Is Freshsales Easy to Use

Is Freshsales Easy to Use?

6 mins

When you’re looking for a CRM, ease of use is a major factor to consider. You don’t want something that’s going to be difficult to learn and navigate. So, is Freshsales easy to use?

Yes, Freshsales is easy to use. It’s CRM software that helps businesses manage their sales pipeline and customer relationships.

It’s easy to set up and you can start using it right away. You can also customize it to suit your needs.

Freshsales is a great tool for managing your sales process and keeping track of your customers’ contact information and purchase history. It also allows you to create custom fields, so you can track the details that are important to you.


What is Freshsales and How Does it Work?

Freshsales is a CRM software that helps sales teams track their leads and accelerate their sales pipeline. The software includes features such as lead capture forms, email integration, and automatic lead scoring.

With Freshsales, sales teams can quickly and easily follow up with leads, book appointments, and close deals. Freshsales also offers a mobile app, so sales reps can stay connected to their leads even when they’re on the go.

Furthermore, because Freshsales integrates with popular business tools like Gmail, Slack, and Zapier, it’s easy to get started with the software. Whether you’re a small business or a large enterprise, Freshsales can help you close more deals and grow your business.

What Are Key Features Of Freshsales?

Freshsales is a customer relationship management software that helps businesses nurture their relationships with customers and close more sales. As CRM software, Freshsales offers several key features that are geared toward sales teams.

These include: 

  1. Lead scoring: This feature allows sales reps to prioritize and target the hottest leads. 
  2. Sales intelligence: This gives sales reps information about their leads, such as where they work, how they found out about the company, etc. 
  3. Pipeline management: This helps sales reps to keep track of their deals and see where they are in the sales process. 
  4. Email tracking: This allows sales reps to see when their emails have been opened and whether or not the recipient has clicked on any links. 
  5. Call recording: This enables sales reps to record their phone calls with leads and listen back to them later. 
  6. Reporting: This provides sales reps with data about their performance, such as how many deals they close, their conversion rate, etc. 
  7. Integrations: Freshsales integrates with several other applications, such as G Suite, Slack, Zapier, etc., which can be helpful for sales teams.

Is Freshsales a Reliable CRM?

In business, maintaining relationships with customers is essential to success. A CRM, or customer relationship management system, can help to streamline and organize customer interactions.

Freshsales is a popular CRM that offers a number of features that can benefit businesses of all sizes.

Here are five reasons why Freshsales is a reliable CRM:

1. Ease of use: Freshsales is designed to be user-friendly, with an intuitive interface that makes it easy to track and manage customer interactions.

2. Comprehensive features: Freshsales offers a wide range of features that can meet the needs of businesses of all sizes. From contact management to lead tracking and nurturing, Freshsales has the tools businesses need to build and maintain strong customer relationships.

3. Affordable: Freshsales is one of the most affordable CRMs on the market, making it a great option for businesses on a budget.

4. Scalable: As your business grows, Freshsales can grow with you. The CRM offers flexible pricing plans that scale to meet the needs of businesses as they expand.

5. Reliable: Freshsales is backed by a team of experts who are always working to ensure that the CRM is running smoothly and efficiently. With regular updates and top-notch customer support, Freshsales is a reliable CRM that businesses can rely on.

Considerable Factors While  Using Freshsales

There are a number of factors to consider when using Freshsales, such as the size of your business, the industry you’re in, and your customer base.

Here are a few factors to keep in mind while using Freshsales: 

The first factor to consider is the size of your business. If you have a large business, you’ll need to use more contacts and leads in order to generate sales. 

Another factor to consider is the industry you’re in. If you’re in a highly competitive industry, you’ll need to be more strategic with your sales and marketing efforts. 

The last factor to consider is your customer base. If you have a high-value customer base, you’ll need to make sure that you’re providing them with the best possible service.

By keeping these factors in mind, you’ll be able to use Freshsales more effectively and generate more sales.

How to Use Freshsales CRM Properly?

There are many CRMs on the market, but Freshsales is one of the most popular choices for small businesses. If you’re thinking about using Freshsales CRM for your business, here’s a quick 6-step guide on how to get started:


Step-1. Set up your account and import your data:

The first thing you need to do is create a Freshsales account and import your customer data. You can do this manually or by integrating it with your existing CRM or contact lists.

Step-2. Customize your sales pipeline:

Once your data is imported, you’ll need to customize your sales pipeline to match your specific business needs. This will help you track and manage your sales prospects more effectively.

Step-3. Create rules and workflows:

Set up your Freshsales CRM is to create rules and workflows. This will automate certain tasks and help you stay organized. For example, you can set up a rule that automatically assigns new leads to the appropriate sales rep.

Step-4. Use the Lead Scoring tool:

The Lead Scoring tool is a great way to prioritize and manage your sales prospects. With this tool, you can assign a score to each lead based on their likelihood of becoming a paying customer. This will help you focus your sales efforts on the most promising leads.

Step-5. Stay connected with your team:

Freshsales CRM includes powerful collaboration features that will keep you connected with your team members. You can use the chat tool to instant message coworkers, or the video conferencing tool to hold virtual meetings. You can also share files and documents directly within the CRM.

Step-6. Measure your success with reports and analytics:

If you want to take advantage of the reports and analytics features in Freshsales CRM in order to measure your success over time. With this data, you can fine-tune your sales strategy and continue to grow your business effectively!

Pros and Cons of Using Freshsales

Sales professionals are always on the lookout for new tools to help them close more deals, and Freshsales is one of the most popular CRM platforms on the market. However, like any tool, it has its pros and cons.

Let’s take a closer look at some of the key advantages and disadvantages of using Freshsales. 

One of the biggest advantages of Freshsales is that it is designed specifically for sales teams. This means that it includes a wide range of features that can help salespeople streamline their workflows and close more deals. For example, the platform offers built-in lead scoring and email drips, as well as powerful automation tools. 

Another plus point is that Freshsales is highly customizable, meaning that users can tailor the platform to their specific needs. There are also a number of integrations available, including with productivity tools such as Slack and Zapier. 

On the downside, one of the main criticisms of Freshsales is that it can be difficult to use. The interface is not always intuitive, and users may need to invest some time in learning how to use all the features.

In addition, Freshsales can be quite expensive, particularly for larger teams. 

Overall, Freshsales is a powerful CRM platform with a lot to offer sales teams. However, it’s important to weigh up the pros and cons before deciding if it’s the right tool for your business.

Wrap Up

Freshsales is a reliable CRM that can help your business grow. It has numerous features that are essential for any company.

However, it is important to consider the factors involved while using Freshsales. You must use it properly in order to maximize its potential.

Overall, Freshsales is an excellent CRM and should be considered by businesses of all sizes.


Michael Fied

founder of and SpamBurner

Michael Fied is the founder and CEO of and SpamBurner. In addition, he’s an internationally top-rated and award-winning website advisor and website architect with a global team of 55. You can find Michael on LinkedIn or contact him directly here.

Control form spam forever and win. Feel the burn!

Then only $14 / mo.