Refreshingly User-Friendly
July 23, 2019

Refreshingly User-Friendly

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

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.
  • This question is probably better suited for my team lead to answer.
Freshsales is much much more user-friendly from a daily usage POV, and makes our lives MUCH easier. The automation really helped us switch over from Salesforce to Freshsales.
Freshsales is best suited to track all outside comms across an organization, so you can see the history of an entire client from pre-sales to account management.

Freshworks CRM (formerly Freshsales) Feature Ratings

Customer data management / contact management
Workflow management
Not Rated
Territory management
Not Rated
Opportunity management
Integration with email client (e.g., Outlook or Gmail)
Interaction tracking
Channel / partner relationship management
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
Task management
Not Rated
Not Rated
Pipeline visualization
Customizable reports
Custom fields
Not Rated
Custom objects
Not Rated
API for custom integration
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Mobile access
Not Rated

Using Freshsales

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
Relatively simple
Easy to use
Well integrated
Quick to learn
Feel confident using