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Freshworks CRM

Delightfully simple software that works for your business.

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Overview

Freshworks CRM (formerly Freshsales) is a unified sales and marketing CRM that aims to provide a 360-degree view of the customer. It combines sales force automation, marketing automation, and integrated communication channels like chat, email, and phone. For account managers, it offers AI-powered insights with its 'Freddy AI' to score contacts, identify at-risk accounts, and suggest next best actions, all within a clean and intuitive interface.

✨ Key Features

  • Contact & Account Management
  • AI-powered Deal Insights (Freddy AI)
  • Visual Sales Pipeline
  • Built-in Phone & Email
  • Marketing Automation
  • Advanced Reporting

🎯 Key Differentiators

  • Built-in communication channels (phone, chat)
  • User-friendly interface
  • Strong AI features for lead and deal management

Unique Value: Combines powerful sales and marketing automation with integrated communication tools and AI insights in a single, easy-to-use platform.

🎯 Use Cases (3)

SMB sales and marketing alignment Inside sales teams needing integrated communication tools Managing the full customer lifecycle from lead to support

✅ Best For

  • Using AI to prioritize leads and deals for follow-up
  • Consolidating sales and marketing tools into a single platform

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Large enterprises with highly specialized, complex needs
  • Companies that do not need integrated marketing or communication tools

🏆 Alternatives

HubSpot Sales Hub Zoho CRM Salesforce Sales Cloud

Offers more native communication features (like a built-in phone dialer) than many competitors and is often considered more user-friendly than more complex systems like Salesforce.

💻 Platforms

Web iOS Android API

🔌 Integrations

Freshworks Suite (Freshdesk, etc.) QuickBooks Xero DocuSign Zapier API

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Pro/Enterprise tier)

🔒 Compliance & Security

✓ SOC 2 ✓ HIPAA ✓ BAA Available ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 2 Type II ✓ ISO 27001 ✓ HIPAA

💰 Pricing

$15.00/mo
Free Tier Available

✓ 21-day free trial

Free tier: Up to 3 users. Includes contact & account management, built-in chat, email, and phone.

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