Freshsales Erfahrungen

Vorteile

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.

Nachteile

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.

Vorteile

The search and filter features are well built for extensive database querying. Also option to create custom sales pipelines are well built.

Nachteile

The reports and analytics feature should be developed further

Vorteile

I like the fact, that if offers you some basic features of customization

Nachteile

I hate that when you have custom sales activity you can only have one field set for all of these. Also the scope of access is not so much customizable, of course it offers some basic things but nothing more that that. Also come on, why can't I report those custom sales activities?

Vorteile

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.

Nachteile

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.

Vorteile

The logical setup and the initial support.

Nachteile

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

In Betracht gezogene Alternativen

Zoho CRM

Warum Freshsales gewählt wurde

The Complexity Of Dynamics

Zuvor genutzte Software

Dynamics 365

Gründe für den Wechsel zu Freshsales

Ability to setup without much IT support

Vorteile

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.

Nachteile

Nothing at the moment. We hace all cover with freshsales.

In Betracht gezogene Alternativen

Vtiger CRM, Zoho CRM und Salesforce Sales Cloud

Gründe für den Wechsel zu Freshsales

Its really ease to use and deploy.

Vorteile

The integration was quick and painless. The lead generation and omni channel support is outstanding

Nachteile

We would like to see integrations with AI tools such as ChatGPT

Vorteile

Everything about this CRM is easy to use. Customer Support has been exceptional! Zoom style support calls have been instrumental in the use of Freshsales. Customer Chat and support email chains are managed quite well and timely.

Nachteile

Perhaps I need more training however, I find certain fields difficult to create.

Vorteile

The ability to have automation, a place to track sales, pipelines, accounts, contacts, etc has been extremely helpful for our company and to be successful in marketing, increase name recognition, and focus on building relationships with customers rather the mundane things. Also the customization is great. Keep up the great work Freshsales!

Nachteile

Better FAQ's that help teach about how workflows and journeys work.

Vorteile

It's easy to set up and use and it's self explanatory, rarely we have to contact your support team.

Nachteile

There is not a particular thing I've disliked so far.

Vorteile

Pros are numerous - some of them are:
- integration with Exchange/Gmail for incoming mail,
- many plans to choose from,
- intuitive and easy to use,
- good mobile app

Nachteile

Not many cons. What I would like to see are more integrations. Especially with Todoist for task management (I've been using Todoist for years and it is just the most accessible and streamlined task management app).

I am not fully happy with the quality of customer support, but maybe I was just a bad luck (I do not require much of support).

In Betracht gezogene Alternativen

Capsule und Insightly

Warum Freshsales gewählt wurde

Accelo radically raised ther prices.

Zuvor genutzte Software

Accelo

Gründe für den Wechsel zu Freshsales

It integrates fully with MS Exchange, while the other ones don't.

Vorteile

Unlike other similar software, Freshsales looks great! It is intuitive to use and all information is well presented, making it easy to understand at a glance.

Nachteile

I could not find serious faults with Freshsales. My only issues were the response times from the customer support team when I had some issues (which were due to me not reading the manual, and not due to the software), and missing integration with Gmail for incoming mail. An integration with Gmail would be a fantastic addon that would make me migrate all of my communication to Freshsales.

In Betracht gezogene Alternativen

Zoho CRM und Insightly

Warum Freshsales gewählt wurde

Freshsales is a part of Freshdesk and we used Freshdesk for a while, so we naturally went with the software we know and love.

Gründe für den Wechsel zu Freshsales

It integrates with all of the other FreshWorks tools we use.

Vorteile

The customer support - without it we could not have implemented and continue to find new ways of applying it to manage our relationships and grow our business

Nachteile

That you cannot create a list of contacts to email straight from your inbox. We often need to send semi standardises responses to several contacts awaiting a reply. At the moment it is not possibe to select and set them up for a bulk email. This would save us a lot of time if you created this very simple feature.

In Betracht gezogene Alternativen

Zoho CRM und Salesforce Sales Cloud

Gründe für den Wechsel zu Freshsales

Because the testing process was so efficient and userfriedly and we never felt alone though out and we made the right choice because customer support has continued to be so good since the purchase.

Vorteile

I love how I can integrate my other FreshWorks software as well as quickbooks. I can seamlessly maneuver the website and find the information I need for the most part.

Nachteile

I wish there was a place to put the customers address right on the front part of their account. We have customers all over the globe and it can sometimes be bothersome to find the customers time zone or simply address to ship their orders.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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!

Vorteile

Has about 90% of the advanced features in pricier CRMs like Hubspot, for a fraction of the price.
Super-friendly user interface, great support.
Highly recommended!

Nachteile

APIs still need some work. Migrating from Hubspot is a bit messy - the built-in process doesn't work too well.

Missing the ad platform integrations as in Hubspot.

In Betracht gezogene Alternativen

Zoho CRM und Pipedrive

Warum Freshsales gewählt wurde

Price

Zuvor genutzte Software

HubSpot CRM

Gründe für den Wechsel zu Freshsales

Features, price, ease of use.

Vorteile

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.

Nachteile

- 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.

Vorteile

It is very customizable and easy to get up and running -- especially for a small company that needs a strong CRM

Nachteile

Some of the interface is still being developed. For example, adding a call log or editing a field are under the same icons.

In Betracht gezogene Alternativen

Copper

Warum Freshsales gewählt wurde

Cost and functionality

Zuvor genutzte Software

Salesforce Sales Cloud

Gründe für den Wechsel zu Freshsales

They were also a new startup

Vorteile

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.

Nachteile

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.

Vorteile

The customer support panel during the free trial is insane. It's like a live chat that responds usually within 15-30 mins. The tricky part is when you move to a paid plan, that vanishes completely.

Nachteile

This software has a number of issues. It is definitely not user friendly.
A number of issues plagued our entire experience, making it impossible for us to get anything done out of it, ranging from
1. City Options in the lead generation form would show up as Option 1, Option 2, instead of the City names, and this was setup by their engineers.
2. Multiple product fields, confusing customers, and us as well, and this was also setup by their engineers.
3. Account manager would promise to call, but we never had one call from him or there wasn't a single appointment he could keep in 8-10 months.
4. If by chance your account is downgraded, be prepared to lose your own data.
5. If you want to migrate to another service, there is no migration/export options.
6. Solution actually has lesser features than Google Suite, which is offered for free.
7. Email syncs have issues, and randomly connect/disconnect.
8. Integration with Facebook leads do not exist, you still have to buy zapier to integrate, in a way, for anything extra you need, you make another purchase, almost discounting the value that this could have.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.