Freshsales

Overview

Freshsales aims to be a diverse CRM by offering a unified view of the customer by aggregating data from emails, phone calls, web visits, and chat interactions. As part of the Freshworks ecosystem, it is designed to be intuitive and affordable, making enterprise-grade features like AI lead scoring accessible to smaller businesses.

Key Features

Freddy AI

The platform’s AI assistant, Freddy, analyzes historical data to score leads and predict deal closure. It helps sales reps prioritize which contacts to call first, ensuring effort is spent on high-probability opportunities.

Contextual Collaboration

Freshsales integrates deeply with Freshdesk (support). This means a sales rep can see if a lead has an open support ticket before calling them, preventing awkward conversations and ensuring a unified customer experience.

Sales Sequences

Users can design multi-step sales campaigns that include emails, calls, and SMS. These sequences run automatically based on lead behavior, ensuring consistent follow-up without manual intervention.

Visitor Tracking

The CRM tracks how leads interact with your website—which pages they visit and how long they stay. This behavioral data gives sales reps critical context to tailor their pitch.

Pricing

Pricing and plan details may change over time. The information below reflects the general structure of Freshsales’ plans.

• Free: A generous plan for small teams to organize contacts and manage deals.
• Growth: Adds sales sequences and visual pipelines for growing businesses.
• Pro: Includes multiple sales pipelines, AI features, and time-based workflows.
• Enterprise: Advanced custom modules, audit logs, and dedicated account management.

Who Should Use Freshsales?

Ideal for:

• SMBs looking for an affordable, feature-rich CRM.
• Teams already using other Freshworks products.
• Businesses that need built-in phone and chat features.
• Sales leaders who want AI-driven insights without high costs.

Verdict

Freshsales strikes an impressive balance between power and ease of use. It offers a suite of tools—phone, email, chat, AI—that usually require expensive disparate systems. While it may not offer the infinite customization of Salesforce, it is a robust “out of the box” solution for the vast majority of businesses.

Rating: 4.5/5 - High value CRM with built-in AI.