Melissa Dunbar
Development Operations Manager · 11-50
1 review written · 5.0 average
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Reviews by Melissa Dunbar
★★★★★
Admin setup was the thing I dreaded most before committing to a new CRM, and Freshsales genuinely reversed that feeling. Two years of managing permissions across a small but layered nonprofit team, and I still find the configuration side of this product satisfying to work in. Role-based access is clear, setting up custom profiles for volunteers versus staff versus leadership took maybe a weekend to get right, and I haven't had to revisit it since. The field customization panel is intuitive enough that I rarely need documentation to figure out where something lives.
For an organization that can't afford to hand this off to a dedicated IT person, that independence matters a lot. A couple of minor frustrations: bulk-editing certain permission rules still requires more clicks than it should, and the audit trail for admin changes could be more detailed. But those are small complaints. Their support team was patient when I had onboarding questions, and the overall value for what we pay on a nonprofit plan is hard to argue with.
