Freshsales

An Excellent All-In-One CRM and EDM Platform

Pros:

Freshsales consolidates virtually every CRM and EDM function that my business needs. I've discontinued my Mailchimp and Zoho subscriptions as a result, and will probably continue cancelling some of my other subscriptions as Freshsales adds more features. The ease of use, capabilities, and value for money are, overall, excellent. I mostly use Freshsales for contact management, collecting self-reported attribution, and email marketing.

Cons:

As with many feature-dense products, there are some parts that are more polished/easier to use than others. I had a fair bit of trouble setting up certain automations, which was made more difficult because a lot of the documentation was out of date (I was saved by Freshworks' excellent support). I also had some trouble setting up self-reported attribution the way I wanted.

Great CRM Platform for Startups and Growing Businesses

Comments: Aside from the onboarding process, we enjoy using Freshsales and believe it's worth it to manage your contacts and leads. Freshsales is a great platform to use with any sales pipeline.

Pros:

When I started using Freshsales with my team, we get amazed with the simplicity of the CRM and the flexibility of features and options with each contact. Also, we enjoyed the integration with Freshdesk support and assistance platform.

Cons:

The onboarding was a little bit long, it took around 3 days, even though we started with a few contacts by then. I hope they improve the onboarding time or change the methodology to enroll using Freshsales.

Freshsales has gained the insights of food retail managers.

Comments: Despite the challenges with reporting, my overall experience with Freshsales has been positive. The platform has effectively streamlined our sales processes, from capturing leads to closing deals. The centralized contact management system ensures that all customer interactions are logged and easily accessible, greatly improving our team’s collaboration and efficiency. The user interface is clean and easy to navigate, making it user-friendly for our team. The automation and AI-driven insights have significantly boosted our sales performance, making Freshsales a valuable tool for our business.

Pros:

As a manager of a small food retail business, I found Freshsales’ lead management and automation features incredibly useful. The intuitive lead scoring and automated follow-up system helped us prioritize high-potential leads, maintaining consistent communication with minimal manual effort. Freddy AI’s predictive insights have notably enhanced our conversion rates, which is crucial for our growth.

Cons:

However, the complexity of the reporting and analysis tools was a significant drawback. Customizing reports to fit our specific business needs proved to be challenging, especially without advanced technical skills. This complexity often made it difficult to quickly generate actionable insights, hindering our ability to make timely and informed decisions.

Buggy product and horrible customer service

Comments: I wouldnt recommend it to anyone and regret paying for the product

Pros:

Not much. The product is OK but the support is just mind-numbing

Cons:

We had basic issues with everything we were trying to use. We were using the free version of hubspot and moved to freshsales hoping it would be better. It is not even comparable to the free version we were using. I have been running around from pillar to post within their organisation but they just dont care. Here is what simply doesnt work.1. Bugs: We bought the paid version of the product and we encountered serious bugs with everything we were trying to use it for. 1. Email integration didnt work 2. Webforms dont work (still ongoing) 3. Calling application (exotel) integration didnt work. 4. Importing contactswas more complex than hubspot.2. Customer support: I understand there may be issues sometimes and the basic expectation is that when there are issues, we can get help from support. Their support is the worst. For every small issue, they push a calendly link in your face and want you to schedule. And for every issue, the calendar is blocked out days out. They just say sorry thats when you will get help. They offer some free onboarding hours but the person just has a script and is unable to solve any of the issues. Even they will put you on to their support which is unresponsive. We are being tossed around with out 7-8 people who always start from scratch.3. Unprofessional: Their customer success is not just incompetent, they are highly unprofessional. I asked them for a feedback form multiple times so that our issues get recorded but they just dodge it

Freshsales Review

Comments: The system itself is very good, and the company are willing to create special features if needed, and are happy to work with our system manager to ensure it meets the needs of our business. There is a lot of potential to the Freshsales system that our team are looking to utilise, especially around automations. Sometime the customer service they offer through their instant chats does not always lead to a solution. I found the chatbot that offers suggestions for help rarely comes up with the answers to my queries - then their is usually a language barrier when conversing with their overseas customer service operatives who manage the chat one you get past the chatbot - their team often help with a solution, but it can take some time.

Pros:

Easily view customer profiles. Edit the views to see what is needed most - for example, we have important details at the top of their profile, like their contact details. It records all communication in one location for quick access when needed. Fairly simple navigation structure, search bar to find customers, navigation bar down the side to access different areas of their profile. The analytics section allow you to create reports that can update themselves, making it easy to monitor and view necessary information, the reports also easily convert to an Excel Spreadsheet. Our phone system is built into this system, meaning we can see who is calling and when you click their name, it brings you straight to the customer profile. Automated emails when fields are updated take a lot of work off our hands.

Cons:

I've found creating Analytics Reports to be very complicated and difficult to understand - you need to follow the guidance on how to do this, or have help from someone who does understand, they did not seem simple to set up. It will prompt you to refresh the page fairly often, meaning you lose you place on a page and have to scroll back down. The system only allows for a certain amount of field's per customer, meaning you have to make learning records for the courses, which are on a different page from their profile and are not as easy to view.