Opiniones de Freshsales

Un sofware muy excelente.

Puntos a favor:

"Este artículo se ha convertido en mi negocio o compañero de equipo. Las mejoras continuas y la escalabilidad funcional de este software brindan procedimientos convenientes de seguimiento, planificación y auditoría".

Puntos en contra:

"Para impugnar un cargo que no modificarán, tuve que ponerme en contacto con el proveedor de mi tarjeta de crédito y desactivar mi tarjeta. De forma predeterminada, la facturación automática está activada para la cuenta".

Pros y contras de mi plataforma de CRM favorita para pequeñas empresas

Puntos a favor:

Como CRM para pequeñas empresas, tiene mucha variedad en la automatización de tareas. Es fácil de utilizar, y se aprende rápido, lo cual es positivo para seguimiento de los leads y cuentas nuevas. También me ha gustado que lo incluyes con gmail y outlook.

Puntos en contra:

Cuando eres pequeño y necesitas 1 app para todo, me resultó un poco limitada. También el servicio técnico deja mucho que desear, ya que tardan en contestar.

CRM muy potente y completo

Comentarios: Al principio puede ser abrumadora todas las opciones que permite, pero según lo vas usando cada vez le sacas mayor partido y vas descubriendo las enormes posibilidades que ofrece!

Puntos a favor:

Aunque finalmente no fue la opción que escogimos, si fue uno de los candidatos finales. Tiene todo lo que le puedes pedir a un CRM y más! A destacar el equipo de soporte, siempre atento y dispuesto a resolver todas las dudas que te sirjan.

Puntos en contra:

Realmente no es un problema como tal, pero es un CRM con muchísimas opciones y inicialmente es muchísimas información a asimilar para comenzar a usarlo, pero a su vez la documentación e instrucciones son muy completas, además del equipo de soporte son ágiles y resolutivos.

Great CRM Platform for Startups and Growing Businesses

Comentarios: Aside from the onboarding process, we enjoy using Freshsales and believe it's worth it to manage your contacts and leads. Freshsales is a great platform to use with any sales pipeline.

Puntos a favor:

When I started using Freshsales with my team, we get amazed with the simplicity of the CRM and the flexibility of features and options with each contact. Also, we enjoyed the integration with Freshdesk support and assistance platform.

Puntos en contra:

The onboarding was a little bit long, it took around 3 days, even though we started with a few contacts by then. I hope they improve the onboarding time or change the methodology to enroll using Freshsales.

Alternativas consideradas: Zoho CRM

Razones para elegir Freshsales: Bitrix24 interface was overwhelming for our team.

Software anterior: Bitrix24

Best high end software for sales manager and their team working in startups

Comentarios: There are many alternative sales tools out there but freshsales helped me in my initial days of lead generation, hence I will recommend this tool to those who have just started into marketing & sales department.

Puntos a favor:

I was using this software for 1 and half year, I started with just live real-time chat service and now I have started using its premium features to manage my leads and sending them sales pitch and updates with easy campaign manager. I loved the user interface which takes no brains to understand the features that you need to solve your purpose. I have used their reporting tools that helps me make decisions based on results I have got from campaigns.

Puntos en contra:

I would love this tool if they provide integration with social networks too like Instagram and Facebook messages along with LinkedIn. Currently they have limited integration modules. Also importing files takes much time then managing and sending them sometimes it got stuck and I need to reiterate everything again.

Alternativas consideradas: Zoho Mail y Zendesk Suite

Razones para elegir Freshsales: tawk.to is much easier tool but its not beneficial for lead generation, its mostly useful for customer support or after sales service. Freshasales is all round tool that made me choose this software.

Software anterior: tawk.to

Buggy product and horrible customer service

Comentarios: I wouldnt recommend it to anyone and regret paying for the product

Puntos a favor:

Not much. The product is OK but the support is just mind-numbing

Puntos en contra:

We had basic issues with everything we were trying to use. We were using the free version of hubspot and moved to freshsales hoping it would be better. It is not even comparable to the free version we were using. I have been running around from pillar to post within their organisation but they just dont care. Here is what simply doesnt work.1. Bugs: We bought the paid version of the product and we encountered serious bugs with everything we were trying to use it for. 1. Email integration didnt work 2. Webforms dont work (still ongoing) 3. Calling application (exotel) integration didnt work. 4. Importing contactswas more complex than hubspot.2. Customer support: I understand there may be issues sometimes and the basic expectation is that when there are issues, we can get help from support. Their support is the worst. For every small issue, they push a calendly link in your face and want you to schedule. And for every issue, the calendar is blocked out days out. They just say sorry thats when you will get help. They offer some free onboarding hours but the person just has a script and is unable to solve any of the issues. Even they will put you on to their support which is unresponsive. We are being tossed around with out 7-8 people who always start from scratch.3. Unprofessional: Their customer success is not just incompetent, they are highly unprofessional. I asked them for a feedback form multiple times so that our issues get recorded but they just dodge it

