Sloane H.
SH
Revenue Operations & KPI Reporting Analyst
Computer & Network Security
Mid-Market (51-1000 emp.)
"Streamlines Sales Pipeline, Needs Better Reporting"
4/5
What do you like best about Freshsales?

I really value Freshsales for its customizable deal pipeline builder. It lets me tailor the stages to fit our cybersecurity SaaS sales cycle, and tagging deals by contract value is a breeze. I love that I can use the native webhook capability to push real-time deal updates through Zapier into our KPI platform, giving our leadership live pipeline metrics for quarterly business reviews. Its built-in contact access logs make maintaining CCPA compliance so much easier, saving us tons of time on audits. Review collected by and hosted on G2.com.

What do you dislike about Freshsales?

Freshsales’ native custom reporting is fairly limited for our complex cybersecurity SaaS metrics, so I often need manual CSV exports for QBRs. Webhook syncs to our KPI platform sometimes drop deal update events without clear alerts. Also, bulk contact record exports cap out, slowing us down when pulling prospect PII logs for our quarterly CCPA compliance audits. Review collected by and hosted on G2.com.

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