Freshsales

Pros

Freshsales' friendly user interface and extensive CRM features are definite pluses. The sales process is simplified because to the lead score and AI-driven insights, which assist prioritize and nurture leads more efficiently.

Cons

The reporting capabilities, while competent, might benefit from greater customization choices. More granular data could be gleaned from reports if they were more adaptable.

Pros

Easily view customer profiles.
Edit the views to see what is needed most - for example, we have important details at the top of their profile, like their contact details.
It records all communication in one location for quick access when needed.
Fairly simple navigation structure, search bar to find customers, navigation bar down the side to access different areas of their profile.
The analytics section allow you to create reports that can update themselves, making it easy to monitor and view necessary information, the reports also easily convert to an Excel Spreadsheet.
Our phone system is built into this system, meaning we can see who is calling and when you click their name, it brings you straight to the customer profile.
Automated emails when fields are updated take a lot of work off our hands.

Cons

I've found creating Analytics Reports to be very complicated and difficult to understand - you need to follow the guidance on how to do this, or have help from someone who does understand, they did not seem simple to set up.
It will prompt you to refresh the page fairly often, meaning you lose you place on a page and have to scroll back down.
The system only allows for a certain amount of field's per customer, meaning you have to make learning records for the courses, which are on a different page from their profile and are not as easy to view.

Pros

Whenever you add a project to try, they will charge you regardless if you only use that add-on product for less than 7 days. If you cancel your subscription one day after renewal, they do not try to help by offering half refund, they steal your money for a software you will no longer use because of 1 missed day.

Cons

They steal your money. No refunds and terrible customer service.

Pros

Cost-effective. It has a lot of integration capabilities and very useful from the sales and marketing perspective

Cons

The base plan has vey limited features when compared to the other CRM softwares.

Pros

very comprehensive CRM tool which covers all sales related activities, integrated with Freshdesk ticketing tool as well so you can monitor your clients' tickets also, license price is very good as compared to other crmCRMproducts.

Cons

reporting and analysis is bit limited to filters and available options, plus reporting and making dashboard analysis is bit difficult for non-technical person and technical person like admin has to engage with sales team to teach them how to prepare your reports, graphical representations and dash boards.

Alternatives Considered

Reasons for Switching to Freshsales

Pros

- Good customer support team- Price- Customizations- Marketing capabilities- Add ons- Customer communication mediums (SMS/Email/Chat, Chat bots)

Cons

- Product bugs- Feature limitations- Freshworks product integrations do not talk well with each other

Alternatives Considered

Reasons for Switching to Freshsales

Pros

Freshsales is an intuitive CRM that is always seeking to better itself. I appreciate that my suggestions are not only heard but also acted upon. It's simple to integrate with your email and offers cross-platform support for apps like Acuity and Google Calendar.

Cons

If the leads have different addresses, please don't ask for them twice. The CRM software FreshSales will flag a lead as duplicate if there are multiples with the same name.

Pros

Great pipeline set-up and reporting.
Value for money is brilliant.
Intuitive.

Cons

Not as slick as some of the bigger brands and doesn't have fancy features.

Pros

Freshsales consolidates virtually every CRM and EDM function that my business needs. I've discontinued my Mailchimp and Zoho subscriptions as a result, and will probably continue cancelling some of my other subscriptions as Freshsales adds more features. The ease of use, capabilities, and value for money are, overall, excellent. I mostly use Freshsales for contact management, collecting self-reported attribution, and email marketing.

Cons

As with many feature-dense products, there are some parts that are more polished/easier to use than others. I had a fair bit of trouble setting up certain automations, which was made more difficult because a lot of the documentation was out of date (I was saved by Freshworks' excellent support). I also had some trouble setting up self-reported attribution the way I wanted.

Alternatives Considered

Reasons for Choosing Freshsales

Switched From

Reasons for Switching to Freshsales

Pros

The integration process was quick and seamless. This product has all the needed features of an outstanding Sales CRM such as Lead Capture, Contact Management, Omni channel support and much more.

Cons

If FreshSales can be integrated with AI tools such as Vonage AI and ChatGPT that would be the greatest software package one can dream of.

Alternatives Considered

Reasons for Switching to Freshsales

Pros

Outstanding software. Having everything needed in place, all lead tracking, lead generation, marketing and calls, really does the 360 feel freshworks are aiming towards.

Customer support is unrivalled across all other software we have used previously.

I would go as far as saying it’s better than any software or saas support I have come across.

Cons

Having too many features to implement quickly!

Pros

I like the fact, that if offers you some basic features of customization

Cons

I hate that when you have custom sales activity you can only have one field set for all of these. Also the scope of access is not so much customizable, of course it offers some basic things but nothing more that that. Also come on, why can't I report those custom sales activities?

Pros

I made first experience with SAGE CRM and Salesforce before I started with Freshsales. Implementation was very easy. I use it every day to follow up on sales leads and I send out a newsletter every month. But the best thing about Freshales is the support by Chat. You get immediate responses and help so that can get the job done. In most other CRM solutions there is either no support or it takes forever to respond.

Cons

nothing really, Sometimes I miss functionality that is only available at higher costs by purchasing more expensive plans

Pros

We use the WhatsApp. marketing on a weekly basis

Cons

WHatsApp journey gliches, although this may be a fault with Meta

Alternatives Considered

Reasons for Choosing Freshsales

Reasons for Switching to Freshsales

Pros

Features are mostly standard and nothing outstanding

Cons

Support engineers can take months if not a few years to fix the issue.