Alternativas consideradas: Zoho CRM y HubSpot CRM

Razones para elegir Freshsales: We were using the free version of hubspot which was pretty good but their paid version was ore expensive than Freshsales

Software anterior: HubSpot CRM

Razones para cambiar a Freshsales: It was cheaper than hubspot

Powerful CRM Solutions for Every Business

Comentarios: Freshsales is a great CRM tool that offers a variety of features to help manage customer relationships. It is easy to use and customize, and the customer support is great. However, the pricing structure can be a bit steep and some of the features can be a bit cumbersome to use. Overall, Freshsales is an excellent CRM tool that is worth considering for any business looking to streamline customer relationships.

Puntos a favor:

Freshsales is an excellent customer relationship management (CRM) tool that helps streamline and manage customer relationships. It makes it easy to keep track of all customer information in one place, and the user interface is intuitive and user-friendly. Freshsales also offers a variety of features, such as lead scoring, contact segmentation, automated workflows, and email integration, which make it easy to customize the CRM to fit the needs of any company. Additionally, the customer support is top-notch and they are always willing to help with any inquiries or issues.

Puntos en contra:

The pricing structure of Freshsales is a bit steep, especially for smaller businesses. Additionally, the reporting features are limited and it can be difficult to customize reports. Also, some of the features can be a bit cumbersome to use, and require a bit of a learning curve.

Freshsales suite fulfills our needs

Comentarios: Overall experience is good. Now that we are on an enterprise plan, support is good. When we were not enterprise client, the support was often slow.

Puntos a favor:

This product offers a lot of features and does offer a multi-touchpoint approach. Email journeys, Whatsapp integration, Chatbots, SMS...

Puntos en contra:

I miss if/than functionality in workflows. That would greatly reduce the manual work when setting up the workflows and adding new conditions. Another thing that I do not like is the policy and the pricing related to the marketing contacts. All plans have the limitation of 1000 marketing emails per month. This can be quickly exceeded especially if you are sending newsletters to your contacts. There is an option to upgrade, but that is way too expensive and completely unscalable when a business grows. We have overcome that with integrating CRM with SMTP service that takes over this part and is calculated on the number of emails sent.

Alternativas consideradas: HubSpot CRM

Razones para cambiar a Freshsales: We were using Freshsales for 2 years now. We searched for alternatives, but we saw that Freshsales serves all our needs.

all most all the competing CRM providers cannot match the price and features that Freas sales proved

Comentarios: Saved our company a lot of man hours, and now the company has issued 7.5 hour work day from the overall time saved using freshsales CRM

Puntos a favor:

the one feature that caught my eye was the sales automation tool, which made my life and my team's life better in all ways; we saw a 10% growth through Freashsales alone; our team considers Freshsales CRMas a fellow employee who does Automations.

Puntos en contra:

I would like more options in the sales sequence in the feature, like doing a trial run, getting custom dates on when it should run, etc.

Alternativas consideradas: monday.com

Razones para elegir Freshsales: November 2021

Software anterior: HubSpot CRM

Razones para cambiar a Freshsales: The price vs. features compared to other providers was very competitive as we were a growing company.

Surprisingly simple and powerful

Comentarios: Freshsales is my main way of tracking interactions with my clients. It helps me manage all the steps in these interactions and absolutely saves my time and reminds me of what still needs to be done to convert a customer. It is a godsend and I seriously believe my contracts would drop by about 50% if it wasn't for Freshsales.

Puntos a favor:

Unlike other similar software, Freshsales looks great! It is intuitive to use and all information is well presented, making it easy to understand at a glance.

Puntos en contra:

I could not find serious faults with Freshsales. My only issues were the response times from the customer support team when I had some issues (which were due to me not reading the manual, and not due to the software), and missing integration with Gmail for incoming mail. An integration with Gmail would be a fantastic addon that would make me migrate all of my communication to Freshsales.

