
Tara Winslow
Account Executive, Sales Agency · 11-50
1 review written · 5.0 average
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Reviews by Tara Winslow
★★★★★
Running client CRM campaigns from a coffee shop or an airport gate is basically my Tuesday. Freshsales on mobile is the first tool in this category that hasn't made me feel like I'm working around the app rather than through it. Contact updates, deal stage changes, quick activity logs, all of it snappy on my phone. For an agency juggling multiple client pipelines, that matters more than I expected. Two months in and I haven't once needed to sprint to a laptop just to do something the app should handle.
The AI lead scoring is genuinely useful, not just window dressing. My clients are small to mid-sized sales teams and seeing Freshsales surface which leads actually need attention has saved a lot of manual triage. Setup was quick enough that I had a client's pipeline live within a day. Customer support has been responsive, though I've only needed them twice. If you're evaluating CRM options for a distributed or client-facing workflow, put this one near the top of your list.