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Freshsales REVIEW

CRM Software

20 user reviews
USER SATISFACTION 95%
OUR SCORE 9.7

What is Freshsales?

Freshsales is the fourth addition in the Freshdesk product lineup, and a quality CRM designed for high-velocity teams to keep track of contacts while solving their inquiries. It won our 2017 Great User ExperienceAward. Satisfied sales teams describe it as the single contact management hub that helps them stay in control of thousands of leads, but provides at the same time a simple and easy-to-navigate interface.

Freshsales was a response to the company’s own necessity to handle multiple aspects of the sales process, and eliminate the need for users to wander around programs to get the job done. At its core, Freshsales has collated all functions of legacy CRM systems, but found its own way to optimize sales and prioritize pipeline opportunities. As president Dilawar Syed explains, Freshsales was even intended to be a dynamic analytic contributor, which doesn’t only reveal magnificent sales insights, but gives companies hints on how to use those to their advantage. That’s how Freshsales came to have all important sales performance capabilities, and is used worldwide, in particular by active Freshdesk users.

But why would someone choose a pioneer CRM on such a competitive market? The truth is most customers rely on Freshdesk’s impeccable reputation, and only then discover the genuine power of this system. With Freshsales, there are no bulky and complex set up procedures, multiple integrations are up and functioning, and all operations are performed and stored in cloud. The core of its performance is depicting where leads are coming from, and that’s something no small or midmarket business would refuse on a fraction of the price.

Nevertheless, one needs to look deeper inside this system to understand what it can really do. Together with lead capturing, Freshsales can distribute, nurture, score, divide, and verify leads, and does so via multiple channels of communication. Users get into their hands an advanced suite of features, including auto-dialers, call recording, call routing and affiliate management, but the thing that certainly distinguishes Freshsales from similar programs is reporting. The reason why this relatively new sales hub is a reporting leader are first and foremost its revenue analytics features, where all relevant source and rep metrics are pulled out and collated into an appealing and accurate report. Unlike most small-biz report tools, Freshsales applies a variety of filters when summarizing your data, and makes it possible to group and organize results in your own way. If you prefer, you can make summaries, create charts and tables, or master the craft of matrix reporting very fast.

One of the biggest advantages of this system is its affordable price. Small teams can get use the service for free, and midmarket businesses and corporations can transit to a paid package in a relatively painless way. The Blossom package costs only $12 per month, followed by the Garden plan ($25/month) and the highest Estate plan ($49/month). What is also good to know is that there are no recurrent costs and unexpected feed – with Freshsales, you get what you paid for, and nothing else.

Overview of Freshsales Benefits

Many good words were told on Freshsales behalf, but which are the things that really distinguish this CRM? For the purpose of answering this question, we have examined the benefits it has provided to its current users. These are the positive cues you can expect:

Email Tracking

Sales reps and agents certainly appreciate the possibility to see who has opened their emails, and who has ignored them. As simple as it sounds, this is still the best practice of discovering who is interested in a product, and should therefore be prioritized for nurturing. Another catchy feature is that Freshsales allows your team to send bulk emails drafted on personalized templates, schedule those and sync them with your calendars, and relate them automatically to your contact records to export all relevant information. The system is particularly selective when it comes to depicting metrics, which means it will spot all relevant details in the email without you triggering a single action for the purpose.

Direct Calls

Freshsales is one of the rare systems which allow calls to be directly transferred to it, and doesn’t involve any hardware or software installations for the purpose. Users won’t waste money or time migrating data to this system in order to follow the history of their conversations, assign numbers or notes to their contacts, or call them automatically. What is even better, they get to use an auto-dialer, route calls, create personalized welcoming messages, ID their callers, and track the performance of the reps who are receiving those calls.

Event Tracking

What is critical for a CRM system, and yet often neglected, is the capacity to track previous conversations on dot and use them to plan communication. With Freshsales, it is considerably easy to peak within the contact’s history while you’re communicating with them, discover what has indeed piqued their interest, and how they interact with your product. Needless to say, this is the easiest way to close deals with hot leads and relevant contacts. You will probably love how this feature looks: once you run the system, you will discover a neat timeline where contacts are segmented on the basis of their behavior, and listed with all emails and engagement information to let you score them easily.

Lead Management

As we already mentioned, a good CRM is not only supposed to attract leads and discover where they come from, but to manage them appropriately so that they can become loyal users. Freshsales  does a very good job in terms of contact management, mostly due to the 360 degrees-view on all conversations and relevant details, and the advanced differentiation between pending, won, and lost deals. The system is packed with notifiers that make sure you will never forget an appointed meeting/task, among which the brand new jot down notes and comments.

