Item: Freshsales
Rating: 7
Author: Verified User

Use Cases and Deployment Scope

We use Freshworks CRM in our business to organize and categorize clients, keep track of new leads, deals and sales progress. We use this product daily to set remainders for following up, email messages, to get an overview of our current proposals and potential sales. This program addresses organization problems.

Pros and Cons

set remainders for tasks and follow ups
organize contacts
keep track of new leads and deals

some aspects are not the most user friendly
graphics could be updated
integration with other programs needs improvement

Return on Investment

task reminders are helpful to stay on top of follow ups to close more deals
organized deal stages provides a helpful visual
reports show where areas of sale process needs improvement

Alternatives Considered

Zoho CRM

Freshworks CRM provides more user tools, whereas Zoho CRM is more of a database. Freshworks CRM is more interactive with reporting, task reminders, deal stage flow charts and more to keep clients better organized and moving through the sales process. Zoho CRM did not meet all of our companies needs.

Key Insights

Do you think Freshsales delivers good value for the price?

Not sure

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

Other Software Used

PandaDoc, Robly

Usability

I would give Freshworks CRM's overall usability a 7 out of 10. Although the software has improved since we first obtained it, it still could use improvements to make functionality more intuitive and easier for the average user. It is not that challenging but there is definitely a learning curve.

Support Rating

I would give Freshworks CRM overall support a 7 out of 10. We did have an account support specialist in the beginning but only for the onboarding process. They were helpful but there were certain issues that we never had resolved. Multiple people would sometimes respond to our support requests and that could get confusing.

Likelihood to Recommend

Freshworks CRM is well suited for businesses where new leads are generated often and there is a longer sales process that needs to be organized. Deals are organized clearly and task reminders are helpful to keep track of follow ups and different stages for each client/ lead. Freshworks CRM may not be well suited for scenarios where the sales process is happening instantly.

Good Product that is Still Improving

Software Version

Overall Satisfaction with Freshworks CRM