Freshsales Erfahrungen

There's a number of features I like...reporting, email tracking, lead scoring...Sure, some CRMs out there have all these as well, but everything is so darn well packed and easy to use! If I had to choose one, I'd say email tracking. That had helped a lot with follow-ups and our sales funnel in general.

Can't say there is anything I dislike about the software at present time; it did lack certain features upon release, but the current version has everything we need to take our prospect from point A to point C(lose).

Lead Management and Sales Pipeline Management are the most extensive and exciting features that this product has. You can keep a track of anything and everything throughout the software and also see every individual's progress to further see the projection of organization's upcoming revenue that can be generated.

Notifications although automated can sometimes be delayed.

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

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.

- Simple to set up
- Intuitive to use
- Easily Scalable
- VERY Competitive
- PHENOMENAL Support
- Modular - Add any additional software offered by FreshWorks for a COMPLETE TURNKEY Solution

Nothing I like least so far! The team and software is great!

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.

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.

I like that it is easy to learn and use. You can sort your data in several ways, and at the same time, and this allows you to really drill down when you are prioritizing your contacts for the day. It also lets you see how many contacts someone else on your team got to in a day/week etc. Which is valuable when you are in a manager role, and or planning what is coming to you, or how it is handled if it is handed off. Also there is a schedule email option, that allows you to plan out when your contact will get an email, which can be handy and it will also notify you once it is sent out. Also you can create email templates that are either for your individual use, or for team use, with great ease, keeping you all on message. There are a LOT of options, that let you customize your experience and your data, and keep you on track of your contacts. Including notes, and tasks. I like the notes to keep the file updated, and tasks to keep other team members all on the same page with what the client is told, and what stage they are in; it really makes for fast and smooth team communication. (As a side note, I don't know what we pay for the product, so I can't speak to the value for cost, only for the pros and cons of the actual day to day use. So I skipped that as it is NA to me personally.)

When I have several pages of data, say 50 pages after my search, trying to get to page 35 is a little cumbersome, as I have to start at either page 1 or page 50, and go in the desired direction a few pages at a time. I can't just type in a box to go to page 35.

The interface is well designed, easy on the eyes and easy to find your way around. The settings are organised into relevant subcategories and everything is easy to configure even for a novice.

Importing contact data from a spreadsheet was very simple and saved us a load of time.

Searching for contacts is a breeze, the search bar at the top includes all profile fields so it's easy to find the contact you're looking for.

The support team go above and beyond to ensure you get setup quickly and to make sure Freshdesk operates exactly as you need it to and adapts to your existing business processes. For any query that I had, the team were proficient and made sure to find a solution that worked for me. This awesome support is even available on the free plan.

I guess it's not really a problem with the software, but we moved from a bespoke CRM over to Freshsales and as someone not too experienced with this sort of software there was a lot of information to take in at once and learning where things are and how to use each feature occasionally took a little reading, but documentation is very well written and the support team just a quick call away if I got stuck.

I love Freshsales. The software is very easy to use and much more simpler then Saleforce.com. It's pricing is also fair and competitive and the email marketing, deals tabs and database are very easy to manipulate. Plus Freshsales is a part of a larger CRM service and allow you to bolt on other components if you want to do other things. I'm a huge fan of simple and Freshsales makes the whole process of sales CRM simple and easy. Very little ramp up time.

It's close to impossible to get customer service person on the phone and they are not fast to react. It's a shame since some of their competitors do a much better job at this. I had a question about changing my credit card information and it just way to long to get the simple response I needed in order to fix the problem. They do have a resource center where you can ask questions, but I don't get the sense that customer service is a huge priority for them.

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.

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.

The reports feature is above par, it helps in getting an insightful look of the data and thus, helps in proper analysis of the data. The UI looks neat.

UI is neat but very complex which ruins the user experience. It is also very slow and takes load of time to load. It has many irrelevant features which further degrades the UX.

Using this solution's centralized platform, firms may better monitor their sales processes through the use of tools like event tracking, prospecting activities, customer contact tracking, sales activity management, dependable customer support, and internal information sharing.

Since Freshsales is a cloud-based service, it works best in other cloud-based or cloud-oriented settings and may not be suitable for a company that relies solely on on-premises infrastructure.