This CRM is easy to set up. It seems to work right out of the box without a ton of work in setting up. This makes bringing on the team to it a bit easier.
Pricing is confusing with all the different charges. You get charged per user per month, then per user per month for other integrations, and per phone number, as well as minutes, etc. Very confusing and hard to tell true cost.
Having a working CRM to track sales pipeline, make calls, track calls, etc.
UI is great and easy to integrate. Also, integrating into our database and other applications has proven to be pretty straight forward. Keen on seeing it fully rolled out and stabilized in the coming weeks. Easy to flex / fit to our business process needs.
I'd like to see if there was any discounted pricing. We use FreshSales / FreshDesk / FreshTeam and are a social enterprise focused on Agriculture in sub-Saharan Africa. With other applications we've been able to get a bit of a discount and as we scale this up I'm a bit concerned on cost, especially as we add more and more agents.
Management along customer life cycle and linking to other applications we have running centered around a single source of truth has been very helpful. Integrations with Facebook and our VOiP application is making managing our customer base much easier and giving us excellent visibility.
Freshsales is extremely flexible in terms of customization. I have looked across multiple offerings with all the other big and some small names out there. Freshsales has provided me with a solution that I can now role out to the rest of the team and a cost-effective price. Also, in my industry, compliance & regulation is exceptionally important. Freshsales allows me to build in any check I want, and to provide any report I might need from an auditing perspective. Also, something interesting here is the fact that Freshsales tracks emails quite well. The other CRM I was using was basically an all or nothing approach to how the tracking worked. Freshsales gave me the opportunity to customize this to the way I wanted it to work.
The support team on the smaller plans (i.e. non dedicated support) is not lighting fast and seems to be closed over the weekends. However, I don't see this as too much of a negative and is the only thing I can think of in terms of dislikes.
Problems solved: compliance rules, audit reports, deal/compliance alignment to name a few. Benefits realised: time can now be spent on selling and servicing, nothing is missed on a deal now, integrations with Zapier, client capturing is easier now. Not sure where to stop here, but the benefits have been humongous.
The product is nice and simple to use - for a SaaS company with roughly 1,000 customers, it was a simple way to get organized, create some nice automation, and get things organized for our company. Unlike other CRMs, creating a new workflow is simple—the same goes for adding new fields. There was some confusion with the connection between companies and contacts, but overall it was nice. They do limit the number of workflows, and you do need a ton for this to work well.
Honestly, we have had the worst experience with their support team that we've ever had with any company. Every time something would break or not work it was "a bug" they were looking into and there would never be a resolution. We were sold on Freshworks because of the integration with Chargebee...except it literally never works. Most support queries were ignored for a week or more, with the typical answer being "this is a bug that we're working on." There were constant billing issues that they would say they would credit, and then wouldn't until they were pushed to do so. It's a nice product, but we left for Hubspot and...WOW...the price isn't much different but the product is in another galaxy. The support is incredible. Freshworks is nice, but as I said, the horrible support and endless bugs and downtime made it unusable for us. One big thing for larger companies to think about - they cap parent/child accounts and workflows which can cause some serious issues.
Freshworks helped us conceptualize a better way to organize data, although the look and feel of the company page is messy and you are unable to edit the look and feel of it.
I've used other CRMs before at other dealerships, ones that cost exorbitant amounts of money. What I like best is that FreshSales does all the same things that I'm used to doing on those expensive systems, but for free or a very well-priced subscription for the more in-depth features. It's very easy to use, and the fact that all customer information is in one spot is priceless.
The one thing that I would like to do is customize the fields while being on the free version, but it is a free version I'm on, so I can't complain at all!
It's allowed all customer information to be condensed in one file, which, especially working at a dealership, being able to recall all the notes from conversations you've had with any customer is priceless. It allows us to be much more efficient and PROfficient with our follow up.
Love the drag and drop functionality and the ability to see the summary of deals in each phase when viewing the pipeline without having to initiate reporting.
Price went up during our trial period -- wish I would have locked in pricing instead of the trial.
I am a visual person and I love seeing the pipeline in terms of values and deals at each stage versus the "lists" that all you can is "sort" in SalesForce.
improve customer relationship, integrate Gmail functions. In addition, it is an excellent option since it does not need much configuration and has very good security. The monthly cost of the license is quite affordable and there is not much difference between the prices of the planes.
The start plan is not very useful when compared to the Pro, especially taking into account the price difference, it is not much
it was used to manage a client catalog, to whom calls were made and sending weekly and monthly emails to offer our services as designers
It's easier and quicker to track our clients,conversations/feedback they've had with team within the organisation.Its a tool that am also able to get all contacts and therefore easier to call and get feedback.Its also a great tool that teams uses to plan their weekly and monthly sales routes.
information scattered all over and this means you need to open different tabs I would recommend if this can be consolidated to one central tab/page I feel contact and clients shares the same meaning based on nature of our business
Monitor sales team daily activities Clear visibility of clients bases and regular feedback from the clients Able to monitor each clients and how often they are being engaged by the sales team