What is our primary use case?
My main use case for Freshsales is the Sales Sequence feature, which automates the time-consuming process of sending out outreach emails, conducting calls, and reminding me when to follow up with customers, making it easier to manage customer interactions and allowing me to focus on closing multi-million dollar deals.
What is most valuable?
Freshsales is a very comfortable type of CRM with easy customization and user-friendliness, allowing even non-techie individuals to manage their internal pipelines effectively, as it is a highly customizable CRM that suits our business needs, whether for selling products or services.
The best features that Freshsales offers begin with the Sales Sequence, which is top-ranked, followed by the marketing division that allows us to create automated marketing sequences. Freshsales also includes 24/7 customer support, web form integration for lead generation from our website, and other valuable functionalities.
The Sales Sequence feature significantly helps my workflow by enabling an account manager to contact a large list of customers quickly and efficiently, sending out emails with minimal manual effort, while also providing critical statistics about email engagement, which aids in improving outreach strategies.
Freshsales positively impacts our organization by creating a central repository for all our business objectives; it has helped us organize our pipelines and documents efficiently, providing a system where we can easily access any necessary files related to individual deals and allowing visibility into the performance metrics for the board of directors.
What needs improvement?
I believe the customization options in Freshsales could be improved, particularly regarding themes; the ability to implement our logo into the dashboard would enhance our professional image when dealing with external partners compared to larger MNCs using their internal software.
I would rate Freshsales an eight out of ten because while it offers customer chat support, practical navigation for non-technical users could be enhanced, particularly regarding technical issues such as web form connections, which would benefit from immediate access to technical assistance.
For how long have I used the solution?
I have been working in my current field for almost five and a half years, initially starting in product-based roles before transitioning to cloud consulting and now focusing on enterprise-level segments.
What do I think about the stability of the solution?
Freshsales is stable, with no server crashes reported and round-the-clock customer support available, making it reliable for our business needs.
What do I think about the scalability of the solution?
Freshsales offers excellent scalability for startups and mid-sized companies; we have not experienced challenges in scaling up or adding customized solutions, but I am uncertain about its performance at the enterprise level with larger deals.
How are customer service and support?
The customer support experience is wonderful, providing 24/7 availability with knowledgeable agents who can effectively address issues, assisting non-technical users in understanding the technical aspects and facilitating direct communication for complex problems.
Which solution did I use previously and why did I switch?
I previously used Dynamics 365 at my former organization, where the complex integration and unnecessary tools were issues, prompting our switch to Freshsales, which provides better customization, onboarding, and commercial value.
What was our ROI?
We have seen a significant return on investment with Freshsales, notably in time savings from efficient document organization and file storage; the metrics help us track deal sizes and customer interactions effectively, and we have saved a good amount of money compared to other CRMs such as Salesforce and HubSpot, which have much higher costs.
What's my experience with pricing, setup cost, and licensing?
My experience with pricing, setup costs, and licensing for Freshsales was very smooth; the Indian team was clear in their communication and offered good discount packages, along with a pre-onboarding call that provided valuable insights into using the software.
Which other solutions did I evaluate?
Before choosing Freshsales, we evaluated multiple options including Zoho, HubSpot, SignalHire, and Salesforce among others; we chose Freshsales because it met our expectations at a good price point.
What other advice do I have?
For startups or mid-sized companies considering Freshsales, I would highly recommend its ease of setup, accessibility, and overall user-friendliness, particularly praising the team's global presence. I would rate this product an eight out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.