Who Uses This Software?

Freshsales is a product for teams of all sizes. Freshsales is built with an intention to cater to sales needs across all markets.


Average Ratings

236 Reviews
Ease

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $12.00/month/user
    See pricing details
  • Pricing Details
    Free for small teams. Upgrade as you grow.
  • Free Version
    Yes
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    24/7 (Live Rep)

Vendor Details

  • Freshworks
  • www.freshsales.io/
  • Founded 2011
  • United States

About Freshsales

Freshsales is a full-fledged Online CRM made for high-velocity sales teams, packed with features such as, built-in phone, integrated email, user behavior tracking, deal management, reporting and more.


Freshsales Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Contact Database
  • Contact Import/Export
  • Interaction Tracking
  • Lead Management
  • Prospecting Tools
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Account Alerts
  • Asset Management
  • Expense Tracking
  • Household Tracking
  • Influence Tracking
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Team Assignments
  • Territory Management
  • Auto-Dialing
  • Call List Management
  • Call Recording
  • Campaign Management
  • Dashboard
  • Data Management
  • Lead Capture
  • Lead Distribution
  • Lead Scoring
  • Performance Management
  • Activity Tracking
  • Campaign Management
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Source Tracking
  • Cataloging / Categorization
  • Customer Service Analytics
  • Customer Support Tracking
  • Email Response Control
  • Knowledge Management
  • Live Chat
  • Performance Metrics
  • Search
  • Self Service Portal
  • Call Management
  • Campaign Management
  • Channel Management
  • Commission Management
  • Contact Management
  • Contract Management
  • Customer Database
  • Email Marketing
  • Field Sales Management
  • Lead Management
  • Opportunity Management
  • Performance Metrics
  • Proposal Generation
  • Referral Tracking
  • Sales Forecasting
  • Territory Management

Freshsales Reviews Recently Reviewed!


Freshsales allows for a quick start

Oct 05, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: 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.

Cons: 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.

Overall: 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.

A great suite to improve marketing effectiveness

Oct 14, 2018
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: We are using Freshsales together with Freshdesk and it is the perfect solution to help our customers and manage all our relationships with them in a quick and simple way through an effective streamline.

By adding the Freshasales API code in Freshdesk, the tools are automatically synchronized in order to keep track of the relationships that have occurred with all users.

Freshsales helps to reach specific goals by setting up a valuable deal for each lead imported inside it. The deal management is really intuitive, just like all the other features available. The contacts can be easily imported uploading your customer lists in csv or similar file format.

The CRM offers a built-in phone, an integrated email system, a user behavior, tracking, and a reporting system.

As already written, Freshsales is really intuitive and easy-to-use thanks to its accessible menus and filters. There is also the possibility to customize some overviews in order to keep all essential information at your fingertips. It is possible to automatize pipelines and workflows as needed.

Freshworks tool offers a great help desk, you can get support by email using the ticket system, by chat or telephone. The support team is always ready to help.

Cons: Some automatic reminders are missing. You can't set specific alarms to be notified when a customer doesn't get back to you or similar.

Overall: Using both Freshdesk and Freshsales to manage our relationships with users and the business opportunities that may arise is the most efficient way to improve our sales effectiveness.

Capterra loader

Look at this, and I promise you, you'll forget about SalesForce

Oct 11, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: There's a number of features I like...reporting, email tracking, lead scoring...Sure, some CRMs out there have all these as well, but everything is so darn well packed and easy to use! If I had to choose one, I'd say email tracking. That had helped a lot with follow-ups and our sales funnel in general.

Cons: Can't say there is anything I dislike about the software at present time; it did lack certain features upon release, but the current version has everything we need to take our prospect from point A to point C(lose).

Overall: Before Fresh sales, my team and I were using SalesForce. It was far too messy, complex, and I had more meetings with my team to try and figure out the details in a month than I've had in a quarter!

We decided to take a look at Freshsales when it came out (end of 2016 I believe), mainly because we've been using Fresh Desk for years and wanted to give them a shot. After the demo, it was a no-brainer. Once we got our account, it took me maybe a week to set everything up and we were ready to go. The interface was just so sleek and stripped down of all those unnecessary fields and options. I could see what was happening, when, and finally what to expect (the latter being very important for any sales manager).

Overall, it works just so well for us (small family owned business) and we won't be looking to change anytime soon.

There is a good ease in working independent of your team, and still with your team on contacts;

Sep 26, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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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.

