Share your experience using Saleswhale

I am a consultant and Zoho CRM developer who implements Zoho CRM for clients. I have worked extensively on Zoho CRM where I set up modules and gather requirements from clients. I customize fields and modules as needed, and I create workflows, validation rules, client scripts, and perform many other tasks on Zoho CRM.

I have integrated Zoho CRM with Xero for a client who was using Xero for accounting and Zoho CRM for follow-ups and client relationship management. The client wanted Zoho CRM integrated with Xero so that after an invoice is created, it automatically goes to Xero where the client handles other financial activities.

I use Zoho One platform to demonstrate to clients what we will accomplish.

Zoho CRM fields provide us with validations. For example, if we use email fields, only email addresses can be entered. If I fill an email field with a demo email or something that is not an authentic email, it will give a small alert in the corner indicating that this email is not authenticated by Zoho. Zoho CRM provides approximately 75 fields that I can remember, and in each module, we can add fields according to our requirements. The layout can be customized using the Zoho Wizard and also by using a widget. We can also apply client scripts on the layout to perform many actions in real time.

The AI-powered assistant Zia in Zoho CRM provides very helpful assistance. By using Zia, we can directly get data without applying any extra effort, and it also helps us to get solutions. If I have to do some task and I am not sure how to do it, I can simply go to Zia and write our requirement or ask how to accomplish a specific task, and it will provide us with a solution.

We can automate tasks in Zoho CRM, including automating email and task creation as well as follow-ups. This gives the best impression to the business that a user is not directly performing the action. If we have to add a follow-up, we can set up a follow-up that can automatically go out. We can apply follow-up automations by using workflows and schedulers.

While applying some integrations or automations, if we need to take an action between two modules' fields, we have to write SOQL, and it can miss the data. I had a scenario where I had to use two fields from two different modules, and based on that condition, we had to send a follow-up to our team member to complete the task. We could not find any direct integration, direct SOQL query, or direct workflow that could do that work. However, I think the wizard is performing better now for such tasks.

I had a two-part scenario where I had to get data from two modules or two fields in Zoho CRM and send a follow-up to our team member based on that data. We were unable to find any direct integration for this. Another issue is that a Zoho CRM function can run for only three minutes. After three minutes, the function will fail, and we have to rerun the function.

I have faced a downsite of Zoho one or two times, but it was resolved within five minutes.

I have connected with the technical support of Zoho CRM many times. I can say that support provides a very good solution many times. However, sometimes support is unable to provide solutions, and for very basic things, they are initially unable to help. When I ask them to consult their seniors, they eventually provide the solution. They initially denied having a solution for certain tasks, but when I mentioned that we have accomplished this in other accounts, they provided the solution.

For the initial setup, I get the requirements and first set up modules including Lead, Contact, Account, and Deal. I apply workflows, follow-ups, and emails. I set up Zoho CRM in two stages. In the first stage, I set up Deal, Lead, Contact, and Account, along with follow-ups and workflows for these modules. In the second stage, I set up Account, Sales Order, Invoice, and other related modules.

Zoho CRM is a scalable product that provides data integration, data integrity, automations, and reliable working time. I have found it better than Zoho Books, with which I have also worked. With Zoho Books, an update or a workflow run with field updates after a workflow run takes up to two minutes, but in Zoho CRM it will update in a few seconds.

It is a very reliable and stable platform. I have worked with Zoho CRM for 1.5 years and have not found any issues regarding security or other concerns from any of my clients.

Zoho CRM is very affordable compared to other CRMs. While there may be one or two CRMs that are cheaper than Zoho CRM, they do not provide that level of facilities. I would rate this product a 7 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.