Freshsales -- A user-friendly, versatile, and affordable CRM solution
July 24, 2019

Freshsales -- A user-friendly, versatile, and affordable CRM solution

Cristina Tulumb | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Freshsales

Miaa Guard is a Belgian IT company which develops unique APIs to manage and control access for millions of consumers and professionals out there. We are using the FreshWorks suite, which also includes FreshSales, which is widely being used by most of our employees (sales, marketing, customer service, etc). It helps a lot with streamlining account management and sales activities in our organization.
  • Flexibility. It offers us an out of the box solution, but we can also customize it the way we find most suitable.
  • User Friendliness. The UI is accessible and easy to assimilate. There are plenty of advanced features available, which makes the platform suitable for both small, medium, and large enterprises.
  • Quick Reports. Good out of the box reports and customizable data queries.
  • They could work on making integration easier between FreshSales and other FreshWorks products and/or other systems.
  • Allowing the possibility to render customer scores and weights.
  • It is less expensive than mainstream CRM tools out there, while performing equally well on main areas of business interest. It's definitely a good choice financially.
Freshsales can be integrated with the other product we use called Freshdesk, which is a ticketing system.
We can link sales information such as leads, contacts, and account info to each support ticket. Both systems are interactively connected.
Freshsales is very handy for tracking leads, customer contacts, and account information on the overall.

Freshsales Feature Ratings

Customer data management / contact management
10
Workflow management
7
Territory management
10
Opportunity management
10
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
8
Reporting
10
Forecasting
9
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
10
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
Not Rated
Mobile access
10