Freshservice Review | best project management

Freshservice Review

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Aditi Patel

10 Best Project Management Editor

Pros

  • Intuitive, modern, and easy-to-navigate user interface.
  • Powerful automation features to handle repetitive tasks.
  • Strong integration between ITSM tickets and project tasks.
  • Comprehensive IT asset management (ITAM) capabilities.
  • Excellent mobile app for managing tasks on the go.
  • Scalable plans suitable for small businesses to large enterprises.

Cons

  • Project management features are less robust than dedicated PM tools.
  • Reporting and analytics can have a steep learning curve.
  • Cost can become high for large teams on premium plans.
  • Some advanced features are locked behind the highest-priced tiers.

Overview

Freshservice is a key product from Freshworks Inc., a company founded in 2010. Freshworks focuses on creating user-friendly business software. Their goal is to improve engagement with both customers and employees. Freshservice was designed specifically as a cloud-based IT service desk solution. It helps organizations streamline their IT support and operations. The platform is built on core ITIL principles but presents them in an intuitive way. This makes advanced ITSM practices accessible to businesses of all sizes, not just large enterprises. Over the years, it has expanded to include robust project management capabilities, directly integrating them with IT service delivery.

Key Features

Freshservice is packed with features designed to unify IT operations and project execution. The platform is more than just a ticketing system; it provides a full suite of tools to manage the entire IT lifecycle. These features work together to increase efficiency, improve service quality, and provide better visibility into IT activities. From handling incidents to managing complex changes, the platform offers a centralized command center for IT teams. Here are some of the standout features that define the Freshservice experience.

  • Incident Management: A streamlined system for tracking, prioritizing, and resolving IT issues and support tickets.
  • Integrated Project Management: Manage projects with tasks, sub-tasks, Gantt charts, and resource allocation directly within the ITSM tool.
  • Service Catalog: Create a user-friendly portal where employees can request IT services and products.
  • Asset Management: Discover and track all hardware and software assets across your organization.
  • Change Management: Plan and execute IT changes with automated workflows to minimize business disruption.
  • Freddy AI: An artificial intelligence engine that offers chatbot support, ticket routing, and predictive insights.
  • Reporting and Analytics: Generate detailed reports to monitor team performance and service delivery metrics.

Pricing

Freshservice offers a tiered pricing structure that allows businesses to choose a plan that fits their size and needs. The plans are billed per agent, per month, with discounts available for annual commitments. Each tier unlocks more advanced features, moving from basic helpdesk functions to full enterprise-level service management. It’s important to review the features in each plan carefully. This ensures you are paying for the capabilities your team actually requires. A 14-day free trial is available for all plans, allowing you to test the platform before making a final decision.

PlanPrice (Billed Annually)Key FeaturesBest For
Starter$19 per agent/monthIncident Management, Knowledge Base, Self-Service Portal, Asset DiscoverySmall teams or businesses starting with basic ITSM.
Growth$49 per agent/monthIncludes Starter features plus Service Catalog, SLA Management, and Software License Management.Growing businesses that need to formalize their IT service delivery.
Pro$95 per agent/monthIncludes Growth features plus Problem, Change, and Release Management; Project Management.Mature IT teams requiring full ITSM capabilities and project integration.
Enterprise$115 per agent/monthIncludes Pro features plus Freddy AI Virtual Agent, Sandbox, and Audit Logs.Large organizations needing advanced AI, security, and governance.

Key Product Capabilities

To truly understand Freshservice, you must look closely at its core capabilities. The platform is divided into several modules that address different aspects of IT management. These components are designed to work together seamlessly, providing a holistic view of your IT environment. From day-to-day support to long-term strategic planning, Freshservice provides the tools needed to maintain a healthy and efficient IT infrastructure. Let’s explore some of the most important product areas in more detail.

IT Service Management (ITSM)

The foundation of Freshservice is its powerful ITSM suite. It simplifies ticketing by converting incoming emails, portal requests, and chat messages into trackable tickets. Agents can easily prioritize, assign, and resolve these issues. The platform includes a self-service portal and knowledge base. These tools empower employees to find answers and solve minor issues on their own. This reduces the workload on your IT staff and improves resolution times for everyone.

IT Operations Management (ITOM)

For more advanced needs, Freshservice offers ITOM capabilities. This helps teams move from a reactive to a proactive approach. It includes alert management, which consolidates notifications from various monitoring tools into a single place. This prevents alert fatigue and helps agents focus on critical issues. On-call management features ensure that the right person is always available to respond to urgent incidents, even after business hours. This is crucial for maintaining system uptime and reliability.

Project Management

The project management module in Freshservice is a significant advantage. It allows teams to manage IT projects from start to finish without leaving the platform. You can create projects directly from incidents or change requests, ensuring a direct link between support and development. The module supports task management, Gantt charts for timeline visualization, and time tracking. While not as feature-rich as specialized tools like Asana or Trello, it is perfect for managing IT-related projects like software rollouts, hardware upgrades, or infrastructure changes.

How to Get Started?

Starting with Freshservice is a straightforward process. The platform is designed for quick setup, allowing you to get your service desk operational in a short amount of time. The company provides a guided onboarding experience and a free trial to help you explore its features. Following a few simple steps will ensure a smooth implementation and help your team adopt the new system efficiently. Here is a step-by-step guide to getting your Freshservice account up and running.

  • Sign Up for a Free Trial: Visit the Freshservice website and choose the plan you want to evaluate. You can sign up for a 14-day free trial without a credit card.
  • Initial Configuration: Set up your basic service desk settings. This includes adding your company name, logo, and business hours.
  • Add Your Agents: Invite your IT team members to the platform. You can assign them different roles and permissions based on their responsibilities.
  • Configure Support Channels: Connect your support email addresses so that incoming emails automatically become tickets. You can also set up the self-service portal.
  • Import Data: Begin importing your existing data. This can include users, assets, and knowledge base articles to populate your new system.
  • Create Workflows and Automations: Set up automation rules to handle ticket routing, priority setting, and other repetitive tasks to improve efficiency.

Help & Support

Freshworks provides reliable customer support for its Freshservice users. The level and type of support you receive can depend on your subscription plan. However, all customers have access to a comprehensive set of resources to help them succeed with the platform. This support system is designed to answer questions, resolve technical issues, and provide guidance on best practices. The goal is to ensure that you can maximize the value you get from the software. Support options range from self-help resources to direct assistance from their team of experts.

All users have access to a detailed knowledge base filled with articles and how-to guides. There is also an active community forum where you can ask questions and share ideas with other Freshservice users. For direct support, customers can use 24/7 email support. Phone support is available 24 hours a day, five days a week, for all paying customers. Enterprise plan customers often receive a dedicated account manager for more personalized assistance and strategic advice.

Bottomline

Freshservice stands out as a top-tier ITSM solution with well-integrated project management features. Its greatest strength is its user-friendly design, which makes powerful ITIL-based processes accessible to teams of any size. For organizations whose projects are closely tied to IT service delivery, the platform is an excellent choice. It creates a unified environment where support tickets, problems, changes, and projects all live together. This provides unmatched visibility and streamlines workflows that would otherwise require multiple disconnected tools.

However, if your primary need is advanced project management for non-IT departments like marketing or software development, Freshservice may feel limited. Its project management module is robust but does not have the depth of dedicated PM platforms. In conclusion, Freshservice is highly recommended for IT departments in the USA looking to mature their service management practices while keeping projects aligned with IT operations. It offers a scalable, intuitive, and powerful platform that can grow with your business.

Freshservice

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