Freshsales Reviews

I work as a Dietician and Nutritionist, manage a homeopathy clinic, and also create health education content. What I like most about Freshsales is that it is easy to use and did not take much time to set up. The interface feels straightforward, so managing daily work is not complicated. I regularly use the contact management and lead tracking features to keep nutrition consultation inquiries and wellness program prospects organized. It helps me see who has been contacted, who needs a follow-up, and which inquiries are still active. The pipeline view is also useful because it gives a clear picture of where each opportunity stands. Instead of checking different notes or messages, I can quickly review progress and plan the next action. Another thing I like is the task and activity management. I can schedule follow-ups, add notes after discussions, and keep track of important client interactions in one place. This is helpful when handling multiple consultations and health education projects at the same time.

I also use it to maintain records of people who show interest in diet plans, wellness programs, and health awareness activities. Having contact details, communication history, and follow-up information available in one system makes day-to-day coordination easier. The email and activity tracking features are useful for monitoring ongoing conversations and ensuring that important inquiries are not missed. This helps maintain better communication and follow-up consistency during busy work schedules. The performance has been reliable during regular use. Pages load quickly, contact records open without delays, and moving between leads, activities, and pipeline stages feels smooth. Overall, it provides a good balance of features without making the system feel overly complex.

I like the reporting features, but when I need a very specific view of lead activity or follow-up performance, I sometimes spend extra time adjusting filters and report settings. The information is available, though creating a highly customized view can take a little more effort. For standard reporting it works well, but for more detailed analysis I occasionally need to refine the report settings before getting the exact view I am looking for.

Freshsales adapts well to our cross-border freight sales and compliance routines. Its fully customizable sales pipeline lets us build process nodes matching actual transportation transactions, embedding verification standards for ADR dangerous goods and GDPR data governance. Integrated activity archives record all negotiation and communication details, forming traceable business records. Automated reminder functions prevent missed client follow-ups, and unified customer archives greatly streamline daily regulatory inspection preparation work.

The platform falls short on native linkage with professional logistics management systems. We have to adopt manual import and export methods to synchronize freight price and shipment data, dragging down operational efficiency. It carries no preset compliance specifications tailored to German transportation laws, forcing us to manually create custom fields to meet risk control demands. Custom audit report output is rigid, requiring repeated format adjustment before submitting official compliant documents. Multi-party collaborative deal management also brings cumbersome page navigation experience.

It unifies scattered client communication records and business documents, replacing fragmented offline file management. Standardized sales phases stabilize negotiation progress, accelerate partnership confirmation with carriers and cargo owners, and align internal sales and dispatch teams. Built-in data recording specifications effectively lower regional regulation violation risks and simplify routine compliance inspection procedures for local logistics enterprises.

Freshsales has been a useful CRM platform for managing leads, tracking sales pipelines, and improving overall sales workflow visibility.

The data does not show up fast, takes a bit of time to load the updated information.

Freshsales helps me keep track of the timeline, and it’s easy to read and follow.

The most helpful tool in FS, for me, is the integration tool. It makes it really easy to get tasks done. I also like the user-friendly interface and the way they handle confidential data. On top of that, it’s affordable and comes with good customer support.

If it’s your first time using these tools, you’ll probably have a hard time understanding how they work. They’re a bit complex, especially if you’re new to the industry, so it can take some time to get familiar with everything.

Freshsales solves my problems when it comes to business workflow and lead management, and it helps me get a better ROI for the business. The UI and UX are both good and easy to work with.

I like that Freshsales acts as a centralized repository, putting every email, call, and meeting in one place like a dashboard, which helps me know what each discussion was about. The lifecycle feature enables me to track the progress of a deal, see who needs a nudge, and automate manual tasks like sending emails or setting reminders. I appreciate that it helps me prioritize leads, focusing on those with a higher chance of success using Freddy AI. I enjoy the activity tracker which provides a timeline of each touchpoint, enabling my firm to reach out at the right time. I also find the automated sequence for outreach smart since it stops whenever the customer replies, and the ability to make calls directly via the CRM is really handy. The layout is great and makes navigation easier. Furthermore, setting it up was easy for my team and me, and it saves us time by reducing the need for accessing multiple apps.

1. The mobile app is slow and not all features are available compared to the desktop version. 2. Sometimes data extraction for leads is not accurate, so a double-check by the team is necessary. 3. It lacks integration with third-party platforms like Marketo, Pardot for marketing, and Netsuite and Sage for accounting.

I use Freshsales to centralize contacts and interactions, automate tasks, prioritize leads using AI, and track activity for strategic outreach, saving time and improving decision-making.

I like using Freshsales because it's incredibly easy to use. The initial setup was very easy, which was a big plus. I also appreciate the notification feature that helps with client follow-ups, ensuring perfect tracking.

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I use Freshsales as a CRM to track leads and client projects, ensuring perfect tracking and follow-up.

I use Freshsales for management because it offers easy access to my working contacts management and sales management services. I like how easy it is to use; just a tap and almost all work is done. There are many more features in the application like managing our work, setting reminders, or even automating some tasks with it. The initial setup was very easy. Overall, compared to Zoho CRM, Freshsales is much easier to use.

I think its user interface can be improved by adding more features in profile. Some functions are in two slides, I mean one in another, which can be improved by setting them on top or on the profile page.

Freshsales provides easy access to contacts and sales management, making it user-friendly and efficient. It helps manage work, set reminders, and automate tasks with just a tap.

It is best CRM as it creates proper sales funnel for my sales team. I can separate leads like cold lead, hot lead, warm lead & much more it has in it. The user interface is too easy to use.

I have used so many CRM in past couple of year. But trust me Freshsales is one of the best CRM I have ever used. So, I am really sorry to say that there is not to dislike about this CRM.

Yes, I recorded for best sales froces.

We receive multiple leads a day. As nature of our business to close any lead it takes 2-3 week and we need to organize those lead on a priority basis. This job is easy to handle im Freshsales.

I like Freshsales' easy interface, automation features, and lead management system the most because it helps speed up the sales process. Its easy interface is very helpful for my team because even new users can quickly use it without training. Automation features like follow-up reminders and task assignment have reduced manual work and no lead is missed. The lead management system clearly shows the sales pipeline, making it easy to understand priorities and make quick decisions. Due to these features, the overall sales process has become more organized, efficient, and time-saving. The initial setup of Freshsales was smooth and simple, thanks to step-by-step guidance and a clear interface, allowing user setup, lead import, and basic automation to be quickly configured.

Freshsales overall is quite a good product, but sometimes the advanced automation and reporting features seem a bit complex, especially for new users. If there were simpler tutorials or guided setups for these features, onboarding could be even easier. The mobile app performance could also be improved a bit more.

I use Freshsales to manage sales leads, track customer details, and for follow-ups. It avoids the problem of manually tracking, automates follow-ups, keeps customer data organized, and clearly shows the sales pipeline so that no deal is missed.

I like Freshsales because it's easy to use and organize, and I can customize it to the way I like to work. The ability to make my own filters is valuable, allowing me to see leads that have not been contacted in a while, fresh leads, and those that were potentially closed on the resolution side of my business that need to be addressed. There's a lot of value in how intuitive some of the setup is. I also know it integrates well with other tools. The initial setup was super easy and refreshing, especially as I've used other CRMs before.

Sometimes when I'm taking notes in Freshsales, it bounces me to the bottom or the top when I freshly enter into the notations.

It helps me organize my pipeline, ensuring all case files and leads are properly managed.