Freshsales Software


Freshsales is a cloud-based customer relationship management (CRM) solution that helps businesses across different industry verticals to manage their interactions with existing and potential customers.

Key features include one-click phone, sales lead tracking, sales management, even tracking and more. Users can also send personalized bulk emails from the solution, and then monitor activities on these emails. The inbox automatically prioritizes emails from contacts and leads that are waiting for a response.

Freshsales tracks the web pages that prospects are interacting with and then segments contacts based on their behavior. A lead scoring feature ranks lead based on that data and will prioritize those with a higher score over those that require nurturing. The 360 customer view offers full details about customers and prospects, including conversations, touchpoints, appointments, and tasks.

Freshsales integrates with Freshdesk, Segment event tracking and Google Calendar. Services are offered on a monthly subscription basis that includes support via phone and through other online resources.



296 Reviews of Freshsales

Overall rating

4.71 / 5 stars

Filters:

Showing 1 - 20 of 296 reviews

January 2019

Andy from Marc Nelson Denim

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2019

Easy Peasy!

Freshsales gave us an avenue to help segment our customer list, in a way that broke them down by money spent, that was super helpful to our sales team.

Pros

What attracted our business to Freshsales was the ease of use. With no training or instruction, we could use the CRM as if we had used it our whole careers. The software is intuitive, and not cumbersome like so many other CRM's.

Cons

We have yet to find anything we don't like.

January 2019

rick from idrive logistics

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

January 2019

freshsales CRM Review

To me it is a great task master when setting tasks and reminding me of them as well as the sync with outlook.

Pros

It is very intuitive and easy to use. I have found that even when I open a new function that I have not used before, that within a very short time I can figure it out.

Cons

I don't think there is really anything that is wrong. I have not explored some of the reporting features as much I could.

January 2019

John from JobFairX

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

2 of 5

Value for money

4 of 5

Customer support

3 of 5

Functionality

4 of 5

January 2019

Very Useful, Great Platform, But definitely has its bugs

Pros

Super easy to use, great API options.

It really has helped my team, get more organized. Having your email integrated is huge.

Cons

Email templates are a little buggy when designing. However, once you get used to the bugs that consistently happen, it just becomes normal to deal with. After the templates are created they work fine, however, if you have a lot of sales templates like my team, it gets very frustrating in the beginning.

January 2019

Aatish from Fabtech Technologies International Limited

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

January 2019

Just the push your sales team needs!

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

Pros

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.

Cons

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

January 2019

Fernando from BBS Industrial

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

3 of 5

Functionality

5 of 5

January 2019

The Best CRM for me

We control with ease and clarity the development of new business

Pros

The software is quite easy to configure the customizations

Cons

The amount of the monthly fee is above some competitors and for Brazil, due to exchange rate matters it is quite high

January 2019

Alex from Mycfmg

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2019

Fresh sales is great for small sales teams

Pros

I love all the integrations you can use, the 2 sync email, and freshdesk

Cons

It would be nice if the pipeline is the first thing when you login.

January 2019

Stephen from Synaptiq

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2019

Great CRM for the price!

We used to use a competitor and their prices went up way too high for a small business like ours. We really appreciate all the features in Freshsales for the price and the very responsive support behind it.

Pros

Freshsales has a lot of capabilities for an affordable Cloud-based CRM. In particular, I really appreciate all the email features around scheduling, tracking and templating emails.

Cons

It's a little tricky to figure out how to add custom fields and filter lists by those fields.

January 2019

Jeffrey from Northern Commercial

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

4 of 5

January 2019

Pipeline for Real Estate

Great program. I did the 30-day free trial and will move forward with a pay version.

Pros

As a commercial real estate professional I tried several different CRM/pipeline management software programs, like Apto and others, which are specific to commercial real estate and Freshsales is customizable enough to work great for my purposes.

Cons

There are a lot of limits to how many automations you can setup and the pipeline manager isn't always intuitative.

January 2019

Jesus Christian B. from Homeschool Global Middle East

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Functionality

5 of 5

January 2019

Freshsales Review

Pros

Very flexible and versatile. It was customized to fit our needs.

Cons

Many features that it will seem overwhelming to first time users.

January 2019

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

5 of 5

January 2019

So much power for the money.

