Freshsales
About Freshsales
Freshsales is a cloud-based salesforce automation software designed to help businesses manage leads, customer engagement, client relationships, and more via a unified portal. The platform enables organizations to create and monitor sales activities, add custom fields to capture and store customer information, and synchronize data across the entire customer journey, from prospecting to contact and conversion.
Freshsales enables enterprises to define custom rules to automate leads assignment and create and handle marketing campaigns to engage with the target audience. Administrators can categorize contacts’ data using custom criteria, assign leads to teams based on skills or tasks, and update holidays to automatically transfer calls. It also offers other features such as customizable email templates, activity timelines, a built-in phone dialer, product catalog management, and more.
Freshsales lets teams establish custom workflows to automate recurring tasks using event-based triggers and run chat campaigns to interact with the customers. It also supports integration with various third-party applications like QuickBooks, PandaDoc, DocuSign, Xero, and more.
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- Industry: Banking
- Company size: 10,000+ Employees
- Used Weekly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Easy Automation
Reviewed on 24/11/2023
Created marketing campaigns to predict sales, created scenarios to see the different results,...
Created marketing campaigns to predict sales, created scenarios to see the different results, created templates from scratch with the team to see what else we can do for more.
Pros
The design and the usage of salesforce automation feature makes Freshsales the best as it has the simplest but most effective features that enables you to create, customize, modify, and monitor sales activities. Creating several marketing campaigns in a short time is also another best feature of Freshsales, the team can work on them and generate reports to high management and even it can give you a prediction of a campaign over a time line. Integration with other products on another hand is also very usable as we used it with other software which worked fine.
Cons
The version updates could be a headache for larger companies, migration could take a few months, customer support after sales should be much faster.
- Industry: Banking
- Company size: 1,001–5,000 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Best high end software for sales manager and their team working in startups
Reviewed on 28/03/2022
There are many alternative sales tools out there but freshsales helped me in my initial days of...
There are many alternative sales tools out there but freshsales helped me in my initial days of lead generation, hence I will recommend this tool to those who have just started into marketing & sales department.
Pros
I was using this software for 1 and half year, I started with just live real-time chat service and now I have started using its premium features to manage my leads and sending them sales pitch and updates with easy campaign manager.
I loved the user interface which takes no brains to understand the features that you need to solve your purpose. I have used their reporting tools that helps me make decisions based on results I have got from campaigns.
Cons
I would love this tool if they provide integration with social networks too like Instagram and Facebook messages along with LinkedIn. Currently they have limited integration modules.
Also importing files takes much time then managing and sending them sometimes it got stuck and I need to reiterate everything again.
Reasons for Choosing Freshsales
tawk.to is much easier tool but its not beneficial for lead generation, its mostly useful for customer support or after sales service. Freshasales is all round tool that made me choose this software.Switched From
tawk.to- Industry: Events Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
A bland CRM
Reviewed on 14/08/2023
With Freshworks, there are always bugs in the system to fix and improvements to make.
With Freshworks, there are always bugs in the system to fix and improvements to make.
Pros
Features are mostly standard and nothing outstanding
Cons
Support engineers can take months if not a few years to fix the issue.
- Industry: Cosmetics
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Logical CRM
Reviewed on 17/08/2023
Overall, Fresh Sales is a good CRM with good support which was excellent a few years ago.
Overall, Fresh Sales is a good CRM with good support which was excellent a few years ago.
Pros
The logical setup and the initial support.
Cons
The lack of interest in sorting out some basic features which are essential to our company:1. The rating of leads by using a percentile calculation which is not relevant and the inability to delete previous incorrect ratings.2. Various small issues with functionality
Alternatives Considered
Zoho CRMReasons for Choosing Freshsales
The Complexity Of DynamicsSwitched From
Dynamics 365Reasons for Switching to Freshsales
Ability to setup without much IT support- Industry: Airlines/Aviation
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
A good solid CRM product and service
Reviewed on 21/08/2023
A good product with good service back up
A good product with good service back up
Pros
We use the WhatsApp. marketing on a weekly basis
Cons
WHatsApp journey gliches, although this may be a fault with Meta
Reasons for Choosing Freshsales
We switched from Monday.com for ethical reasons. We did not want to use a product that was from a company operating out of an immoral apartheid state such as Israel. As an organisation we boycott all Israeli products and services and support the United Nations in condeming the illegal occupation of Palestine and oppression of the Palestinian people. We believe in a free Palestine.Reasons for Switching to Freshsales
We liked the sales approach from FreshsalesFreshsales FAQs
Below are some frequently asked questions for Freshsales.Q. What type of pricing plans does Freshsales offer?
Freshsales offers the following pricing plans:
- Pricing model: Free Version
- Free Trial: Available
Free Plan: Free for up to 3 users. Growth Plan: $9/user/month billed annually (or) $11/user/month Pro Plan: $39/user/month billed annually (or) $47/user/month Enterprise Plan: $59/user/month - billed annually (or) $71/user/month
Q. Who are the typical users of Freshsales?
Freshsales has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Freshsales support?
Freshsales supports the following languages:
Dutch, English, French, German, Italian, Polish, Portuguese, Russian, Spanish, Traditional Chinese
Q. Does Freshsales support mobile devices?
Freshsales supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Freshsales integrate with?
Freshsales integrates with the following applications:
Asana, Calendly, Docusign, Freshchat, Freshdesk, Gmail, Google Calendar, Google Workspace, HubSpot CRM, Mailchimp, Meta for Business, Microsoft 365, PandaDoc, QuickBooks Online, QuickBooks Online Advanced, Segment, Slack, Trello, Xero, Zapier
Q. What level of support does Freshsales offer?
Freshsales offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep)
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