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Freshsales CRM Review: "Simple and efficient CRM"
https://www.trustradius.com/crmFreshsales CRMUnspecified8.510101
James E. Heyward CPA profile photo
January 11, 2019

Freshsales CRM Review: "Simple and efficient CRM"

Score 8 out of 101
Vetted Review
Verified User
Review Source

Overall Satisfaction with Freshsales CRM

We use Freshsales CRM to manage leads that come in via telephone, web, and email. Also, we use it to keep track of sales opportunities to existing clients.
  • Freshsales is great for gathering and organizing detailed information of leads and contacts.
  • The software integrates well with other cloud applications.
  • The software is scalable.
  • Freshsales could do better if they made the focus more general rather then for software companies.
  • Expand the integrations to other software.
  • Continue to improve reporting.
  • Freshsales is helping us manage our sales process completely.
  • Freshsales is allowing us to standardize our lead qualification process.
  • We still have to explore the rest of the features to see how we can incorporate it better.
I like Freshsales because the UI is more appealing, which makes the functionality even more accessible.
The software is extremely strong for web-based sales and industries like event management

For industries like retail, may not benefit as much.

Freshsales CRM Feature Ratings

Customer data management / contact management
8
Workflow management
7
Territory management
8
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
7
Interaction tracking
7
Lead management
8
Email marketing
6
Task management
7
Reporting
4
Forecasting
4
Pipeline visualization
6
Customizable reports
5
Custom fields
8
Custom objects
6
API for custom integration
8
Role-based user permissions
7
Single sign-on capability
7
Mobile access
7