Freshsales

Vorteile

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.

Nachteile

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.

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Warum Freshsales gewählt wurde

Zuvor genutzte Software

Vorteile

This product offers a lot of features and does offer a multi-touchpoint approach. Email journeys, Whatsapp integration, Chatbots, SMS...

Nachteile

I miss if/than functionality in workflows. That would greatly reduce the manual work when setting up the workflows and adding new conditions.
Another thing that I do not like is the policy and the pricing related to the marketing contacts. All plans have the limitation of 1000 marketing emails per month. This can be quickly exceeded especially if you are sending newsletters to your contacts. There is an option to upgrade, but that is way too expensive and completely unscalable when a business grows. We have overcome that with integrating CRM with SMTP service that takes over this part and is calculated on the number of emails sent.

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Vorteile

What it has is pretty easy to use, and finally with the addition of timeline view, getting different views is good. Creating reports is not easy, although very powerful.

Nachteile

Mail integration is pointless for me. If set to 'auto', all emails from a client appear on all of their deals, rather than having intelligent algorithms that are deal-specific. Also, no search function on email page immediately makes have email sync pointless for me.
Sync is slow. I can add a deal, or a contact, but often won't appear in searches for a long time, so I can't start linking emails or creating new deals.

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.

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Vorteile

The web based piece is so important, it's customizable, ease of use for new employees, crosses over for sales, marketing and recruiting

Nachteile

Search function, would like to search keyword

In Betracht gezogene Alternativen

Warum Freshsales gewählt wurde

Zuvor genutzte Software

Gründe für den Wechsel zu Freshsales