Freshsales

I use Freshsales to manage leads for a company that has customers. I handle customer relationships in one place where I mark them under bucketing, bucketing them under different stages to check how the sales guys are doing. These sales guys and clients work for our client, and I monitor their stages on Freshsales.

What I like most about Freshsales is that it gives clarity. It provides proper visibility because it is a CRM where I can monitor everything. Without this tool, I would have to do it either in Excel or manually. I can create reports around it. It is a shared CRM where everyone has access and whoever needs to report and monitor can do so.

What I dislike about Freshsales is that it is a bit complicated and the initial setup is very difficult. It takes a lot more time to customize it according to your stages and use cases. I also require an external person to set this up for me, or I have to hire someone specifically to set up the system.

Regarding the initial setup of Freshsales, I have to mention my stages, bucketing, and set up all the processes, including how the leads will flow and what the customer's cycle looks like. It takes at least a month or 45 days to set this up, process it properly, and check whether the automations and workflows are working. Then I onboard all the team members I want to use Freshsales. Thirty to 45 days is the rough timeframe I have realized. As I start using it, if I see any flaws, I correct them.

Freshsales stability is good. These guys are stable, and it is a very renowned company. Whenever they have any maintenance downtime, they notify me before I get notifications about it, but it is very rare. I do not have such issues.

Regarding Freshsales scalability, adding a team and scaling it up is not a problem. However, setting up different processes and different life cycles is a bit complicated. If I onboard more team members and scale the team, it is not a problem at all. I can multiply it multifold very quickly and very easily. It is very simple.

Freshsales does not require any maintenance on my end, but the vendor provides maintenance.

Freshsales initial setup is a bit difficult. I have to mention my stages, bucketing, and set up all the processes, including how the leads will flow and what the customer's cycle looks like. It takes at least a month or 45 days to set this up, process it properly, and check whether the automations and workflows are working. Then I onboard all the team members I want to use Freshsales.

For the deployment of Freshsales, usually vendors do it and they have a team for different processes. For this particular company, I know there was one guy who used to do it, but he has his backup team at the back end who also does certain other things based on the requirements.

When it comes to the pricing of Freshsales, most of them are very similar. HubSpot and Zoho are the two competitors I have used. Pricing-wise, it is doing good. I can negotiate it on a case-by-case basis, but it is not very costly. These three are very nearby in terms of pricing.

I use some AI-driven insights with Freshsales. It shows some predictions based on scoring, but I do not rely on that much at the moment.

Regarding the predictive scoring in Freshsales, because I do not rely on it, there are certain other things which are answered but not on Freshsales. Not everything is marked on the CRM. For me, it is not very good. I usually do it according to my prior history and prior learnings. I do not rely on that very much, and I have not checked it properly. I just see it on the CRM, but I do not rely on or use it much.

I have used the workflow automation in Freshsales for bucketing, emails, and lead cycle. If I have to change them to a customer, I set up how I want them to onboard and what initial emails they should be getting. I have used it, and it is quite good, but it is a bit complicated. I have to set it up in great detail with what exactly should happen after each particular step.

I would rate this review 9 out of 10.

I primarily use Freshsales as a sales CRM software. It is very easy to use, and it provides me with all the information I need about a contact. That is, it gives me a 360-degree view of my accounts or my contacts and helps me reach out to my leads and customers in a better way.

Any information about a lead, any information about a contact and an account gets stored in Freshsales. It helps me manage my sales pipeline and also visualize my deal progress and my sales target. I would know what is in my pipeline, how much I can generate for this month and this quarter, and what the status of the deal is. My team and I can effortlessly engage with our prospects and customers, and I can know where my customer is on the sales pipeline with the help of Freshsales.

One unique thing that I use with Freshsales is the built-in email and the built-in call phone function. With Freshsales, with the account information that I have, I directly reach out to customers via Freshsales without any third-party application. That is also something very useful with Freshsales.

One great thing about Freshsales is the dedicated workflow template and the email template that it offers. I can easily send cold emails or beginning emails to my leads or customers with the help of Freshsales, directly through Freshsales. The Freddy AI feature in Freshsales helps me generate the email content easily, and there are also many built-in templates available. That helps me create content and reach out to my leads and customers in a much quicker way.

One more thing that I appreciate very much with Freshsales is the dashboard that it offers, the deal dashboard or the progress dashboard. It gives me the complete picture, a 360-degree view of what is in my pipeline, what is there about the customer, and what the major pain point the customer is having. That will help me reach out to them in a much more personalized manner.

