Danielle Cormier
Independent Sales Consultant · 1-10
1 review written · 5.0 average
Danielle Cormier's favourite software
No favourites yet.
Reviews by Danielle Cormier
★★★★★
Setting up a CRM solo, with no IT department to catch your mistakes, is genuinely nerve-wracking. Six months ago I committed to Freshsales, and the part I keep wanting to brag about is how approachable the admin and configuration side turned out to be. Custom fields, pipeline stages, contact properties: all of it clicked into place faster than I expected. Nothing buried six menus deep. The permissions layer, even though I'm the only user, is thoughtfully designed. I could see exactly what I was granting and why, which matters when you eventually onboard a contractor and need to lock down what they can touch.
The AI-assisted lead scoring felt like a gimmick to me at first. I ignored it for the first month, honestly. Then I turned it on, tuned a couple of weighting rules through the settings panel, and started routing my follow-up calls differently based on the scores. Conversion on my warm pipeline ticked up noticeably. No dramatic numbers to cite, but I felt the shift. Customer support has been responsive when I needed it, though I will say the documentation occasionally lags behind the product updates. I found one configuration screen that the help article simply did not match anymore.
For a freelancer running everything yourself, the value here is real. You get a genuinely capable platform without needing a dedicated admin to keep it from going sideways. If you're evaluating this as a solo operator, pay attention to the workflow automation builder specifically. It's where the time savings live. I have no plans to switch, and that's honestly the clearest endorsement I can give.
