Freshsales
39 Case Studies
A Freshsales Case Study
Reply.ai, an enterprise chatbot platform founded in February 2016, was struggling to scale its sales process using Trello because the tool lacked customer insights, robust reporting, and required heavy manual tracking. To establish a more efficient CRM for managing leads and pipeline, Reply.ai switched to Freshsales CRM in July 2016.
Freshsales delivered a customized deal pipeline, automation to replace manual data entry, email integration (Auto-Bcc with Mixmax) and auto-logging of conversations, plus easy-to-create custom reports. As a result, Reply.ai shortened its sales cycle by 25%, generates and summarizes reports roughly 10x faster, and cut reporting time—boosting productivity by about 60% since adopting Freshsales.
Erica Mannherz
Co-founder, Business Development + Growth