![]() Because of this, we recommend it for teams working on long-term projects. is the perfect sales CRM for tracking the lifecycle of a project from early-stage bidding to the final ribbon-cutting ceremony. You can use Freddy to build your own automatic processes, saving you time and money spent on fiddly administration tasks.įor example, once you’ve marked an invoice as paid in your database, the Freddy tool could be set up to send an email with the receipt to your customer. Internal SMS, phone, and email communicationįreshsales is also extremely popular amongst users for its smart automation assistant, named Freddy.Company-wide notifications in case of delivery or shipment delays. ![]() Auto-assignment rules for allocating tasks to project leads.Custom fields for recording particular contact details, like service descriptions. ![]() It took just six minutes to input all of our mock customer data into the app’s dashboard. Our testers liked Freshsales for simplifying basic CRM admin tasks, like contact management. Its innovative design is easily navigable, without sacrificing functionality.īecause of this, we’d most recommend it for companies with lots of apprentice or trainee construction workers that need to get new users up and running quickly. Historically, the construction industry has been underserved by technology, which has made some workers resistant to new products.įreshsales was our highest-scoring CRM system for usability.
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