My experience with Freshsales
August 29, 2019

My experience with Freshsales

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

Overall Satisfaction with Freshsales

Freshsales is being used for lead management and creating and managing deals apart from other sales activities. It also helps us in running campaigns. It can be used effectively to keep track of open, click and bounce rates which is extremely vital to our next course of action. The ability to set rules to keep the leads engaged by means of the lead score is my personal favorite feature. Scheduling emails by setting rules is simple. In terms of product support, they have been really good as they make sure to send us relevant webinars to help us better after an expert answers our questions.
  • Monitoring emails. I have a great need to understand the lead activity in order to make the next and most appropriate move.
  • Running automated email campaigns. I can set some rules and Freshsales will send a bulk/targetted communication. This saves me time, effort and more importantly allows me to reach leads at the right time.
  • Managing leads and prioritizing leads. Setting a lead score helps me allot my time more productively.
  • The mobile app could be better.
  • Very rarely email templates freeze but they do recover quickly.
  • Had a positive impact as we are able to handle higher volumes of accounts more effectively.
  • Team morale has been up as mundane documentation is reduced.
I haven't used other products. We are currently very happy with FreshSales.
Freshsales is well suited for anyone dealing with a large number of accounts and contacts. If that applies to you, then Freshsales can be a very powerful tool. It is also well-suited to anyone who wants to automate the process by setting rules, as well as anyone needing help with managing sales pipelines. Anyone wanting to use it more on mobile would not find it to be very useable.

Freshsales Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
10
Channel / partner relationship management
9
Lead management
10
Email marketing
10
Task management
10
Reporting
10
Forecasting
9
Pipeline visualization
10
Customizable reports
10
Custom fields
1
Custom objects
1
API for custom integration
9
Role-based user permissions
10
Single sign-on capability
10
Mobile access
10