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Freshsales is A Phenomenal Choice For Lead And Prospect Database Management
Updated September 17, 2019

Freshsales is A Phenomenal Choice For Lead And Prospect Database Management

Rudy Veve | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Freshsales

Freshsales is being used by my company as a single point of contact for all of our lead and prospect database. We use it to warehouse all of our client and account information and is the tool that we use for all of our calling out for lead and prospect generation. I am able to follow the lead from the initial point of contact through out the entire lead and sales cycle and then once they are a client I can use Freshsales to do all reordering and account management. Along with the mobile application on my mobile devices Freshsales has to be one of the most extensible and robust sales tools that I have used since Salesforce!
  • Freshsales does predictive strength of a lead thing very well. By assigning each lead a score to how many times and in what ways they have been contacted I am able to see at one glance how hot or cold a lead is and where they are at in their buying process
  • Fresh sales offers an on board dialer that is an effective tool to be able to do out bound dialing and to use as a way for your clients to get a hold of you!
  • I really like how Freshsales comes at database management and how relational every aspect of the overall database it is.
  • I think if the outbound phone tool was a true predictive dialer and allowed me to load a list of numbers and just tell it to go by hitting a button that would make my job easier.
  • I wish that Freshsales was a little bit more intuitive with some aspects of their GUI.
  • I think that Freshsales could use a lesson from the likes of Five9 or Call Fire when it comes to the types of reporting that it can execute.
  • The ROI has been worth it.
  • The ease of use and overall functionality has been worth it.
  • The purchase of FS is definitely worth it.
I think that the overall comparison of FS and SF is a debatable one as FS is still so much in its infancy and I would be excited to see where the upcoming generation releases of FS take this great start to what seems to be a product that is going to around for a very long time!
I think that Freshsales is well suited for a smaller company or a medium to larger company that has remote agents. I think that Freshsales is not as well suited for a company that has to do a lot of out bound dialing.

Freshsales Feature Ratings

8.3
Customer data management / contact management
10
Workflow management
7
Territory management
7
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
10
Channel / partner relationship management
5
Customer Service & Support ()
Not Rated
8.5
Lead management
10
Email marketing
7
8.0
Task management
10
Reporting
6
9.5
Pipeline visualization
10
Customizable reports
9
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
API for custom integration
Not Rated
8.0
Role-based user permissions
8
Single sign-on capability
8
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
10.0
Mobile access
10

Evaluating Freshsales and Competitors

Yes - Salessforce
  • Price
  • Product Features
  • Product Usability
  • Product Reputation
  • Prior Experience with the Product
  • Vendor Reputation
  • Existing Relationship with the Vendor
  • Positive Sales Experience with the Vendor
After using fresh sales it was one of the most intuitive CRM and One-Stop shops for our company that we had used to date
We would have tried a few more products