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.

Not great. Customer service is excellent, though! Things I think should be basic (or I used in Pipedrive) just don't exist or don't work in Freshsales.

What it has is pretty easy to use, and finally with the addition of timeline view, getting different views is good. Creating reports is not easy, although very powerful.

Mail integration is pointless for me. If set to 'auto', all emails from a client appear on all of their deals, rather than having intelligent algorithms that are deal-specific. Also, no search function on email page immediately makes have email sync pointless for me. Sync is slow. I can add a deal, or a contact, but often won't appear in searches for a long time, so I can't start linking emails or creating new deals.

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.

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.

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).

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.

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.

Freshsales has helped our organization overall. Our Insurance agents access everything from Leads, Customers, and Communications (SMS, Email, Chat) in Freshsales CRM. We have also integrated our internal systems with Freshsales CRM through custom app developments to customize the CRM as per our business requirements.

- Good customer support team- Price- Customizations- Marketing capabilities- Add ons- Customer communication mediums (SMS/Email/Chat, Chat bots)

- Product bugs- Feature limitations- Freshworks product integrations do not talk well with each other

Overall it's a functional tool for setting your sales automations and lead Management

The search and filter features are well built for extensive database querying. Also option to create custom sales pipelines are well built.

The reports and analytics feature should be developed further

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.

All-in-All it's a great software to use. I conclude with the fact that freshsales is ever changing and in my 6 months of usage I have seen anticipated improvements appear right before my eyes. It's perfect for users who are looking for a cost effective and flexible solution to customer relations. The kinks in its usage can be ironed out through support and further improvement of the software itself. It's a great CRM!

The BEST part about Freshale's is the endless capability for customizations and integrations. This allows users to create systems of follow up with multiple points of contact to the client. The new future to manage duplicates was a great addition. I also love the capability to attach documents to client files, really comes in handy.

The system is relatively easy to understand however when it comes to usage I find it's very clunky. I can see how the open set up and free customization may overwhelm even experienced users. I would even say that, the coders and web designers at freshsales had more of an influence on this product then the relation management professionals. It sort of like a "Droid" cell phone. The technology in the phone is superior and far more advanced, yet users are not acclimated to the application of it. I would like to make two suggestions to address such. First, I'd like to point out that even though I'm bring this up in the 'con' section, I have NEVER had a problem with Freshsales support team. When in reference to the wieldiness of the software I think that Freshsales could benefit from a hand on approach and a thorough process in training the users. You see if the users understood Freshsales as much as you folks do I'm certain the above 'con' would be null. Second, in relation to the same 'con' described above I believe this can be solved more directly. What I mean by that is creating an internal prioritization based on recent actions, recent stage changes, number of exchanges, lengths of conversation and what ever variables you guys think that can measure and use as info to prioritize leads. Then possibly a dashboard view, displaying these prioritized leads as well as up coming tasks and appointments, metrics on call volume and possible targets or goals.

To convince my companies boss to go with and acquire Freshsales was very easy. The daily joy and enthusiasm working with this programme showed in givng great results in a very short time. Upload data, create a mailing template, select clients, press the bulk e-mail button and wait. Shortly you can see who received and opened your mail and also if they clicked any links in e-mail provided. A perfect indicator to catch your clients just when they are also online viewing your information to follow up, if that's a strategy you desire. We are working less aggressively, so knowing that the e-mail was opened is enought to e.g. follow up with a second mail or whatever you have automated your workflow with. The opt-out option for mail receivers automatcally renders that client as unqualified and will not be disturbed by mistake anymore. Finally, I just like to say that I only use about 10% of Freshsales potential and get the desired results. Remember, keep it simple. I am really looking forward to optimize certain features and procedures in the future. And I know I can count on customer support again to guide me. Step by step. I try not to overload them, because I myself with a customer support background understand the work they do and they do a great job.

There is so much in Freshsales that it is impossible to list all the pro's. But only a few functions are needed to get started. Appart from easy accesible menus, logic selectable filters, customizable deal overviews, pipelines and workflow automatization, all you need to do is upload your client data from e.g. an Excel file and you are basically ready to roll. At every step getting to know Freshsales I was able to contact Customer Support via chat and was guided non-stop during my 30 day trial. You can even book sveral one on one remote sessions to have all your questions answered and shown on screen. The knowledge database also is very well organized with videos and FAQ's.

There is nothing bad I can say regards Freshsales. It's true, that there is a lot to take in. To get everything out of all the available features, there is a steep learning curve that leans towards a small portion of CRM administrational work. But if you wanna keep it simple, it lets you do that. Only if you start to work with more data, more clients, more workflows can it become a bit overbearing. But that's with every other CRM also.

The the marketing automation tool is the most interesting and useful tool in this CRM. This tool help you to qualified or unqualified the lead depend on your condition. If you have 1000 leads that come from your landing page, you could not qualified by manual, this tool with the automation function will help you to do that.

I used the mid tier plan so I don’t have access to the Sale Forecast function with really important.

A good product with good service back up

We use the WhatsApp. marketing on a weekly basis

WHatsApp journey gliches, although this may be a fault with Meta

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.

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!