Trevor Fontaine
CRM Consultant · 11-50
1 review written · 4.0 average
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Reviews by Trevor Fontaine
★★★★★
Clean UI shouldn't be underrated, and Freshsales gets this right in a way that genuinely matters when you're managing multiple client pipelines at once. About a year ago I started rolling it out across several client accounts, each with different sales processes and different levels of tech-savviness on their end. The thing that kept coming up, positively, was how little hand-holding the interface needed. Contact records are laid out logically. The activity timeline is easy to read at a glance. Even clients who struggled with their previous tools were navigating deal stages and logging notes within a day or two. That's a real win when you're an agency and your credibility is tied to onboarding speed.
Day-to-day, the Kanban pipeline view is probably what I live in most. Dragging deals across stages, pulling up quick filters by owner or tag, checking the AI-based lead scores before a client call. It all flows without friction. The mobile experience holds up better than I expected too, which matters when I'm presenting to a client off-site and need to pull up a contact fast.
The one gripe I keep running into is the custom report builder. It's functional, but getting granular filters to behave exactly the way you want takes more trial and error than it should. I've had to walk clients through it multiple times because the logic isn't always intuitive. Support has been helpful when I've reached out, though response times can stretch on complex issues. Nothing that breaks the experience overall, but it's the one spot where the otherwise polished UI shows a rough edge.