Overall: 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.

A great Sales CRM with all of the modcons; part of an excellent 'fresh' suite.

Oct 06, 2017
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

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!

Best CRM Tool - Features, Pricing, Support

Jul 07, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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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.

Capterra loader

Excellent CRM for beginners

Oct 04, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The interface is well designed, easy on the eyes and easy to find your way around. The settings are organised into relevant subcategories and everything is easy to configure even for a novice.

Importing contact data from a spreadsheet was very simple and saved us a load of time.

Searching for contacts is a breeze, the search bar at the top includes all profile fields so it's easy to find the contact you're looking for.

The support team go above and beyond to ensure you get setup quickly and to make sure Freshdesk operates exactly as you need it to and adapts to your existing business processes. For any query that I had, the team were proficient and made sure to find a solution that worked for me. This awesome support is even available on the free plan.

Cons: I guess it's not really a problem with the software, but we moved from a bespoke CRM over to Freshsales and as someone not too experienced with this sort of software there was a lot of information to take in at once and learning where things are and how to use each feature occasionally took a little reading, but documentation is very well written and the support team just a quick call away if I got stuck.

Overall: Our previous CRM was a bespoke system where our developer had "disappeared" and wasn't responding to support, so we needed a quick solution to replace it. I managed to manually copy all of our contacts from our old system into a spreadsheet which then imported easily into Freshsales. The overall experience is great and it's reassuring to know that the support team are so helpful. The product will likely need some customisation and integration to fully suit our needs but this is well in progress now and we're getting to grips with it very well.

Freshsales Review

Nov 20, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ability to customise everything around the business and needs is great. The default settings already in place are already great and give me a lot of inspiration on how I want my system to look.

I love the fact I can make reports on pretty much any category I choose. This is particularly good for updating different clients on their cases.

Cons: The only issue I have which is very minor, is that when uploading files to cases it can only be done one by one and you cannot load files in bulk. It would also be great to have a drag and drop feature for files.

Overall: Our company has never had a CRM system before and we did everything via paper files. Incorporating a CRM was the way for us to bring our company into the future and grow our client base. As you can imagine trying to find a system that works for everyone is difficult especially when alot of my colleagues are not familiar in complex computer tasks. We have tried a few CRM systems, and all apart from Freshsales were far to complicated and overpriced. Freshsales stood out from the rest due to it's ease of use and instant online support. Since using Freshales there has been a dramatic change in the business for the better. Things are more organised and files never go missing like before with the paper files. Communication is far better between colleagues as we can all see each others updates and dashboards. We can now all help each other out, as all of our cases for different clients can all be viewed together. Freshsales is definitely something I cannot live without now it has been introduced.

Freshsales is intuitive and simple to use and incorporates VOIP services into the CRM.

May 14, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I love Freshsales. The software is very easy to use and much more simpler then Saleforce.com. It's pricing is also fair and competitive and the email marketing, deals tabs and database are very easy to manipulate. Plus Freshsales is a part of a larger CRM service and allow you to bolt on other components if you want to do other things. I'm a huge fan of simple and Freshsales makes the whole process of sales CRM simple and easy. Very little ramp up time.

Cons: It's close to impossible to get customer service person on the phone and they are not fast to react. It's a shame since some of their competitors do a much better job at this. I had a question about changing my credit card information and it just way to long to get the simple response I needed in order to fix the problem. They do have a resource center where you can ask questions, but I don't get the sense that customer service is a huge priority for them.

Overall: Freshsales allows me to create email marketing campaigns and track my deals in one simple UI. I like how easy it is to navigate and I love the VOIP feature. I can get my work done much quicker and more effectively when using Freshsales. It helps me make more outbound calls and get in touch with more prospects.

Capterra loader

Freshsales - Refreshing Sales CRM

Oct 12, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: What I like most is how light the software is, truly refreshing sales CRM software, just like how Freshworks team has branded Freshsales.

One could have the CRM for all the stages from Lead-Deal, and then nurturing a customer later through freshchat/ freshconnect as the customer eventually moves to the hands of a client services specialist/ is now ready for upsells. Integrations to reach out to prospects additionally.

They also have Sales Campaign feature for curated sales campaigns which could be used for early prospecting stage.

Cons: While I like how the product is evolving, which the team is doing a great job at, there are a couple of features, here and there, which are still being built, but I understand from discussions that the team does a serious work of taking into account most recurring customer feature requests and builds the same as soon as possible.

