Freshsales – Bewertungsseite 3

Vorteile

We are using Freshsales together with Freshdesk and it is the perfect solution to help our customers and manage all our relationships with them in a quick and simple way through an effective streamline.

By adding the Freshasales API code in Freshdesk, the tools are automatically synchronized in order to keep track of the relationships that have occurred with all users.

Freshsales helps to reach specific goals by setting up a valuable deal for each lead imported inside it. The deal management is really intuitive, just like all the other features available. The contacts can be easily imported uploading your customer lists in csv or similar file format.

The CRM offers a built-in phone, an integrated email system, a user behavior, tracking, and a reporting system.

As already written, Freshsales is really intuitive and easy-to-use thanks to its accessible menus and filters. There is also the possibility to customize some overviews in order to keep all essential information at your fingertips. It is possible to automatize pipelines and workflows as needed.

Freshworks tool offers a great help desk, you can get support by email using the ticket system, by chat or telephone. The support team is always ready to help.

Nachteile

Some automatic reminders are missing. You can’t set specific alarms to be notified when a customer doesn’t get back to you or similar.

Vorteile

Liked the featureset and price and the fact that they promised full migration support from our previous CRM. Unfortunately it did not turn out as advertised.

Nachteile

During the sales process I was told that they would provide full service assistance with migrating us from a previous CRM and this was a big reason why we picked Freshsales after a through search across the options in the market. They told us it would be completed by a certain date and then missed the deadline - my sales team had no CRM for over a week and was logging all their notes in spreadsheets! Then when the incomplete data showed up, we were missing the dates of actions along with whole categories of actions. I'm writing this 5mo later and after working with multiple support personnel from Freshsales this is still not resolved. We've also had issues with bugs in the software including their snippet which tracks website actions blocking folks from being able to login to our software 2x. Twice we've had slow performance on our web app reported (we run a software company) and our engineering team has troubleshot and pinpointed the Freshsales snippet as the source of the problem. The call feature with call recording is not usable with customers reporting choppy connection / poor connection on over 50% of calls. Numerous small bugs found in the software that affect usabiilty. We build software and it's very clear that they need improvements to their software testing process and less overpromising from their support team.

Vorteile

What I like most is how light the software is, truly refreshing sales CRM software, just like how Freshworks team has branded Freshsales.

One could have the CRM for all the stages from Lead-Deal, and then nurturing a customer later through freshchat/ freshconnect as the customer eventually moves to the hands of a client services specialist/ is now ready for upsells. Integrations to reach out to prospects additionally.

They also have Sales Campaign feature for curated sales campaigns which could be used for early prospecting stage.

Nachteile

While I like how the product is evolving, which the team is doing a great job at, there are a couple of features, here and there, which are still being built, but I understand from discussions that the team does a serious work of taking into account most recurring customer feature requests and builds the same as soon as possible.

Vorteile

The level of customizations freshsales offer is one of its best feateure, we wanted a software to automate our entire sales pipleine, from sending automated emails to lead management.

Nachteile

One issue we faced while using freshsales was custom fields do not have formula field and the ones which have are very limited. So you might face limitation when you use custom fields.

Vorteile

I like that it is easy to learn and use. You can sort your data in several ways, and at the same time, and this allows you to really drill down when you are prioritizing your contacts for the day. It also lets you see how many contacts someone else on your team got to in a day/week etc. Which is valuable when you are in a manager role, and or planning what is coming to you, or how it is handled if it is handed off. Also there is a schedule email option, that allows you to plan out when your contact will get an email, which can be handy and it will also notify you once it is sent out. Also you can create email templates that are either for your individual use, or for team use, with great ease, keeping you all on message. There are a LOT of options, that let you customize your experience and your data, and keep you on track of your contacts. Including notes, and tasks. I like the notes to keep the file updated, and tasks to keep other team members all on the same page with what the client is told, and what stage they are in; it really makes for fast and smooth team communication. (As a side note, I don't know what we pay for the product, so I can't speak to the value for cost, only for the pros and cons of the actual day to day use. So I skipped that as it is NA to me personally.)

Nachteile

When I have several pages of data, say 50 pages after my search, trying to get to page 35 is a little cumbersome, as I have to start at either page 1 or page 50, and go in the desired direction a few pages at a time. I can't just type in a box to go to page 35.

Vorteile

The Freshsales CRM comes with a lot of features, many of them out of the box (e.g. for marketing automation) that instantly be used to e.g. link your website to the CRM and start capturing leads.

Nachteile

Some functionalities (e.g. customized web events) need additional implementation effort (from people who can code) and also some functions (e.g. the CPQ) are not self-explanatory and need additional support.

Vorteile

It was east to get it up and running, team was able to work on its own within a week

Nachteile

Support was lacking when system was not performing - lagging.

