Freshsales

Introduction

Freshsales, from Freshworks, is a customer relationship management tool built to be easy and affordable. It gives a small sales team one place to track leads, manage the pipeline and follow up on time, without the complexity of heavier enterprise CRMs.

Who it suits

Freshsales fits a small business with a growing pipeline that is currently tracking leads in a spreadsheet or someone’s head, and needs a proper system before deals start slipping.

What you get

  • Contact and deal management in a clear pipeline view.
  • Built-in email, phone and follow-up tracking.
  • Automation for repetitive sales admin.
  • Reporting on pipeline and conversion.

How the cost works

Freshsales is a monthly subscription per user, in US dollars, with a free or low-cost entry tier and higher plans adding automation and AI features. Check current per-user pricing for your sales team size.

Our take

Freshsales is a friendly first CRM that will not overwhelm a small team, and moving off spreadsheets is usually the single biggest upgrade a growing sales operation can make. Pair it with a real lead generation effort so the pipeline it manages stays full.

See Freshsales plans

Related: Lead generation  ·  Sales  ·  More business tools

Main Features

Omnichannel AI Customer Service: Freshsales enables you to support your customers on any channel – email, chat, voice. Resolve with AI, bring human experts when needed, and personalise service with a context-rich inbox.

Agentic AI: Freshsales’ AI agent Freddy, helps you resolve repetitive yet complex queries and hand over to you only when needed, and with full context.

Ticketing and Case Management: Freshsales enables your team to see all interactions in one place, prioritise tickets based on customer sentiment and SLAs, and use AI assistance that suggests similar tickets from the past so you’re ready to resolve.

AI Assistance: Freddy AI Copilot gives your team everything they need to resolve faster and better with real-time sentiment, context from similar tickets, live translations, and more.

Live Chat Messaging: Through Freshsales CRM, you can chat to your customers on the channel of their choice at any time. You can also automate live chats with AI.

Contact Centre: Freshsales’ CRM includes a built-in cloud phone and contact centre feature that lets sales and support teams buy toll-free or local numbers, make outbound calls, and receive inbound calls directly from the browser without juggling external devices.

Pricing

Freshsales has three pricing plans and a free plan designed for small teams of up to 3 users. All plans can be tried for free for 21 days.

Free Plan – $0 per month for 3 users. The Free plan features:

  • Kaban View for contacts
  • Email templates
  • Built-in phone and live chat

Growth Plan – $11 per user, billed monthly or $9 per user, billed annually. The Growth plan features everything on the free plan plus:

  • Kanban View for contacts, accounts and deals
  • Contact lifecycle stages
  • Built-in chat, email and phone
  • Email templates
  • Custom fields
  • Basic workflows
  • Contextual collaboration with Slack
  • Product catalogue
  • Curated reports
  • Access to Freshworks Marketplace
  • 1 Configure, Price, Quote (CPQ) licence
  • Mobile app
  • 24/5 support

Pro Plan – $47 per user, billed monthly or $39 per user, billed annually. The Pro plan features everything on the growth plan plus:

  • Contact scoring by Freddy AI
  • Custom sales activities
  • Advanced custom fields
  • Auto-assignment rules
  • Territory management
  • Sales sequences
  • Sales emails by Freddy AI
  • Rephrase, expand, and enhance text by Freddy AI
  • Bring your own carrier (B.Y.O.C)
  • Multiple sales pipeline
  • Account hierarchy
  • Deal insights by Freddy AI
  • Advanced workflows
  • Custom reports

Enterprise Plan – $71 per user, billed monthly or $59 per user, billed annually. The Enterprise plan features everything on the pro plan plus:

  • Field-level permissions
  • Custom modules
  • Forecasting insights by Freddy AI
  • Workflows for custom modules
  • Sandbox
  • Audit logs
Pros and Cons

Pros

Has a free plan
AI integration for seamless relationship management
Affordable and beginner friendly

Cons

No local pricing
Free plan has limited features
FAQs

Freshsales caters to a wide range of industries, from tech startups to marketing agencies and professional services firms. Their flexible platform can be customized to suit most sales workflows.

Freshsales offers various plans to accommodate businesses of all sizes. They boast a scalable architecture that can grow with your needs.

Freshsales offers 500 sessions with all paid plans to try out chatbots. This is limited to once per account. Once exhausted, you can purchase additional sessions bases on your requirements.

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