User-friendly CRM
August 06, 2019

User-friendly CRM

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

Overall Satisfaction with Freshsales

It's the best platform for a start-up. It is the best way to increase sales as it gives reports in a very less time which increases efficiency. Working with this program, the documents and lead's information comes in handy. The follow-up procedure in this program creates a good system for users with multiple ways to contact the clients.
  • Reports
  • Integration
  • Notification control
  • Able to convert more leads into deals.
Freshsales has helped a lot in tracking calls and fetching reports in an effective manner.

Freshsales Feature Ratings

Customer data management / contact management
9
Workflow management
10
Territory management
9
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
10
Channel / partner relationship management
6
Lead management
9
Email marketing
9
Task management
10
Reporting
10
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Custom fields
9
Custom objects
9
API for custom integration
9
Role-based user permissions
6
Single sign-on capability
6
Mobile access
4