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

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.

Nachteile

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.

In Betracht gezogene Alternativen

Zoho Mail und Zendesk Suite

Warum Freshsales gewählt wurde

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.

Zuvor genutzte Software

tawk.to

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

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.

Nachteile

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.

Vorteile

Pros are numerous - some of them are:
- integration with Exchange/Gmail for incoming mail,
- many plans to choose from,
- intuitive and easy to use,
- good mobile app

Nachteile

Not many cons. What I would like to see are more integrations. Especially with Todoist for task management (I've been using Todoist for years and it is just the most accessible and streamlined task management app).

I am not fully happy with the quality of customer support, but maybe I was just a bad luck (I do not require much of support).

In Betracht gezogene Alternativen

Capsule und Insightly

Warum Freshsales gewählt wurde

Accelo radically raised ther prices.

Zuvor genutzte Software

Accelo

Gründe für den Wechsel zu Freshsales

It integrates fully with MS Exchange, while the other ones don't.

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

- Good customer support team- Price- Customizations- Marketing capabilities- Add ons- Customer communication mediums (SMS/Email/Chat, Chat bots)

Nachteile

- Product bugs- Feature limitations- Freshworks product integrations do not talk well with each other

In Betracht gezogene Alternativen

Salesforce Sales Cloud und HubSpot CRM

Gründe für den Wechsel zu Freshsales

We got a better price, overall product pitch & the Freshsales team accommodated our custom requirements

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

The search and filter features are well built for extensive database querying. Also option to create custom sales pipelines are well built.

Nachteile

The reports and analytics feature should be developed further

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 BEST part about Freshale's is the endless capability for customizations and integrations. This allows users to create systems of follow up with multiple points of contact to the client. The new future to manage duplicates was a great addition. I also love the capability to attach documents to client files, really comes in handy.

Nachteile

The system is relatively easy to understand however when it comes to usage I find it's very clunky. I can see how the open set up and free customization may overwhelm even experienced users. I would even say that, the coders and web designers at freshsales had more of an influence on this product then the relation management professionals. It sort of like a "Droid" cell phone. The technology in the phone is superior and far more advanced, yet users are not acclimated to the application of it. I would like to make two suggestions to address such.

First, I'd like to point out that even though I'm bring this up in the 'con' section, I have NEVER had a problem with Freshsales support team. When in reference to the wieldiness of the software I think that Freshsales could benefit from a hand on approach and a thorough process in training the users. You see if the users understood Freshsales as much as you folks do I'm certain the above 'con' would be null.

Second, in relation to the same 'con' described above I believe this can be solved more directly. What I mean by that is creating an internal prioritization based on recent actions, recent stage changes, number of exchanges, lengths of conversation and what ever variables you guys think that can measure and use as info to prioritize leads. Then possibly a dashboard view, displaying these prioritized leads as well as up coming tasks and appointments, metrics on call volume and possible targets or goals.

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

We use the WhatsApp. marketing on a weekly basis

Nachteile

WHatsApp journey gliches, although this may be a fault with Meta

In Betracht gezogene Alternativen

Zoho CRM und Zoho Desk

Warum Freshsales gewählt wurde

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.

Gründe für den Wechsel zu Freshsales

We liked the sales approach from Freshsales

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

They always remember to say "thank you for your patience" when telling us our support tickets haven't been resolved yet.

Nachteile

Off the top of my head:

The program will randomly delete calendar events, sending cancellations to prospects but not alerting the user. Multiple meetings were missed because of this. It's been 3 months since we reported it and no fix has been offered. Subsequently all the calendaring has to be done manually.

The email editor will randomly delete the line ahead when hitting the backspace key or the space behind when hitting the delete key. To make it interesting it will sometimes do nothing when you hit either key.

We have a report in the system showing overdue tasks. This report keeps pulling tasks that have actually been deleted from the system. There's no way to clean up the reports because you can't access the deleted tasks they are listing.

We just switched credit cards for the account because the previous was expiring. This came at the same time that they've extended us a credit because of all the problems we've had with the system. The result is that the invoice due is less than the minimum charge level on the card ($0.01 due, $0.50 card minimum). As a result they haven't been able to add the card and we keep getting a banner stating access is cut off in 2 days. They've stated this has been fixed but the banner is still there.

