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.

 

Freshsales - Bulk emails
 
  • Freshsales - Bulk emails
    Bulk emails
  • Freshsales - Getting in touch
    Getting in touch
  • Freshsales - Lead Score
    Lead Score
  • Freshsales - Deals
    Deals
  • Freshsales - Data Analytics
    Data Analytics
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10

42 Reviews of Freshsales

 

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Software Advice Reviews (11)
More Reviews (31)

Showing 1-11 of 11

Melissa from Heritage Payment Solutions
Specialty: Other
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

Amazing CRM, especially for the price!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Extremely easy to use and to get the whole team onboard. Mobile application is a great tool as well!

Review Source
 
 

andrew from EdgeGear
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

Hard to beat free version for basic CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Easy to use, get started and ultimately track customers. You have a good degree of flexibility. The free version gets you pretty far but for email integration you need the updated version

Cons

Wish i could move the layout around in the mobile app. There are a number of fields i simply don't need and would like to hide them

 
 

Rajath from HyperVerge, Inc.
Specialty: Other
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

Best CRM Tool - Features, Pricing, Support

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

After having tried multiple tools for CRM, we shifted to using Freshsales and have not looked back. It offers the best set of features, all tightly knit into one tool rather than being spread apart, for a very attractive price.

- User Behaviour Tracking:

Email tracking right from the tool saves a lot of hassles. This coupled with speedy two-way email sync in the basic paid tier itself makes this a one-stop solution for conversations with clients. Knowing when they open a mail or click on links help track how a lead might convert to a deal and which leads to focus on.

- Lead Scoring:

Each lead is assigned a score based on their interaction with the company and the information provided. The profiles are also auto-enriched with the social credentials. This feature helps assess which lead might convert and take actions accordingly.

- Easy scheduling of tasks and activities

- Excellent support: Anytime we have reached out with a query, we have had a very speedy resolution whether it was with respect to the product, pricing or anything else.

Cons

- Multiple Deal Pipelines:

We are trying to track deals with different pipelines. While there is an option to create filters within the same pipeline, there isn't a feature yet to create different pipelines.

 
 

Arun Prakash from snackexperts.com
Specialty: Food / Beverage
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

Awesome and intuitive interface

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Super duper lead scoring methodology, Built in phone - helps to avoid manually logging of the calls, Nice dashboard design to collate all relevant info in the screen.

Cons

There is nothing much to dislike in the product. The pricing and the packaging of the features is so done to help Startups and SMEs.

 
 

Patrick from Advocately
Specialty: Software / IT
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

Freshsales is awesome!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Finally a CRM that sales people can love. Freshsales makes it easier for me to keep on top of my details and it is such a pleasure to use that our CRM data is much more accurate. Sales forecasting works better now too.

Cons

There are no cons to using Freshsales. The product is very mature and can easily handle the scale required of extremely large sales teams, while still being easy to set up for small teams.

 
 

Daniel from Environmental Controls Corp
Specialty: Construction
Number of employees: 51-200 employees Employees number: 51-200 employees

June 2017

June 2017

Informative

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

It is fairly simple to use and could be implemented by older and younger sales people alike. Seemed to meet our requirements as a small company well

Cons

Formatting and visually, it was less appealing than other software I have interacted with like Cosential.

 
 

Nicolette from The Kini Company
Specialty: Accounting
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2016

November 2016

Review of Freshsales

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Product was easy to setup and use. User friendly and not to technically challenging for new users. Great customer service department if you enter any issues.

 
 

Chhavi from My own company
Specialty: Consulting

September 2016

September 2016

Comprehensive sales tool with a simple UI

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Likes Best

Email tracking, automatic email followups & lead scoring.

Likes Least

Too many features, I feel they're trying to satisfy a lot of customers at once. Reducing features will make the dashboard simpler.

Recommendations

A CRM that satisfies every need of a sales person. Even better if you do a lot of cold emailing.

 
 

Raj from TTS
Specialty: Healthcare / Medicine

August 2016

August 2016

A fresh take on a CRM!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Likes Best

Their dashboard is simple and intuitive. It took my team just a couple of mins to understand how to use it (a major advantage over complicated crms like Salesforce that takes months to understand)

I love the automatic email followups feature, it saves so much of my time to follow up with prospects. Also the email metrics give so much insight in how each campaign performed.

