Willow Beauchamp
Development and Donor Relations Coordinator · 11-50
1 review written · 2.0 average
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Reviews by Willow Beauchamp
★★★★★
Five years managing contacts, campaigns, and donor pipelines through Freshsales, and the thing that still grinds me down is permissions. Role configuration is genuinely a maze. Trying to restrict a volunteer's view to only their assigned contacts without accidentally hiding fields from my full-time staff took me the better part of a week the first time, and every major update seems to quietly shift something in the admin panel. For a non-profit running lean, that kind of unpredictability is costly in hours I don't have.
To be fair, the AI-assisted lead scoring has actually been useful for prioritizing grant prospects, and the pipeline view is clean once you get it set up. Customer support is responsive, I'll give them that, though 'responsive' and 'helpful on complex permission problems' are two very different things. If your org has a dedicated IT person to wrestle with admin configuration, you'll probably be fine. If that person is you AND the fundraiser AND the program coordinator, budget extra time for frustration.
