Freshsales Reviews & Product Details

I work as a Dietician and Nutritionist, manage a homeopathy clinic, and also create health education content. What I like most about Freshsales is that it is easy to use and did not take much time to set up. The interface feels straightforward, so managing daily work is not complicated. I regularly use the contact management and lead tracking features to keep nutrition consultation inquiries and wellness program prospects organized. It helps me see who has been contacted, who needs a follow-up, and which inquiries are still active. The pipeline view is also useful because it gives a clear picture of where each opportunity stands. Instead of checking different notes or messages, I can quickly review progress and plan the next action. Another thing I like is the task and activity management. I can schedule follow-ups, add notes after discussions, and keep track of important client interactions in one place. This is helpful when handling multiple consultations and health education projects at the same time.

I also use it to maintain records of people who show interest in diet plans, wellness programs, and health awareness activities. Having contact details, communication history, and follow-up information available in one system makes day-to-day coordination easier. The email and activity tracking features are useful for monitoring ongoing conversations and ensuring that important inquiries are not missed. This helps maintain better communication and follow-up consistency during busy work schedules. The performance has been reliable during regular use. Pages load quickly, contact records open without delays, and moving between leads, activities, and pipeline stages feels smooth. Overall, it provides a good balance of features without making the system feel overly complex. Review collected by and hosted on G2.com.

I like the reporting features, but when I need a very specific view of lead activity or follow-up performance, I sometimes spend extra time adjusting filters and report settings. The information is available, though creating a highly customized view can take a little more effort. For standard reporting it works well, but for more detailed analysis I occasionally need to refine the report settings before getting the exact view I am looking for. Review collected by and hosted on G2.com.

The only upside is that it is cheaper than HubSpot. I cannot think of anything good about the platform. Review collected by and hosted on G2.com.

The UI is horrible, no clear guides on integrations or how to connect anything, reports are not at all that detailed as in HubSpot, plus most marketing service companies include their own CRM which is actually free and much better like Instantly.

They need to upgrade everything ASAP.

Our team actually does not use this anymore, although we have paid for a year. Excel is much better for us. The very basics of ROAS, CPL/CPD are missing. There is no enforcement of reminders like there is in HubSpot, no AI features like there is in Instantly.

I don't even think that the support can help here, because the platform doesn't even have the feature set that even basic SaaS Marketing/Sales teams need. Review collected by and hosted on G2.com.

Freshsales adapts well to our cross-border freight sales and compliance routines. Its fully customizable sales pipeline lets us build process nodes matching actual transportation transactions, embedding verification standards for ADR dangerous goods and GDPR data governance. Integrated activity archives record all negotiation and communication details, forming traceable business records. Automated reminder functions prevent missed client follow-ups, and unified customer archives greatly streamline daily regulatory inspection preparation work. Review collected by and hosted on G2.com.

The platform falls short on native linkage with professional logistics management systems. We have to adopt manual import and export methods to synchronize freight price and shipment data, dragging down operational efficiency. It carries no preset compliance specifications tailored to German transportation laws, forcing us to manually create custom fields to meet risk control demands. Custom audit report output is rigid, requiring repeated format adjustment before submitting official compliant documents. Multi-party collaborative deal management also brings cumbersome page navigation experience. Review collected by and hosted on G2.com.

Freshsales is easy to use and everything is in one place. I like the lead tracking and email follow-ups, it saves time and keeps things organized. The pipeline view also helps me clearly see deals and focus on the important ones. Review collected by and hosted on G2.com.

At times, it feels a bit slow, and in the beginning some features take a while to understand. A few of the more advanced options also aren’t very easy to find, which can make navigation a little frustrating at first. Review collected by and hosted on G2.com.

I like that Freshsales acts as a centralized repository, putting every email, call, and meeting in one place like a dashboard, which helps me know what each discussion was about. The lifecycle feature enables me to track the progress of a deal, see who needs a nudge, and automate manual tasks like sending emails or setting reminders. I appreciate that it helps me prioritize leads, focusing on those with a higher chance of success using Freddy AI. I enjoy the activity tracker which provides a timeline of each touchpoint, enabling my firm to reach out at the right time. I also find the automated sequence for outreach smart since it stops whenever the customer replies, and the ability to make calls directly via the CRM is really handy. The layout is great and makes navigation easier. Furthermore, setting it up was easy for my team and me, and it saves us time by reducing the need for accessing multiple apps. Review collected by and hosted on G2.com.

1. The mobile app is slow and not all features are available compared to the desktop version. 2. Sometimes data extraction for leads is not accurate, so a double-check by the team is necessary. 3. It lacks integration with third-party platforms like Marketo, Pardot for marketing, and Netsuite and Sage for accounting. Review collected by and hosted on G2.com.

The clean and intuitive UI makes its easy to onboard team quickly without steep learning curve

Features like built in phone , email, activity tracking and automation are tightly integrated

Freddy AI and automation features also help with lead scoring, prioritization and improving follow ups without overcomplicating workflows Review collected by and hosted on G2.com.

Limited Automation features compare to competitors tools like HubSpot, Salesforce and others CRM's and some advanced features are very hard to setup at first

The reports are not very flexible and getting detailed insights can take extra time

Some of advance features are available only in higher plans Review collected by and hosted on G2.com.

I use Freshsales for deal management, sales funnel, and daily tasks. It helps me organize our sales funnel effectively. The deal management feature is very impactful, allowing me to understand where we currently are in the sales process. I can set the deal management according to my requirements, like first call, demo 1, demo 2, and get the status in a single click. I also find the call log feature valuable, and the initial setup was easy. Review collected by and hosted on G2.com.

Sometimes the activity section updates automatically, which shouldn't happen. I'd prefer if updates didn't occur without our permission. Review collected by and hosted on G2.com.

I like Freshsales for its zero configuration setup and fastest time to value. The native harmony really stands out because I can save thousands since the phone integration doesn't need separate configuration. Additionally, the instant email and phone activation are quite impressive. Review collected by and hosted on G2.com.

I don't like the limited third-party native integrations in Freshsales. There's also some rigidity in the reporting and dashboard features, which can be frustrating. Plus, the mobile app tends to be laggy, which is a bit of a hassle. Review collected by and hosted on G2.com.

The most helpful tool in FS, for me, is the integration tool. It makes it really easy to get tasks done. I also like the user-friendly interface and the way they handle confidential data. On top of that, it’s affordable and comes with good customer support. Review collected by and hosted on G2.com.

If it’s your first time using these tools, you’ll probably have a hard time understanding how they work. They’re a bit complex, especially if you’re new to the industry, so it can take some time to get familiar with everything. Review collected by and hosted on G2.com.

I like how cost-effective Freshsales is; for the cost, you're getting an entire suite with many features like sequences and email bulk facility. It was really easy to set up everything as it provides step-by-step guidance. We created accounts fields and company, and Freshsales provides templates for other things. We tested email health without connecting the inboxes, then tested it with DKIM, SPF & DMARC setup on Freshsales. You can use Sequences for sending emails using certain logic, like sending follow-ups to clients who opened emails. It allows you to send automated email campaigns, and with bulk email, we can send a single email as a campaign and personalize every aspect of each email. Review collected by and hosted on G2.com.

Detailed reporting of the email metrics can be highly improved. Due to their inability of showing detailed report, I had to create a separate email metrics dashboard personally using python. Their email open and click rates are the most basic, even the free HubspotCRM allows such detailed email metrics. You are only allowed the basic information, making the email metric not so reliable. Review collected by and hosted on G2.com.