Freshsales Erfahrungen

Vorteile

I was able to easily onboard to this system from HubSpot and Salesforce. The features in this system just work. You expect something to operate in a certain way, and it just does. Mail and calendar integration is super easy and really responsive (I used both Office 365 and Google Integrations). I love email templates and sales campaigns, they make working with leads and customers so easy and are not tucked away in a corner.

The UX is much better than other systems, which means my salespeople are more likely to use the CRM, which is a common problem among salespeople and CRM systems.

Nachteile

Freshsales is right-sized for us. It lacks some of the major enterprise features of bigger CRMs; but you also don't have too many features right in the way.

I'm not a huge fan of the field paging UI on leads, deals, accounts, and contacts. I get that it makes it so you can add as many fields as you want, but it's hard to navigate and organize my screen just the way I like it. I resorted to using the Edit screen though, even when I'm not necessarily editing and that works well enough. Definitely not a big deal compare to all the other awesome features.

Vorteile

This product offers a lot of features and does offer a multi-touchpoint approach. Email journeys, Whatsapp integration, Chatbots, SMS...

Nachteile

I miss if/than functionality in workflows. That would greatly reduce the manual work when setting up the workflows and adding new conditions.
Another thing that I do not like is the policy and the pricing related to the marketing contacts. All plans have the limitation of 1000 marketing emails per month. This can be quickly exceeded especially if you are sending newsletters to your contacts. There is an option to upgrade, but that is way too expensive and completely unscalable when a business grows. We have overcome that with integrating CRM with SMTP service that takes over this part and is calculated on the number of emails sent.

In Betracht gezogene Alternativen

HubSpot CRM

Gründe für den Wechsel zu Freshsales

We were using Freshsales for 2 years now. We searched for alternatives, but we saw that Freshsales serves all our needs.

Vorteile

What it has is pretty easy to use, and finally with the addition of timeline view, getting different views is good. Creating reports is not easy, although very powerful.

Nachteile

Mail integration is pointless for me. If set to 'auto', all emails from a client appear on all of their deals, rather than having intelligent algorithms that are deal-specific. Also, no search function on email page immediately makes have email sync pointless for me.
Sync is slow. I can add a deal, or a contact, but often won't appear in searches for a long time, so I can't start linking emails or creating new deals.

Vorteile

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.

Nachteile

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.

Vorteile

the one feature that caught my eye was the sales automation tool, which made my life and my team's life better in all ways; we saw a 10% growth through Freashsales alone; our team considers Freshsales CRMas a fellow employee who does Automations.

Nachteile

I would like more options in the sales sequence in the feature, like doing a trial run, getting custom dates on when it should run, etc.

In Betracht gezogene Alternativen

monday.com

Warum Freshsales gewählt wurde

November 2021

Zuvor genutzte Software

HubSpot CRM

Gründe für den Wechsel zu Freshsales

The price vs. features compared to other providers was very competitive as we were a growing company.

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.

In Betracht gezogene Alternativen

Zoho CRM und Insightly

Warum Freshsales gewählt wurde

Freshsales is a part of Freshdesk and we used Freshdesk for a while, so we naturally went with the software we know and love.

Gründe für den Wechsel zu Freshsales

It integrates with all of the other FreshWorks tools we use.

Vorteile

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.

Nachteile

Having too many features to implement quickly!

Vorteile

It's comprehensive as this has functionalities for both sales and marketing. This also has freshchat feature which we are using on our website.

Nachteile

The support is not good and on the other hand they have made a newer version of it and it took 6 months to migrate us to newer version for the older one.

In Betracht gezogene Alternativen

Salesforce Sales Cloud

Gründe für den Wechsel zu Freshsales

It's cheap compared to salesforce and has more or less same functionality.

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

What I liked best about Freshsales was its simple user interface and comprehensive set of features for managing customer relationships and tracking sales progress.

Nachteile

The fact that Freshsales is a subscription-based service, which can be expensive depending on the number of users, is my least favorite feature.

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.

In Betracht gezogene Alternativen

HubSpot CRM

Gründe für den Wechsel zu Freshsales

It looked fairly comprehensive (and it was in the Online marketing functionality).

