We are too big for no CRM, but not big enough to implement the HubSpot and Salesforce CRMs of the world. We tried those systems thinking we needed the features and analytics, but the spend and maintenance for those systems are too high. Freshsales, Freshchat, Freshmarketer, and Freshdesk make a seriously well priced and powerful system full of the features we need to produce the right results: a good relationship with customers. Freshworks' customer support is spot on. It seems no matter when I need help, they are less than a few minutes away from a solution. Freshchat is king! We've even deployed the same support structure on our website (Freshchat) and lead conversion has gone way up. It's nice to see a company have a product good enough to use themselves. I also like being able to achieve the same results for my customers as Freshworks has produced for me without major customizations.

I was able to easily onboard to this system from HubSpot and Salesforce. The features in this system just work. You expect something to operate in a certain way, and it just does. Mail and calendar integration is super easy and really responsive (I used both Office 365 and Google Integrations). I love email templates and sales campaigns, they make working with leads and customers so easy and are not tucked away in a corner. The UX is much better than other systems, which means my salespeople are more likely to use the CRM, which is a common problem among salespeople and CRM systems.

Freshsales is right-sized for us. It lacks some of the major enterprise features of bigger CRMs; but you also don't have too many features right in the way. I'm not a huge fan of the field paging UI on leads, deals, accounts, and contacts. I get that it makes it so you can add as many fields as you want, but it's hard to navigate and organize my screen just the way I like it. I resorted to using the Edit screen though, even when I'm not necessarily editing and that works well enough. Definitely not a big deal compare to all the other awesome features.

There are many alternative sales tools out there but freshsales helped me in my initial days of lead generation, hence I will recommend this tool to those who have just started into marketing & sales department.

I was using this software for 1 and half year, I started with just live real-time chat service and now I have started using its premium features to manage my leads and sending them sales pitch and updates with easy campaign manager. I loved the user interface which takes no brains to understand the features that you need to solve your purpose. I have used their reporting tools that helps me make decisions based on results I have got from campaigns.

I would love this tool if they provide integration with social networks too like Instagram and Facebook messages along with LinkedIn. Currently they have limited integration modules. Also importing files takes much time then managing and sending them sometimes it got stuck and I need to reiterate everything again.

I wouldnt recommend it to anyone and regret paying for the product

Not much. The product is OK but the support is just mind-numbing

We had basic issues with everything we were trying to use. We were using the free version of hubspot and moved to freshsales hoping it would be better. It is not even comparable to the free version we were using. I have been running around from pillar to post within their organisation but they just dont care. Here is what simply doesnt work.1. Bugs: We bought the paid version of the product and we encountered serious bugs with everything we were trying to use it for. 1. Email integration didnt work 2. Webforms dont work (still ongoing) 3. Calling application (exotel) integration didnt work. 4. Importing contactswas more complex than hubspot.2. Customer support: I understand there may be issues sometimes and the basic expectation is that when there are issues, we can get help from support. Their support is the worst. For every small issue, they push a calendly link in your face and want you to schedule. And for every issue, the calendar is blocked out days out. They just say sorry thats when you will get help. They offer some free onboarding hours but the person just has a script and is unable to solve any of the issues. Even they will put you on to their support which is unresponsive. We are being tossed around with out 7-8 people who always start from scratch.3. Unprofessional: Their customer success is not just incompetent, they are highly unprofessional. I asked them for a feedback form multiple times so that our issues get recorded but they just dodge it

It was very easy to implement. We setup email sequences quickly and starting automating sales tasks in just a few minutes.

The only issue I have had is I like to export our contacts and conduct my own reporting in Excel. It’s difficult to export contacts and you are limited to the amount of times you can export a day and you don’t have the ability to filter who is exported.

Overall experience is good. Now that we are on an enterprise plan, support is good. When we were not enterprise client, the support was often slow.

This product offers a lot of features and does offer a multi-touchpoint approach. Email journeys, Whatsapp integration, Chatbots, SMS...

I miss if/than functionality in workflows. That would greatly reduce the manual work when setting up the workflows and adding new conditions. Another thing that I do not like is the policy and the pricing related to the marketing contacts. All plans have the limitation of 1000 marketing emails per month. This can be quickly exceeded especially if you are sending newsletters to your contacts. There is an option to upgrade, but that is way too expensive and completely unscalable when a business grows. We have overcome that with integrating CRM with SMTP service that takes over this part and is calculated on the number of emails sent.

Facilitating the organization of all of our potential customers' contact information and email history in one location. You may utilize their reporting function to maintain tabs on sales and top performers, and you can use and build email templates to speed up communication with prospects and customers.

Freshsales is an intuitive CRM that is always seeking to better itself. I appreciate that my suggestions are not only heard but also acted upon. It's simple to integrate with your email and offers cross-platform support for apps like Acuity and Google Calendar.

