Freshsales Software


 

Freshsales is a sales automation solution offering multi-platform capabilities including a native app for iPhone and iPad. 

Included in the system is a one-click phone; no additional hardware or software is needed to use this feature. Users can send personalized bulk emails from the system, and then monitor who is opening those emails and clicking links. 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 leads 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 for for companies that are looking for an integrated help desk solution. It also integrates with Segment event tracking and Google Calendar. 

 

Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10

25 Reviews of Freshsales

 

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Software Advice Reviews (11)
More Reviews (14)

Showing 1-11 of 11

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 12 $ /mth 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.

 
 

Adam from Tradelink New Business Ltd
Specialty: Media
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Best CRM software to use after much research!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Outstanding...you will not be disappointed!

Pros

Great to use and able to increase our productivity by 50% from other CRM software. This has to be the best and most cost effective package you will find that includes bulk email sending and LinkedIn connectivity.

 
 

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 1-14 of 14

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

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.

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.

Source: GetApp
 

Jonathan

June 2017

June 2017

Great for small businesses with customization

Ease-of-use

Functionality

Product Quality

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

I like that I am able to practically import all of my graphics an text into the software, it is completely customizable which provides the best customer experience.

Cons

My only complaint is that this software does not have the capability of cross analytics and profiling which can be a bit of an issue as tracking is incredibly important.

Source: GetApp
 

Stuart from Feastfox
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Very customizable and excellent customer support

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

Helped improve our CRM as we were moving from a spreadsheet system.

Pros

The customer support has been great. Arjun and Sathya walked me through the setup and quickly responded to any queries I had. You can add customized fields based on your sales funnel. The auto enrich function works well to pull in additional data.

Cons

There is no funnel view for leads. You can't track if someone opened an attachment. There are quite a lot of standard fields which are not relevant to my business but which I can't remove.

Source: Capterra
 

Emmanuel from Aspire systems

April 2017

April 2017

Great product with multiple features

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

This is a great product with multiple features, yet available at a cost effective price. The support for the product is good too. Freshsales has some features handmade for saas companies.

Source: Capterra
 

Pekka from iDiD Digital Signage

January 2017

January 2017

CRM for us

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 word CRM has had a really bad reputation for us before finding Freshsales. Serves our needs 100% and their Knowledge Base & Customer Support are superb.

Source: Capterra
 


September 2016

September 2016

Good CRM - tracks user engagement on websites/apps, but expensive to use a webform & locked in phone number

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 is a solid CRM - not too flashy or the most feature rich, but designed well and provides tools to track how excited your potential customers are with your brand (by seeing how much they engage with your website or in your app - potentially great features).

I would continue using it beyond the trial, but the two drawbacks for me are the lack of number portability (in to the app or out - meaning you'd have to give up your phone numbers if you ever left) - and secondly - the cost involved with getting a webform-to-lead setup means you need the max plan - $49 per month.

Pros

- Clean appearance
- Flexibility with sales process
- Responsive/active dev team
- Email Read receipts
- Ability to track user engagement with websites

Cons

- If you want to use a web-to-lead form (which can be considered a common feature for a CRM), then you are required to sign up to the most comprehensive plan - i.e. $49 USD per month which seems crazy - I'd only recommend someone signing up to this if they need to the other "web engagement" features - otherwise your just wasting money on this app.
- Non-ability to port Twilio numbers (or any external numbers). A big drawback but I have an email from their team indicating that they are likely to change this.
- No dash board giving an overview of sales and leads (you only see leads when you log in)
- Ability to see financials about clients from Xero integration would be great.

Advice to Others

If you'd benefit from user activity on your website or inside your app, then this might be for you. Otherwise for the 99% of us that don't have an app or if you'd like to maintain business control over the phone numbers you use (e.g. through Twilio), or you'd even simply like an affordable web-to-lead form for your website then I'd probably consider something else - for example Zoho seems to offer similar functionality and doesn't lock you in with phone numbers or charge and arm and a leg.

Source: GetApp
 

Chris from Fastoche
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2016

August 2016

Easy to use CRM that focuses on the stuff that matters

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've been using Freshsales for the past few months and it's by far the easiest CRM we've worked with. A lot of other software is bulky and takes way to long to setup. We were up and running the first day with Freshsales. It's so Intuitive that our sales staff doesn't even need to be trained on it.

Pros

Clean and simple interface, great customer service

Cons

None so far

Advice to Others

If it doesn't do what you want, just ask. Their team is great at responding to feedback.

Source: Capterra
 

James from Ransom Information Technology Services
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2016

August 2016

Awesome Software

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

I am very happy with many of the features of Freshsales. It has made it much easier for me to track new leads and follow-ups, as well as determine how successful we are with our leads

Source: Capterra
 

Thomas from Buying Show GmbH
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2016

August 2016

Neat, clean and seamless integrated

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

Easy for us to implement and good daily expirience. The whole sales team likes me more now (and that is no joke).

Pros

Seamless integration with our googlemail and calendar, seamless integration with our ticket solution. Phone integration is the best I expirienced in my 20 year career (but most of the other also where pretty bad). Integration on the events from the website

Cons

A list view of over 25 leads could easily been done via reports - still I would love to also have this option in the regular view - this is mainly an issue for an manager who tries to look into all the leads. Like mentioned it still works but could be easier.

Advice to Others

So far the best I expirienced on the market for non supercomplex usecases.

Source: Capterra
 

Janani from Freshdesk
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

June 2017

June 2017

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

Alina from Freshdesk
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

December 2016

December 2016

Product Quality
Quality
Source: GetApp
 

Subhash from Freshdesk
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

November 2016

November 2016

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