Overall: I've worked in a couple of teams with various business sizes, and pain areas, and for early stage, small and mid market companies' sales teams, Freshsales goes the extra mile helping them simplify the sales pipeline, and focus on what's essential, customer acquisition/journey.

The perfect software if you are into doing sales

Apr 10, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: this software is perfect for managing thousands of leads and it is simple and easy to use. This software has made my job so much more convenient. They also have a 30 day free trial so you can decide if you like it or not . Thats what we did and we wound up finding it resourceful and now use it on a daily basis. It has helped my sales go up in a huge way especially by helping me keep my leads organized.

Cons: It would be cooler if there was a dashboard of some sort that gives you an overview of sales and leads. You have to always log in to see everything which is not a bid deal, it could be worse. Other than that it is awesome software it has really helped grow my sales and I have no other complaints.

Overall: This software can be used up to 10 users for 1 membership. It helps me to easily sort and filter close dates, identify bestsellers, and make required changes to actions. IF you are into sales i definitely recommend you use it

A good platform for attracting customers

Apr 05, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: This is a great platform that can help you and your team track contacts. It's easy to use the interface and a very reliable tool for managing thousands of clients. This platform provides all the functions that a growing company will be looking for. It would be nice if the user could choose which fields appeared in the composite view of their contact, and not just show the first few fields. I would like for me to be able to move the layout in a mobile application. There are several fields that I simply do not need, and I would like to hide them.

Cons: It would be nice if the user could choose which fields appeared in the composite view of their contact, and not just show the first few fields. I would like for me to be able to move the layout in a mobile application. There are several fields that I simply do not need, and I would like to hide them.

Capterra loader

We have used Freshsales as our main CRM system for many years.

Dec 12, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Freshsales makes creating and tracking leads for our financial services firm a breeze. You can integrate it within your email in order to track your prospects behaviors, which is extremely helpful. Makes your life easy when it comes to managing your deals and creating reports to track your progress. It is also very inexpensive for what you get!

Cons: There are other CRM software packages out there, some of which offer more features than Freshsales. In my opinion, Freshsales provides the most "bang for your buck" when it comes to a CRM system.

Overall: Freshsales made it easy for my sales team to keep track of their prospects all the way through the sales cycle. Did not cost our company much money at all and was very easy to implement!

Capterra loader

Flexible, Powerful and a good Value

Oct 22, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I like being able to customize almost all aspects of the dashboards and work flow. As is usually the case, there are premium features I want that require me to purchase the higher level of service...but when I compared other offerings, Freshsales offered the most robust feature set for the lowest cost. The lead scoring is one of my favorite features as is the easy and perfect integration with Gsuite and my phone system for tracking all contacts.

Cons: I wish I could private label it at the lower levels but that is a small issue. Overall, I have no major complaints.

Overall: Software is very good and the customer support is even better. Always fast to respond and helpful. Everyone not only solves the issue but asks if they can help me setup any other features to make software even more helpful for my business. This level of support is unexpected and rare. Great Job Freshsales team!

Awesome & versatile alternative CRM system

Oct 09, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: For a tool we use on a day-to-day basis, functionality, reliability and design are crucial aspects of a product. We are very satisfied with the functionality Freshsales offers; it has everything we need. Reliability ties in with customer support - I haven't experienced any issues so far and customer support responds quickly and is helpful. Last but not least, the design is outstanding. Salesforce, for instance, makes my eyes burn, but Freshsales is a joy to use UI-wise.

Cons: The only feature we found disturbing is that when creating an appointment / meeting, my lead / contact also receives an email. This can be a cool feature, but we need to decide whether we want the customer to be notified, when creating the meeting.

Also, we'd love to use the Freshsales iOS app on iPad, not only iPhone.

Overall: Love it! As stated above, design (UI & UX), functionality, customer support and reliability is given. It's fun to use, on both the web and my iPhone.

A rich user experience, very simple and effective.

May 19, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: A great platform to push your sales activities with proper follow-ups.

Pros: Well, you never have to come across different software to process your marketing and sales activities separately. Freshsales has provided all access in a single platform - from email campaigns, generating leads, doing follow-ups, and segregate those leads as per their priorities. - The Analytics & Reports are also very helpful and gives the true image of growth progress, you can even customise those reports as per the type of lead generated. - It can create links with prospect profile over social sites, it easily fetches all relevant data from the site itself to the CRM, which is cool. - The best thing that really drives you to go for this CRM is its rich user experience.

