Manage your Business using Freshworks CRM!
July 23, 2021

Manage your Business using Freshworks CRM!

Immanuel Chiplin Sam S | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Software Version

Freshworks CRM Sales Cloud

Overall Satisfaction with Freshworks CRM (formerly Freshsales)

I've tried various other CRM's and Freshworks CRM looks and feels energetic and easy to use. You can easily configure workflows and automation, set up sequences for your email campaign. Some tools (That I have used in the past require a separate application that has to integrate with my CRM to perform this action.) We, at our organization, use it to build pipelines and maintain customer/prospect information.
  • Sales sequences
  • Importing contacts and accounts
  • calendar sync
  • Deal module to easily navigate
  • The interface itself can be made easier for some people especially who are not tech-savy
  • After importing, you could make the errored file viewable in the interface itself instead of an email
  • Had to reach support to know where to upload files related to a contact the first time
  • I was able to follow up with the prioritized leads and able to achieve my sales target
  • Able to see my calendar and emails on a contact with outlook integration
  • Couldn't get Microsoft Teams integrated with Freshworks as they do not have it immediately
Freshworks CRM looks fresh (No pun intended) and feels 3 dimensional. Zoho CRM is good too, but I'd recommend Freshworks for its pricing and how customizable it is. You get immediate assistance from the Freshworks team and is just a click away. You also get faster response on emails as well...

Do you think Freshworks CRM (formerly Freshsales) delivers good value for the price?

Yes

Are you happy with Freshworks CRM (formerly Freshsales)'s feature set?

Yes

Did Freshworks CRM (formerly Freshsales) live up to sales and marketing promises?

Yes

Did implementation of Freshworks CRM (formerly Freshsales) go as expected?

Yes

Would you buy Freshworks CRM (formerly Freshsales) again?

Yes

It has all a Tech sales company would need. I did run into some issues with the setup and importing initially but the response time and help from the support team were unbelievable and accurate. I was able to solve most of the issues that made me switch from basic Excel and Zoho CRM.
When you initially log in to Freshworks, you get snippets to guide you on how to set up. You have a chat option on every page so you can reach out to the support agent and get your issues resolved in real time. The agents are fast, responsive, and experienced in handling even a person who introduced CRM to the world...
If you have used a couple of CRM's in the past, then Freshworks CRM would be a piece of cake for you. No worries if you are a beginner, you will always be assigned a technical support representative, who can guide you and show you how things work and you can set it up yourself. It is well suited for any company that primarily handles customer information and best suited for sales management.

Freshworks CRM (formerly Freshsales) Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
9
Channel / partner relationship management
7
Lead management
8
Email marketing
10
Task management
8
Reporting
7
Forecasting
8
Pipeline visualization
10
Customizable reports
10
Custom fields
8
Custom objects
8
API for custom integration
7
Role-based user permissions
9
Single sign-on capability
9
Mobile access
10