TrustRadius
Organized and easy to use
https://www.trustradius.com/crmFreshsalesUnspecified7.444101
Lavanya Chandrasekharan profile photo
July 24, 2019

Organized and easy to use

Score 9 out of 101
Vetted Review
Verified User
Review Source

Overall Satisfaction with Freshsales

We have been using Freshsales along with Freshdesk and across the organization. Freshsales has helped us in keeping our contacts/leads organized and well maintained. The UI is very simple and not complex at all. Checking the lead status, adding tasks for the team are our personal favorites and continues to be!
  • Intuitive UI.
  • Tasks
  • Lead stages.
  • Should be able to format notes/add links in Notes.
  • Can have reminders of a task or a particular activity/follow up.
  • Can't really rely to understand if the lead is an actual cold lead through the Lead scores.
  • ROI is evident after introducing Freshdesk & Freshsales in the way we interact with the clients.
In simple words, Freshsales makes it a lot easier and effective but flexible. All of them are good but some have too many options while some miss out on some very important features and remains the same. Freshsales is not complicated, has a good support team who are dynamic and open to suggestions.
Irrespective of the team size, Freshsales can be used by all teams. It has a lot of cool integrations which we are looking at now. The UI is very easy with just the right amount of menus. A suggestion would be uploading a file and adding links in the notes(for instance of customer interactions).

Freshsales Feature Ratings

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
Lead management
10
Email marketing
10
Task management
10
Reporting
10
Forecasting
10
Pipeline visualization
9
Customizable reports
10
Custom fields
Not Rated
Custom objects
Not Rated
API for custom integration
Not Rated
Role-based user permissions
10
Single sign-on capability
10
Mobile access
10