A great choice for small and growing businesses.
Dan Styklunas | TrustRadius Reviewer
August 29, 2019

A great choice for small and growing businesses.

Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Freshsales

I am using Freshsales as my CRM for my marketing agency. It is where I store all of my leads, contacts, and account data, progress on deals, and email communications. It keeps me organized and centralizes my sales data.
  • It has a comprehensive set of tools and gives me options for how I interact with prospects and clients.
  • It syncs both ways with email, which is a big timesaver.
  • It is easy to set up, and support has been very helpful.
  • If anything, there may be too many options. I love the features but sometimes it can be a challenge to work quickly.
  • I would like to see more flexibility in what fields I choose to use at the contact and lead level.
  • I would like to see more room to add research and notes on accounts. But it works well in the current version.
  • It is too soon to make a determination on ROI, but I do think it will help me be more efficient.
  • The reporting functions help me stay on track of sales opportunities.
  • The task reminders help me accelerate how quickly deals come together.
Freshsales had more features, especially the ability to do email campaigns, which was a key feature for me. That was a deal-breaker. Pipedrive had a nice UI and was easy to use, but it was mostly focused on pipeline management, so overall it lacked many of the features found in Freshsales.
I think it offers a lot of value for a small or medium-sized business. It can probably work well for an enterprise too, but I don't know how well it would scale in that context. I can say that it has never gone down on me or been unavailable, so the performance has been great. I do like how I can send and reply to emails right inside the program without having to switch back to other applications. The reporting is straightforward and works well with minimal setup. Very useful.

Freshsales Feature Ratings

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