Cons: They are doing great, but there is always something to make even better, they can work a little bit on the dashboard functionality.

Best CRM I've ever used

Dec 29, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The best thing about FreshSales is the customer support, bar none. Their agents are quick to respond, knowledgeable, and can solve pretty much any problem. Their development team implements feature requests very quickly and it's built on a very flexible framework, allowing you to customize it to your particular workflows very easily with an intuitive user interface.

Cons: There's very little I don't like about FreshSales. However, filed under "needs improvement", the layout of the forms gets a little tedious. It's single line after line of input field with no way to change the layout on the page. All-in-all, a minor infraction on an otherwise solid CRM.

Overall: We are able to implement an end-to-end marketing automation, lead management, and customer relationship management system. It allows us tremendous insights into our customer's behaviors and preferences, serving up that information in a usable way.

All in one CRM for small business like mine

Oct 04, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The Freshsales has easy to navigate interface, I quickly learned how to use it, without reading any help articles. The email setup took 3 minutes and it works perfectly. I like the tracking feature, so I know if my lead opened my email or clicked the link to my offer. It easy to followup with prewritten template, bulk email is brilliant and saves a lot of time.

Cons: There is nothing which I don't like in this software, 100% honest.

Overall: When you get a lot of leads, bulk email and then you want to followup with those who replied, it's very easy with Fresh Sales. 1 click and I know who replied to my emails and I can followup with one 1 click . Everything is very well organized and I don't miss any important emals from my leads. The price point is also perfect for small companies, very affordable. I've tried Hubspot, Pipedrive and now I will stay with Freshsales as it really works and it's soo easy to work with.

Capterra loader

Great Features , Can't Imagine Doing Business Without

Oct 27, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We are a small IT MSP.

The tasks feature is underrated. You can set due dates and associate the tasks with a contact or account (business) or even your own business or department. You can then only list tasks that are due that day. This has single handedly made me more productive when feeling overloaded with things to do that do not have a set appointment.

In general FS is flexible and extremely intuitive, allowing you to find your own best ways to use it.

Amazing at integration with ticketing (Freshdesk), Notes, Tasks, our Network Documentation for a client, previous work done for a clients, everything is one click a way.

Cons: We've seen one bug with time zones and task due dates but in general the company is always perfecting and listening so we are not worried about it.

Overall: It you are a small to mid range MSP I highly recommend using Freshsales in combination with Freshdesk ticketing, Ninja RMM, Cloudberry/AWS backups and Teamviewer.

Freshsales has mastered the intuitive interface, making your life easier and pulling up information instantly. Sales pipeline, Robust tasks, Documentation and notes, Previous work performed, Appointments - including integration with GSuite and Google Calendar, you name it. We love it!

Manage all your sales the best way

Apr 11, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: As a sales\business development manager with more than 10-years of experience, I can say that people who fight on the forefront(salesmen) need the best sales equipment. In this case, our productivity can be significantly raised. Freshsales CRM helped me and my colleagues to tune and organize our work such way that allowed us to boost results and feel some kind of comfort while working. In addition to this I can say that system works very fast and in comparison with our previous programs this one is brilliant.

Cons: I noticed that the system of pricing is more suitable for small companies or individual salesmen. I work in one of the biggest telecommunications company in my country and that is why our executives were thinking quite a lot before choosing this CRM.

Having the more information possible in one place

May 27, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I really like how Freshsales comes at database management and how relational every aspect of the overall database it is. We also use other services of this company. The integration with Freshcall made it possible to track all sales calls, which was essential for us. It really helps with prospecting and closing deals. We use Freshsales for sales and order tracking, especially for our internal sales team. Another thing we wanted was a detailed analysis and reporting that Freshsales lacks.

Cons: Support help could respond a little faster when having problems. Waiting for a week for just the answer - it's very long. Although, then the problem was solved quite quickly. Also, reports quite simply, I lack more in-depth and visual reports.

Another software I like using is Freshsales

Jun 11, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It has a free trial for you and up to like 6 or 7 people i believe so you can check it out and decide if it is for you or not. You can create all kinds of reports, tables or charts which to me are necessary . I been in sales forever and this is what I been using to keep all my tons of leads organized and easy to search through when i need to find specific ones. Also everything is stored in the cloud which gives you access no matter where you are at, which works out perfect if you have to work from home for a couple or few days you have access to all your leads still.