Alternativas consideradas: Zoho CRM y Insightly

Razones para elegir Freshsales: Freshsales is a part of Freshdesk and we used Freshdesk for a while, so we naturally went with the software we know and love.

Software anterior: Streak

Razones para cambiar a Freshsales: It integrates with all of the other FreshWorks tools we use.

Creates unrivalled efficiency for the team.

Comentarios: As previously mentioned, genuinely outstanding.

Puntos a favor:

Outstanding software. Having everything needed in place, all lead tracking, lead generation, marketing and calls, really does the 360 feel freshworks are aiming towards. Customer support is unrivalled across all other software we have used previously. I would go as far as saying it’s better than any software or saas support I have come across.

Puntos en contra:

Having too many features to implement quickly!

Best Features of Freshsales CRM

Comentarios: Global Compliance requirement as such that of GDPR & Other relevant regulation with regards to DATA Management & security.

Puntos a favor:

Phone system & O365 Email Integration & reporting features.

Puntos en contra:

Unable to configure Phone system in other VOIP Devices like IP Phone & Polycom Conference Devices. Linking of Deals with Emails

Alternativas consideradas: Salesforce Sales Cloud, Bitrix24 y HubSpot CRM

Razones para elegir Freshsales: Integration & cost optimizing

Razones para cambiar a Freshsales: Out of box setup, unlimited tech chat/email support, phone system & email click setup.

Great for everyday tracking

Puntos a favor:

Overall functionalities that allows you to do a lot of sales and marketing actions

Puntos en contra:

Finding and exporting data could be hard. Especially when you don’t the process. Marketing automation quite hatd

Freshsales is one of the best tools for lead management and generating more opportunities

Puntos a favor:

We are a company that do partnership with different businesses from Mail Centers to Co-working space. We use Freshsales to track sales activities, create our sales process. We also use Freshsales to communicate a lead. It has a variety of communication channels for email, phones, chats even WhatsApp. We also use Freshsales for reporting, sales activity reports. It pretty much has everything you will need to help your sales team.

Puntos en contra:

Freshsales has a lot of features, and it will take some time for you to learn how to use these features to your advantage.

Alternativas consideradas: Freshchat

Razones para cambiar a Freshsales: We use Freshworks in general from Freshdesk, Freshcaller, Freshchat and Freshsales. It's our company's main CRM tool.

A comprehensive and very effective Marketing tool - not more

Comentarios: We have used it to conduct marketing campaigns and measure customer responses and interactions. It has proven to be a very effective online marketing tool with automations. At the same time, it is not for sales-intensive approaches and complex business models that do not have linear processes.

Puntos a favor:

1. Marketing automation helped a lot when executing a campaign with multiple scenarios and steps. Excellent capability. 2. The Landing page capability is very good, allowing you to integrate interaction data directly without going for website add-ons or plugins. It has good quality templates as well

Puntos en contra:

1. The sales management process is weak and does not offer you the capability to distinguish potential customers/leads that can be revisited. It is more focused on qualified cases/deals that can be won in a series of steps. 2. The email interaction (at least with Gmail) does not work. Most of the relevant emails appeared late in the CRM. You have to refresh every x mins manually to get the latest emails, which does not help. You end up going with the Gmail front-end in order to avoid missing incoming messages.

Alternativas consideradas: HubSpot CRM

Razones para cambiar a Freshsales: It looked fairly comprehensive (and it was in the Online marketing functionality).

It's a great CRM!

Comentarios: All-in-All it's a great software to use. I conclude with the fact that freshsales is ever changing and in my 6 months of usage I have seen anticipated improvements appear right before my eyes. It's perfect for users who are looking for a cost effective and flexible solution to customer relations. The kinks in its usage can be ironed out through support and further improvement of the software itself. It's a great CRM!

Puntos a favor:

The BEST part about Freshale's is the endless capability for customizations and integrations. This allows users to create systems of follow up with multiple points of contact to the client. The new future to manage duplicates was a great addition. I also love the capability to attach documents to client files, really comes in handy.