If the leads have different addresses, please don't ask for them twice. The CRM software FreshSales will flag a lead as duplicate if there are multiples with the same name.

Saved our company a lot of man hours, and now the company has issued 7.5 hour work day from the overall time saved using freshsales CRM

the one feature that caught my eye was the sales automation tool, which made my life and my team's life better in all ways; we saw a 10% growth through Freashsales alone; our team considers Freshsales CRMas a fellow employee who does Automations.

I would like more options in the sales sequence in the feature, like doing a trial run, getting custom dates on when it should run, etc.

I work alone. The software meets my needs in helping me track my interactions with clients. What I like in CRM system is it's easily accessible and quick to use, so it does not slow down my activities, but instead helps me be more productive. And Freshsales does that well.

Pros are numerous - some of them are: - integration with Exchange/Gmail for incoming mail, - many plans to choose from, - intuitive and easy to use, - good mobile app

Not many cons. What I would like to see are more integrations. Especially with Todoist for task management (I've been using Todoist for years and it is just the most accessible and streamlined task management app). I am not fully happy with the quality of customer support, but maybe I was just a bad luck (I do not require much of support).

Freshsales is my main way of tracking interactions with my clients. It helps me manage all the steps in these interactions and absolutely saves my time and reminds me of what still needs to be done to convert a customer. It is a godsend and I seriously believe my contracts would drop by about 50% if it wasn't for Freshsales.

Unlike other similar software, Freshsales looks great! It is intuitive to use and all information is well presented, making it easy to understand at a glance.

I could not find serious faults with Freshsales. My only issues were the response times from the customer support team when I had some issues (which were due to me not reading the manual, and not due to the software), and missing integration with Gmail for incoming mail. An integration with Gmail would be a fantastic addon that would make me migrate all of my communication to Freshsales.

As previously mentioned, genuinely outstanding.

Outstanding software. Having everything needed in place, all lead tracking, lead generation, marketing and calls, really does the 360 feel freshworks are aiming towards. Customer support is unrivalled across all other software we have used previously. I would go as far as saying it’s better than any software or saas support I have come across.

Having too many features to implement quickly!

The tool we were previously using did not have the option to create deals and manage your revenue generation and pipeline, but ever since we have shifted to freshsales, that problem has disappeared. Also, the reporting and the analytics freshsales offers helps us in keeping track of all our data, activity and how we can streamline the process of sales and pipeline management. Other than that we can also create tasks and meetings on the dashboard, but now we have an all one in solution for all of this, thanks to freshsales.

The interface is really good and the software is very easy to use. You can also run campaigns and sequences on your contacts with freshsales. Deals and pipeline management is very good and you can create all kinds of reports to keep track of everything.

The onboarding process was a bit longer than expected, and integration with other tools is also a bit difficult. Other than that, there is a monthly limit of only 1000 marketing emails in a month which seems rather wrong and to increase that, you have to pay extra which is a lot.

Managing email campgins in a personalised and professional way. Keeping track of and updating changes in circumstances to our correspondents in real time. Filtering contacts according to specific criteria.

The customer support - without it we could not have implemented and continue to find new ways of applying it to manage our relationships and grow our business

That you cannot create a list of contacts to email straight from your inbox. We often need to send semi standardises responses to several contacts awaiting a reply. At the moment it is not possibe to select and set them up for a bulk email. This would save us a lot of time if you created this very simple feature.

We have used it to conduct marketing campaigns and measure customer responses and interactions. It has proven to be a very effective online marketing tool with automations. At the same time, it is not for sales-intensive approaches and complex business models that do not have linear processes.

1. Marketing automation helped a lot when executing a campaign with multiple scenarios and steps. Excellent capability. 2. The Landing page capability is very good, allowing you to integrate interaction data directly without going for website add-ons or plugins. It has good quality templates as well

1. The sales management process is weak and does not offer you the capability to distinguish potential customers/leads that can be revisited. It is more focused on qualified cases/deals that can be won in a series of steps. 2. The email interaction (at least with Gmail) does not work. Most of the relevant emails appeared late in the CRM. You have to refresh every x mins manually to get the latest emails, which does not help. You end up going with the Gmail front-end in order to avoid missing incoming messages.

