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

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.

Nachteile

Notifications although automated can sometimes be delayed.

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

User-friendly interface with a customizable dashboard and pipeline views.Extensive contact and lead management features, including lead scoring and segmentation.Advanced reporting and analytics tools for tracking sales performance and pipeline health.Affordable pricing plans with a generous free trial period.

Nachteile

Limited customization options for email templates and campaigns.No built-in social media management tools or lead generation features.Customer Support can be slow to respond to inquiries or issues.

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

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

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

Vorteile

When you are a one-man band, I need as much automation as possible. Freshsales offers that and is the best at it.

Nachteile

They have a limited list to integrations to other products in the market.

Vorteile

Fresh is amongst the best and most easy to use software platforms we found for our sales team. The interface worked well for our staff and it was easy to set up

Nachteile

Some of the integration to Freshdesk could set up 'out of the box' and embedded into induction/training

In Betracht gezogene Alternativen

Salesforce Sales Cloud, HubSpot CRM und Zendesk Suite

Warum Freshsales gewählt wurde

Interface for Sales team, they couldn't get used to layouts/interface

Gründe für den Wechsel zu Freshsales

Better value for money and clear pricing. We found to get like for like functionality with Fresh the 'market leaders' had so many hidden costs and didn't offer an any better end product.

Vorteile

It is easy to add accounts and contacts manually or by uploading a CSV. Rich features and easy to navigate.

Nachteile

The sales process was hard because we started with an inside sales rep because we are a small group. We ended up with a corporate account manager at the close because of the size of our organization

In Betracht gezogene Alternativen

NetHunt CRM

Gründe für den Wechsel zu Freshsales

The price was equivalent for our small budget but they were the only one to work with us to get a PO and setup through our campus procurement.

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.

Vorteile

Intuitive workflows - can get started within a few minutes.
No training or certification needed. Offers great documentation and free Support.
Diversified into almost every domain that users need from a CRM.

Nachteile

Faced 2-3 roadblocks during implementation, was tough to get it resolved.
Better product classification/design to simplify their offerings.

In Betracht gezogene Alternativen

Zoho CRM und HubSpot CRM

Zuvor genutzte Software

HubSpot CRM

Gründe für den Wechsel zu Freshsales

Ease of use, great brand value, product roadmap covers most of our upcoming feature requests.

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

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

We are using Freshsales together with Freshdesk and it is the perfect solution to help our customers and manage all our relationships with them in a quick and simple way through an effective streamline.

By adding the Freshasales API code in Freshdesk, the tools are automatically synchronized in order to keep track of the relationships that have occurred with all users.

Freshsales helps to reach specific goals by setting up a valuable deal for each lead imported inside it. The deal management is really intuitive, just like all the other features available. The contacts can be easily imported uploading your customer lists in csv or similar file format.

The CRM offers a built-in phone, an integrated email system, a user behavior, tracking, and a reporting system.

As already written, Freshsales is really intuitive and easy-to-use thanks to its accessible menus and filters. There is also the possibility to customize some overviews in order to keep all essential information at your fingertips. It is possible to automatize pipelines and workflows as needed.

Freshworks tool offers a great help desk, you can get support by email using the ticket system, by chat or telephone. The support team is always ready to help.

Nachteile

Some automatic reminders are missing. You can’t set specific alarms to be notified when a customer doesn’t get back to you or similar.

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

It is very customizable and easy to get up and running -- especially for a small company that needs a strong CRM

Nachteile

Some of the interface is still being developed. For example, adding a call log or editing a field are under the same icons.

In Betracht gezogene Alternativen

Copper

Warum Freshsales gewählt wurde

Cost and functionality

Zuvor genutzte Software

Salesforce Sales Cloud

Gründe für den Wechsel zu Freshsales

They were also a new startup

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 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

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

Freshworks is good Value. It can do a variety of tasks, marketing journeys and sales emails are effective.

Nachteile

Sometimes it can be a little bit clunky and things like workflows do not work that effectively. We've found it hard to manage across different projects.

In Betracht gezogene Alternativen

Salesforce Marketing Cloud, Salesforce Sales Cloud und HubSpot CRM

Gründe für den Wechsel zu Freshsales

Better value

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.