Cons: There is nothing really for me negative to say about this software I really like using it and would not have my leads as organized as they are now if I never started using this program to organize them. I think if the dashboard gave you percentages of how many leads have closed and pending leads still not closed or won and help you to keep track of your progress in sales that would be cool.

Overall: This software is perfect for you if you are in sales and need help to organize all your leads and keep them so they are easy to find or search through.

Capterra loader

Best CRM I've used

Sep 24, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: - Connects with my Gmail so all conversations are synced

- Can send (and even schedule) emails from the dashboard. This saves me so much time.

- Customizable fields for Deals, Contacts and Leads

- Allows me to see different views in the value dashboard so I can see everything at a glance

- Advanced filters so I can view pretty much anything I need in seconds

- The support is very good, I usually get an answer in a few minutes to an hour every time.

Cons: - Because it's so robust, there is a bit of a learning curve

- A few UX elements are difficult to get used to, but nothing major

Overall: I searched a long time for a really good CRM. I tried out a lot of different ones and I ended up on Freshsales because it had everything that I needed. The support is great, everything is customizable it even connects with my website so I can see which contacts visited my pages, plus it connects with their Freshchat. I love their custom views, it makes it really easy to see things like how long ago did someone sign the deal, when was the last time I reached out, Etc. They have really good reminders and a lot of little features that make my life so much easier. Super happy with Freshsales!

Capterra loader

Fresh Sales is very easy to use and has features that are found in larger CRM software packages.

Oct 23, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

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

Sales made easy

Dec 07, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like how it completely organizes me. Keeps all my communication in a client file. I can track and move around, categorize. It just makes my life so much easier.

Cons: I really do not understand some of the flows. I need assistance with most of it to get it to do what I want... I mess it up easy sometimes.

Overall: I have been using it for 2 years now and I could not imagine selling without it.

Love, kinda love relationship with Freshsales

Oct 03, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Easy to get started, not clunky or hard to understand even for creatives like me

I could do lead scoring on the cheaper version which was important to me

I could easily see what leads were the most engaged and it helped me close a sale

I like the look of it

Great, great great customer service. These guys are rock stars :)

Cons: I got bogged down when lead scores were hard to customize and then they were not backwards compatible, which meant that because I imported a contact and the default lead score gave them a 70 ... I couldn't change them back to a 10 when I corrected my lead score rules. That was a bit of a hassle.

Also, with such a small business I found that I quickly got too many "leads" into the system and started avoiding using it.

Overall: I loved it when I found it having tried many many CRMS. None of them are perfect but I thought FreshSales was pretty good.

Then I got a bit frustrated with lead scores that were wacky and I couldn't correct.

In the end I love FreshSales but sometimes with a tiny business a Google Sheet will work just as well :)

Capterra loader

A solid sales CRM with built-in marketing automation

Oct 31, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: My favorite functionality is workflows. This enables me to set up automated marketing drip campaigns to my prospects and customers. Similar platforms like Hubspot would cost WAAAAY more.

I also like the ability to sync with Freshdesk, their customer CRM platform. Those two platforms work well together.

Cons: I didn't like the limitation on the number of workflows that could be set up.

Overall: I use Freshsales to nurture leads and acquire new customers. It's a great platform and I'm very happy with it so far.

Knocks salesforce off it's pedistal

Oct 05, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: As a brand new very small business I really wanted a sales crm that would work for me now and also as I grow and so far its great. I was used to Salesforce enterprise functionality but the costs of SF were ridiculous and then I stumbled on Freshsales and even its free version has great functionality. Outlook sync works easily, pipeline is great. My top opportunities are very visible and alerts for call back on my phone and laptop have already won me deals . So all in all, great job Freshsales

Cons: Im business to consumer , so I would like to see a b2c version .

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

Sep 05, 2016
3/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

1 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Comments: 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.

Recommendations to other buyers: 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.

Best CRM software for startups and small business

Nov 11, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: Overall software is good for small businesses, as the software gets evolved over the time it would be much useful.

Pros: The software is light in size and easy to operate which makes sales more fresh and abundant its email feature is also unique compared to other CRMs. Direct call log feature is great, there are other tons of features available for free which makes it highly suitable for small and medium business. it is also easy to operate from mobile, so mobility adds the good feature to the software

Cons: As compared to other CRMs like ZOHO, Proper works this software lacks some important features. Fresh sales also require so manual data input for further data processing which makes the process little tedious. The software is to be designed more intelligently which gives the reports with complete detailed insights. Some of the features of the software are still under development phase, so not completely ready for usage.

