Item: Freshworks CRM
Rating: 9
Author: Verified User

Use Cases and Deployment Scope

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 and Cons

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

Creation of a client portal
Online document storage
Online document signing

Return on Investment

It helped us with our initial round of compliance audits.
It helped us understand our client data.
It helped us collaborate.

Alternatives Considered

HubSpot CRM, Zoho CRM, Less Annoying CRM, Agile CRM, Pipedrive and monday.com

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.

Other Software Used

Zoho CRM, Zoho Sign, Zoho Forms

Likelihood to Recommend

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.

Definitely the freshest approach to sales and customer relationship management

Overall Satisfaction with Freshsales