Item: Freshsales
Rating: 8
Author: Immanuel Chiplin Sam S

Use Cases and Deployment Scope

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.

Pros and Cons

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

Return on Investment

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

Alternatives Considered

Zoho CRM

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...

Key Insights

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

Other Software Used

Microsoft Teams, Apollo, greytHR

Usability

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.

Support Rating

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...

Likelihood to Recommend

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.

Manage your Business using Freshworks CRM!

Software Version

Overall Satisfaction with Freshworks CRM (formerly Freshsales)