Definitely the freshest approach to sales and customer relationship management
April 30, 2020

Definitely the freshest approach to sales and customer relationship management

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

Overall Satisfaction with Freshsales

I used Freshsales to track our new business and set up workflows based on specific points of the deal. I also used it to store customized client data, as well as to connect our G Suite email account up with the CRM so that we could obtain an overview of communication on the clients' respective CRM pages.

Pros

  • Quick transitions between modules
  • Seamless data entry
  • Overall "fresh" experience
  • High level of customization

Cons

  • Creation of a client portal
  • Online document storage
  • Online document signing
  • It helped us with our initial round of compliance audits.
  • It helped us understand our client data.
  • It helped us collaborate.
Freshsales was better than all the above for us but tied with Zoho. Zoho won because of its countless add-on apps, not because of price. However, price-wise, it was better than all the rest for what you get with Freshsales. For us, the main benefit of Freshsales was comprehensiveness and ease of use.
Our company had tried many, many different types of CRM systems and Freshsales was the best. We moved because we ended up requiring a different type of solution. But Freshsales was fantastic. If you require online document storing and signing, you will need to look elsewhere, but not many CRMs provide that, and the ones that do, are not as good at being a CRM as Freshsales is. This is an honest take on the matter. There are some solutions that do really well, but significantly exceed the Freshsales pricing.

Freshsales Feature Ratings

9.3
Customer data management / contact management
9
Workflow management
8
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
10
Channel / partner relationship management
Not Rated
Customer Service & Support ()
Not Rated
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
9.5
Task management
9
Reporting
10
9.0
Forecasting
Not Rated
Pipeline visualization
8
Customizable reports
10
9.0
Custom fields
9
Custom objects
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
9.0
Mobile access
9

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