Another cool thing they have is lead scoring, which basically shows how likely is a prospect ready to become your customer. Very very useful to prioritize on the customers that have a higher lead score.

Likes Least

It's a quality product from the team at Freshdesk so no real complaints. I'd like some integrations down the line with some popular apps.

Recommendations

A useful CRM if you want to prioritize your focus on prospects that are most likely to convert as customers for you.

 
 

Josh from Nexus eWater
Specialty: Manufacturing

August 2016

August 2016

A cost effective sales tool

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Likes Best

I wouldn't say this product has the most features, but it offers everything your sales team needs to get to work for a more than competitive price. The email tracking, for instance, is really handy if you have team members sharing multiple accounts. I've seen other products offer similar features for much higher monthly rates, so you're really getting a deal. I also like the user-friendly interface, which really helps when you're trying to get your sales team onboard with using a new tool.

Likes Least

It would be great if the software was a bit more customizable but if you have a traditional sales team with traditional sales needs then you should have no issues adapting to this product.

Recommendations

I believe a 30 day trial is available for this product and I recommend trying it out. If you are trying to find a professional solution at a competitive price I think you will find that this product fits your needs.

 
 

Dylan from PRO Lighting Group, INC.
Specialty: Distribution

August 2016

August 2016

Director of Business Development

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Likes Best

I really like that this CRM tool integrates with Freshdesk and I am a fan of the "open email alert". I am also impressed with the service that I have received at Freshsales; I had a suggest for the software and the support team immediately jumped on a call with me to figure out a solution.

Likes Least

I wish that you could attach documents to the "Deals".

Recommendations

Freshsales has been an easy rollout for my team and I firmly believe that this software is only going to get better.

 
 
 
Showing 1-20 of 31

Musadiq from PurpleSynapz™
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2018

January 2018

An excellent tool for Managing Leads and keeping track of sales activities.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Freshsales is an excellent tool for storing, managing and nurturing your leads. This is a perfect tool for anyone who wishes to start with any Sales Managment tool.

1. Easy to use Interface
2. Excellent Lead Filtering options
3. Beautiful Interface
4. Excellent Customer Support
6. Amazing lead categorization options to ensure seamless lead management operations.
7. Easy to add custom fields to record highly customized lead information.
8. Advanced Automation features

Cons

There is no feature to find duplicate lead entries, apart from this major drawback, it also stops you from editing/removing default fields.

Review Source: GetApp
 


December 2017

December 2017

Best CRM I've ever used

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We are able to implement an end-to-end marketing automation, lead management, and customer relationship management system. It allows us tremendous insights into our customer's behaviors and preferences, serving up that information in a usable way.

Pros

The best thing about FreshSales is the customer support, bar none. Their agents are quick to respond, knowledgeable, and can solve pretty much any problem. Their development team implements feature requests very quickly and it's built on a very flexible framework, allowing you to customize it to your particular workflows very easily with an intuitive user interface.

Cons

There's very little I don't like about FreshSales. However, filed under "needs improvement", the layout of the forms gets a little tedious. It's single line after line of input field with no way to change the layout on the page. All-in-all, a minor infraction on an otherwise solid CRM.

Review Source: Capterra
 


December 2017

December 2017

Simple and effective sales tool

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

We moved from Salesforce, after evaluating the features available, ease of usage, and sales team loved it

Cons

Not many integrations from third party apps like Salesforce, but I think it is a matter of time it catches up

Review Source: GetApp
 

Christopher from Kestler Financial Group
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2017

December 2017

We have used Freshsales as our main CRM system for many years.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Freshsales made it easy for my sales team to keep track of their prospects all the way through the sales cycle. Did not cost our company much money at all and was very easy to implement!

Pros

Freshsales makes creating and tracking leads for our financial services firm a breeze. You can integrate it within your email in order to track your prospects behaviors, which is extremely helpful. Makes your life easy when it comes to managing your deals and creating reports to track your progress. It is also very inexpensive for what you get!

