
Review Source

Overall Satisfaction with Freshsales

We currently use Freshsales to handle our wholesale and resale accounts. It's been a huge upgrade to manage our customer database in a cloud CRM solution and Freshsales has been really simple to learn and implement for our team. It's also helpful to implement Freshcaller which integrates nicely into Freshsales.
  • It has a really simple UX and UI.
  • It integrates really well with our softphone solution (Freshcaller).
  • The process of converting leads into customers has been really important to our database management and growth as a department.
  • Needs more robust prospecting features via email.
  • The integrations with outside email providers, such as Mailchimp, could be a bit more intelligent.
  • I would like to see a cleaner handoff between Freshdesk and Freshsales as far as management of customer data is concerned.
  • It's streamlined our ability to convert leads in to customers.
  • It's been incredibly helpful to set reminders for callbacks and follow-ups.
  • It has been really helpful to utilize the "note" function at the customer level so that you can personalize your interactions if need be.
Freshsales is within the Freshworks ecosystem so it was a no-brainer as far as evaluating it as a CRM. We've implemented both Freshcaller and Freshdesk in other areas of our business so we were happy to take a look at Freshsales. We do a significant amount of email marketing so integrating with Mailchimp was a big factor in our CRM evaluation.
If you are an online-based business, this is a perfect CRM solution to start with. It's really cost-effective, simple to implement, and they have excellent support documentation to help you run your business and optimize your sales pipeline and database. If I was starting a new business tomorrow, I would be hard-pressed to find something better than Freshsales at this point.

Freshsales Feature Ratings

Customer data management / contact management
9
Workflow management
8
Territory management
6
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
9
Interaction tracking
8
Channel / partner relationship management
7
Lead management
6
Email marketing
6
Task management
8
Reporting
7
Forecasting
7
Pipeline visualization
8
Customizable reports
7
Custom fields
8
Custom objects
8
API for custom integration
7
Role-based user permissions
8
Single sign-on capability
7
Mobile access
7