Great CRM for small businesses
June 11, 2021

Great CRM for small businesses

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

Software Version

Freshsales (legacy)

Overall Satisfaction with Freshworks CRM (formerly Freshsales)

I use Freshworks CRM as a CRM and Sales Engagement platform. Love having sales sequences integrated with the standard CRM system. It's user-friendly, easy to set up and has all my lead information in one place, including communications.
  • Sales sequencing.
  • Customizable forms and data input.
  • I'd like the system to auto detect spacing after integers, so that when they are incorporated into a sales sequence, there's not an odd space after the placeholders.
  • The ROI on this has paid for its 1 year subscription costs.
What sold me was the ability to integrated the sales engagement with the CRM to have everything in one place.

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?

Yes

Did implementation of Freshsales go as expected?

Yes

Would you buy Freshsales again?

Yes

It's easy to setup and use. Its capabilities are what helps me manage my sales pipeline and customer relationships.
Their online support chat isn't monitored regularly, though it says someone will be with you shortly. The follow up from support is spotty.
I've used it to create email marketing campaigns with the sales sequencing, and set it and forget it. I love how I've been able to get new interested leads after 4-5 emails without having to constantly check in with the prospect.

Freshsales Feature Ratings

Customer data management / contact management
8
Workflow management
Not Rated
Territory management
Not Rated
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
7
Interaction tracking
Not Rated
Lead management
8
Email marketing
8
Task management
8
Reporting
8
Forecasting
Not Rated
Pipeline visualization
8
Customizable reports
Not Rated
Custom fields
8
Custom objects
8
Not Rated
Not Rated