Freshsales works great for our team.
March 07, 2025

Freshsales works great for our team.

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

Software Version

Freshworks CRM Sales Cloud

Overall Satisfaction with Freshsales

We use Freshsales as our CRM and contact management software. Our sales team uses it to track leads, create deals and manage our entire sales pipeline in general. Our Management team uses it to track activity and set up weekly reports. We also like that it integrates with most of our existing Tech stack and is quite customisable.

Pros

  • Great integrations. Its very seamless and easy to set up your integrations. It also integrates with pretty much anything you might want to connect it to.
  • Really easy to use. Our team doesnt need a detailed training set up for new users to start using it.
  • It also has great resources for self learning and a pretty solid support team.
  • Pretty customizable, worked well for our use case with minimal tweaking.

Cons

  • While we like the way we have set up reporting, I think that is one area where it could see significant improvement.
  • Initial set up a was a little rocky and it took a few tries till we had our pipeline and workflows nailed down.
  • It has improved our sales process and workflows significantly.
  • Integrations reduce duplicate efforts.
  • Price per user is very competitive so it has saved us a fair bit when compared to market alternatives.
It is really easy to use. Even for first time or new users. It also has a lot of online learning resources so we can just use those to train our new users. We also like their support team. On rare occasions when we have to contact them, they have been very helpful.

Do you think Freshsales delivers good value for the price?

Yes

Are you happy with Freshsales's feature set?

Yes

Did Freshsales live up to sales and marketing promises?

Yes

Did implementation of Freshsales go as expected?

Yes

Would you buy Freshsales again?

Yes

Generally speaking for small to mid sized team I really cannot recommend it enough. It has an excellent feature set, good amount of integrations, fairly customisable and backed by solid support. And the pricing is very competitive too. I feel like if your team is larger than that, you might want to look at other alternatives but for teams that size, its really perfect.

Freshsales Feature Ratings

9.2
Customer data management / contact management
10
Workflow management
8
Territory management
Not Rated
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
8
Interaction tracking
9
Channel / partner relationship management
Not Rated
Customer Service & Support ()
Not Rated
10.0
Lead management
10
Email marketing
10
7.5
Task management
8
Reporting
7
7.3
Forecasting
7
Pipeline visualization
8
Customizable reports
7
10.0
Custom fields
10
Custom objects
10
API for custom integration
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
Not Rated
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
Not Rated
Mobile access
Not Rated

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