We are using Freshsales to help us organize and better utilize both our lead / prospect lists and our accounts / pipeline.

Pros

This software is very comprehensive when compared to other sales lead management and CRM tools for a small to mid-sized business. The value is EXCEPTIONAL when the pricing is factored in. So much functionality for such a reasonable investment.

Cons

Very few cons so far. Some outputs which are determined by comparison, might be nice to have the ability to define them in absolute terms with absolute determinations the result. However, in practice, the dynamic nature of the design may turn out to be superior in practice after we level off in the learning curve.

January 2019

Michelle from Vision Consulting Grouo

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

January 2019

Answer to our lead tracking prayers.

Our experience has been great. We are only a month in to using the software, so we are still leaning, but so far we are very pleased.

Pros

I found the ease of assigning tasks, adding notes, creating appointments, and teaching leads all the way through the sales process very simple. Once we had our demo we were off to the races!

Cons

I’d really like to see a calendar view of tasks which could be more eaisily manipulated.

January 2019

nada from pipplet

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

January 2019

How freshsales helped me

Pros

I really loved freshsales because of all the functionalities available, like scheduling tasks ...

Cons

Some features are still missing but I really am confident about freshsales

January 2019

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2019

Great CRM Manager Tool!

Great! A few formatting changes I personally would prefer but I like it!

Pros

I really like the deal function! It means I can track how much money I am making

Cons

The ability to put Tasks in order of date in an account

January 2019

Ankit from eMithilaHaat

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

January 2019

CRM Software For Startups

We have been using Freshales for over an year now and our experience has been quite superb. I really appreciate their thoughtful updates on regular intervals.

Pros

There are number of pros but I will highlight couple of them.
1) Even the free version of the CRM is quite impressive and fully packaged to handle an organization's CRM requirement.
2) The team pushes the update on regular basis and the updates are quite thoughtful
3) Email configuration
4) Custom url for your organization
5) Unlimited agents even in the free version
6) Tasks & Appointments is what I like the most

Cons

Proposal/Quotation and Invoicing is not there currently. but, I am sure the team will have it in their bucket list.

January 2019

Tarang from Printing

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2019

FreshSales Feedback

Overall experience not only with the freshsales but freshworks was excellent.

Pros

I like the software because of UI and the way it gets integrated with other products.

Cons

Nothing that I could think of. Because as of now it seems to be the best CRM that I've used.

January 2019

Timo from ACR Service

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

5 of 5

January 2019

Week or two.

Its been very good now to ensure my business contact list.

Pros

What I like the most about this software is that when you
don't know about it , you're not familiar its kinda difficult, but when
you get use to it its a perfect tool to keep things in order.

Cons

Maybe its just me but maybe the fact that the beginning stages are a bit
puzzling. But its also a challenge.

January 2019

David from Jeeves.Plus Pty Ltd

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

January 2019

Getting Started

Patient's is required with new start up's learning feature-rich software. The support team were excellent in being patient with me and at times happily repeating. Nice to know you are there to assist without question. Well done.

Pros

Once you understand the logic it is very feature rich.

Cons

You have to invest time and you will need to consult with the support team as every business is different.

January 2019

Tina from RingRx

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

January 2019

Freshales Review

Pros

What I like most about the software is that all customer data is in one convenient place. I especially like that it links up to my gmail account as well and that a new lead is generated for us each time someone submits for a free trial of our product.

Cons

What I like least about the software is that a new lead is not generated for us when someone inquires about our products, only when they submit for a free trial. This leads to countless duplicate records.

January 2019

Anonymous

Verified Reviewer

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

January 2019

Best software for Outbound sales

Pros

We use freshsales for Outbound sales and cold calling. Integration with Gmail makes our work a lot easier. We manage all our leads and all communication under one roof using freshsales. Best feature which i like about freshsales is that they track your mails and tell if your mail was opened or not and second It also has a phone feature where you can call your customers and even record conversation for future reference

Cons

time taken to load is more and there mobile app is not good at this moment

January 2019

Juet from Right Way Advisers

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2019

Great Site For Sales Mamnagement

It is great!. I keep of all my contacts. Freshsales keeps you organized.

Pros

I really like that it includes everything to record and keep track of regarding sales and call attempts.

Cons

The site doesn't come with ani instructions. It is easy to manuever around the site, though.