Freshsales

Benefits:

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.

Drawbacks:

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).

In sum:

Before Fresh sales, my team and I were using SalesForce. It was far too messy, complex, and I had more meetings with my team to try and figure out the details in a month than I've had in a quarter! We decided to take a look at Freshsales when it came out (end of 2016 I believe), mainly because we've been using Fresh Desk for years and wanted to give them a shot. After the demo, it was a no-brainer. Once we got our account, it took me maybe a week to set everything up and we were ready to go. The interface was just so sleek and stripped down of all those unnecessary fields and options. I could see what was happening, when, and finally what to expect (the latter being very important for any sales manager). Overall, it works just so well for us (small family owned business) and we won't be looking to change anytime soon.

Benefits:

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.

Drawbacks:

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!

Benefits:

The ability to customise everything around the business and needs is great. The default settings already in place are already great and give me a lot of inspiration on how I want my system to look. I love the fact I can make reports on pretty much any category I choose. This is particularly good for updating different clients on their cases.

Drawbacks:

The only issue I have which is very minor, is that when uploading files to cases it can only be done one by one and you cannot load files in bulk. It would also be great to have a drag and drop feature for files.

In sum:

Our company has never had a CRM system before and we did everything via paper files. Incorporating a CRM was the way for us to bring our company into the future and grow our client base. As you can imagine trying to find a system that works for everyone is difficult especially when alot of my colleagues are not familiar in complex computer tasks. We have tried a few CRM systems, and all apart from Freshsales were far to complicated and overpriced. Freshsales stood out from the rest due to it's ease of use and instant online support. Since using Freshales there has been a dramatic change in the business for the better. Things are more organised and files never go missing like before with the paper files. Communication is far better between colleagues as we can all see each others updates and dashboards. We can now all help each other out, as all of our cases for different clients can all be viewed together. Freshsales is definitely something I cannot live without now it has been introduced.

Benefits:

Has about 90% of the advanced features in pricier CRMs like Hubspot, for a fraction of the price. Super-friendly user interface, great support. Highly recommended!

Drawbacks:

APIs still need some work. Migrating from Hubspot is a bit messy - the built-in process doesn't work too well. Missing the ad platform integrations as in Hubspot.

In sum:

Overall, a great piece of software for a great price.

Benefits:

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

Drawbacks:

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

In sum:

Very responsive and their support is fast

Benefits:

Well, you never have to come across different software to process your marketing and sales activities separately. Freshsales has provided all access in a single platform - from email campaigns, generating leads, doing follow-ups, and segregate those leads as per their priorities. - The Analytics & Reports are also very helpful and gives the true image of growth progress, you can even customise those reports as per the type of lead generated. - It can create links with prospect profile over social sites, it easily fetches all relevant data from the site itself to the CRM, which is cool. - The best thing that really drives you to go for this CRM is its rich user experience.

Drawbacks:

They are doing great, but there is always something to make even better, they can work a little bit on the dashboard functionality.

In sum:

A great platform to push your sales activities with proper follow-ups.

Benefits:

It's basically an easier, more functional, cheaper Salesforce. The nice thing about the Freshworks stuff is it all can be tied together. So your freshcaller can be push a case to Freshdesk or Freshsales.

Drawbacks:

I think the one thing about software and especially this type of software is that it's always frightening for other uses to get acquainted with it. I wish it had a nice little intro for our new sales people when they get started for the first time.

In sum:

Slow to start but now there is no looking back. In this day of age it's all about tracking and setting up your future business for success. After a few years the system builds out pretty much every contact with every company that we will ever need besides new companies.

Benefits:

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.

Drawbacks:

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

Benefits:

If you want the functionality and capability of SalesForce for your medium sized business but you just don't have the budget, then FreshSales is the right software for you. I guarantee you you will be blown away by the functionality and the outputs you get from this for a fraction of the investment on what other corporates invest into their Sales CRM. There is too much to mention. You can synchronize emails to customers and the software is very easily customizable. It can be integrated quite easily with other software to enhance functionality. My medium sized businesses are over the moon with this software. From the reports you get, you can easily analyze the sales process and wee where the bottlenecks are.

Drawbacks:

Freshsales is priced on multiple users. This can get quite expensive for smaller businesses trying to tes out certain sales strategies. This is why I would recommend this more for medium sized busiensses.

In sum:

Freshsales has made the process of managing leads and communicating with them till they become contacts through to client a more manageable process for our clients. it has also worked well for us. Freshsales is really the Sales force for the emerging enterprise.

Benefits:

There are number of pros but I will highlight couple of them. 1) Even the free version of the CRM is quite impressive and fully packaged to handle an organization's CRM requirement. 2) The team pushes the update on regular basis and the updates are quite thoughtful 3) Email configuration 4) Custom url for your organization 5) Unlimited agents even in the free version 6) Tasks & Appointments is what I like the most

Drawbacks:

Proposal/Quotation and Invoicing is not there currently. but, I am sure the team will have it in their bucket list.

In sum:

We have been using Freshales for over an year now and our experience has been quite superb. I really appreciate their thoughtful updates on regular intervals.