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Vorteile

Freshsales makes creating and tracking leads for our financial services firm a breeze. You can integrate it within your email in order to track your prospects behaviors, which is extremely helpful. Makes your life easy when it comes to managing your deals and creating reports to track your progress. It is also very inexpensive for what you get!

Nachteile

There are other CRM software packages out there, some of which offer more features than Freshsales. In my opinion, Freshsales provides the most "bang for your buck" when it comes to a CRM system.

Vorteile

1) Ease of implementation and setup
2) Customer support
3) Very optimized CRM
4) Clean UI and UX

Nachteile

Need more sales enablement options for outbound sales activities. i.e
1) Send cold emails specific to prospects' time zone
2) Ability to send emails per our scheduled time than 30 mins buffer available in Freshsales CRM

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Vorteile

1. Marketing automation helped a lot when executing a campaign with multiple scenarios and steps. Excellent capability.
2. The Landing page capability is very good, allowing you to integrate interaction data directly without going for website add-ons or plugins. It has good quality templates as well

Nachteile

1. The sales management process is weak and does not offer you the capability to distinguish potential customers/leads that can be revisited. It is more focused on qualified cases/deals that can be won in a series of steps.
2. The email interaction (at least with Gmail) does not work. Most of the relevant emails appeared late in the CRM. You have to refresh every x mins manually to get the latest emails, which does not help. You end up going with the Gmail front-end in order to avoid missing incoming messages.

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Vorteile

The clean look, and easy ability to quickly navigate
Decent integrations out there, and of course through Zapier, hopefully they continue here with more
Many good, easy to tweak features, but doesn't feel like overload of bells and whistles.
Reasonable pricing versus what you see at Hubspot, yet mostly same features.

Nachteile

The email marketing is sufficient but they se a generic out of the box email marketing creator they use that many use I think, so could be better.

Vorteile

Easy set up, intuitive interface, good gmail integration, decent price. I once called them for help on a saturday and someone answered and was very helpful. (read our cons however)

Nachteile

Customer service and account support are terrible- email and ticket support queries never get resolved. Horribly time consuming, contacted by 4-5 different representatives, each one not familiar with the problem. We tried their trial twice as we thought giving it a second chance might have a different outcome. Wrong. The integration with Freshcaller didn't work and they couldnt fix it. Frustrating experience. We decided to go back to the simplest CRM's possible with the best customer service for half this price.

Vorteile

I like being able to customize almost all aspects of the dashboards and work flow. As is usually the case, there are premium features I want that require me to purchase the higher level of service...but when I compared other offerings, Freshsales offered the most robust feature set for the lowest cost. The lead scoring is one of my favorite features as is the easy and perfect integration with Gsuite and my phone system for tracking all contacts.

Nachteile

I wish I could private label it at the lower levels but that is a small issue. Overall, I have no major complaints.

Vorteile

- Clean appearance
- Flexibility with sales process
- Responsive/active dev team
- Email Read receipts
- Ability to track user engagement with websites

Nachteile

- If you want to use a web-to-lead form (which can be considered a common feature for a CRM), then you are required to sign up to the most comprehensive plan - i.e. $49 USD per month which seems crazy - I'd only recommend someone signing up to this if they need to the other "web engagement" features - otherwise your just wasting money on this app.
- Non-ability to port Twilio numbers (or any external numbers). A big drawback but I have an email from their team indicating that they are likely to change this.
- No dash board giving an overview of sales and leads (you only see leads when you log in)
- Ability to see financials about clients from Xero integration would be great.

Vorteile

Price was supposed to be easier to use for our sales staff. We have given a couple of years made due do to price but this is now costing us money and not helping sales.

Nachteile

Usefulness, No support that is helpful, reports are useless and having to change leads to contacts to get reports of sales. Waste of money and time

Vorteile

User interface was rather easy. Tabs were standard that you'd expect to see on a CRM. Lot's of integration tools. It was very simple to sign up and start working with in a Dev. environment.

Nachteile

If you are starting from scratch, then you will definitely need lots of time and patience with regards to setting up emails, templates, territories, teams, VOIP etc.... Importing files was rather cumbersome and out of 800+ records, not a one imported. Error logs were nearly impossible to find and though the log is supposed to be included on the email showing the errors it wasn't. Support couldn't figure it out either.

Vorteile

1. Allows you to add multiple fields in all columns
2. Search bar shows all the details of the customer
3. Emails can be synchronized to see the history of the customer
4. Bulk Emails can easily be sent
5. Data exported is in separate files

Nachteile

Setting the software up was a bit time consuming and since it has so many features that one needs to understand which plan is most suitable for their use.

Vorteile

Freshsales is great. Started using it in 2017 and it has improved exponentially since then. I particularly like the ecosystem that Freshworks is creating where all of their Fresh tools can integrate with each other. I had looked at a ton of CRMs and Freshsales had the best functionality with the best integration for the money. The team was very accommodating.

