Freshsales at a glance!
May 07, 2020

Freshsales at a glance!

Renan Otero | TrustRadius Reviewer
Score 9 out of 10
Vetted Review

Overall Satisfaction with Freshsales

We use Freshsales in our prospect, commercial, and relationship areas. We resolved problems of generating leads with the proper information and integrations with our systems, moreover, we now are able to have a live base of prospects and strategic data on how we can perform better for prospecting. About sales and relationships, we keep track of what negotiations are important and strategic reports on how are sales velocity is running, and the number of clients that renew, moreover, we have the entire history of the customer with us.

Pros

  • Leads: organization, capture, integration
  • Sales: organization, intelligent data about metrics, forecast
  • APIs are very simple and stable to use, Zapier and 3ªpart integrations provided
  • User experience, almost no training is needed to use the solution, more over, a great app for iOS and Android

Cons

  • Could be improved in contract management (CML)
  • Could be improved for sales with proposal generator
  • Better visual composer for lead history board
  • We improved our sales visibility by ~15%.
  • We reduced 24 hours of manual jobs with automations.
  • Increased customer feedback happiness in 40%.
Price, special offers
Support in our local place via partners
Simplicity of use
Flexible API and already done integrations with G Suite and Office 365
Between the users, they have chosen Freshsales as more easy to use.
Freshsales is very good for:
Services companies
E-commerce
Digital business

Freshsales needs to be improved for:
Retail
Stores

Freshsales Feature Ratings

Customer data management / contact management
9
Workflow management
8
Territory management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
10
Channel / partner relationship management
6
Lead management
9
Email marketing
7
Task management
10
Reporting
10
Forecasting
9
Pipeline visualization
10
Customizable reports
9
Custom fields
9
Custom objects
10
API for custom integration
9
Role-based user permissions
10
Single sign-on capability
9
Mobile access
8

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