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

35 Reviews of Freshsales

 

Start your review of Freshsales

Click to start
https://www.softwareadvice.com/crm/freshsales-review/
Software Advice Reviews (11)
More Reviews (24)

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 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.

 
 

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 24

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
 

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.

Review 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.

Review 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.

Review 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.

Review 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.

Review 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.

Review Source: Capterra
 
 
Write a Review