Puntos en contra:

The system is relatively easy to understand however when it comes to usage I find it's very clunky. I can see how the open set up and free customization may overwhelm even experienced users. I would even say that, the coders and web designers at freshsales had more of an influence on this product then the relation management professionals. It sort of like a "Droid" cell phone. The technology in the phone is superior and far more advanced, yet users are not acclimated to the application of it. I would like to make two suggestions to address such. First, I'd like to point out that even though I'm bring this up in the 'con' section, I have NEVER had a problem with Freshsales support team. When in reference to the wieldiness of the software I think that Freshsales could benefit from a hand on approach and a thorough process in training the users. You see if the users understood Freshsales as much as you folks do I'm certain the above 'con' would be null. Second, in relation to the same 'con' described above I believe this can be solved more directly. What I mean by that is creating an internal prioritization based on recent actions, recent stage changes, number of exchanges, lengths of conversation and what ever variables you guys think that can measure and use as info to prioritize leads. Then possibly a dashboard view, displaying these prioritized leads as well as up coming tasks and appointments, metrics on call volume and possible targets or goals.

Waking up to FreshSales

Comentarios: Managing clients per product and account management teams increase overall and all-round efficiency for our brand. We are able to deliver to our clients in the shortest times due to this tool being so thorough and granule in a clients profile and notes and tasks sub-sections.

Puntos a favor:

After a busy weekend, one of the most inspirational and motivational things to look forward to on a Monday morning is the fact that I can pick up where I had left off using Fresh Sales as a guided in-depth CRM platform. This product has become like my business or team partner. The ongoing enhancement and functional upscaling of this software make for comfortable selling, tracking planning, and auditing processes. It also allows for sales teams and management to share accurate real-time information. The “On the Go” mobile app features are a huge delight for teams that are mobile and need information or need to input the same “On the Go” The task reminders that synchronize with my calendar and phone reminders allows me to stay on top of all my tasks within the system and manage customer expectations efficiently. My sales teams are happier and more productive because of this effective tool. Built-in accounting features make it a "dream" to integrate into large financial system as well Thank you FreshSales for brightening my day.

Puntos en contra:

I would like more personalization for TABS in the stages of the sales pipeline. Due to our massive product offerings, we often find that we have to keep editing TABS, but it isn't a train smash. We will look at workarounds till the ever-innovative team at FreshSales provides more functional enhancements.

A great Sales CRM with all of the modcons; part of an excellent 'fresh' suite.

Puntos a favor:

1- Freshsales is very easy to use and is a solution that I believe is a good fit for a growing team, as the platform has a very small learning curve. I feel confident in being able to teach a new staff member how to use it. We don't use Freshdesk, but their native integrations with that, other Freshworks applications, and 3rd party tools in Freshsales would be very suitable to teams that offer support, or already have an existing marketing/service delivery software stack. 2- The development team frequently release new features that make the experience of using the platform better and better. I have subscribed to the top tier, but even their entry level and middle range offers go head to head on features with the big name CRMs that cost double the subscription fee. 3- Finally, the mobile application's latest release is absolutely brilliant more than what you could want or expect from a mobile version of your company's sales CRM.

Puntos en contra:

1- Some of the 'bells and whistles' that come with other Sales CRMs aren't available or can only be achieved by using third party tools (Zapier) hacked together with Workflows. Examples of these are: "automatically remind me to follow up if I haven't heard back from this lead/customer"; and support for recurring deals (such as businesses that sell based on annual subscription models). 2- There seems to be a fair bit of data visible (eg: metadata on each lead or contact) that really isn't important to the average user. And it would be great if a user could choose which fields appeared in the summary view of their contact, rather than just having the first few fields show. Having said that, the Development team appear to listen to their community, so this comment may be out of date, depending on when you're reading it!

Legitimately the Worst CRM I've Ever Used

Comentarios: Our experiences have been lots of problems, no solutions.

Puntos a favor:

They always remember to say "thank you for your patience" when telling us our support tickets haven't been resolved yet.

Puntos en contra:

Off the top of my head: The program will randomly delete calendar events, sending cancellations to prospects but not alerting the user. Multiple meetings were missed because of this. It's been 3 months since we reported it and no fix has been offered. Subsequently all the calendaring has to be done manually. The email editor will randomly delete the line ahead when hitting the backspace key or the space behind when hitting the delete key. To make it interesting it will sometimes do nothing when you hit either key. We have a report in the system showing overdue tasks. This report keeps pulling tasks that have actually been deleted from the system. There's no way to clean up the reports because you can't access the deleted tasks they are listing. We just switched credit cards for the account because the previous was expiring. This came at the same time that they've extended us a credit because of all the problems we've had with the system. The result is that the invoice due is less than the minimum charge level on the card ($0.01 due, $0.50 card minimum). As a result they haven't been able to add the card and we keep getting a banner stating access is cut off in 2 days. They've stated this has been fixed but the banner is still there. Those are just a few things... did I mention that if you take notes in the Notes section of a Calendar event the system will randomly forward those to the other party? Found out about that one the hard way...

