Freshsales - A great CRM for small business & Outbound/Inbound Sales Teams
Anonymous | TrustRadius Reviewer
February 01, 2019

Freshsales - A great CRM for small business & Outbound/Inbound Sales Teams

Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Freshsales CRM

I own a small business and I use the Freshsales CRM primarily for my outgoing sales and prospecting efforts. It is very helpful in tracking and maintaining the communication and follow-up for outgoing prospecting calls and emails. It is very streamlined, and incredibly easy to customize the layout to fit your needs.
  • Easily integrates with your email program. I use Office/Outlook, and it syncs very easily.
  • Very easy to schedule and manage prospecting efforts.
  • Generates customized reporting, and is easy to modify based on your needs.
  • My only frustration with Freshsales is that it is taking a little longer than I anticipated to integrate with my VOIP phone provider (Ring Central). It is in process, but it has taken longer than I had hoped to be one of the selected phone providers that they integrate with.
  • It has been a good investment from my perspective. A very effective tool for very little time invested to use and customize it.
I used Salesforce.com previously for a couple years, and my experience with Freshsales has been so much better. I am coming from a small business perspective, but it has been a far superior experience for me compared to SFDC.
I previously had Salesforce.com, and it was so complicated to try and do any customizing. Trying to reach support at SFDC was also a hassle. With Freshsales CRM, it has been so incredibly easy to make any changes to the look and feel. It is very straightforward, and they have done a very good job of making it user-friendly. I have also had good experiences with their customer service and support.

Freshsales Feature Ratings

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