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Product manager, BI consultant at a tech services company with 1,001-5,000 employees
Consultant
Comprehensive CRM which helped us to improve our customer management and optimise how our agent work
Pros and Cons
  • "There is the option to create different roles for specific users. We make use of groups for each customer service team which has been very effective. We are able to apply different sets of rules for each group which determines how they interact with customers and escalate issues."
  • "The dashboards are useful but could be so much better. As a product manager, and data scientist, we couldn't use the dashboard for analytics and had to move the data in Power BI."

What is our primary use case?

We use Freshdesk, in our asset financing company, to handle customer complaints, issue tickets to available agents, and effectively manage escalations. We make use of the reports related to each of these different stages of the customer journey. 

Our agents use Freshdesk to reach out to new and existing customers and work off the database we have in Freshdesk to retrieve the lists of our customers. 

How has it helped my organization?

We use it as a customer relationship management tool and it serves this purpose well. The key objective was being able to connect to a database of our customers in Freshdesk and to show information such as their names, credit status, and the last time we spoke to them. 

What is most valuable?

One of the most valuable features is the multi-agent system, although this is possible with most CRMs. There is the option to create different roles for specific users. We make use of groups for each customer service team which has been very effective. We are able to apply different sets of rules for each group which determines how they interact with customers and escalate issues. 

Freshdesk also provides useful data for the tracking of tickets and their statuses using time stamps. We have been able to implement different interventions for such as calling a customer when certain timestamps are made.

What needs improvement?

There are a number of different statuses for tickets that agents can apply. There were times when the customer service agents got confused as to how to use these statuses. This could have possibly been something we could have streamlined and improved manually, in retrospect. 

The dashboards are useful but could be so much better. As product managers and data scientists, we couldn't use the dashboard for analytics and had to move the data in Power BI.

Buyer's Guide
Freshdesk
January 2025
Learn what your peers think about Freshdesk. Get advice and tips from experienced pros sharing their opinions. Updated: January 2025.
831,265 professionals have used our research since 2012.

For how long have I used the solution?

I have used this solution for more than one year. 

What do I think about the stability of the solution?

Based on our experience, this solution was reliable and performed well.

What do I think about the scalability of the solution?

This solution is scalable. 

How was the initial setup?

The initial setup was easy for the average user. However, we did have instances where new features took a couple of days to implement properly.

What about the implementation team?

Deployment was a combination of both a vendor and an in-house team. 

Deployment took two months. 

What other advice do I have?

I enjoyed the experience, as a product manager, using and implementing Freshdesk for customer service. Overall, this is a good and robust solution that offers an extensive number of features that we have not yet used. 

Before making the decision to use Freshdesk, I would recommend working out your use case thoroughly using wireframing or a mock-up. This will determine exactly how you would use the product and help you build a better customer management system. This type of planning will also allow you to deliver value much quicker. 

Overall, I would rate this solution a nine out of ten. 

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
PeerSpot user
Mobile Developer at a tech services company with 51-200 employees
Consultant
Setup is simple with the MobiHelp SDK, credentials from Freshdesk, and some codes. However, I want to see it integrated with C# for Android in the next version.

What is most valuable?

Aside from sending a ticket to client, it can also send an image. You can add custom data such as the IMEI, location, or any other information you want to include to the image.

How has it helped my organization?

It helps with having faster communication and actions from the client.

What needs improvement?

I want to see it integrated with C# for Android in the next version, as it is currently only integrated for Java.

For how long have I used the solution?

I've used it for almost three months.

What do I think about the stability of the solution?

We have encountered lots of issues from observations of our QA. Some issues we face are concatenated (new line) as it displays '=0' and differences between line spaces, but they immediately fixed those issues.

We're still waiting for resolutions for others, such not being able to recover lost data or tickets. For example, if I logout and login again, here's a delay with sending and receiving ticket, and it can't be integrated into our app in C#.

How are customer service and technical support?

8/10 - since they are always active and take actions if possible.

Which solution did I use previously and why did I switch?

As we are still waiting for some features which are supposed to be in the next release, we have built our own APK.

How was the initial setup?

It is simple and easy to use. All you need is the MobiHelp SDK, the credentials that they will give to you, and some codes.

What about the implementation team?

If you are an Android Java developer, it's easy for you to implement this product in a day, or possibly less.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Buyer's Guide
Freshdesk
January 2025
Learn what your peers think about Freshdesk. Get advice and tips from experienced pros sharing their opinions. Updated: January 2025.
831,265 professionals have used our research since 2012.
PeerSpot user
Customer Relations Advisor at a tech vendor with 51-200 employees
Vendor
The API is powerful.

Valuable Features:

  • Email/ticket handling.  
  • Custom email server option.  
  • Knowledge base framework is really good, but not quite as customizable visually as Zendesk.  
  • Also, the Freshdesk API is so powerful...  We can do basically anything we can think when it comes to ticket handling.

Improvements to My Organization:

Our customer service is built around it, and has been for years.  We've grown with it, so it's hard to say how it "improved" our operations.  It's all we've known.  I'd hate to be without it.

Room for Improvement:

Localization needs to be implemented.  No option for other languages at this point in the knowledge bases.  Customer service used to be fantastic, but seems to be slipping a bit as they grow larger.  Still good though.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
PeerSpot user
Lecturer at a university with 51-200 employees
Vendor
It allows our team members to share tickets and to track their progress, although we're unable to receive messages from certain email addresses.

What is most valuable?

  • Ticket system - provides us with support tickets submitted by customers from various sources
  • Sharing - team members can share progress of tickets

How has it helped my organization?

  • We can follow up on tasks.
  • Our team members can sharing tickets.
  • It provides the actual status from divers department.

What needs improvement?

There are issues with technical incidences, such as not being able to receive messages from certain email addresses.

For how long have I used the solution?

I've used it for six months.

What was my experience with deployment of the solution?

Not much, however it can be difficult to comprehend for some team members.

How are customer service and technical support?

Customer Service:

8/10

Technical Support:

8/10

Which solution did I use previously and why did I switch?

I did, however this one is the most complete solutions.

How was the initial setup?

It was complex to set up the parameters.

What about the implementation team?

It was done in-house.

What was our ROI?

It's pretty good.

What other advice do I have?

It's a great tool once everything is in place.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
PeerSpot user
Head - Customer Support Desk with 51-200 employees
Vendor
The ready-to-use reports are a valuable feature, but the overall look of it could be improved.

Valuable Features:

Chat, Customer Satisfaction survey, ready-to-use reports

Improvements to My Organization:

Through chats we now connect with a bigger audience and satisfaction surveys have allowed us to know clients' points of view in a better way.

Room for Improvement:

Improvement can be done with the overall look, and fields like Query Type can be shown at the home page itself.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user