--- title: "Freshsales Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Freshsales the right CRM solution for you? Explore 622 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/155563/Freshsales/reviews/" page_type: "reviews" language: "en" --- Freshsales 4.5 (622) [View alternatives](https://www.capterra.com/p/155563/Freshsales/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated August 10th, 2026 # Reviews of Freshsales Ease of use 4.4 Customer Service 4.4 ## Pros and Cons in Reviews AS Ade S Client repBanking, 5,001 - 10,000 employeesUsed the software for: 1-2 years. “Fresh sales used under fresh works is a good application for documenting sales pitches, client information and documents.“ July 11, 2025 S. A Operations ManagerHospitality, 2 - 10 employeesUsed the software for: 1-2 years. “It wasn't made crystal clear when we signed up and in hindsight it's a bit too much of a risk for us, we're in tourism so we work hard on weekends.“ February 26, 2026 Bo K Customer Service AmbassadorBanking, 10,001+ employeesUsed the software for: 1-2 years. “Creating several marketing campaigns in a short time is also another best feature of Freshsales, the team can work on them and generate reports to high management and even it can give you a prediction of a campaign over a time line.“ November 24, 2023 S. A Operations ManagerHospitality, 2 - 10 employeesUsed the software for: 1-2 years. “The big issue for us was learning that a key functionality promised in the sales process actually needed a much more expensive plan.“ February 26, 2026 ET Ellie T Learn Support CoordinatorE-Learning, 11 - 50 employeesUsed the software for: More than 2 years. “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.“ June 17, 2024 ET Ellie T Learn Support CoordinatorE-Learning, 11 - 50 employeesUsed the software for: More than 2 years. “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.“ June 17, 2024 SC SooHoon C Co-FounderComputer Software, 2 - 10 employeesUsed the software for: 6-12 months. “The intuitive lead scoring and automated follow-up system helped us prioritize high-potential leads, maintaining consistent communication with minimal manual effort.“ July 10, 2024 HS Harry S Head of CSMAccounting, 11 - 50 employeesUsed the software for: More than 2 years. “It works well and looks great, but the pricing and support let it down.“ November 12, 2025 ## Showing most helpful reviews Showing 1-25 of 622 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Rachel M. System Engineer Information Technology and Services Used the software for: 1-2 years ### "The CRM Freshsales is useful and adaptable" July 10, 2023 4.0 Managing your leads, prospects, deals, wins/losses, and clients is a breeze. It allows you to keep tabs on your emails and see when you were last in touch. When dealing with thousands of leads, this is a great way to keep everything straight and organized. Pros I like how simple it is to narrow down potential customers. I appreciate the convenience of being able to draft contracts for clients and have them sign them electronically. Having access to pre-made email templates, mass emailing, and detailed stats is also fantastic. Cons The strict structure of Freshsales sometimes gets on my nerves. It's both helpful and confusing that there are so many filters to choose from. It can be a lot to take in at once. Switched from [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Pipeline management is simplified, as is the user experience, and Office 365 integration is a breeze. marketing emails that are safe, spam-free, and GDPR compliant. Review Source ET Ellie T. Learn Support Coordinator E-Learning Used the software for: 2+ years ### "Freshsales Review" June 17, 2024 4.0 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. Switched from [Nimble](https://www.capterra.com/p/123032/Nimble/) Not the options for automation and fields that Freshsales had - this was needed to keep in line with the business growth. Review Source TS Tori S. Commercial Projects Specialist Machinery Used the software for: 2+ years ### "Freshsales. Fresh start." August 14, 2023 3.0 This was our company's first CRM. We still enjoy Freshsales, but often find quirks and areas for improvement that we sent to our representative. There have been advancements since we started with Fresh, but would love to know more insight on what's to come in the next year and three-year plan, so we can prepare and know how the system will improve over time. Pros Up front, nothing seems overcomplicated. It has the essentials we need to track business on the sales side. Those who tend to support tickets are quite helpful. Happy with the timely, honest support we receive! Cons As with any system, there are areas of improvement, wishes for changes, and improvements we would love to see implemented. I wish there were more transparent check-ins telling us upcoming changes that are being worked on in the background. I also wish we were notified when updates were going to run so that could better prepare when "Blackout" periods are going to take place during the workday. Review Source SI Syed I. IT Business Partner Logistics and Supply Chain Used the software for: 2+ years ### "Freshsales" March 30, 2024 5.0 overall Fresh sales is very good and affordable CRM for companies looking for good CRM and very reasonable license pricing. Pros very comprehensive CRM tool which covers all sales related activities, integrated with Freshdesk ticketing tool as well so you can monitor your clients' tickets also, license price is very good as compared to other crmCRMproducts. Cons reporting and analysis is bit limited to filters and available options, plus reporting and making dashboard analysis is bit difficult for non-technical person and technical person like admin has to engage with sales team to teach them how to prepare your reports, graphical representations and dash boards. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Freshsales pricing and ease of use, plus FD was in use in othe BUs as group Review Source JR Jayanth R. Project Manager Insurance Used the software for: 2+ years ### "Freshsales CRM is a good solution for Insurance Companies" August 8, 2023 4.0 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. Pros \- Good customer support team- Price- Customizations- Marketing capabilities- Add ons- Customer communication mediums (SMS/Email/Chat, Chat bots) Cons \- Product bugs- Feature limitations- Freshworks product integrations do not talk well with each other Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Freshsales We got a better price, overall product pitch & the Freshsales team accommodated our custom requirements Review Source NV Nikhil V. Business Development Manager Information Technology and Services Used the software for: 6-12 months ### "FreshSales: An extensive CRM for all your needs" January 14, 2023 5.0 I am almost content using Freshsales as all of the parts to my sales cycle can be tracked at one place and also I can just remain on one software throughout the day unless I am prospecting so it makes things very efficient and saves a lot of time. Also, helps me to create a workflow according to my preferences. Pros Lead Management and Sales Pipeline Management are the most extensive and exciting features that this product has. You can keep a track of anything and everything throughout the software and also see every individual's progress to further see the projection of organization's upcoming revenue that can be generated. Cons Notifications although automated can sometimes be delayed. Switched from [LeadSquared](https://www.capterra.com/p/130199/LeadSquared/) A lot of extensive features are available in FreshSales that Leadsquared didn't have. For example, sales pipeline management, sales sequences etc. Review Source VR Verified Reviewer Marketing Manager Facilities Services Used the software for: 2+ years ### "Good sales and marketing CRM" July 21, 2022 4.0 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](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Freshsales It's cheap compared to salesforce and has more or less same functionality. Review Source VR Verified Reviewer Managing Director Mining & Metals Used the software for: Less than 6 months ### "A comprehensive and very effective Marketing tool - not more" May 30, 2021 3.0 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. Pros 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 Cons 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. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Freshsales It looked fairly comprehensive (and it was in the Online marketing functionality). Review Source James N. Director Market Research Used the software for: Less than 6 months ### "Could be so much better, sadly a waste of time" September 16, 2019 3.0 Frustrating and disappointing. It has potential, but there is a lost leader there somewhere.. Pros Easy set up, intuitive interface, good gmail integration, decent price. I once called them for help on a saturday and someone answered and was very helpful. (read our cons however) Cons Customer service and account support are terrible- email and ticket support queries never get resolved. Horribly time consuming, contacted by 4-5 different representatives, each one not familiar with the problem. We tried their trial twice as we thought giving it a second chance might have a different outcome. Wrong. The integration with Freshcaller didn't work and they couldnt fix it. Frustrating experience. We decided to go back to the simplest CRM's possible with the best customer service for half this price. Reason for choosing Freshsales We didnt choose Freshsales in the end, but the reason for considering it was the phone integration and the tight gmail integration. Sadly the phone element fails. Switched from [Copper](https://www.capterra.com/p/141642/Copper/) Copper is overpriced for what it gives you. It has priced itself out of the SME business world. To integrate a phone like skype costs even more. Review Source Andrei P. Data Scientist Education Management Used the software for: Less than 6 months ### "Best CRM tool for newcomers." July 21, 2022 4.0 Freshsales is the best CRM software for beginners, it has not so many features but it helps when figuring out what CRM software is. The intuitive aspect of the software helps a lot. Pros Freshsales is very intuitive and easy to learn. Cons It may lack some advanced features for more experienced users. Switched from [Less Annoying CRM](https://www.capterra.com/p/118921/Less-Annoying-CRM/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/) I was curious for a more intuitive CRM software. Review Source JM Jade M. Learning and Development