Capterra loader

I've Used Others And This Is The Best

Nov 27, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I've used SalesForce, Zoho, and tracked leads and customers in Google Sheets but Freshsales is FRESH! To be able to track calls and emails by client automaticly is great use of our technology.

Cons: I cannot say I've found a negative as of yet. It's what we need as a growing business at the right price. Sure there are systems with a lot of whissle and bells but this is soft on the budget and offers everything we are looking for.

Overall: Great support and customer service. I've delt with others where support tickets are answered day's later but NOT HERE.

The best!

Dec 10, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use and navigate. Unlimited contact database.

Cons: I would like to be able to add and takeaway fields by 1 click, not 3 or 4.

Overall: I have used, Zoho, SalesLogix, Salesforce, and many others and this is by far the easiest to use.

Fresh Sales Review

Oct 11, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Very easy to use and customize without the nickel and dime costs usually associated with CRM software. My team really loves the automation and drag and drop options for stages, including feedback, congratulating them as they progress forward with their pipeline.

Cons: Sometimes support is slow to respond, but mostly does a good job. Porting data over didn't mesh as well as I would have liked, but didn't expect it to work 100%, never does. Not much to complain about, pretty rock solid affordable CRM.

I love this software, I have been in sales 12 years

Mar 19, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: It is a excellent CRM that can help you and your team keep track of contacts. It is easy to use the interface and a very reliable tool to help manage thousands of leads. You can sign up for the free trial up to 10 people per account to try this software so you will be hooked if you are in to sales and having organized leads. You can use an auto-dialer, route calls, use personalized welcoming messages, ID callers, Awesome sales software

Cons: I wish there was a dashboard that gives you an overview of sales and leads and you can only see leads when you log in. That is all the negatives I could think of it is really good at doing what it is supposed to do and does what it is meant to do.

Freshsales Review From M&A Fund

Oct 22, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The software has improved significantly throughout the time I've used it. What I like most at this point is reliability. It's an online software and the Freshsales team keeps it up and running all the time; I've never had a problem accessing it on the go. The mobile app also contributes to quick access while on the road.

Cons: I think it would be easier to schedule email marketing campaigns if there was a calendar interface for that task.

Overall: Fantastic customer support when I was first getting going, and even now when I have questions. While i've been a user, Freshsales was making continual updates and improvements that I feel have raised the quality and functionality of the software. I've recommended Freshsales to a couple other people recently.

Capterra loader

FreshSales Helps Every Day

Oct 23, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love how you can customize every field, action and flow to how you need it to work. Very easy to make changes and adjustments as you grow and change.

Cons: I don't have many complaints. There was a learning curve for sure. Maybe the limits put on regular users vs Admin rights?

Overall: It has been wonderful. Being in the sales industry I need a tool that is fast, integrates with the APP and can be counted on to reference past logs. FreshSales gives me all of this and a great customer service team who are super knowledgeable and always responsive.

Awesome CRM! Great alternative to SalesForce

Oct 11, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: FreshSales is super easy to set-up and doesn't require that you employ a full-time CRM / Rev Ops employee to make updates and configure the platform. The ease of use and accessibility for all members of our team is what sold us. The team also helped us fixed some bugs with the Segment integration, which was crucial for us so all of our data flows automatically.

Cons: The reporting features can be overwhelming / get messy very quickly, so some UI improvements here would be helpful. I also wish the email inboxes / integration with Gmail was more configurable. I want it to mirror my folders in gmail so I can use FS entirely without switching back and forth.

Overall: Overall, the switch to FreshSales has been hugely beneficial for our team. We've become more productive, organized, and are able to report on our sucesses and metrics much more easily to the rest of the company.

FreshSales is the Best If You Know What You're Doing

Apr 04, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: FreshSales is a great system that can do a lot of actions and automation. It was very easy to set-up, but I am tech-savvy enough and had a visual of how I wanted it set-up. Once set-up, it makes everything so much easier. Also, there customer service is absolutely amazing!

Cons: - You need to know how you want it built as a processor system. - It's a customizable system so it would be nice to have some tech knowledge in order to build it - It takes time for it to become great!

A very good CRM software

Oct 05, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easily to use, the Freshsales implementation is too easy. And Freshsales helps me a lot to manage my leads and deals.