Nachteile

US Based or Western Europe Support would be nice. The company is based in India and most of the support is there. Sometimes the accents are too much to overcome and I cannot understand the support personnel.

Vorteile

Affordable CRM. Easy to use and customize.

Nachteile

Nothing to complain about. There was nothing in particular that I could complain about. If anything I think after an update, the reporting was less user friendly for me and more complicated to understand, but Customer Service would help me setup anything I needed help with.

Vorteile

The best thing about FreshSales is the customer support, bar none. Their agents are quick to respond, knowledgeable, and can solve pretty much any problem. Their development team implements feature requests very quickly and it's built on a very flexible framework, allowing you to customize it to your particular workflows very easily with an intuitive user interface.

Nachteile

There's very little I don't like about FreshSales. However, filed under "needs improvement", the layout of the forms gets a little tedious. It's single line after line of input field with no way to change the layout on the page. All-in-all, a minor infraction on an otherwise solid CRM.

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).

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Vorteile

Fresh sales by product to customers by digital marketing

Nachteile

24/7 his very important need to connect response

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.

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Vorteile

The system helped me set up my team at one place and get all the information integrated seamlessly. It lets me run reports and filters. Email campaigns are a good feature to automate out reach

Nachteile

Th reporting system is really bad. You cannot rely on if it is giving you the right report. I went back to calculating in an Excel sheet because of lack of confidence

Vorteile

Freshworks is good Value. It can do a variety of tasks, marketing journeys and sales emails are effective.

Nachteile

Sometimes it can be a little bit clunky and things like workflows do not work that effectively. We've found it hard to manage across different projects.

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Vorteile

There are number of pros but I will highlight couple of them.
1) Even the free version of the CRM is quite impressive and fully packaged to handle an organization's CRM requirement.
2) The team pushes the update on regular basis and the updates are quite thoughtful
3) Email configuration
4) Custom url for your organization
5) Unlimited agents even in the free version
6) Tasks & Appointments is what I like the most

Nachteile

Proposal/Quotation and Invoicing is not there currently. but, I am sure the team will have it in their bucket list.

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.

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Vorteile

We are a small IT MSP.
The tasks feature is underrated. You can set due dates and associate the tasks with a contact or account (business) or even your own business or department. You can then only list tasks that are due that day. This has single handedly made me more productive when feeling overloaded with things to do that do not have a set appointment.
In general FS is flexible and extremely intuitive, allowing you to find your own best ways to use it.
Amazing at integration with ticketing (Freshdesk), Notes, Tasks, our Network Documentation for a client, previous work done for a clients, everything is one click a way.

Nachteile

We've seen one bug with time zones and task due dates but in general the company is always perfecting and listening so we are not worried about it.

Vorteile

Easy to use, intuitive interface, initial setup is easy and integration is also possible like Gmail. Good tool to manage your sales pipeline and very handy in running email campaigns.

Nachteile

Customer support is not up to the mark. They always respond very late. Its reporting system is also not that effective.

Vorteile

Freshsales is a complete out of the box CRM solution. All of the features that one needs to manage the sales funnel are contained within it. This includes a very intuitive deal flow, that allows for easy movement of opportunities across the sales cycle. Freshsales also has integrated dialing that allows for logging all calls and optional call recording. In addition, one can integrate their email into Freshsales, so that all incoming and out going emails are logged.

Nachteile

Freshsales lacks robust reporting and the ability to sort and filter tasks to focus on those contacts that are most relevant.

Vorteile

Freshsales is a totally incredible sensational software that its functionalities are based on crm, as it should be noted that most of its operational guides contain several packages, with more sophisticated tools in each of these, which all have an understandable price, in the budget of all organizations that wish to use this programming with income ends, without forgetting regarding the issue that their technical customer support service is fabulous, clearing up all doubts and faults that may ever arise within the system.

Nachteile

In significant disadvantages in relation to the lack of functionalities of the software or an update for your servers, they will be quite useful for most of the users who complain about these particularities, one of these is that it takes extremely long time to list several Data pages one after the other, being a very broad slowdown problem that requires modernization, in these aspects that are frequently very useful.

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

1. It has super customizable integrations for the leads from various sources
2. Got a great discount from the Sales team
3. Flexible payment options
4. Super understandable flow and can define our own flows based on our need

Nachteile

1. IVR and SMS gateway is not integrated with Indian based providers
2. Have a few customizations limitation which has to be worked upon
3. Ability to pay in INR as they have only accepted USD payments for bank transfer

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Vorteile

Freshsales lets me intuitively organize large projects with lots of complexities and moving parts. I live on the "My Deals" page, where I've customized the stages to see exactly where each client - and their corresponding projects and tasks - falls in my current, active sales funnel, from initial contact to final payment. I like flipping over to the "Tasks" page to see exactly what I'm supposed to accomplish right now - and which task(s) I'll need to tackle immediately after.