Those are just a few things... did I mention that if you take notes in the Notes section of a Calendar event the system will randomly forward those to the other party? Found out about that one the hard way...

Vorteile

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.

Nachteile

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.

Vorteile

I have been using this software for one and a half years. I initially only used the live real-time chat feature, but now I use its premium capabilities to manage my leads and send them updates and sales pitches using the simple campaign manager. I adored the user interface because it requires little intelligence to comprehend the things you need to achieve your goal. I have made use of their reporting capabilities, which aid in my decision-making based on campaign results.

Nachteile

If they offered interaction with other social networks in addition to LinkedIn, such as Instagram and Facebook messaging, I would adore this feature. They only have a few integration modules at the moment. Additionally, handling and transmitting files takes considerably longer than importing them, and occasionally it gets stuck, forcing me to repeat everything.

Vorteile

The customer support panel during the free trial is insane. It's like a live chat that responds usually within 15-30 mins. The tricky part is when you move to a paid plan, that vanishes completely.

Nachteile

This software has a number of issues. It is definitely not user friendly.
A number of issues plagued our entire experience, making it impossible for us to get anything done out of it, ranging from
1. City Options in the lead generation form would show up as Option 1, Option 2, instead of the City names, and this was setup by their engineers.
2. Multiple product fields, confusing customers, and us as well, and this was also setup by their engineers.
3. Account manager would promise to call, but we never had one call from him or there wasn't a single appointment he could keep in 8-10 months.
4. If by chance your account is downgraded, be prepared to lose your own data.
5. If you want to migrate to another service, there is no migration/export options.
6. Solution actually has lesser features than Google Suite, which is offered for free.
7. Email syncs have issues, and randomly connect/disconnect.
8. Integration with Facebook leads do not exist, you still have to buy zapier to integrate, in a way, for anything extra you need, you make another purchase, almost discounting the value that this could have.

Vorteile

I made first experience with SAGE CRM and Salesforce before I started with Freshsales. Implementation was very easy. I use it every day to follow up on sales leads and I send out a newsletter every month. But the best thing about Freshales is the support by Chat. You get immediate responses and help so that can get the job done. In most other CRM solutions there is either no support or it takes forever to respond.

Nachteile

nothing really, Sometimes I miss functionality that is only available at higher costs by purchasing more expensive plans

Vorteile

I really like the fact that this CRM allows me and my company to keep track of the prospects we are working with, we can keep track of the last contacts, if we made a phone call or an email and save tasks to continue working in the future. Is also a great tool to keep track of the pipeline process with financial information and pending tasks.

Nachteile

Keep all the prospects updated is one of the topics they can improve, is not easy to always have all the team to work on a lead and add the information, and is better to work on a computer than on a phone app, in the construction field you are always traveling and is really hard to have a laptop with you so I think a mobile version with better options and more user friendly is better.

Vorteile

this software is perfect for managing thousands of leads and it is simple and easy to use. This software has made my job so much more convenient. They also have a 30 day free trial so you can decide if you like it or not . Thats what we did and we wound up finding it resourceful and now use it on a daily basis. It has helped my sales go up in a huge way especially by helping me keep my leads organized.

Nachteile

It would be cooler if there was a dashboard of some sort that gives you an overview of sales and leads. You have to always log in to see everything which is not a bid deal, it could be worse. Other than that it is awesome software it has really helped grow my sales and I have no other complaints.

Vorteile

Good all round CRM for small organizations loaded with lot of good features.

Nachteile

Reporting has limitations and the interface is not fluid compared to others in the market. Customer support is a challenge across Freshworks.

In Betracht gezogene Alternativen

Zoho CRM und HubSpot CRM

Warum Freshsales gewählt wurde

Looking for marketing integration

Zuvor genutzte Software

Pipedrive

Gründe für den Wechsel zu Freshsales

We took a trial and found it decent enough

Vorteile

Freshsales makes creating and tracking leads for our financial services firm a breeze. You can integrate it within your email in order to track your prospects behaviors, which is extremely helpful. Makes your life easy when it comes to managing your deals and creating reports to track your progress. It is also very inexpensive for what you get!

Nachteile

There are other CRM software packages out there, some of which offer more features than Freshsales. In my opinion, Freshsales provides the most "bang for your buck" when it comes to a CRM system.