July 23, 2019
Score 9 out of 10
Overall Satisfaction with Freshsales
Freshsales is currently used across the sales, inside sales, and account management teams. The company as a whole uses it to effectively track leads, communication, and deals associated with the leads. We also use it to project the revenue stream expected in a quarter. I use it with the Account Management team to track every account I handle, the upcoming deals associated with those accounts, and to log all communications for transparency.
- You can stay on top of every single one of your accounts with quick notes, thoughts and tasks.
- We're able to update different stages of a deal so that there's transparency within a team. If you're not on hand to provide a timely update, Freshsales is there to fill in the gap!
- We can track the revenue expected in the coming quarters/years based on deals present and incoming.
- There's a lot to do on the product, so if you're not effectively trained in the beginning it can be overwhelming.
Freshworks CRM (formerly Freshsales) Feature Ratings
I'm only trained in one portion of it, and I find that easy enough to maneuver. It's not an everyday must use product for me, so the fact that I can come back after days off and still find my way very easily speaks to the UI of the product
Like to use
Easy to use
Quick to learn
Feel confident using