Case Study: Shortlist achieves 50% cost reduction and 30% month-over-month growth with Freshsales

How California SaaS startup—Shortlist cut cost by 50% and sustained growth with Freshsales

Shortlist, a San Francisco–based SaaS startup that helps companies find and manage external freelancers, contractors and vendors, outgrew its lightweight Streak CRM and faced a lack of structure and visibility. The team chose Freshsales as a more structured, easy-to-use CRM that provided necessary controls without the implementation overhead of Salesforce, leveraging features like Segment integration, Smartforms and Gmail integration.

Freshsales implemented Segment-driven activity tracking, Smartforms for automated lead capture (generating over 1,000 website leads per month) and lead scoring to prioritize outreach, enabling upsell identification and faster follow-up. As a result Shortlist sustained 30% month-over-month growth, reduced costs by 50% and shortened its sales cycle by 20% after switching to Freshsales.

Shortlist

Joey Frasier

Co-founder and Chief Operating Officer