---
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 3rd, 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

Yogesh M.  
IT Manager  
Research  
Used the software for: 6-12 months

### "Best Features of Freshsales CRM"

October 10, 2022

5.0

Global Compliance requirement as such that of GDPR & Other relevant regulation with regards to DATA Management & security.

Pros

Phone system & O365 Email Integration & reporting features.

Cons

Unable to configure Phone system in other VOIP Devices like IP Phone & Polycom Conference Devices. Linking of Deals with Emails

Alternatives considered

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Bitrix24](https://www.capterra.com/p/113540/Bitrix24/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Reason for choosing Freshsales

Out of box setup, unlimited tech chat/email support, phone system & email click setup.

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

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

Jose J G.  
CTO  
Market Research  
Used the software for: 1-2 years

### "Great CRM Platform for Startups and Growing Businesses"

November 12, 2022

5.0

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

Pros

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

Cons

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

Alternatives considered

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)

Switched from

[Bitrix24](https://www.capterra.com/p/113540/Bitrix24/)

Bitrix24 interface was overwhelming for our team.

Review Source

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

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

TK

Ted K.  
Support Specialist  
Consumer Services  
Used the software for: 2+ years

### "Outstanding Sales CRM "

August 24, 2023

5.0

Freshsales is helping our business grow and spread our product to new lucky customers

Pros

The integration process was quick and seamless. This product has all the needed features of an outstanding Sales CRM such as Lead Capture, Contact Management, Omni channel support and much more.

Cons

If FreshSales can be integrated with AI tools such as Vonage AI and ChatGPT that would be the greatest software package one can dream of.

Alternatives considered

[HubSpot Sales Hub](https://www.capterra.com/p/214215/HubSpot-SalesHub/)

Reason for choosing Freshsales

Freshsales is easier to use has more features and it is cheaper

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

RW

Ruzan W.  
It  
Accounting  
Used the software for: 6-12 months

### "A Game-Changer for Sales Teams"

October 1, 2024

4.0

Pros

Freshsales offers several features that stand out positively: 1. \*\*User-Friendly Interface\*\*: The platform is intuitive and easy to navigate, making it accessible for users of all skill levels. 2. \*\*Lead Management\*\*: Freshsales provides robust tools for managing leads, including customizable pipelines and automated workflows that streamline the sales process.

Cons

Affordable Pricing\*\*: Compared to other CRM solutions, Freshsales often provides a competitive pricing structure, making it a cost-effective choice for many businesses.

Review Source

SS

Sruti S.  
AVP Customer Success  
Information Technology and Services  
Used the software for: 1-2 years

### "Easy to use product with tier 1 features "

September 27, 2022

4.0

Pros

Easy to use product with user friendly UI and comprehensive feature package. Very good product for SME and big companies with affordable pricing plans inclusive of all necessary features for sales and inside sales team . Custom fields, pipeline customizations are some of the best features that make the product convenient to use.

Cons

Analytics feature needs improvement in terms of sync lag. Some product features seem relevant to retail / ecommerce businesses. We are into IT consulting services, some B2B features seem irrelevant or inadequate.

Review Source

SC

SooHoon C.  
Co-Founder  
Computer Software  
Used the software for: 6-12 months

### "Freshsales has gained the insights of food retail managers."

July 10, 2024

4.0

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

Pros

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

Cons

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

Reason for choosing Freshsales

I ultimately chose Freshsales over its competitors due to its robust lead management features and the integration of AI through Freddy. The ability to automate follow-ups and prioritize leads based on predictive scoring was a decisive factor. Additionally, Freshsales offered a competitive pricing structure that aligned well with our budget, providing advanced features even in the lower-tier plans. The comprehensive support and seamless integration with our existing tools further solidified my decision to choose Freshsales.

Review Source

KREASAN M.  
Sales Team  
Information Technology and Services  
Used the software for: 6-12 months

### "Waking up to FreshSales"

August 30, 2019

5.0

Managing clients per product and account management teams increase overall and all-round efficiency for our brand. We are able to deliver to our clients in the shortest times due to this tool being so thorough and granule in a clients profile and notes and tasks sub-sections.

Pros

After a busy weekend, one of the most inspirational and motivational things to look forward to on a Monday morning is the fact that I can pick up where I had left off using Fresh Sales as a guided in-depth CRM platform. This product has become like my business or team partner. The ongoing enhancement and functional upscaling of this software make for comfortable selling, tracking planning, and auditing processes. It also allows for sales teams and management to share accurate real-time information. The “On the Go” mobile app features are a huge delight for teams that are mobile and need information or need to input the same “On the Go” The task reminders that synchronize with my calendar and phone reminders allows me to stay on top of all my tasks within the system and manage customer expectations efficiently. My sales teams are happier and more productive because of this effective tool. Built-in accounting features make it a "dream" to integrate into large financial system as well Thank you FreshSales for brightening my day.

Cons

I would like more personalization for TABS in the stages of the sales pipeline. Due to our massive product offerings, we often find that we have to keep editing TABS, but it isn't a train smash. We will look at workarounds till the ever-innovative team at FreshSales provides more functional enhancements.

Reason for choosing Freshsales

Our technical team use the FreshDesk application and we are building more confidence in the "Fresh" brand

Review Source

NH

Nicolas H.  
Entrepreneur  
Machinery  
Used the software for: 2+ years

### "Easy CRM for everyone - from small to large business"

August 11, 2023

5.0

Fantastic product

Pros

I made first experience with SAGE CRM and Salesforce before I started with Freshsales. Implementation was very easy. I use it every day to follow up on sales leads and I send out a newsletter every month. But the best thing about Freshales is the support by Chat. You get immediate responses and help so that can get the job done. In most other CRM solutions there is either no support or it takes forever to respond.

Cons

nothing really, Sometimes I miss functionality that is only available at higher costs by purchasing more expensive plans

Review Source

Paul W.  
Chief Product Officer  
Computer Software  
Used the software for: Less than 6 months

### "Easy On-boarding and setup, fast support."

January 31, 2019

5.0

We are too big for no CRM, but not big enough to implement the HubSpot and Salesforce CRMs of the world. We tried those systems thinking we needed the features and analytics, but the spend and maintenance for those systems are too high. Freshsales, Freshchat, Freshmarketer, and Freshdesk make a seriously well priced and powerful system full of the features we need to produce the right results: a good relationship with customers. Freshworks' customer support is spot on. It seems no matter when I need help, they are less than a few minutes away from a solution. Freshchat is king! We've even deployed the same support structure on our website (Freshchat) and lead conversion has gone way up. It's nice to see a company have a product good enough to use themselves. I also like being able to achieve the same results for my customers as Freshworks has produced for me without major customizations.

Pros

I was able to easily onboard to this system from HubSpot and Salesforce. The features in this system just work. You expect something to operate in a certain way, and it just does. Mail and calendar integration is super easy and really responsive (I used both Office 365 and Google Integrations). I love email templates and sales campaigns, they make working with leads and customers so easy and are not tucked away in a corner. The UX is much better than other systems, which means my salespeople are more likely to use the CRM, which is a common problem among salespeople and CRM systems.

Cons

Freshsales is right-sized for us. It lacks some of the major enterprise features of bigger CRMs; but you also don't have too many features right in the way. I'm not a huge fan of the field paging UI on leads, deals, accounts, and contacts. I get that it makes it so you can add as many fields as you want, but it's hard to navigate and organize my screen just the way I like it. I resorted to using the Edit screen though, even when I'm not necessarily editing and that works well enough. Definitely not a big deal compare to all the other awesome features.

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

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