Freshsales at a Glance
July 28, 2019

Freshsales at a Glance

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Freshsales

Freshsales is being used by our Sales Department for managing/reaching out to all our prospects that sign up on our website. It helps streamline the entire process, providing a single platform for lead information, emails, and maintaining activity history.
  • Good at maintaining a history of all prospect interactions.
  • Good flexibility when it comes to customizing the platform according to our company-specific requirements.
  • Good integration with G-Suite and other similar platforms.
  • Even though a good platform, the UI seems to be a problem at times.
  • Difficult to understand the different features/stages available.
  • At times we need to follow a complicated process in order to complete simple tasks.
  • Helps automate the process and provides a single platform to manage the sales process.
  • Negative when simple tasks need to be completed following complicated/extra steps.
It's definitely a good platform for companies with a manageable sales team size.
Freshsales is well suited for organizations where the entire sales process is managed between close-knitted teams as it's easy to complete the tasks and manage follow-ups.

Freshsales Feature Ratings

Customer data management / contact management
8
Workflow management
7
Territory management
8
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
9
Interaction tracking
10
Channel / partner relationship management
Not Rated
Lead management
8
Email marketing
8
Task management
9
Reporting
6
Forecasting
Not Rated
Pipeline visualization
7
Customizable reports
7
Custom fields
8
Custom objects
8
API for custom integration
8
Role-based user permissions
9
Single sign-on capability
9
Mobile access
7