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Freshsales is the best way to manage leads and more
December 30, 2019

Freshsales is the best way to manage leads and more

Marcelo Araujo | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller

Overall Satisfaction with Freshsales

Freshsales helps us a lot with customer comunication. It is very easy to control information about leads, deals and more. And the pipelines help us to see where the customers are on their journey. Also we use the email marketing function in Freshsales. Email marketing gives us better results with our existing customers.
  • Email marketing.
  • Control of leads.
  • For the beginners, it can be a little confusing.
  • API could be better.
  • Keep existing customers.
  • Help with new customers.
Freshsales is appropriate if you want to improve your relationship with your customers. It can help you with new customers and existent customers. The Freshsales functions are easy to understand, but if it is your first time with this tool, it can be little confusing because there are a lot of stages of a customer conversation.

The API could be better because sometimes it does not work with basic authentication, for example. The SDK could be better because there are some functions that do not work as expected, like CTI.

Freshsales Feature Ratings

10.0
Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
10
Channel / partner relationship management
10
Customer Service & Support ()
Not Rated
10.0
Lead management
10
Email marketing
10
10.0
Task management
10
Reporting
10
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
10.0
Mobile access
10