Cons: Not so far. Also, the API is very complete.

An excellent tool for Managing Leads and keeping track of sales activities.

Jan 12, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Freshsales is an excellent tool for storing, managing and nurturing your leads. This is a perfect tool for anyone who wishes to start with any Sales Managment tool. 1. Easy to use Interface 2. Excellent Lead Filtering options 3. Beautiful Interface 4. Excellent Customer Support 6. Amazing lead categorization options to ensure seamless lead management operations. 7. Easy to add custom fields to record highly customized lead information. 8. Advanced Automation features

Cons: There is no feature to find duplicate lead entries, apart from this major drawback, it also stops you from editing/removing default fields.

I have found the fresh sales Software as a useful, dynamic, agile and easy to use tool for work

Oct 25, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The UI of fresh sales looks amazing and it is user friendly. We can easily import unlimited leads and run email campaigns with less effort. Tutorials are quickly available and I like the way it reports every detail so that we won't miss anything.

Cons: I don't have much of cons but I would like suggest the support team to give quick response and the live chat disappears sometimes which is annoying. I understand you must be handling multiple clients at a time.

Overall: I am happy to suggest fresh sales to others . They keep updating to make it user friendly.

It clearly meets my needs. Now I can send bulk emails and track their opens so that I can quickly followup the prospects

Capterra loader

FreshSales is FANTASTIC!

Dec 06, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: FreshSales has many features that really help me in my sales and keeping track of my daily tasks. I also love the email feature. You can email through FreshSales and it alerts you as to it being opened or even if they open a link. You can create email templates and just click on them so you don't have to re-type. There really are many benefits to this CRM system.

Cons: They do make changes to the way you can use it. I have to re-learn some of the features.

Capterra loader

Best App on the market

Oct 11, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love how simple and easy to use Freshsales is! I spent a month demoing CRM's for our small sales team, and this was the simplest and most straight forward. The app is the best that I have seen hands down. Adding new leads, contacts and accounts takes only seconds. Fully customizable for our small chain hotel, I have the freedom to make the changes that we need for our industry.

Cons: The Sales Activities report is a basic reporting tool that most sales people require, and is only offered on the highest paid plans with Freshsales. I would like to see that offered on the lower paid platforms.

Overall: Freshsales has helped my coworker and myself be able to get our information that we need on the go, as we so often are away from a computer. The ease of use to scheduling reporting, call backs, emails, we are so happy we chose to move our database over.

My Freshsales experience

Oct 04, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: It is an easy-to-use software.

It can be accessed from any mobile device in the same way as in the computer.

It allows you to optimize the time presetting processes that you can share with your work team.

It allows you to visualize in which stage of the sales process each client is.

It helps you not to neglect any opportunity through a task that you can establish according to your process.

Cons: I like everything I've used from Freshsales

Small Business Friendly

Dec 07, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Very user friendly for a small business...great customer support and easy to use for new sales staff...great mobile application.

Cons: sometimes it lags on the mobile application and refresh slows

Overall: Able to log customer information in real time while out on sales calls...quick updates...always have customer support when needed

A cost effective sales tool

Aug 25, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4.5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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.

Cons: 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 to other buyers: 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.

Capterra loader

To get as much as you do, for as little as you pay, is a real credit to the Freshsales team.

Oct 11, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: An all in one software, that lets you manage, call and email potential and current customers from one place.

Capterra loader

Outstanding CRM platform for your Business!

Oct 25, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: The benefits are streamlining my business to achieve my business goals.

Capterra loader

An all round CRM for small scale industries

Oct 12, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: All in one, Freshsales as a CRM provides data accumulated in one place, which is easily accessible. Analytics, Templates, Triggered Messages, Custom Fields, Lead Score, API Integrations and Connectivity with all the major CRMs, Support portals, Mailing Services, quick support etc.

Cons: Integration with Freshchat is one thing I face an issue with. Then again they have planned this feature request in the upcoming phase releases.

Excellent and Easy To Use CRM

Dec 03, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love the fact that I can see how many times my customers have opened my emails as well as if there are any links in the email it will show you how many times the link was opened.

Cons: I can't really say as once I learnt how to use it - it works well for me

Overall: User friendly, efficient, allows you to set tasks and appointments and reminders of when to follow up.

My sales has increased from 25 - 36 per month to 55 in November 2018... So this works well for me.