Freshsales Reviews & Product Details

Overall looks and layout, deal viewer is nice, so is company view

Allows customizations of deals, fields among other aspects, helping to make custom apps possible

Task and agent delegation on deals are nice Review collected by and hosted on G2.com.

Configuration settings are numerous and cluttered, making it hard to follow along

My peers on the sales sector have expressed better sentiment towards their previous CRM ecosystem called "Salesforce". Could be a good competitor to analyse.

It is very detrimental to develop apps for Freshsales, since upon making a get request of a sale for exempla, returns a specific json structured body, upon uploading an app to production, that json structure is completely* different, adding new structures (data becomes the top object), moving vars to other objects(in case of contact info, moves it to association obj), changing var names entirely (custom_field to custom_fields) etc, making it so if you'd like to have a version of your app to run locally, you'd have to make one version for running locally, and one version with the proper alteration to publish live, making it so you can only test it by constantly publishing new versions of the app, since you cant test the live version locally

"Recent Conversations" tab wont show emails pertaining to that particular deal, but instead in general Review collected by and hosted on G2.com.

We use freshsales mainly as a call management program, as our company does not use the lead-> sale type model. It has worked very well for us, and the customer service is top notch, replying to our inquiries very quickly and effectively. It is also a good way to send emails and have all agents with visibility and the ability to step in if needed.

It is easy to use, and intuitive.

We use it daily, at all times of year. Review collected by and hosted on G2.com.

The only thing left desired is the ability to quickly manage leads (especially removing undesired lead or figuring out which need to be combined)

Some sort of CRM management features at our pay level is what would would like. Review collected by and hosted on G2.com.

I've enjoyed using Freshsales. It has an intuitive interface and essential features that make it easy to use. The platform's pipeline and contact management have improved the way we manage our client relationships. Most of all, I like that Freshsales gives me the tools I need without overwhelming me with too much. As an example, another CRM I considered had over 45 apps, but there was no way I'd use them all. In some ways, I felt it would be a distraction to try to learn them, so I chose Freshsales because it gives me all I need. Review collected by and hosted on G2.com.

Freshsales appears (at least to me) to be a product-driven sales CRM. At least, that's my takeaway based on many of the features it offers. I'm a service-based business. So, to get the most from Freshsales, I've had to see my service as a product. Doing so has helped me adjust some of the features to fit my business. Another thing I don't like is that Facebook and Instagram are the only two social media platforms you can integrate (at least, for now). They just introduced lead gen forms for LinkedIn, but you can't integrate LinkedIn as a social platform the way you can with FB and IG. I'd like to see that feature since LI is such an important platform for B2B sales. Also, the styling options for lead-gen forms and web forms is lacking. Review collected by and hosted on G2.com.

As someone who used Freshworks CRM, Freshdesk for ticketing and Freshteam, I can vouch for their UX, some of the intuitive easy to use features in the CRM.

Freshteam solved for one of the easiest ATS tools to implement and utilise. The kanban board view to show which step of the process a candidate is in, was very efficient. Quickness of their customer facing teams getting things live was commendable. Review collected by and hosted on G2.com.

Customisation in terms of workflow, access levels gets tricky for complex/matrix organizational structures.

As for the CRM, not on par with industry leaders when it comes to solution for an enterprise level company.

Beyond ATS, Freshteam lacks lot of core functionalities to be utilised as the single HRMS solution Review collected by and hosted on G2.com.

They have one of the best pipeline interfaces among all competitors today. Review collected by and hosted on G2.com.

My experience with this product ended when they asked me to lower my browser's security to allow cross-site tracking. Here's what they ask for: 'Please uncheck "Prevent cross-site tracking" in Safari (17) privacy settings.'

If you want to use the marketplace and their other products, you'll have to allow them to track you so that Freshworks' partners can see how you spend time on other sites and offer their services accordingly.

The second reason I don't recommend this product is directly related to the first: after you register, they share your data (name, company, email, etc.) with third parties. You'll start receiving emails from unknown companies that claim to have received your information from Freshworks. The company does not deny this and refers to its terms of service.

In my view, selling or sharing customer data is a serious reputational risk that is incompatible with trust and integrity. Review collected by and hosted on G2.com.

FreshSales offers excellent value for its price, making it ideal for small businesses or companies that want an effective CRM without breaking the bank. It is a very intuitive tool with features (such as email marketing) that make it easy to manage the business. The customer service is top-notch, and they are always available to assist, which has been a huge plus. Review collected by and hosted on G2.com.

One downside is the reporting functionality. Generating reports can be frustrating, and it lacks the flexibility and ease of use that some other CRMs provide. Review collected by and hosted on G2.com.

It packs a powerful set of tools at your disposal for a great price. It is easy to implement and the support is excellent and timely. Review collected by and hosted on G2.com.

I wish more AI features are available at all tier plans and not only at the most expensive tiers. Review collected by and hosted on G2.com.

I tried one of the "mainline" CRM/Sales companies, but they were NOT interested in helping me, a 1-person shop. FreshSales folks have been so very helpful all along the way. Also, I've been able to customize the fields to meet my needs, so that it's not just sales-oriented, but also good for lists, company updates, etc. Review collected by and hosted on G2.com.

Some of the online help pages are a little confusing at first, but... you can get directly to them without issue, which I couldn't event get to the ones at the "big box" software I tried at first. And if you have any questions with the documentation... no biggie... the customer support people are very responsive. Review collected by and hosted on G2.com.

I love the sales sequences and customer journeys, there is SO MUCH automation and customization that is available. Review collected by and hosted on G2.com.

There are so many steps for even the most simple steps. For example, when you are writing an email, you have to go through several clicks to get there, and then to make it public you have to go to another part of the platform and change the status one by one. Review collected by and hosted on G2.com.

no upsides, my attempt to use this was only downsides and frustration. Review collected by and hosted on G2.com.

After evaluating several CRM solutions for my company, I found Freshworks CRM to be the most disappointing option. The platform is unnecessarily complex and counterintuitive, making it challenging to navigate and use effectively.

Customer support was unhelpful when I reached out for assistance, which only added to my frustration. The lack of user-friendly features and support made it difficult to integrate the CRM into our workflow.

I was also concerned about their payment policies. The inability to remove your payment method easily, coupled with their authorization statement to automatically charge the saved payment method, raised red flags for me. As a precaution, I had to cancel the credit card I used to sign up.

Based on my experience and after reading about similar issues from other users, I cannot recommend Freshworks CRM. I suggest exploring other options that offer better usability and more transparent billing practices. Review collected by and hosted on G2.com.