Nachteile

Though my organizational needs are fairly simple compared to larger firms and other industries, I could see most companies and their teams using Freshsales to their benefit. There isn't anything I dislike, but again, my needs are simple and there are tons more features available that I won't even touch. Fortunately, those expanded capabilities don't intrude with my use of the software - they are just there in the background if I ever need them.

Vorteile

Easy to make admin changes in the admin panel

Nachteile

Horrible customer service, even though they were responsive no issues really were resolved in a timely manner.

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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.

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Vorteile

- Connects with my Gmail so all conversations are synced
- Can send (and even schedule) emails from the dashboard. This saves me so much time.
- Customizable fields for Deals, Contacts and Leads
- Allows me to see different views in the value dashboard so I can see everything at a glance
- Advanced filters so I can view pretty much anything I need in seconds
- The support is very good, I usually get an answer in a few minutes to an hour every time.

Nachteile

- Because it's so robust, there is a bit of a learning curve
- A few UX elements are difficult to get used to, but nothing major

Vorteile

Has everything you need for B2B sales under one roof

Nachteile

Cumbersome... creating an opportunity requires 10 minutes when account, opportunity, and contact setup is needed. Never become a fan of separating accounts and opportunities. Could not find an easy way to create custom exports (pipeline dump) or dashboards.

Vorteile

Setting up the processes are time consuming but well worth it. Its easy to use once you have it set how you like it.

Nachteile

Some of the stuff ~I don't even understand yet but we're getting there

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 can make a phone call. There isn't much on the positive side. It's hard to see history, route calls to others, send texts with attachments are impossible and you can't receive a text with an attachment. These are major for our business. Systems that rely on email in our industry are wasted.

Nachteile

We were promised several capabilities that just don't exist. When we found this out, we asked for a refund and we can't get any response since then. They ignore us totally.

Vorteile

FreshSales is easy to set up, import contacts, accounts and deals. Once you do that you are ready to start using it.

Nachteile

The search engine is not very intuitive. You cannot combine key words from different modules ie. account name and deal name to narrow down results. In this aspect SalesForce was superior

Vorteile

Our firm started to use Fresh Desk for our ticket management system, we are a software company. We researched several ticket management systems and found Fresh Desk offered quality and ease of use over other software. We were ALSO in need of a CRM since we didn't have one, or one that we poorly created - enter Fresh Sales! We used a free trial and really enjoyed it, and especially the fact that it integrates with Fresh Desk, genius! We are now doing this with Fresh Sales we wouldn't have been able to do with our prospects database.
Easy to use
Pipeline creation
Appointments, setting up demos
Reminders, and notes of previous calls
Support has been awesome

Vorteile

It's so easy to use. I'm using for leads capturing from website and so easy to manage. I can easily create the forms and deploy on my website to get leads

Nachteile

They can have so more features for forms customization. It's the drawback. If they have many more customization in webforms it will be great.

Vorteile

There is not much pros about the software. We used it for more than 2 years and it was average performing for us.

Nachteile

We didn't has complete visibility of the deals the sales person was working on, insights were an issue as well.

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.

Vorteile

There's not much I liked about the Product I'm afraid.

Nachteile

Usability issues, not very intuitive, expensive. There are cheaper solutions like ZohoOne who offer a Jumpstart program to help Clients get their Pipelines configured and their products are very intuitive.

Vorteile

Simply put, It's a powerhouse.. Particularly If you are a early stage start up , go for it Fresh Sales Suite.. its power packed all in one essential CRM automation that you need it

Nachteile

Some integration features from other CRM could be improved

Landing page customisation has to be robust

Pro version is bit costlier per user, pricing has to be reduced

Vorteile

I love the combination of ease of use, workflow automation, and value. My favorite feature are the workflows where I can set up a drip email campaign for new contacts that my sales reps acquire. It allows a nice mix of direct sales and automated marketing to achieve conversions.

I also like the nice integration with Freshdesk, their companion customer CRM.

Nachteile

There's not much that I don't like. I'd love to see a feature where contacts can be contacted through other digital channels other than just traditional email - for example, Facebook Messenger and SMS. The software does pull in Facebook information automatically which is great. I'd love to see them take it a step further and allow for messaging through Facebook, as well as a way to send SMS messages/reminders.

Vorteile

Intuitive workflows - can get started within a few minutes.
No training or certification needed. Offers great documentation and free Support.
Diversified into almost every domain that users need from a CRM.

Nachteile

Faced 2-3 roadblocks during implementation, was tough to get it resolved.
Better product classification/design to simplify their offerings.

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