Pros

freshsales I like it because it allows me to manage several tasks at once

Cons

nothing to reproach it apart from revitalizing the software a little

Pros

Freshsales is a great tool to start a good CRM effort, it has a lot of useful features that make it a good fit for those starting a professional sales team

Cons

The main thing doesn't work for us on this was the problem integrating with our ERP and we ended to move to a CRM already integrated with our ERP

Alternatives Considered

Pros

The software is user friendly. The how to videos are great references.

Cons

Have not explored everything yet to determine this.

Pros

Easy navigation, user interface and experience

Cons

Customer support isn’t fast as they should with resolution

Pros

I have been using this software for one and a half years. I initially only used the live real-time chat feature, but now I use its premium capabilities to manage my leads and send them updates and sales pitches using the simple campaign manager. I adored the user interface because it requires little intelligence to comprehend the things you need to achieve your goal. I have made use of their reporting capabilities, which aid in my decision-making based on campaign results.

Cons

If they offered interaction with other social networks in addition to LinkedIn, such as Instagram and Facebook messaging, I would adore this feature. They only have a few integration modules at the moment. Additionally, handling and transmitting files takes considerably longer than importing them, and occasionally it gets stuck, forcing me to repeat everything.

Pros

1. The ease of use.
2. The support team is fantastic and its the one of the best support experiences i have. In line with Apple.

Cons

1. Lack of customization for my industry.
2. Week is Sat-Sun instead of Mon-Sun.
3. The dashboard should be live and needs rework
4. Ability to link bots to activities and being able churn contacts based on certain responses.
5. Support is not 24x7

Pros

I really appreciate the simple, intuitive design of the dashboard, as it makes customization easy, and I can navigate between the different sections with ease. Freshsales is also good at how it sorts and classifies incoming mail, which helps us direct it to the responsible member directly, and this is reflected in the speed of response to customer requests. It is also good for the organizational capabilities that Freshsales provides, as we can create a file for each customer and we can save everything related to our relationship with him, including messages and invoices, and that they are saved on the cloud, which makes it easy to access them at any time. I greatly appreciate the scheduling capabilities that Freshsales provides, which allow us to organize the dates of sending emails or text messages to customers according to contact lists at appropriate times, and this is important so that we do not repeat messages in a random way that makes the customer feel bored. Freshsales is also great for the collaborative capabilities that it provides us as a team, where we can share updates on different tasks and also collaborate in preparing reports and marketing plans.

Cons

Freshsales is easy to use, and it does not require a lot of time to master its effective use, in addition to that the subscription prices are appropriate and are not considered an obstacle to the involvement of all team members.

Pros

The BEST part about Freshale's is the endless capability for customizations and integrations. This allows users to create systems of follow up with multiple points of contact to the client. The new future to manage duplicates was a great addition. I also love the capability to attach documents to client files, really comes in handy.

Cons

The system is relatively easy to understand however when it comes to usage I find it's very clunky. I can see how the open set up and free customization may overwhelm even experienced users. I would even say that, the coders and web designers at freshsales had more of an influence on this product then the relation management professionals. It sort of like a "Droid" cell phone. The technology in the phone is superior and far more advanced, yet users are not acclimated to the application of it. I would like to make two suggestions to address such.

First, I'd like to point out that even though I'm bring this up in the 'con' section, I have NEVER had a problem with Freshsales support team. When in reference to the wieldiness of the software I think that Freshsales could benefit from a hand on approach and a thorough process in training the users. You see if the users understood Freshsales as much as you folks do I'm certain the above 'con' would be null.

Second, in relation to the same 'con' described above I believe this can be solved more directly. What I mean by that is creating an internal prioritization based on recent actions, recent stage changes, number of exchanges, lengths of conversation and what ever variables you guys think that can measure and use as info to prioritize leads. Then possibly a dashboard view, displaying these prioritized leads as well as up coming tasks and appointments, metrics on call volume and possible targets or goals.

Pros

The product is not bloated like most CRMs. It is very user-friendly and it has a left navigation panel that just lets navigating to any page easily and is very user friendly.

Cons

Would be great if it can be integrated with more softwares so there are a lot of options for customers.

Pros

They always remember to say "thank you for your patience" when telling us our support tickets haven't been resolved yet.

Cons

Off the top of my head:

The program will randomly delete calendar events, sending cancellations to prospects but not alerting the user. Multiple meetings were missed because of this. It's been 3 months since we reported it and no fix has been offered. Subsequently all the calendaring has to be done manually.

The email editor will randomly delete the line ahead when hitting the backspace key or the space behind when hitting the delete key. To make it interesting it will sometimes do nothing when you hit either key.

We have a report in the system showing overdue tasks. This report keeps pulling tasks that have actually been deleted from the system. There's no way to clean up the reports because you can't access the deleted tasks they are listing.

We just switched credit cards for the account because the previous was expiring. This came at the same time that they've extended us a credit because of all the problems we've had with the system. The result is that the invoice due is less than the minimum charge level on the card ($0.01 due, $0.50 card minimum). As a result they haven't been able to add the card and we keep getting a banner stating access is cut off in 2 days. They've stated this has been fixed but the banner is still there.

Those are just a few things... did I mention that if you take notes in the Notes section of a Calendar event the system will randomly forward those to the other party? Found out about that one the hard way...