The workflow templates from Freshsales handle everything from welcome emails to call reminders to different social media connections. That gives me a complete picture of what I am doing in terms of my pipeline. The welcome emails are basically very much useful because there are many built-in templates available, and I can just pick and choose from that. Freddy AI in Freshsales helps me draft contextual sales emails, receive actionable deal insights, and it helps me basically never miss out on any revenue opportunity. Wherever there is a revenue opportunity, I will be able to crack it with the help of Freddy AI.

I get a 360-degree view of the customer, so I need not go to different places to fetch the customer data. Everything is available in a single centralized dashboard. That has helped me save a lot of time. I would say about 40% of my overall time has been saved with the help of Freshsales. This has directly impacted my overall working efficiency as well. I would say 25% improvement in my overall working efficiency with the help of Freshsales.

After adopting Freshsales, I am now able to run much smarter sales campaigns with the help of the contextual sales emails that Freddy AI is helping me generate. I am able to run smart email campaigns. That has helped me generate leads, then capture and qualify the data in a much more qualitative manner. That has helped me gather a 360-degree view of information about the customer. I can easily plan my entire sales process with the help of Freshsales because there are Kanban-style dashboards and views available, which helps me configure and control everything by dragging and dropping different cards in different pockets. It is also easier to collaborate with Freshsales with different team members. The marketing team, the sales team, and the product team can all collaborate easily. That has helped me save a lot of time and improve my overall efficiency.

One thing that Freshsales can improve is making it much easier because it is not quite easy for everybody to get a grasp of the entire CRM software. It is quite vast and quite complex. Perhaps more knowledge-based documents can be introduced. Apart from that, I do not have any major complaints.

The integration in Freshsales is quite good because it is easily integratable with many other Freshworks software as well as with third-party solutions. The integration is quite good. Perhaps in the reporting feature, it takes some time to process the reports due to the amount of data that it handles. Apart from that, I do not have any major complaints with Freshsales so far.

I have been using Freshsales for about two and a half years.

I believe Freshsales is a highly stable solution. Being a cloud solution, I have not faced any downtime so far. It also handles a lot of data with ease, so it is highly stable.

Freshsales is very easy to scale. The number of users can be added via the admin user itself. I have increased my overall users from seven users to 14 users. It is highly easily scalable in my opinion.

The customer support is quite good. They are very knowledgeable, very dedicated, and very prompt, which is something that I appreciate. I would rate them a 10 on 10.

I was using a solution called Zoho CRM, Zoho Sales CRM. I did not like the UI and I did not appreciate the features of that particular software. That is why I switched to Freshsales.

In terms of pricing, I would say it is low pricing or it is a very cheap product for the amount of services that it offers. I would definitely rate it very high because of the price itself. In terms of setup, it was quite easy to get everything set up. It took around a week for me to get everything implemented and set up, so it was very smooth for me.

I did not use an implementation team.

I have definitely seen a return on investment. Earlier, when I used to send out emails through email campaigns, I used to have a lot of no-show rate or bounce rate. With the help of Freshsales, I have brought it down to, I would say, 30%. That is something that is very much useful for me. I have also increased my overall sales by about 25% after the introduction of Freshsales because I am having more qualified leads than before with the help of Freshsales.

I did not evaluate any other option. I knew about Freshsales and I went ahead with it because it suited my requirement.

One thing that made it stand out for me is the inbuilt templates that it has for email generation, and I get an AI-powered score for the contact. I call it contact scoring. It gives me a score for my lead or for my contact, which helps me build some insight and build some knowledge before I reach out to a customer. That is something that is very much useful with Freshsales. Via Freshsales acting as a centralized repository, I am able to reach out to my customers via emails, via calls, via social media, everything from a centralized place. That is also something that is very much useful with Freshsales.

I think it is a highly secure platform. The AI has its own governance laws and rules. It is a highly secure and highly stable AI solution.

It is very great, actually. It is very much accurate and very much reliable in my opinion because I use Freddy AI to generate the email content, and whatever prompt I gave, it delivers exactly to my prompt, and each time it delivers even a better result than the previous time. It is highly reliable and stable in my opinion.

I would definitely urge anyone to use a centralized CRM, sales CRM like Freshsales because they get a holistic view of their customer data, which in turn will help them only to reach out to their customers in a better manner and convert them to paying customers or revenue-making customers. Freshsales will give a holistic view and help convert better.

Freshsales is a much reliable and much useful software for any business that wants to convert leads to customers to revenue. I would definitely invest in a software like Freshsales. It is quite good for the money that is being spent on it. It provides a lot more value. I would rate this review a 10 on 10.