FreshSales is a great alternative to Salesforce for smaller organizations !
June 10, 2021

FreshSales is a great alternative to Salesforce for smaller organizations !

Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Software Version

Freshsales (legacy)

Overall Satisfaction with Freshworks CRM (formerly Freshsales)

We brought on [Freshworks CRM (formerly Freshsales)] as a replacement for Salesforce. We needed a way to track leads through the sales cycle and provide reports to our executives. [Freshworks CRM] allows us to manage leads, contacts, accounts, and deals. We also use it for sales campaigns as needed. This is being used only by our Sales department but as our Support team uses FreshDesk, we can see any Support tickets that have been raised by our customers in the platform as well which is helpful.

Pros

  • Importing Leads
  • Allowing multiple pipelines
  • Sharing reports and dashboards with others

Cons

  • Leads and Contacts do not seem to be adequately defined.
  • Reporting is not as robust as we would like it to be
  • Integration with FreshDesk is one way - we can see information from FreshDesk to FreshSales but not vice versa
  • Simple and effective way to provide an updated funnel to executives
  • We spend much less time organizing, sending, and updating spreadsheets or Google sheets and can focus on business development efforts instead
  • Allows us to stop digging through emails for information on leads, prospects, companies, and opportunities
We are a smaller company and simply were not seeing the value in what we were paying Salesforce. We needed a robust opportunity and lead management system that was affordable and [Freshworks CRM (formerly Freshsales)] has provided us with that. We are now able to track leads, opportunities and funnels easily and quickly report on these to senior staff who rely on this information for their board meetings.

Do you think Freshsales delivers good value for the price?

Yes

Are you happy with Freshsales's feature set?

Yes

Did Freshsales live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Freshsales go as expected?

I wasn't involved with the implementation phase

Would you buy Freshsales again?

Yes

Slack, Jira Work Management (Jira Core)
Overall this is a solid platform that, as a Salesforce competitor, delivers a good value. I think that it is a bit over complicated and that it would be helpful to offer a better support system from an account level.
The team does try to be responsive, but there is a definite lack of organization and a noticeable delay in the time it takes to get assistance.
If you are a smaller organization you are probably ok to use [Freshworks CRM (formerly Freshsales)] vs Salesforce - you will save money and still get some great features. I would not recommend for a very large enterprise. It is also challenging to have the support come from another region although they do try to be very responsive.

Freshsales Feature Ratings

6.0
Customer data management / contact management
5
Workflow management
6
Territory management
Not Rated
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
6
Interaction tracking
8
Channel / partner relationship management
2
Customer Service & Support ()
Not Rated
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
8.0
Task management
Not Rated
Reporting
8
7.0
Forecasting
Not Rated
Pipeline visualization
7
Customizable reports
7
8.0
Custom fields
8
Custom objects
Not Rated
API for custom integration
8
8.0
Role-based user permissions
8
Single sign-on capability
8
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
9.0
Mobile access
9

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