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".

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.

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.

Missing things rivals do well

Comentarios: Not great. Customer service is excellent, though!
Things I think should be basic (or I used in Pipedrive) just don't exist or don't work in Freshsales.

Puntos a favor:

What it has is pretty easy to use, and finally with the addition of timeline view, getting different views is good. Creating reports is not easy, although very powerful.

Puntos en contra:

Mail integration is pointless for me. If set to 'auto', all emails from a client appear on all of their deals, rather than having intelligent algorithms that are deal-specific. Also, no search function on email page immediately makes have email sync pointless for me. Sync is slow. I can add a deal, or a contact, but often won't appear in searches for a long time, so I can't start linking emails or creating new deals.

Freshsales review by Nick Chambers

Comentarios: Managing email campgins in a personalised and professional way. Keeping track of and updating changes in circumstances to our correspondents in real time. Filtering contacts according to specific criteria.

Puntos a favor:

The customer support - without it we could not have implemented and continue to find new ways of applying it to manage our relationships and grow our business

Puntos en contra:

That you cannot create a list of contacts to email straight from your inbox. We often need to send semi standardises responses to several contacts awaiting a reply. At the moment it is not possibe to select and set them up for a bulk email. This would save us a lot of time if you created this very simple feature.