Sales Management

Freshsales is foremost a sales CRM, so it is worth noting that it offers full visibility on all stages of the sales process. As you move up the deal ladder, Freshsales will make it easy to sort and filter close dates, distinguish bestsellers, and make sudden changes for all actions. It is where the system’s handy drag-and-drop navigation is most useful: in few seconds and with few moves, you can customize follow ups, analyze wins and losses, identify trends, or spot bottlenecks that have been slowing your performance down. The very same system can be used to track deals on the go and from mobile devices, find locations and fix personalized meetings with customers and collaborators, and track the age of the deal to change its stage with ease.

Analytics & Reporting

The important highlight of Freshsales is not only how it receives information, but also the array of possibilities it provides for users to manage this data once they have it available. Along with the suite of default reports (pipeline, territory, email reports, and much more), Freshsales makes it possible to build custom reports for every contact, deal, or opportunity. Plus, all reports can be generated at any point in time, so that the user can summarize information when changing the course of his campaigns. Recently, developers expanded their modern analytic suite with sales activity and trendline reports, which give users an even clearer picture of how their sales strategies are progressing. An interesting new feature are also phone activity reports, used predominantly to monitor and compare the performance of sales reps.

Outstanding customer support

As experienced Freshdesk users we are already familiar with the fact that we can rely on this company, and count on a knowledgeable technical team to answer all of our questions. The same customer care logic applies for Freshsales, where support is not limited to a particular plan. Instead, all users get access to a rich knowledge base, where they can learn how the system works, or capture tips related to lead management, tasks, appointments, deals, and a variety of technical admin settings. A large portion of their experts’ articles are devoted to reporting, and make it possible for users to learn how to perform complex matrix analytics, and import/export data in and from the system. In case the solution you need is not already in the database (doesn’t happen often), you can contact professionals 24/7 using the live chat feature, phone call, or email.

Seamless integrations

Freshsales will obviously support your Freshdesk tickets with all details and relevant rep conversations displayed on comprehensive lists. It is thanks to this integration that you can understand how customers feel about your product, and make accurate predictions about renewal and eventual purchases. Furthermore, you get to resolve your CRM tickets using the same platform, as you can easily update any field property, and keep everyone in the team on the same page.

Freshsales is also flawlessly integrated with Google Calendar and Segment, which allows you to be in full control of your events, making you less likely to miss a meeting or a client’s appointment. In fact, you can sync all events and scheduled demos, and track them from your mobile device, wherever you are.

Overview of Freshsales Features

  • Advanced Lead Scoring
  • Interactive Pipeline Management
  • Integrated Phone & Email.
  • Email Tracking
  • Sales Campaigns
  • Personalize Templates
  • Insightful Email Metrics
  • Team Inbox
  • Sales First Inbox
  • Open & Click Notifications
  • Email Scheduling
  • Calendar Sync
  • 2 – way Email Sync
  • Email-to-Lead, Forward Emails
  • Click to Call
  • Entire Conversation History
  • Assign Phone Numbers
  • Automated and manual Log Calls
  • Personalized Welcome and Voicemail Messages
  • Forward Call
  • Record Calls
  • Tasks & Appointments
  • Call History
  • Phone Activity reports
  • Caller Display
  • In-depth Customer
  • Insights
  • Website and in-app Tracking
  • Activity Timeline
  • Behavior-based Segmentation
  • Web-to-Lead
  • Smart Fields, 360° Customer View
  • Lead Scoring
  • Auto Profile Enrichment
  • Team Segmentation
  • Auto Lead Assignment
  • Appointments
  • Tasks and Notes
  • Jot down notes
  • Change stage with ease
  • Track deals on the move
  • Fix meeting, find location
  • Custom Views
  • Automation
  • Bulk Actions
  • Role-based Access
  • Visual Sales Pipeline
  • Deal Status, at a glance
  • Simple drag and drop Navigation
  • Action-oriented Follow Ups
  • Track deals on the go
  • Deal age
  • Mobile Integration
  • Deal Funnel View
  • Filter and Sort Deals
  • Customize Sales Process
  • Pipeline Dashboard
  • Lost Deal Analysis
  • Customized Reports
  • Visual Sales Reports
  • Revenue Analytics
  • Deeper Analytics
  • Preview Reports
  • Sales Activity Reports
  • Trendline Reports
  • Territories and Territory Reports

What Problems Will Freshsales Solve?

