
Benedict Harlowe
Development & Partnerships Manager Β· 11-50
1 review written Β· 4.0 average
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The first week was the thing that sold me. I'd braced for the usual mess of half-finished setup wizards, PDFs you have to dig for, and a support queue that takes three days to respond. Freshsales surprised me. The guided onboarding walked my small fundraising team through contact imports, pipeline setup, and email integration in a way that actually made sense for people who aren't technical. Our four-person programs team had live deals (or, in our case, grant relationships) tracked in the system before the end of day two. That kind of out-of-the-box clarity is genuinely rare for a nonprofit with limited IT support.
More than three years on, the AI-driven lead scoring and contact activity timeline have become central to how I manage donor pipelines. The way it surfaces stale contacts or flags when a conversation has gone quiet is useful in ways I didn't anticipate. Reports are flexible enough that I can build the views the board wants without pulling data into a spreadsheet every month. That alone justifies the subscription cost for an org watching every pound, or dollar, carefully.
The one real frustration is customer service response time. It has improved since the early days, but when something breaks mid-campaign, the chat support can feel slow. I've had to rely on the knowledge base more than I'd like. That said, the knowledge base is actually thorough, so it's a manageable gap rather than a dealbreaker. If you're running a small nonprofit or an educational program office and you want a CRM that doesn't require a dedicated admin to get started, this is worth a serious look.