
Emma Larson
Account Executive Β· 11-50
1 review written Β· 4.0 average
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Switching CRMs mid-growth is not something I'd wish on anyone. Our old platform had us drowning in manual data entry, and the pipeline view felt like it was designed by someone who'd never actually worked a sales cycle. Six months into Freshsales, I can say the migration was worth it, though not without friction.
The AI-powered lead scoring was the first thing that caught my attention, and it's held up. I can open my queue on a Monday morning and immediately know who deserves my energy that day rather than guessing. The email sequencing is also genuinely better than what I had before, especially the way it surfaces engagement signals right inside the contact record. The built-in phone and the activity timeline together create a picture of each prospect that used to take me three tabs and a spreadsheet to piece together. For a team our size, that kind of consolidation matters a lot.
The one real frustration is the reporting. Out-of-the-box dashboards are fine for basics, but the moment you need a custom report with more than two or three filters, things get clunky fast. I've spent more time than I'd like reverse-engineering what I thought would be a simple funnel breakdown. Customer support has been responsive when I've filed tickets, but a couple of answers felt more like workarounds than actual solutions. Still, as a whole package for a growing startup that needs solid CRM functionality without enterprise-level complexity (or pricing), Freshsales earns its place.