  1. Sales teams are often forced to use three different tools for their everyday work, namely a marketing automation tool for email campaigns, a phone system to make calls, and an email inbox to contact customers. Freshsales integrates these three core tools in one system thus saving teams money & time.
  2. As the number of leads grows, companies find it difficult to distinguish hot leads who intend to buy from cold ones. Freshsales’ automated lead scoring, and helps sales team contact the right leads at the right time.
  3. Sales teams often rely on Google and LinkedIn search to find more information about a lead. Freshsales’ Auto-profile Enrichment automatically maps the social accounts of the leads in the system.

Awards & Quality Certificates

Freshsales Position In Our Categories

Position of Freshsales in our main categories:

3

Freshsales is one of the top 3 CRM Software products

3

Freshsales is one of the 3 Sales Software products

3

Freshsales is one of the 3
CRM Software products

3

Freshsales is one of the 3
Sales Software products


Freshsales is also listed in the following subcategories:

Category:Position:Category:Position:
Contact Management Software#2 Lead Management Software#2
Online CRM Software#3 Sales Management Software#2
Social CRM Software#3
Category:Position:
Contact Management Software#2
Lead Management Software#2
Online CRM Software#3
Sales Management Software#2
Social CRM Software#3

It's important to realize that almost no app in the Contact Management Software category is an ideal solution able to fulfill all the goals of various company types, sizes and industries. It may be a good idea to read a few Freshsales reviews first as specific solutions may perform well exclusively in a really narrow group of applications or be created with a really specific type of industry in mind. Others might operate with an idea of being simple and intuitive and consequently lack complicated features desired by more experienced users. There are also services that focus on a wide group of users and give you a rich feature toolbox, however this in most cases comes at a higher price of such a software. Make sure you're aware of your needs so that you select a service that offers all the functionalities you search for.

How Much Does Freshsales Cost?

Freshsales offers five SMB and enterprise pricing plans. A 30-day free trial plan is also available so you can easily try out all key features of the software. You can sign up for Freshsales free trial here. Here is what you get in each of the plans:

Sprout – free forever

  • Leads
  • Contacts
  • Deals
  • Accounts
  • Email
  • Built-in phone
  • Integrations
  • Mobile apps

Blossom – $12/user/month (billed annually)

  • Contact management
  • Pipeline management
  • 250 bulk emails/user/day
  • Build-in phone
  • 2 sales campaigns/user
  • Lead scoring
  • 2 intelligent workflows
  • Basic reporting
  • Integrations
  • iPhone & Android apps

Garden – $25/user/month (billed annually)

  • All Blossom Plan features
  • Multiple pipeline management
  • 500 bulk emails/user/day
  • 5 sales campaigns/user
  • 10 intelligent workflows
  • Advanced reporting
  • Territories and lead assignment
  • Advanced CRM customization

Estate – $49/user/month (billed annually)

  • All Garden Plan features
  • 1000 bulk emails/user/day
  • 10 sales campaigns/user
  • 25 intelligent workflows
  • Advanced lead scoring
  • Auto profile enrichment
  • Reports dashboard
  • Smartforms and event tracking

Forest – $79/user/month (billed annually)

  • All Estate Plan features
  • 2000 bulk emails/user/day
  • 25 sales campaigns/user
  • 50 intelligent workflows
  • EUC data center
  • IP whitelisting

User Satisfaction

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Freshsales reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Freshsales. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

18

NEGATIVE SOCIAL MENTIONS

1

Video

Technical details

Devices Supported
  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • English
  • German
  • Spanish
  • French
  • Russian
  • Italian
  • Dutch
  • Portugese
  • Polish
  • Swedish
Pricing Model
  • Free
  • Monthly payment
  • Annual Subscription
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
Deployment
  • Cloud Hosted
  • Open API

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE
  • LIVE SUPPORT
  • TRAINING
  • TICKETS

Freshsales User Reviews

What are Freshsales pricing details?

