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Best Sales CRM ever made!
What do you like best about the product?
The ease of use. The features. The mobile app. The clean UI. The Reports.
What do you dislike about the product?
Nothing as such, since they are regularly updating and listening to feedback. I hope they can add more customizability to the fields for each customer.
What problems is the product solving and how is that benefiting you?
Consolidating leads, keeping track of clients, adding notes for clients, integration with FreshDesk.
Recommendations to others considering the product:
Make sure you use the trial to the fullest. Work with the Freshsales team and explain them your use case. They will help you guide and configure the system just like how you want to use it. If you are already using FreshDesk or any other product by them, use the integration!
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Great Workflow and Management with Freshworks CRM
What do you like best about the product?
Territory Integration
Auto-agent assignment, per territory (brilliant!)
Creating automated workflows to manage leads.
Auto-agent assignment, per territory (brilliant!)
Creating automated workflows to manage leads.
What do you dislike about the product?
A few critical conversion reports are not in place out the box. Somewhat frustrating, however, the developers have been more than accommodating, putting solutions in place until these reports form part of the core offering.
What problems is the product solving and how is that benefiting you?
Ability to inject leads automatically using Zapier. Leads are distributed into their respective business units, or territories. Agents are able to follow up all leads assigned to them, based on territory.
Recommendations to others considering the product:
If you've used Zoho, Hubspot etc. you should really consider changing to Fresh CRM. Superior management of leads, assigning of leads, reporting, exporting, and, above all else, stellar support from both accounts management and developers. Integrates wonderfully with Zapier / Mailparser.
Sales Process Simplified
What do you like best about the product?
The CRM is extremely user friendly and easy to set up!.
What do you dislike about the product?
Nothing. I look forward to utilising more of their great workflows, which we’re still in the process of setting up.
What problems is the product solving and how is that benefiting you?
Sales process efficiency. The CRM offers a comprehensive range of features such as calls, addition of call logs and notes. This makes the entire sales process well organized.
Easy to use
What do you like best about the product?
I really like the way how it is structured, very easy to understand and it is a great way for a seller to have everything documented. I love the way how I can customize fields, or add new ones, offering a flexible way to suit my needs.
What do you dislike about the product?
for now I have not found anything as a showstopper.
What problems is the product solving and how is that benefiting you?
Helpe me with my sales funnel. Organizing every detail the seller manages. Helps me supervise.
Recommendations to others considering the product:
make sure your users understand the lead, contact, account and deals format because it is very powerful
Freshsales Usage
What do you like best about the product?
Its very easy to use. I have been using several CRM solutions - MS, SFDC, Pipedrive etc. But Freshsales is amazing with its ease of use. I also appreciate the lead score mechanism and recently added workflow. Cheers
What do you dislike about the product?
So far so good..though its a wish, but if it can give predictions on win/lose of an oppty by scoring that would be great..
What problems is the product solving and how is that benefiting you?
Its very important for me to know what is my contact doing with emails & collaterals that I send..a daily alert on the same gives me an idea if the prospect is worth investing time or not..? In sales, time is money :-)
Recommendations to others considering the product:
Already recommended to a few..
Great user-friendly CRM
What do you like best about the product?
The most user friendly CRM I've seen in a long time!
What do you dislike about the product?
Not as customisable as salesforce for example.
What problems is the product solving and how is that benefiting you?
Seamless and Frictionless transition and visibility between sales team members
Amazing experience and accommodative for custom feature requests!
What do you like best about the product?
The Account managers are very prompt in responding, and immediately connect you to the right team/person to address any issue.
What do you dislike about the product?
Some of the features that we were excited about have taken a little longer than expected, but happy that they are working and trying to integrate them into the product.
What problems is the product solving and how is that benefiting you?
Keeping a tab on how the clients I manage are doing, and details around when they are up for a renewal. It also helps me forecast oh how the quarter is looking for the team as a whole.
Recommendations to others considering the product:
It is a lot more cost-effective and integrates well with tools our company uses. Implementing and on-boarding a lot easier.
Freshsales: CRM in the Cloud just made easier
What do you like best about the product?
The flexibility of Freshsales' processes and integrations. Everything, from phone interactions, emails and automation in general are completely centralized in an easy to maintain and manage interface which is accessible from anywhere an Internet connection and browser are available. And regarding integrations, major players such as Google Calendar (for corporate scheduling), MailChimp (for email campaigns) and its "cousin", Freshdesk (for helpdesk and customer experience) are solid options.
What do you dislike about the product?
If anything, the reporting capabilities. A little more flexibility and expansion for Reports and Dashboards would be desirable. The plus side is that, since Freshsales is always evolving in the cloud, chances are this is being worked on and improved right now.
What problems is the product solving and how is that benefiting you?
We are Freshsales developers. That is, we work with Freshsales' API for advanced integrations. Also, we use Freshsales as CRM in one of our web pages, Drones USA. With Freshsales, integrated with Freshdesk, we are able to capture client information and to keep an eye in our Sales lifecycle and pipeline in a very straightforward way.
Recommendations to others considering the product:
Go the extra mile and get Feeshdesk too for an all-around customer-facing experience!
Fresh Sales is Easy
What do you like best about the product?
how it stands out from the competition: note taking, mass emailing, call logs, good importing features, and the sheer amount of customizations and automations. also cheap.Amazing customer service team too!
What do you dislike about the product?
Can be a lot of work to set up at first and the terminology is a bit confusing, which takes adjusting.
What problems is the product solving and how is that benefiting you?
I"m solving the need to have all my customer data in one place and the need to automate tasks easily and mass email potential customers. The benefits are so worth the money. I've saved a ton of time looking for a specific piece of communication from a specific person that could have been over facebook, email, text, or networking app.
Recommendations to others considering the product:
It's a great product that is very innovative in the CRM world. Having used various CRMs in the past, i have found that Freshsales is the best fit for my needs as a small business.
Best Contact Management System EVER!
What do you like best about the product?
The intuitive nature of the software locating just what, when & where you need tool
What do you dislike about the product?
Would like a more detailed Task section to use as a daily scheduler with completed tasks rolling into communications tab.
What problems is the product solving and how is that benefiting you?
Virtually eliminates client file folders! Incredibly convenient and time-saving. Keeping up with the individual needs, tasks & info for all contact/companies. Gives one place to look for everything pertaining to client. The dashboard presents a customized view of all I need in one place, but also can be detail intensive via more fields or notes. Extremely easy to set up and use - no learning curve at all.
Recommendations to others considering the product:
Is simple to use, modest in cost, comprehensive in features & great customer support.
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