Vorteile

The integration with Freshdesk as well as how you can view your Pipeline

Nachteile

Limiting functionality, We as company have products in SAAS as well as once of, In the pipeline I cant split the two and causes issues when filtering

In Betracht gezogene Alternativen

Salesforce Service Cloud

Gründe für den Wechsel zu Freshsales

Pricing and it was our first software to manage CRM

Vorteile

There is so much in Freshsales that it is impossible to list all the pro's. But only a few functions are needed to get started. Appart from easy accesible menus, logic selectable filters, customizable deal overviews, pipelines and workflow automatization, all you need to do is upload your client data from e.g. an Excel file and you are basically ready to roll. At every step getting to know Freshsales I was able to contact Customer Support via chat and was guided non-stop during my 30 day trial. You can even book sveral one on one remote sessions to have all your questions answered and shown on screen. The knowledge database also is very well organized with videos and FAQ's.

Nachteile

There is nothing bad I can say regards Freshsales. It's true, that there is a lot to take in. To get everything out of all the available features, there is a steep learning curve that leans towards a small portion of CRM administrational work. But if you wanna keep it simple, it lets you do that. Only if you start to work with more data, more clients, more workflows can it become a bit overbearing. But that's with every other CRM also.

Vorteile

The the marketing automation tool is the most interesting and useful tool in this CRM. This tool help you to qualified or unqualified the lead depend on your condition. If you have 1000 leads that come from your landing page, you could not qualified by manual, this tool with the automation function will help you to do that.

Nachteile

I used the mid tier plan so I don’t have access to the Sale Forecast function with really important.

In Betracht gezogene Alternativen

HubSpot CRM

Vorteile

1- Freshsales is very easy to use and is a solution that I believe is a good fit for a growing team, as the platform has a very small learning curve. I feel confident in being able to teach a new staff member how to use it.
We don't use Freshdesk, but their native integrations with that, other Freshworks applications, and 3rd party tools in Freshsales would be very suitable to teams that offer support, or already have an existing marketing/service delivery software stack.

2- The development team frequently release new features that make the experience of using the platform better and better. I have subscribed to the top tier, but even their entry level and middle range offers go head to head on features with the big name CRMs that cost double the subscription fee.

3- Finally, the mobile application's latest release is absolutely brilliant more than what you could want or expect from a mobile version of your company's sales CRM.

Nachteile

1- Some of the 'bells and whistles' that come with other Sales CRMs aren't available or can only be achieved by using third party tools (Zapier) hacked together with Workflows.
Examples of these are:
"automatically remind me to follow up if I haven't heard back from this lead/customer"; and
support for recurring deals (such as businesses that sell based on annual subscription models).

2- There seems to be a fair bit of data visible (eg: metadata on each lead or contact) that really isn't important to the average user. And it would be great if a user could choose which fields appeared in the summary view of their contact, rather than just having the first few fields show.

Having said that, the Development team appear to listen to their community, so this comment may be out of date, depending on when you're reading it!

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

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

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.

Nachteile

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

Vorteile

If you want the functionality and capability of SalesForce for your medium sized business but you just don't have the budget, then FreshSales is the right software for you. I guarantee you you will be blown away by the functionality and the outputs you get from this for a fraction of the investment on what other corporates invest into their Sales CRM. There is too much to mention. You can synchronize emails to customers and the software is very easily customizable. It can be integrated quite easily with other software to enhance functionality. My medium sized businesses are over the moon with this software. From the reports you get, you can easily analyze the sales process and wee where the bottlenecks are.

Nachteile

Freshsales is priced on multiple users. This can get quite expensive for smaller businesses trying to tes out certain sales strategies. This is why I would recommend this more for medium sized busiensses.

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

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

The software is in the cloud can use it from anywhere

Nachteile

The software is full of bugs, the support people are very helpful but I do feedback on the errors I reported and no fix either. Every day I discover new errors - limitations and bugs in the system. I will not renew my subscription. The worst part for me is the fact that I have been unable to export my contacts from the system - which limits me to go to another system that works more reliable. I am also not impressed that my credit card details are stored by the system. This is actually open to fraud and hacking - so if their buggy system gets hacked then my credit card details are open to the hackers. NOT VERY NICE

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

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.