Cons

There are other CRM software packages out there, some of which offer more features than Freshsales. In my opinion, Freshsales provides the most "bang for your buck" when it comes to a CRM system.

Review Source: Capterra
 


November 2017

November 2017

A good CRM program

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Love the AI based lead tracking system this program features. Get smarter with email based on the outputs it collects from your email accounts.

Cons

More interaction across other platforms in regards to other applications. SOme CRMs have the ability to integrate into browsers and email clients

Review Source: Capterra
 

Harendra Pratap from Addressofchoice Realty Pvt Ltd
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

It's a Great App for sale

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

This CRM very easy to use & very helpful for manage sales inventory & Sales Records managing in right way.

Cons

I think it is a great app but sometimes dashboard looking too small and so much rush so please modify ASAP

Review Source: GetApp
 

Nishma from Doves & Peacocks

November 2017

November 2017

A complete life saver

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

It helps organise my leads, deals and projects. It has helped me get my company leads and day to day tasks up to date.

Cons

The notes don't transfer when changing a lead to a deal. Cannot archive leads which would be a useful feature - you can only delete unqualified leads.

Review Source: Capterra
 

Steven from ServicesTutorat

November 2017

November 2017

Used it to track calls for salesmen

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Centralized CRM permitting to create funnels, track calls and activities, Very cheap for what you get.

Cons

The support sometimes takes a long time to respond, and sometimes I was unable to make calls, or receive.

Review Source: Capterra
 

Adam from Tradelink New Business Ltd

October 2017

October 2017

Outstanding CRM platform for your Business!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The benefits are streamlining my business to achieve my business goals.

Pros

This software has all the functions and comes with its own email platform as well as profile enrichment. You will enjoy using Fresh Sales and also the price is fair. They have outstanding customer services in case you need extra support.

Review Source: Capterra
 

Renae from Lighting Analysts

October 2017

October 2017

Fresh Sales is very easy to use and has features that are found in larger CRM software packages.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Our firm started to use Fresh Desk for our ticket management system, we are a software company. We researched several ticket management systems and found Fresh Desk offered quality and ease of use over other software. We were ALSO in need of a CRM since we didn't have one, or one that we poorly created - enter Fresh Sales! We used a free trial and really enjoyed it, and especially the fact that it integrates with Fresh Desk, genius! We are now doing this with Fresh Sales we wouldn't have been able to do with our prospects database.
Easy to use
Pipeline creation
Appointments, setting up demos
Reminders, and notes of previous calls
Support has been awesome

Review Source: Capterra
 

Mike from Kensington Sales Group

October 2017

October 2017

Freshsales has been integrated into our daily operations

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Team inbox has been the best benefit from implementing Freshsales.

Pros

Web based, integrated calling and ease of use. Integrated calling functionality. Sales pipeline management.

Cons

Nothing really comes to mind. The only drawback is that there is only a web based version. We are not using the email tracking at this time.

Review Source: Capterra
 

Daniel from Scrumpy Ltd

October 2017

October 2017

To get as much as you do, for as little as you pay, is a real credit to the Freshsales team.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

An all in one software, that lets you manage, call and email potential and current customers from one place.

Pros

Search - very quickly find what you need
Call - no need for dialling, just press the button! Also with reasonable rates for international calls and did i mention they are recorded?! Perfect for training needs and analysing what does and doesn't work.
Emails - send quickly, from templates and with read receipts. Has that customer just read that emai? Lets call them whilst its fresh
Tasks - Keep your workload managed by, assigning yourself and colleagues tasks with reminders

Cons

Calls - currently there is no way to transfer a call to a colleague
Notifications - occasionally are sent through as soon as the task has been set, not a little before the task is required which would benefit the way i work more.

Review Source: Capterra
 


October 2017

October 2017

A great Sales CRM with all of the modcons; part of an excellent 'fresh' suite.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

1- Freshsales is very easy to use and is a solution that I believe is a good fit for a growing team, as the platform has a very small learning curve. I feel confident in being able to teach a new staff member how to use it.
We don't use Freshdesk, but their native integrations with that, other Freshworks applications, and 3rd party tools in Freshsales would be very suitable to teams that offer support, or already have an existing marketing/service delivery software stack.

