Freshsales

Great CRM Platform for Startups and Growing Businesses

Kommentare: Aside from the onboarding process, we enjoy using Freshsales and believe it's worth it to manage your contacts and leads. Freshsales is a great platform to use with any sales pipeline.

Vorteile:

When I started using Freshsales with my team, we get amazed with the simplicity of the CRM and the flexibility of features and options with each contact. Also, we enjoyed the integration with Freshdesk support and assistance platform.

Nachteile:

The onboarding was a little bit long, it took around 3 days, even though we started with a few contacts by then. I hope they improve the onboarding time or change the methodology to enroll using Freshsales.

In Betracht gezogene Alternativen: Zoho CRM

Warum Freshsales gewählt wurde: Bitrix24 interface was overwhelming for our team.

Zuvor genutzte Software: Bitrix24

Freshsales suite fulfills our needs

Kommentare: Overall experience is good. Now that we are on an enterprise plan, support is good. When we were not enterprise client, the support was often slow.

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.

Missing things rivals do well

Kommentare: Not great. Customer service is excellent, though!
Things I think should be basic (or I used in Pipedrive) just don't exist or don't work in Freshsales.

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.

Freshsales review by Nick Chambers

Kommentare: Managing email campgins in a personalised and professional way. Keeping track of and updating changes in circumstances to our correspondents in real time. Filtering contacts according to specific criteria.

Vorteile:

The customer support - without it we could not have implemented and continue to find new ways of applying it to manage our relationships and grow our business

Nachteile:

That you cannot create a list of contacts to email straight from your inbox. We often need to send semi standardises responses to several contacts awaiting a reply. At the moment it is not possibe to select and set them up for a bulk email. This would save us a lot of time if you created this very simple feature.

In Betracht gezogene Alternativen: Zoho CRM und Salesforce Sales Cloud

Gründe für den Wechsel zu Freshsales: Because the testing process was so efficient and userfriedly and we never felt alone though out and we made the right choice because customer support has continued to be so good since the purchase.

Best CRM for our small business

Kommentare: We've been very pleased overall, it has streamlined out business development processes, customer support is fantastic

Vorteile:

The web based piece is so important, it's customizable, ease of use for new employees, crosses over for sales, marketing and recruiting

Nachteile:

Search function, would like to search keyword

In Betracht gezogene Alternativen: Claritysoft CRM und HubSpot Marketing Hub

Warum Freshsales gewählt wurde: Krap was not functional for our business, too many barriers

Zuvor genutzte Software: Keap

Gründe für den Wechsel zu Freshsales: Price and functionality