Full Featured Reasonably Priced Sales CRM

Comentarios: As a new startup, I was looking for a modern, full featured sales CRM that was affordable and easy to use. I also wanted it to be able to do some marketing automation. I wanted something that was a mix of SalesForce and Hubspot, but for smaller players like myself who don't have an enterprise budget. I found that with Freshsales. I'd highly recommend giving it a try.

Puntos a favor:

I love the combination of ease of use, workflow automation, and value. My favorite feature are the workflows where I can set up a drip email campaign for new contacts that my sales reps acquire. It allows a nice mix of direct sales and automated marketing to achieve conversions. I also like the nice integration with Freshdesk, their companion customer CRM.

Puntos en contra:

There's not much that I don't like. I'd love to see a feature where contacts can be contacted through other digital channels other than just traditional email - for example, Facebook Messenger and SMS. The software does pull in Facebook information automatically which is great. I'd love to see them take it a step further and allow for messaging through Facebook, as well as a way to send SMS messages/reminders.

Feels like a breath of fresh air

Comentarios: I had a great experience and it has made my life easy ever since I started using it.

Puntos a favor:

The product is not bloated like most CRMs. It is very user-friendly and it has a left navigation panel that just lets navigating to any page easily and is very user friendly.

Puntos en contra:

Would be great if it can be integrated with more softwares so there are a lot of options for customers.

Freshsales helps medium sized businesses manage the process

Comentarios: Freshsales has made the process of managing leads and communicating with them till they become contacts through to client a more manageable process for our clients. it has also worked well for us. Freshsales is really the Sales force for the emerging enterprise.

Puntos a favor:

If you want the functionality and capability of SalesForce for your medium sized business but you just don't have the budget, then FreshSales is the right software for you. I guarantee you you will be blown away by the functionality and the outputs you get from this for a fraction of the investment on what other corporates invest into their Sales CRM. There is too much to mention. You can synchronize emails to customers and the software is very easily customizable. It can be integrated quite easily with other software to enhance functionality. My medium sized businesses are over the moon with this software. From the reports you get, you can easily analyze the sales process and wee where the bottlenecks are.

Puntos en contra:

Freshsales is priced on multiple users. This can get quite expensive for smaller businesses trying to tes out certain sales strategies. This is why I would recommend this more for medium sized busiensses.

All in one best CRM suite

Comentarios: Freshsales helped us to automate our outbound sales activity and generate extensive reporting

Puntos a favor:

1) Ease of implementation and setup 2) Customer support 3) Very optimized CRM 4) Clean UI and UX

Puntos en contra:

Need more sales enablement options for outbound sales activities. i.e 1) Send cold emails specific to prospects' time zone 2) Ability to send emails per our scheduled time than 30 mins buffer available in Freshsales CRM

Alternativas consideradas: Outplay y HubSpot CRM

Razones para cambiar a Freshsales: Pricing and easy setup

Not the best CRM

Comentarios: We are trying to solve the issue of lead management but till date it has been proven to be creating more issues like the subscription renewal issue for Indian users. It has loads of features, most of which are not required.

Puntos a favor:

The reports feature is above par, it helps in getting an insightful look of the data and thus, helps in proper analysis of the data. The UI looks neat.

Puntos en contra:

UI is neat but very complex which ruins the user experience. It is also very slow and takes load of time to load. It has many irrelevant features which further degrades the UX.

Alternativas consideradas: Salesforce Sales Cloud y HubSpot CRM

Razones para cambiar a Freshsales: Due to the price

Beware fraudulent billing practices at Freshworks!

Comentarios: Freshworks billing is borderline fraudulent. I had to contact my cc company and cancel my card to fight a charge they refuse to change. Auto bill is enabled on the account by default. The day of the annual renewal which I was unaware had arrived, our card was billed for the entire year in advance. We had wanted to change our plan and move to a month by month billing for a single user. After 3-4 calls a week to their billing department and 2 open tickets with their billing support portal I finally got a response from a rep, via email 24 days later. [SENSITIVE CONTENT HIDDEN] stated they don’t provide refunds. I was incensed as I charged without my approval for a service I didn’t want and reached out less than 12 hours after they charged my card. Unfortunately I had to fight their billing through my bank. Beware doing business with Freshworks, for any of their applications.

Puntos a favor:

Their software has a clean design that is up to date and easy to use.

Puntos en contra:

Support and billing communication were horrendous.