Freshsales offers five SMB and enterprise pricing plans. A 30-day free trial plan is also available so you can easily try out all key features of the software. You can sign up for Freshsales free trial here. Here is what you get in each of the plans:

Sprout – free forever

  • Leads
  • Contacts
  • Deals
  • Accounts
  • Email
  • Built-in phone
  • Integrations
  • Mobile apps

Blossom – $12/user/month (billed annually)

  • Contact management
  • Pipeline management
  • 250 bulk emails/user/day
  • Build-in phone
  • 2 sales campaigns/user
  • Lead scoring
  • 2 intelligent workflows
  • Basic reporting
  • Integrations
  • iPhone & Android apps

Garden – $25/user/month (billed annually)

  • All Blossom Plan features
  • Multiple pipeline management
  • 500 bulk emails/user/day
  • 5 sales campaigns/user
  • 10 intelligent workflows
  • Advanced reporting
  • Territories and lead assignment
  • Advanced CRM customization

Estate – $49/user/month (billed annually)

  • All Garden Plan features
  • 1000 bulk emails/user/day
  • 10 sales campaigns/user
  • 25 intelligent workflows
  • Advanced lead scoring
  • Auto profile enrichment
  • Reports dashboard
  • Smartforms and event tracking

Forest – $79/user/month (billed annually)

  • All Estate Plan features
  • 2000 bulk emails/user/day
  • 25 sales campaigns/user
  • 50 intelligent workflows
  • EUC data center
  • IP whitelisting

What integrations are available for Freshsales?

Freshsales is an open API system, meaning that you can easily integrate it with every business system or application you are using. At the moment, the system functions flawlessly with Freshdesk, Google Calendar, and Segment. Visit their official website, or contact an agent for detailed instructions.

User reviews


User reviews in total: 20

16
3
0
0
0

Average Rating:

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The most favorable review

Dixie

3 months ago


Pros: We like how easy it is to make customizations. We also like how the Freshsales team is constantly available for phone calls for any tech problems. The flow of the pipeline is clear and prompts that are purposely set up for every deal are on the same page. It also encourages us to push the deal forward.

Cons: The only difficulty that we faced is that there have been times when redundant fields are displayed. Certain glitches can be seen in the Quickbooks integration. It'd be nice if there's a colour cue in case a deal gets stalled at a specific stage.

The least favorable review

Diana

9 months ago


Pros: Having the ability to save information from customers such as their sites, addresses, messages, and calls. Building tasks can be a big help especially when you have a ton of assignments in a single day. The link between the Help desk and Freshsales is useful for connecting both platforms.

Cons: I feel the platform is a bit heavy for my taste. It also makes my webpage really slow a majority of the time. At times, you have a hard time seeing the full information from a contact. You need to give us some kind of presentation so that it'll be easier for us to make use of the platform.

Published 3 months ago
Verified
user
We like how easy it is to make customizations. We also like how the Freshsales team is constantly available for phone calls for any tech problems. The flow of the...



What do you think about this review? Great Poor
Published 4 months ago
Verified
user
We run a unique business. We have a differen approach of generating leads and organizing accounts. Freshsales assisted us in every step to create a CRM that functions...



What do you think about this review? Great Poor
Published 4 months ago
Verified
user
There are a ton of reasons to love this platform. It can actually help in prospecting and closing deals. It comes with a fantastic UI. It's a lot better than other CRMs...



What do you think about this review? Great Poor
Published 4 months ago
Verified
user
It gave lots of opportunities to help me concentrate on my sales. When I use it, I saved a ton of resources and time. The app does a tremendous job assigning potential...



What do you think about this review? Great Poor
Published 4 months ago
Verified
user
I like the Kanban function with deals. I love filtering out my customers/deals or leads filtered according to my preferences. I get to keep my leads/contacts/companies...



What do you think about this review? Great Poor
Published 5 months ago
Verified
user
As data analyst I need a solution so I can manage CRM without wasting too much time on it. Freshsales does the job because it provides me full set of functionality for...



What do you think about this review? Great Poor
Published 5 months ago
Verified
user
The good thing with this is that you can monitor all activities you've made with the customer. It's a big help especiall when trying to meet the goals that our boss has...



What do you think about this review? Great Poor
Published 5 months ago
Verified
user
It gives my team and I the freedom to send out drafted emails with on a customized pattern then setting a timetable for those, and synchonizing them with calendars. I can...



What do you think about this review? Great Poor
Published 5 months ago
Verified
user
Thanks to 2-way email tracking and bulk email functions we can save lot of times and we are able to connect and interact with customers in real time. We are now more...



What do you think about this review? Great Poor
Published 5 months ago
Verified
user
I like everything it has to offer. I like how you can customize things. The support team has been nothing short of fantastic. Pleasant user interface experience....



What do you think about this review? Great Poor

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