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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.

My main use case for Outreach is to sequence and create workflows that guide us through prospecting and outbound activities.

A specific example of how I use Outreach for sequencing and workflows involves pulling a list of targeted prospects, usually from Store Leads or Apollo, or a combination of the two. From there, I leverage the integrations with our CRM. I have used it most commonly alongside Salesforce, allowing me to quickly pull in the contact data to add prospects to whatever sequence. It first sends out the email based on whatever steps I provide, then reminds me to place a phone call or follow them on LinkedIn until that task is complete. At the end of it all, it provides data and reporting so that I can see how effective each of those steps were, including open rates, emails that bounced, who answered, who expressed interest, and who unsubscribed.

I have also used Outreach when it was not necessarily needed for the prospecting piece or the sequences, acting as a bridge to connect two different platforms that we had that did not integrate with each other, specifically Salesforce and Nooks.

The best features Outreach offers include reporting, as you can do many things through other tools, but you do not really have visibility on effectiveness. Additionally, it keeps everything organized and is easy to use once you get familiar with it. While it takes a bit of setup initially to create workflows, it becomes very intuitive and sometimes automatic at each step.

For me as an Account Executive, the most valuable insights or data from the reporting features include knowing not only when my prospects open an email but the number of times they do. I want to see if they have opened the email multiple times, as those are signals that matter and indicate that the deal is hot, prompting me to follow up immediately.

Outreach has positively impacted my organization by streamlining how we work individually and allowing us to see what others are doing. If a peer of mine is having success with the same type of workflow, it indicates to me what steps I might be missing and allows me to clone or duplicate an effective sequence for my use.

Outreach can improve because it can be overwhelming due to its robustness. It is not plug-and-play; it requires setup and customization for meaningful analytics, which is great once fully configured but involves effort to comb through reports initially. It is also better suited for sending many emails quickly, which is not always ideal. The AI recommendations can sometimes be hit or miss, and while I always review them, they do not always get it right.

I give it a seven because the integrations I have experienced affect its effectiveness. With Salesforce, for example, the data quality issues we faced made Outreach less effective, as it pulls in messy data leading to duplicates and incorrect information.

Improving the overall interface of Outreach would be helpful; once familiar, it is manageable, but the learning curve remains substantial due to its complexity and features. Even as a veteran user, setting up new sequences requires a careful approach to ensure everything is done correctly.

I have been working in sales for the last four years, and I have been working in post-purchase e-commerce for the last six years.

Outreach is stable.

Outreach's scalability is good; we did not run into issues as long as admin permissions were correctly set. We encountered some limitations on the number of emails that could be sent if the settings were not properly adjusted, but after that, it performed as expected. It is definitely scalable, though companies must be careful to manage email domains to avoid deliverability issues.

I have never needed to contact customer support at Outreach directly, which is a good sign.

I have seen a return on investment, having used other solutions such as Apollo, and we switched to Outreach mainly because Apollo did not adequately bridge the integrations between our CRM and call applications.

I have used Outreach at several companies, and overall, I have probably used it for around three years.

I have seen a return on investment, having used other solutions such as Apollo, and we switched to Outreach mainly because Apollo did not adequately bridge the integrations between our CRM and call applications.

I cannot speak in detail about the pricing setup, as I was not involved in the purchasing decision, but I believe each user had individual seats rather than a shared license, allowing us to track individual activity.

We evaluated several other options before choosing Outreach.

I have definitely seen time saved using Outreach, as we always set it up to send out the first email manually to curate messaging and add custom touchpoints. After that, everything is automated up until the point where it asks me to connect with them on LinkedIn or make a phone call. The email portions are automatically run on the schedule I create, saving me a ton of time, as I am not manually sending these out. It also helps us understand timing better, knowing when to reach back out based on prospect behavior, such as their opening frequency or forwarding to team members.

I felt that Outreach's governance and security are really secure, with many customization options available for admins that can address issues such as deliverability and compliance, tailored to specific states or industries.

The accuracy and reliability of Outreach's output align with my steps and variables, but the data quality of other integrated tools can cause issues if they lack completeness, requiring manual checks to avoid sending sloppy or auto-generated messages.

Outreach is deployed in my organization in various ways; I primarily use it through my browser, but I have also used a desktop app and an extension, which helps when I am navigating other sites or systems such as Salesforce.

We use Google Cloud with Outreach, as we use Gmail for our email communication.

I would advise others looking into using Outreach to consider that it is one of the strongest sales engagement platforms available, helping reps stay disciplined and automate repetitive tasks, providing visibility on messaging effectiveness. However, ensure that other necessary tools and processes are well configured before implementation, as it works best when there is dedicated admin support for setup and training. I would rate this product a seven out of ten.