![Ishan S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ishan S.")
IS

Ishan S.

Manager and Dietician at Chaitanya Homoeo Clinic, Medical Store Owner, Content Creator

Hospital & Health Care

Small-Business (50 or fewer emp.)

6/11/2026

"A Practical CRM for Managing Leads and Customer Interactions"

5/5

What do you like best about Freshsales?

I work as a Dietician and Nutritionist, manage a homeopathy clinic, and also create health education content. What I like most about Freshsales is that it is easy to use and did not take much time to set up. The interface feels straightforward, so managing daily work is not complicated. I regularly use the contact management and lead tracking features to keep nutrition consultation inquiries and wellness program prospects organized. It helps me see who has been contacted, who needs a follow-up, and which inquiries are still active. The pipeline view is also useful because it gives a clear picture of where each opportunity stands. Instead of checking different notes or messages, I can quickly review progress and plan the next action. Another thing I like is the task and activity management. I can schedule follow-ups, add notes after discussions, and keep track of important client interactions in one place. This is helpful when handling multiple consultations and health education projects at the same time.

I also use it to maintain records of people who show interest in diet plans, wellness programs, and health awareness activities. Having contact details, communication history, and follow-up information available in one system makes day-to-day coordination easier. The email and activity tracking features are useful for monitoring ongoing conversations and ensuring that important inquiries are not missed. This helps maintain better communication and follow-up consistency during busy work schedules. The performance has been reliable during regular use. Pages load quickly, contact records open without delays, and moving between leads, activities, and pipeline stages feels smooth. Overall, it provides a good balance of features without making the system feel overly complex. Review collected by and hosted on G2.com.

What do you dislike about Freshsales?

I like the reporting features, but when I need a very specific view of lead activity or follow-up performance, I sometimes spend extra time adjusting filters and report settings. The information is available, though creating a highly customized view can take a little more effort. For standard reporting it works well, but for more detailed analysis I occasionally need to refine the report settings before getting the exact view I am looking for. Review collected by and hosted on G2.com.

What problems is Freshsales solving and how is that benefiting you?

It is helping me keep contacts, leads, follow-ups, and communication activities organized in one place. Instead of tracking inquiries through different notes, emails, or records, I can manage everything through a single system. I can keep contact information updated, schedule follow-up activities, review previous interactions, and monitor the progress of leads more easily. Having lead records, notes, tasks, meetings, and communication history connected together helps keep ongoing work organized.

The pipeline view also provides a clear overview of active opportunities and upcoming actions. This makes it easier to prioritize follow-ups, stay updated on ongoing discussions, and keep communication moving forward without missing important details. Having everything available in one place makes daily work easier to manage. I can review information more quickly, keep follow-up activities organized, and spend less time searching through different records to find important details. Review collected by and hosted on G2.com.

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