Supervisor Information Technology and Services Used the software for: 2+ years ### "Freshsales is one of the best tools for lead management and generating more opportunities " December 4, 2022 4.0 Pros We are a company that do partnership with different businesses from Mail Centers to Co-working space. We use Freshsales to track sales activities, create our sales process. We also use Freshsales to communicate a lead. It has a variety of communication channels for email, phones, chats even WhatsApp. We also use Freshsales for reporting, sales activity reports. It pretty much has everything you will need to help your sales team. Cons Freshsales has a lot of features, and it will take some time for you to learn how to use these features to your advantage. Alternatives considered [Freshchat](https://www.capterra.com/p/158117/Freshchat/) Reason for choosing Freshsales We use Freshworks in general from Freshdesk, Freshcaller, Freshchat and Freshsales. It's our company's main CRM tool. Review Source AS Ade S. Client rep Banking Used the software for: 1-2 years ### "Lovely interface " July 11, 2025 4.0 Pros Fresh sales used under fresh works is a good application for documenting sales pitches, client information and documents. It’s also used to track issues, complaints and requests. Cons No con really. Freshsales is a good application. Lovely user interface and ease of access too. It drags once in a while but that’s about it. Review Source Anuj P. Digital Marketing Real Estate Used the software for: 1-2 years ### "For sales managers and their team members working in startups, the most high-end software" July 11, 2022 5.0 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. Review Source MC Marah C. Marketing and Social Media Restaurants Used the software for: 2+ years ### "Enhances our ability to respond to customer requests" January 10, 2023 5.0 Freshsales organizes our relationship with customers in the required manner, as any email from customers is answered by the responsible member in a timely manner, and we also ensure that our promotional campaign messages reach the targeted individuals and institutions within carefully studied time periods. Freshsales has also increased our organizational capabilities, as all files, messages and contact lists are easily accessible. Pros I really appreciate the simple, intuitive design of the dashboard, as it makes customization easy, and I can navigate between the different sections with ease. Freshsales is also good at how it sorts and classifies incoming mail, which helps us direct it to the responsible member directly, and this is reflected in the speed of response to customer requests. It is also good for the organizational capabilities that Freshsales provides, as we can create a file for each customer and we can save everything related to our relationship with him, including messages and invoices, and that they are saved on the cloud, which makes it easy to access them at any time. I greatly appreciate the scheduling capabilities that Freshsales provides, which allow us to organize the dates of sending emails or text messages to customers according to contact lists at appropriate times, and this is important so that we do not repeat messages in a random way that makes the customer feel bored. Freshsales is also great for the collaborative capabilities that it provides us as a team, where we can share updates on different tasks and also collaborate in preparing reports and marketing plans. Cons Freshsales is easy to use, and it does not require a lot of time to master its effective use, in addition to that the subscription prices are appropriate and are not considered an obstacle to the involvement of all team members. Review Source DC Dominic C. Insurance Agent Insurance Used the software for: 6-12 months ### "It's a great CRM!" January 24, 2019 5.0 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! Pros 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. Cons 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. Review Source RC Robert C. Chairman Cosmetics Used the software for: 2+ years ### "Logical CRM" August 17, 2023 4.0 Overall, Fresh Sales is a good CRM with good support which was excellent a few years ago. Pros The logical setup and the initial support. Cons The lack of interest in sorting out some basic features which are essential to our company:1. The rating of leads by using a percentile calculation which is not relevant and the inability to delete previous incorrect ratings.2. Various small issues with functionality Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Reason for choosing Freshsales Ability to setup without much IT support Switched from [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) The Complexity Of Dynamics Review Source VR Verified Reviewer VP, Sales Computer Software Used the software for: Less than 6 months ### "Legitimately the Worst CRM I've Ever Used" May 16, 2022 1.0 Our experiences have been lots of problems, no solutions. Pros They always remember to say "thank you for your patience" when telling us our support tickets haven't been resolved yet. Cons Off the top of my head: The program will randomly delete calendar events, sending cancellations to prospects but not alerting the user. Multiple meetings were missed because of this. It's been 3 months since we reported it and no