Freshsales

For sales managers and their team members working in startups, the most high-end software

Comments: Overall, I believe that FreshSales has been a fantastic addition to our business. Customer accounts are simple for us to access. From FreshSales, we can directly create tickets in FreshDesk.

Pros:

I have been using this software for one and a half years. I initially only used the live real-time chat feature, but now I use its premium capabilities to manage my leads and send them updates and sales pitches using the simple campaign manager. I adored the user interface because it requires little intelligence to comprehend the things you need to achieve your goal. I have made use of their reporting capabilities, which aid in my decision-making based on campaign results.

Cons:

If they offered interaction with other social networks in addition to LinkedIn, such as Instagram and Facebook messaging, I would adore this feature. They only have a few integration modules at the moment. Additionally, handling and transmitting files takes considerably longer than importing them, and occasionally it gets stuck, forcing me to repeat everything.

If you need support, look elsewhere

Comments: In short, great app, downright awful support

Pros:

Very easy to implement. Currently using FreshDesk, FreshCaller and FreshSales. Great integration, everything works quite well.

Cons:

As long as you do not need help from support, you will be fine. Every time that I have contacted support it has unfortunately been very disappointing. Even the most basic question takes an inordinate amount of time to get a response. Specific issue on FreshSales that really was upsetting is the fact that under the blossom program you get absolutely no reports, zero. In order to get reports, you have to upgrade to the next plan, garden. The cost per user goes from 12 to 25 if you are on the annual plan or 19 to 35 on the monthly. It is really hard to understand why some basic reports were not provided under blossom. Yes, the app is very useable without reports, however, if you are managing a team and want to see data across users, forget about it. You need reports and will have to migrate to the next plan up. I cannot stress the fact that the support is just simply not a priority for them, for many folks this could be the one thing that will force them to look somewhere else.

Alternatives Considered: Salesforce Platform and Zendesk

Reasons for Switching to Freshsales: The decision to choose freshworks was for most part driving by cost.

Good sales and marketing CRM

Comments: It's fine overall but earlier support was good and now it's difficult to get a hold of rep.

Pros:

It's comprehensive as this has functionalities for both sales and marketing. This also has freshchat feature which we are using on our website.

Cons:

The support is not good and on the other hand they have made a newer version of it and it took 6 months to migrate us to newer version for the older one.

Alternatives Considered: Salesforce Sales Cloud

Reasons for Switching to Freshsales: It's cheap compared to salesforce and has more or less same functionality.

Over promise and massively underdeliver

Comments: Initially the support appeared overstructured but helpful. But then we kept getting oh...we don't do that.

Pros:

It can make a phone call. There isn't much on the positive side. It's hard to see history, route calls to others, send texts with attachments are impossible and you can't receive a text with an attachment. These are major for our business. Systems that rely on email in our industry are wasted.

Cons:

We were promised several capabilities that just don't exist. When we found this out, we asked for a refund and we can't get any response since then. They ignore us totally.

Great CRM for consultants

Comments: 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:

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

Cons:

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).

Alternatives Considered: Capsule and Insightly

Reasons for Choosing Freshsales: Accelo radically raised ther prices.

Switched From: Accelo

Reasons for Switching to Freshsales: It integrates fully with MS Exchange, while the other ones don't.