Freshsales Reviews & Product Details

super intuitive, able to set up independently, great support when we need it, incredibly powerful and customizable, integration with outlook, easy to import data, easy to find the information I need with searching. the best part is that it meets the needs of our new logo sales team as well as our account management team. our new salesperson said "I've used Salesforce my entire career and this does all the same stuff, but it's much more intuitive." we haven't explored much of the marketing or sales journey functionality yet, but expect to consolidate some of our other tools into what freshsales offers. Review collected by and hosted on G2.com.

the only thing we aren't loving so far is the task feature. we are used to a more kanban style board for tracking work and the task dashboard doesn't support this. We decided to leverage a pipeline and "deals" for these items we want to track separately from our actual sales opportunities. if there was a connection for social media to LinkedIn we'd be able to get rid of another tool that we use to manage our social posts. Review collected by and hosted on G2.com.

This is my first time managing a CRM package and export/importing from our old and dated CRM was relatively easy. The biggest problem was caused by poor exporting functionality provided by ACT! Once exporting and data manipulation was complete, importing old CRM data to freshsales was easy.

Chat support is relatively quick and easy to use. Response time is relatively fast.

Support resolves any technical issues fairly quickly. If it takes multiple steps to troubleshoot, it is fully guided. For example, I needed to pull data from developer mode in my browser and it was easy to get the information needed due the live chat support and video examples provided.

Software is regularly updated with many of my requests having been implemented in the first year of use.

Automation are a huge timesaver, and is simple to use without a programming background. More advanced features available through Webhooks and REST API

I use it daily, and it has greatly simplified and streamlined our sales process and has made it much easier to keep on top of things. Review collected by and hosted on G2.com.

Occasionally need to hard reload (clear cache and reload) to have UI changes propagate. (to be fair, this is an issue I have had with other web-based applications.

Some basic features that I would expect to exist did not exist in freshsales.

-For example, there is no built-in way to review all tasks for a group of individuals for a manager, this can be don't with reports but it is clunky and should be a basic feature of the UI in the activities dashboard

-Sorting by certain fields was not possible which required a workaround using a series of automations. It was disappointing that this was missing and "not possible" per support, while I was still able to make it work without needing to use webhooks or external processing.

-Automation needs more functionality involving arithmetic (numeric and date). There is no way to use automation that compares relative field values as a condition, nor is there a way to add or subtract fields outside of shifting relative to a given date. This seems possible to do using webhooks but it would be nice to have for less technically minded users.

-There is no support for customer forms that allow fields in deals to update. Forms can only capture initial information to create deals but cannot be used to update fields in deals (for example, sending customers a configuration sheet for a car that allows them to add or update specific fields on an existing deal. Once again, I can see how this could be done with webhooks and an external survey form connected via API, however, a simple solution should exist.

-Freshsales to Freshdesk integration has far better functionality when inside Freshsales looking to Freshsdesk. When inside freshdesk, there isn't a lot you can do with he freshsales integration options. Review collected by and hosted on G2.com.

Freshsales allows you to really build knowledge about a company by adding more contacts to it, adding notes, credit scores and it allows you to see the companies current deals etc. I use it everyday, specifically for entering contacts to cold call them. After I have cold called them I can easily enter a call log so I can look back on previous calls to see progression/what I need to do next. Review collected by and hosted on G2.com.

The analytics are good however, they need a faster refresh rate, or an option to manually refresh so teams dashboards etc can be kept more up-to-date. Review collected by and hosted on G2.com.

The onboarding was great, with an assigned Account Manager (Jasperin) and Technical Support (Viveh) to help me through the trial period and to test all the elements I wanted to use within Freshsales suite. The system is customisable and easy to work with and when the functionality wasn't there, Jasperin and Viveh taught me alternative ways of using the system to get the result I wanted. It is great to be able to make my own changes to the setup without having to seek support. Review collected by and hosted on G2.com.

The helpchat is a bit frustrating, with slower responses and them not necessarily understanding the problem. This has been resolved to date through emailing the Account Manager Review collected by and hosted on G2.com.

For me personally I use the analytics part for Freshsales the most, I like how flexible it is to use and the advantages of creating new data-driven decisions from it. The email campaign capability also helps me and my team target the right audience at the right time. The best thing I would say is for sure the ease of use; just with a few simple clicks and filtering, you are set and ready to go. Review collected by and hosted on G2.com.

One thing I don't like is when you create a view for your contacts, there isn't a way to export that same view without recreating it as a segment. Review collected by and hosted on G2.com.

What I like most about Freshsales is that I can use features like its filtering landpage and segment my leads in a specific way every day in my work, helping me improve my activity and KPIS. I can send bulk welcome emails to my clients giving them a heartwarming welcome or disclosing new information. It is so easy to use, very intuitive when logging in, I also appreciate the integration it has with Aircall to make calls and keep a history in the accounts. Review collected by and hosted on G2.com.

That it does not have a calling option within the cellular app, from there on out everything is perfect. Review collected by and hosted on G2.com.

Easy to set up, I really like the amount of flexibility that they offer. Many customizable features an automations. The mobile app works well too. The support team was very helpful and friendly and respond in a timely manner. Review collected by and hosted on G2.com.

Only thing missing is a way to generate leads. Review collected by and hosted on G2.com.

It allows easy visualization of sales processes, including the creation of pipelines that help to close sales very easily. The application offers exceptional support and has helped me make numerous adjustments to the sales system. With its numerous advantages and attractive interface, it is definitely a powerful tool. Increasing our customer base with Freshsales is an excellent choice. Review collected by and hosted on G2.com.

Freshsales is the best program I have used to increase sales, with its useful features and flawless performance. I have not encountered any problems. Review collected by and hosted on G2.com.

Anything we did like about Freshsales has been totally eclipsed by their complete lack of adequate customer service and glitchy software. Review collected by and hosted on G2.com.

I have never experienced customer service THIS bad before. Total and complete incompetence. We have been using Freshsales for about a year, and it's been nothing but glitchy and problematic. NOTHING is ever resolved, support tickets are left open for weeks, and their customer support team blames their issues on the customer instead of fixing the problem.

Their customer support chat will fail mid-conversation, and then the whole chat history is lost. This has wasted HOURS of my valuable time and cost our business money.

Freshworks' support team does not have any clue what they are talking about. In the rare chance you *can* get in touch with them, their "solutions" do not work, and when I show them how/why it doesn't work, they don't believe me.

It is infuriating to have spent so much money and time on software that our business now relies on only for it to be a huge mistake. Review collected by and hosted on G2.com.

It has all the functionality I need without all the clutter I do not need. The customer support is the best I have ever encountered in my decades-long career. 24/7 on-the-spot resolution by phone to every question. Review collected by and hosted on G2.com.

Does not give a history of searches for contacts so researching the same name by retyping it occurs often. Review collected by and hosted on G2.com.