FreshSales has helped me in - 1. Delegating tasks to the team 2. Tracking of team activity / performance 3. Increase accuracy of sales forecast 4. Identifying neglected contacts in the database

Comprehensive CRM tool which blends in with your e-mail box. Primary advantage is that it screens and displays e-mails only from the contacts listed in the CRM (no need to browse through internal / vendor communication, while searching for any e-mail). Further, it categorizes conversations corresponding to a particular person (contact), company or any deal. Also, including complete record of calls, e-mails, chat and other communication to one customer by various people in the organization The ease of task delegation / collaboration with others in the team is a cakewalk with FreshSales. Another benefit is task, appointment reminders across time zones. In addition to this, it can also tag the location for the meeting accurately on google maps / Uber app. Tracking of e-mails - it not only tracks if the e-mail is opened but records the number of times it has been opened with the respective time-stamp. One more highlight is the bulk e-mailing to the complete database at a single click. Importantly, the e-mails are recorded as individual emails to parties in your e-mail box with a metric analysis of opens, bounces, clicks of the shared hyperlink. Second aspect to the CRM tool is the managerial feature of generating reports. It displays reports for all team members with respective sales activities, follow-ups, action items against every deal. Access of complete database via the mobile App! This enables quick review and follow-up drastically reducing response time to customers.

A limitation observed is that the software takes longer time to load in case of heavily loaded database.

Using both Freshdesk and Freshsales to manage our relationships with users and the business opportunities that may arise is the most efficient way to improve our sales effectiveness.

We are using Freshsales together with Freshdesk and it is the perfect solution to help our customers and manage all our relationships with them in a quick and simple way through an effective streamline. By adding the Freshasales API code in Freshdesk, the tools are automatically synchronized in order to keep track of the relationships that have occurred with all users. Freshsales helps to reach specific goals by setting up a valuable deal for each lead imported inside it. The deal management is really intuitive, just like all the other features available. The contacts can be easily imported uploading your customer lists in csv or similar file format. The CRM offers a built-in phone, an integrated email system, a user behavior, tracking, and a reporting system. As already written, Freshsales is really intuitive and easy-to-use thanks to its accessible menus and filters. There is also the possibility to customize some overviews in order to keep all essential information at your fingertips. It is possible to automatize pipelines and workflows as needed. Freshworks tool offers a great help desk, you can get support by email using the ticket system, by chat or telephone. The support team is always ready to help.

Some automatic reminders are missing. You can’t set specific alarms to be notified when a customer doesn’t get back to you or similar.

I am able to work remotely from the office and stay on top of my clients, and the office information with one smooth and easy tool. Plus it is available on both my Android phone and my laptop, and that makes my on the go life easier.

I like that it is easy to learn and use. You can sort your data in several ways, and at the same time, and this allows you to really drill down when you are prioritizing your contacts for the day. It also lets you see how many contacts someone else on your team got to in a day/week etc. Which is valuable when you are in a manager role, and or planning what is coming to you, or how it is handled if it is handed off. Also there is a schedule email option, that allows you to plan out when your contact will get an email, which can be handy and it will also notify you once it is sent out. Also you can create email templates that are either for your individual use, or for team use, with great ease, keeping you all on message. There are a LOT of options, that let you customize your experience and your data, and keep you on track of your contacts. Including notes, and tasks. I like the notes to keep the file updated, and tasks to keep other team members all on the same page with what the client is told, and what stage they are in; it really makes for fast and smooth team communication. (As a side note, I don't know what we pay for the product, so I can't speak to the value for cost, only for the pros and cons of the actual day to day use. So I skipped that as it is NA to me personally.)

When I have several pages of data, say 50 pages after my search, trying to get to page 35 is a little cumbersome, as I have to start at either page 1 or page 50, and go in the desired direction a few pages at a time. I can't just type in a box to go to page 35.

Created marketing campaigns to predict sales, created scenarios to see the different results, created templates from scratch with the team to see what else we can do for more.

The design and the usage of salesforce automation feature makes Freshsales the best as it has the simplest but most effective features that enables you to create, customize, modify, and monitor sales activities. Creating several marketing campaigns in a short time is also another best feature of Freshsales, the team can work on them and generate reports to high management and even it can give you a prediction of a campaign over a time line. Integration with other products on another hand is also very usable as we used it with other software which worked fine.

The version updates could be a headache for larger companies, migration could take a few months, customer support after sales should be much faster.

Our experiences have been lots of problems, no solutions.

They always remember to say "thank you for your patience" when telling us our support tickets haven't been resolved yet.

Off the top of my head: The program will randomly delete calendar events, sending cancellations to prospects but not alerting the user. Multiple meetings were missed because of this. It's been 3 months since we reported it and no fix has been offered. Subsequently all the calendaring has to be done manually. The email editor will randomly delete the line ahead when hitting the backspace key or the space behind when hitting the delete key. To make it interesting it will sometimes do nothing when you hit either key. We have a report in the system showing overdue tasks. This report keeps pulling tasks that have actually been deleted from the system. There's no way to clean up the reports because you can't access the deleted tasks they are listing. We just switched credit cards for the account because the previous was expiring. This came at the same time that they've extended us a credit because of all the problems we've had with the system. The result is that the invoice due is less than the minimum charge level on the card ($0.01 due, $0.50 card minimum). As a result they haven't been able to add the card and we keep getting a banner stating access is cut off in 2 days. They've stated this has been fixed but the banner is still there. Those are just a few things... did I mention that if you take notes in the Notes section of a Calendar event the system will randomly forward those to the other party? Found out about that one the hard way...