2- The development team frequently release new features that make the experience of using the platform better and better. I have subscribed to the top tier, but even their entry level and middle range offers go head to head on features with the big name CRMs that cost double the subscription fee.

3- Finally, the mobile application's latest release is absolutely brilliant more than what you could want or expect from a mobile version of your company's sales CRM.

Cons

1- Some of the 'bells and whistles' that come with other Sales CRMs aren't available or can only be achieved by using third party tools (Zapier) hacked together with Workflows.
Examples of these are:
"automatically remind me to follow up if I haven't heard back from this lead/customer"; and
support for recurring deals (such as businesses that sell based on annual subscription models).

2- There seems to be a fair bit of data visible (eg: metadata on each lead or contact) that really isn't important to the average user. And it would be great if a user could choose which fields appeared in the summary view of their contact, rather than just having the first few fields show.

Having said that, the Development team appear to listen to their community, so this comment may be out of date, depending on when you're reading it!

Review Source: Capterra
 

Pratik Sagar from Fyle
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

CRM tat combines ease-of-use and power perfectly

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Brilliantly easy to use, full of features yet not bloated, seamless integrations with the Freshworks suite. Incredible pricing, and probably the best CRM for small to medium teams.

Cons

Nothing really, other than the fact that we would have loved to see a Marketing automation product in the suite :)

Review Source: Capterra
 

Theresa from Operation Kidsafe

September 2017

September 2017

There is a good ease in working independent of your team, and still with your team on contacts;

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support

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.

Pros

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.)

Cons

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.

Review Source: Capterra
 

James from Classcraft
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2017

September 2017

Extremely helpful through all steps of the process.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Our sales reporting and efficiency has sky rocketed.

Pros

Flexibility + Automation = amazing product. It is highly customizable and great for collaboration. Lots of API functionality.

Cons

The user interface requires a lot of clicks for some actions but is only a product of how customizable the product is.

Review Source: Capterra
 

Jaipal from PaTaaK Inc
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2017

September 2017

Very easy to use and flexible

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Tracking the sales, efficiency of the sales team, sales progress, database of the sales team's calls and email communication and much more

Pros

Ease of use, making phone calls and sending emails to the customers from any screen - all in one. Moving the tasks from one level to another - just drag and drop .. very simple

Review Source: Capterra
 

Thileepan from Maax Market Inc

August 2017

August 2017

One stop solution for Sales Team.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

It gives us the 360-degree information about the lead. The kanban view of leads is awesome. Great addon for start-ups.

Review Source: Capterra
 

Jason Number of employees: 1 employee Employees number: 1 employee

August 2017

August 2017

Tons of Potential. Highly Customizable

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Highly Customizable, a lot of features for the price point, nice deals pipeline, overall a pretty clean user interface. Integrates with several other SAAS products.

Cons

Lead Import is a bit of a pain. Many CRM's let you map fields on the fly. with freshsales you have to setup the custom fields prior to importing :-( so it can be tedious if you want to create several new fields from an import. I hate, hate, hate the fact they have a last name mandatory field to import a lead. Many times I just have a company name as a lead and don't' have a contact first & last name yet so in less you create some dummy data (which defeats the purpose of using a CRM to try and maintain up to date data) your company leads aren't getting imported. I was ready to sign up & pay the monthly fee but this was a deal-killer for me.

Review Source: GetApp
 


June 2017

June 2017

Freshsales - a bundle of bugs and features in beta testing

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

- cheap - but this does not help much as it does not work
- if you use it in the free version for a small webshop without further integration maybe you can get happy with it

Cons

Feshsales is not for professional use, if you run a real company with sales and different persons involved in the sales process and you plan a CRM integration you better stay away from Freshsales. It full of (theoretical) features which do not work in reality and you have to spend a lot of time and money till you will discover that it is to buggy to work with it.

- full of bugs and not working
- team not willing (or able) to fix bugs
- features cannot be used as they do not work
- chaos in everything (integration lost, data changed, views look different, ...)

Invest in another CRM tool if you are a professional, you will be regret if you use Freshsales. It is not worth to save the xxx bugs.

Review Source: GetApp
 
 
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