Freshsales, the all-in-one CRM for prospecting and closing deals
February 13, 2018

Freshsales, the all-in-one CRM for prospecting and closing deals

Luciana Montivero | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Freshsales CRM

In my organization, after trying almost every CRM on the market, we decided to go with Freshsales CRM for prospecting and closing leads. We are a sales team of 3, and it really suits our needs. So far we haven't had any major issue while using it, except one time when there was a backend problem with sales campaigns that thankfully was solved briefly.
  • It really helps with prospecting and closing deals
  • It has a great UI, far way better than much of the CRMs on the market
  • It has an awesome points system for leads qualification
  • It has an integrated phone number that you can activate so you can log and record your calls directly to the CRM platform
  • It's really easy to use and understand
  • Sales campaign and workflows really make your life easier when following up on prospects/contacts
  • It would be great if you could manage the system scores for leads qualifications (like when a lead interacts with your emails it adds a point when it might be a cold lead)
  • Support help could respond a little faster when having problems (we were almost a week with a problem and the answers we got from them were every two days when it was something urgent)
  • On a positive impact, I remark that following cold prospects has never been easier. It's really easy to complete a campaign with sales campaign without worrying about whether you missed a prospect or forgot to send a bulk email.
  • The tasks and pending messages section is a must for all other CRMs, it really gets you working and makes you realize if you are forgetting something.
  • We started using it a few months ago, but we got a better lead conversion when using Freshsales!
The best part of Freshsales CRM it's that is an all-in-one CRM for prospecting and sales teams. It has lead scoring, task, and pending messages management, bulk emails, sales campaigns, workflow for automatization of different things, just to name a few. In many of the CRMs, the problem is that you need to use more than one app to get all of this, or you need to pay extremely high prices for a small team/business plus the integrations with other automatization apps.
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I think it is a really complete CRM, with good pricing considering its features and great functionalities for small and big sales teams. It's really customizable so you can make it work as you wish, and the lead scoring system is something I still don't understand why all other CRMs don't have!

Freshsales Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Interaction tracking
10
Channel / partner relationship management
9
Lead management
10
Email marketing
9
Task management
10
Reporting
7
Forecasting
9
Pipeline visualization
10
Customizable reports
6
Custom fields
10
Custom objects
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Mobile access
8