fix has been offered. Subsequently all the calendaring has to be done manually. The email editor will randomly delete the line ahead when hitting the backspace key or the space behind when hitting the delete key. To make it interesting it will sometimes do nothing when you hit either key. We have a report in the system showing overdue tasks. This report keeps pulling tasks that have actually been deleted from the system. There's no way to clean up the reports because you can't access the deleted tasks they are listing. We just switched credit cards for the account because the previous was expiring. This came at the same time that they've extended us a credit because of all the problems we've had with the system. The result is that the invoice due is less than the minimum charge level on the card ($0.01 due, $0.50 card minimum). As a result they haven't been able to add the card and we keep getting a banner stating access is cut off in 2 days. They've stated this has been fixed but the banner is still there. Those are just a few things... did I mention that if you take notes in the Notes section of a Calendar event the system will randomly forward those to the other party? Found out about that one the hard way... Review Source Peter V. Business Development Manager Insurance Used the software for: 2+ years ### "Look at this, and I promise you, you'll forget about SalesForce" October 11, 2018 5.0 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. 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). Review Source VR Verified Reviewer Business Development Manager ¿ Video Conferencing Used the software for: Less than 6 months ### "A great Sales CRM with all of the modcons; part of an excellent 'fresh' suite." October 6, 2017 4.0 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 VR Verified Reviewer Snr. Marketing Support Executive Events Services Used the software for: 2+ years ### "A bland CRM" August 14, 2023 3.0 With Freshworks, there are always bugs in the system to fix and improvements to make. Pros Features are mostly standard and nothing outstanding Cons Support engineers can take months if not a few years to fix the issue. Review Source AC Alvaro C. CEO Computer Software Used the software for: 6-12 months ### "Best CRM! Easy to use" August 21, 2023 5.0 Its the best solution that we can use. We have all our operations integrated in Freshworks ecosystems. Pros I like a lot, becausa you can implement, deploy and use the software in few days. The interface its very confortable and its too easy to use. All the types of users can use it. Cons Nothing at the moment. We hace all cover with freshsales. Alternatives considered [Vtiger CRM](https://www.capterra.com/p/112491/vtiger-CRM/)[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Freshsales Its really ease to use and deploy. Review Source JL Julio L. SDR Construction Used the software for: 1-2 years ### "Great CRM for your company." August 5, 2021 5.0 In overall we are really happy with this CRM, we have been using it for years now, we honestly think that there is room for improvement but so far we like it, and is what you need to keep your business going. Pros I really like the fact that this CRM allows me and my company to keep track of the prospects we are working with, we can keep track of the last contacts, if we made a phone call or an email and save tasks to continue working in the future. Is also a great tool to keep track of the pipeline process with financial information and pending tasks. Cons Keep all the prospects updated is one of the topics they can improve, is not easy to always have all the team to work on a lead and add the information, and is better to work on a computer than on a phone app, in the construction field you are always traveling and is really hard to have a laptop with you so I think a mobile version with better options and more user friendly is better. Review Source HP Huan P. Sales Executive Computer Networking Used the software for: 1-2 years ### "Best CRM for your small to big team" May 23, 2021 5.0 Pros 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. Cons I used the mid tier plan so I don’t have access to the Sale Forecast function with really important. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Review Source Robert F. Network Access Engineer Utilities Used the software for: Less than 6 months ### "Excellent CRM for beginners" October 4, 2018 5.0 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. 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. Review Source NFM Nurul Fariha M. Sales Planning Analyst Package/Freight Delivery Used the software for: 6-12 months ### "Review for Freshsales" August 16, 2023 3.0 Too complicated for user. Not enough automation for sales activity. Need more features to ease productivity data and a lot of manual work is needed. Will need to improvise on how we are going to measure sales owner strength (sales visits, calls and revenue) to make it simpler to be measure. But other than that, it was good in terms of amending settings and agent that are very supportive to take up any issue and problem arise. Pros \-Analytics-Pipeline movement-Fields Tracking-Admin settings Cons \-Modules arrangement-API problem-Analytic issue Reason for choosing Freshsales It was not decided by me. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.