Freshworks CRM Reviews

it was the only free CRM and it was soo good considering the prices for similar features on paid crms

the right side layout is sometimes confusing

gather all my clients info into wone place we had an issue Disorganized customer data Freshsales addresses the challenge of managing customer data by providing a centralized CRM platform including contact details, communication history, and deal progress, in a structured and easily accessible manner.

The product continues to "usefully" evolve! And, I get to "usefully" evolve with the software!

There's a few small features that I'd like to see addressed that don't get addressed

I am a start-up and keeping track of my evolving client base!

Insight of all communication of your leads to customer tracking, The fact that it can set reminders and link with your google account. No limitations on most features, This app is amazing for the sales force.

I need an option to put a client on hold and automate a tast to revisit any old clients

I havent had a problem as yet to assist me with this feature.

I love all of the tools available at the free level, with the ability to upgrade for a reasonable price.

Reporting is still difficult to set up and I find myself always in need of support.

Ensuring all of my clients are being interacted with and no conversations are lost.

Freshsales went above and beyond to help onboard our company. They took the time to train my staff and help us get fully setup and ready to go with zero downtime. I am very pleased with Freshsales as it meets all our communication and marketing needs.

The only downside is that the system is a bit complex... but this is good because with the proper training and setup you have powerful tools at your use. Just invest the front end time to get setup properly.

Freshsales helped us put all our email marketing and customer communications in one place.

I like that is had always been easy to navigate and now it is more user-friendly.

Activities Dashboard does not have option to choose number of items to show.

I get to do many tasks all in Freshsales -- send emails, save/access contacts, create and manage tasks/meetings/sequences and track these, among many others.

Freshsales helps keep myself and my team organized and on track throughout the day. We're able to offer ample customer support and easily review interactions.

The only thing I dislike is how few of the features I use daily. I wish I used more features of the program more frequently.

Freshsales offers a level of organization that other programs we work with does not.

Exceptional Value and Support:

Freshsales stands out in the CRM market for its exceptional value. The commitment of their team goes beyond expectations, as they proactively reach out to ensure users are well-versed in utilizing the platform. The availability of training sessions is a testament to their dedication to customer success.

Simplicity and User-Friendly Interface:

The simplicity of Freshsales is its most striking feature. Unlike other platforms that often feel cumbersome and clunky, Freshsales offers a streamlined, intuitive user experience that makes it accessible even to those who might not be tech-savvy.

Comprehensive CRM Solution:

Freshsales exceeds expectations in facilitating sales, marketing, and client relations. The platform’s robust features align seamlessly with business needs, ensuring that the investment in the tool pays off by contributing significantly to the success of these core areas.

Upsides:

Ease of Use: The platform is user-friendly, allowing new users to navigate and utilize its features without a steep learning curve.

Customer Support: The Freshsales team is always within reach, ready to assist with any issues or questions, ensuring that users can maximize the platform's potential without delay.

Comprehensive Tools: The platform is equipped with a wide array of features that cater to various aspects of CRM, making it a holistic tool for businesses.

To be candid, there isn't a component of Freshsales that falls short for me. Any time I've encountered a hurdle or had a question, the support team has been there to assist me in learning and overcoming the challenge. Their customer service and the platform's capabilities have ensured that any potential dislikes are swiftly addressed and resolved.

Information Accessibility:

Freshsales serves as my informational hub, presenting a crystal-clear snapshot of vital data when I need it. This immediacy in accessing relevant information has been a game-changer, allowing me to make informed decisions swiftly.

Account Management and Follow-ups:

One of the common challenges in CRM is keeping up with the myriad of accounts and ensuring timely follow-ups. Freshsales has provided a solution with its intuitive interface, reminding me to re-engage with accounts I haven't touched in a while. This helps maintain and nurture customer relationships without letting any slip through the cracks.

Streamlined Communication:

Communication is the backbone of customer relations, and Freshsales has significantly simplified this aspect. With customizable templates and sequences, sending out emails has become a breeze. The ability to automate and personalize correspondence saves time and enhances efficiency, ensuring that my outreach is both consistent and impactful.

Benefits of Using Freshsales:

Enhanced Productivity: By reducing the time spent on administrative tasks, Freshsales frees up my schedule to focus on strategic activities that drive sales and growth.

Improved Customer Engagement: The CRM's reminders and automation capabilities ensure that no customer is forgotten, leading to better engagement and customer satisfaction.

Simplified Workflows: With email templates and sequences, I can reach out to customers and prospects with ease, creating a smooth workflow that eliminates the tedium of manual input.

In essence, Freshsales is not just a CRM platform; it’s a comprehensive solution to several complex problems, facilitating a more organized, efficient, and effective business operation.

Freshsales is a userfriendly CRM that is constantly looking for ways to improve. I like that they not only take feedback, but actually implement it. It syncs up easily to your email and allows for seamless work across different platforms like Google calendar/Gmal and Acuity.

I wish it would not ask to duplicate leads when they have different locations. Sometimes there will be a lot of leads with the same name (i.e. Jennifer Smith) and FS will automatically assume it is a duplicate. If it was somehow able to identify a difference in, say, location or company name, it would make the AI work in our favor with more ease.

Keeping track ouf all of our leads, helping store not only the information we need to connect with them, but also any previous email exchanges in one place (makes internal communication a lot easier). It also helps keep track of our sales and leader boarders through their reports feature, as well as use and create email templates for faster communication with leads/clients.

I like the User interface. Its simple & smart. Overall the interface is very clean & easy to understand. When you use a cluterless CRM you focus on what you are looking for instead of extra distractions. I like the feature that it gets easily linked to clients Linkedin profiles so we can easily connect & send connection requests.

Please add features like widget on Outlook to link emails from the Outlook pane to the Freshsales similar to what Salesforce has feature like Salesforce lightning. This will help in maintaining accurate records.

Reducing time in searching for leads, classifying leads & keeping us updated on activities etc.