Overall Great CRM
Updated May 14, 2020

Overall Great CRM

Brandon Howard | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Freshsales

We are using Freshsales for our sales department and for client management through projects at my web design company in Nashville. It allows us to automate communication so we can send personalized messages to get people to set up calls. Then we have integrations with other apps to move leads and existing customers through a pipeline so it only sends them the relevant notifications and follows up when appropriate.
  • It helps you automate your onboarding process for new leads.
  • It has lots of integrations with other apps, so you can interact with other things like calendars and calls.
  • It's pretty easy to set sequences so the platform automatically follows up with people for you. This is not only helpful for your sales pipeline, but also for client communication when working on a project that requires their input.
  • Their tech support is pretty bad. I think I get a helpful answer maybe 20-30% of the time. I wish they would actually think about the problem and try to find a solution instead of sending a scripted or another completely unhelpful answer.
  • Freshsales has definitely had a positive impact on our sales. It's difficult to nail down the ROI it has generated, but it's well worth the cost.
  • The savings is mostly in time spent on lead and client follow up, so we can handle more leads and projects with a smaller team.
I haven't used HubSpot or Salesforce myself, but I compared the pricing and as you scale up both of those other services are overpriced compared to Freshsales. Once you get started with a CRM it's very difficult to switch, so I recommend starting with Freshsales so you can scale up with reasonable cost increases over time.
Freshsales is pretty much perfect if you are a small organization with just a few users but need robust communication capability.

Freshworks CRM (formerly Freshsales) Feature Ratings

Customer data management / contact management
9
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
8
Channel / partner relationship management
10
Lead management
10
Email marketing
10
Task management
8
Reporting
10
Forecasting
10
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
10
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
10
Mobile access
8