This a cloud-based CRM that includes many features and very useful thinking to turn this solution into a key element of the sales team

Freshsales is a great tool to start a good CRM effort, it has a lot of useful features that make it a good fit for those starting a professional sales team

The main thing doesn't work for us on this was the problem integrating with our ERP and we ended to move to a CRM already integrated with our ERP

Freshsales has lots of good features, and the price is reasonable compared to others in the market. The customer service and support desk is stellar; they are always available to chat and assist within minutes.

The product is difficult to navigate and at times feels unintuitive. Sometimes, it feels as if they're relying on excellent customer service to make up for a less usable app. However, they are always growing and sending out updates, so I know they're working on this. If you're willing to learn the interface and deal with some of its quirks, then you'll be rewarded with creative features and excellent customer service. If you want a simple, easy to navigate and use CRM, I would look elsewhere.

Overall, I believe that FreshSales has been a fantastic addition to our business. Customer accounts are simple for us to access. From FreshSales, we can directly create tickets in FreshDesk.

I have been using this software for one and a half years. I initially only used the live real-time chat feature, but now I use its premium capabilities to manage my leads and send them updates and sales pitches using the simple campaign manager. I adored the user interface because it requires little intelligence to comprehend the things you need to achieve your goal. I have made use of their reporting capabilities, which aid in my decision-making based on campaign results.

If they offered interaction with other social networks in addition to LinkedIn, such as Instagram and Facebook messaging, I would adore this feature. They only have a few integration modules at the moment. Additionally, handling and transmitting files takes considerably longer than importing them, and occasionally it gets stuck, forcing me to repeat everything.

We were very excited and proud to have purchased Freshsales, and willing to work through the issues, for an eventuality where we would use this for our sales personnel overall, the experience was abysmal. We have lost all our work, data, and we wouldn't repeat the Freshsales portal unless there is a drastic change in the product.

The customer support panel during the free trial is insane. It's like a live chat that responds usually within 15-30 mins. The tricky part is when you move to a paid plan, that vanishes completely.

This software has a number of issues. It is definitely not user friendly. A number of issues plagued our entire experience, making it impossible for us to get anything done out of it, ranging from 1. City Options in the lead generation form would show up as Option 1, Option 2, instead of the City names, and this was setup by their engineers. 2. Multiple product fields, confusing customers, and us as well, and this was also setup by their engineers. 3. Account manager would promise to call, but we never had one call from him or there wasn't a single appointment he could keep in 8-10 months. 4. If by chance your account is downgraded, be prepared to lose your own data. 5. If you want to migrate to another service, there is no migration/export options. 6. Solution actually has lesser features than Google Suite, which is offered for free. 7. Email syncs have issues, and randomly connect/disconnect. 8. Integration with Facebook leads do not exist, you still have to buy zapier to integrate, in a way, for anything extra you need, you make another purchase, almost discounting the value that this could have.

Freshsales has made the process of managing leads and communicating with them till they become contacts through to client a more manageable process for our clients. it has also worked well for us. Freshsales is really the Sales force for the emerging enterprise.

If you want the functionality and capability of SalesForce for your medium sized business but you just don't have the budget, then FreshSales is the right software for you. I guarantee you you will be blown away by the functionality and the outputs you get from this for a fraction of the investment on what other corporates invest into their Sales CRM. There is too much to mention. You can synchronize emails to customers and the software is very easily customizable. It can be integrated quite easily with other software to enhance functionality. My medium sized businesses are over the moon with this software. From the reports you get, you can easily analyze the sales process and wee where the bottlenecks are.

Freshsales is priced on multiple users. This can get quite expensive for smaller businesses trying to tes out certain sales strategies. This is why I would recommend this more for medium sized busiensses.

In overall we are really happy with this CRM, we have been using it for years now, we honestly think that there is room for improvement but so far we like it, and is what you need to keep your business going.

I really like the fact that this CRM allows me and my company to keep track of the prospects we are working with, we can keep track of the last contacts, if we made a phone call or an email and save tasks to continue working in the future. Is also a great tool to keep track of the pipeline process with financial information and pending tasks.

Keep all the prospects updated is one of the topics they can improve, is not easy to always have all the team to work on a lead and add the information, and is better to work on a computer than on a phone app, in the construction field you are always traveling and is really hard to have a laptop with you so I think a mobile version with better options and more user friendly is better.