Freshsales CRM Review

(April 2025)

Funnels Kiwi Editors
April 27, 2025

Freshsales CRM Review: Our Verdict

Do want to improve on how you manage your relations with your customers, supercharge your sales process, simplify and reduce repetitive tasks? If your answer is yes, then Freshsales CRM from the Freshworks suite might be just what you need. This cloud-based CRM is designed with your business in mind, whether you are a startup or large enterprises.

Freshsales offers a range of features to make managing leads and deals easier for you to handle. Freshsales stands out as a versatile and powerful solution to boost your sales performance and enhance customer relationships.

Read on to discover all the amazing benefits that Freshsales has to offer to ensure you can stay on top of your sales game.

Pros

Stands out with its intuitive and easy-to-use interface,
Leverages Freddy AI for lead scoring and sales forecasting to provide you with valuable insights to prioritize high-potential leads and make informed decisions.
Enables you to communicate seamlessly with email, phone, and chat directly within the CRM.

Cons

Lack depth and customization compared to other CRM systems, which could be a downside if you need detailed analytics.
Fall short in robust marketing automation features compare to those of competitors like

Freshsales CRM Review: Who Freshsales CRM Is Best For

Utilise FreshSales CRM to successfully manage your relationship with your customers especially if you:

Depend on capturing, tracking, and converting leads to ensure you don’t miss any opportunities.
Need to interact with customers across multiple channels, like email, phone, and chat, all within one platform.
Want to simplify all repetitive tasks such as sending follow-up emails, assigning leads, or updating records, etc. so your sales team can focus on more strategic activities.
Rely on data-driven insights to make informed decisions and optimize your sales strategies using AI-driven tools.
Value customization and need a CRM that can be tailored to fit your specific business needs.

Freshsales CRM Review: Who Freshsales CRM Isn’t Right For

Opt for other alternatives to FreshSales if you:

Run your business on a tight or limited budget.
Need highly detailed and customizable reports
Require extensive marketing automation alongside sales efforts.
Operate in a highly specialized industry and need CRM features or integrations tailored to your field.

Freshsales CRM Review: What Freshsales CRM Offers

Take a deep-dive to discover more details on the amazing features that FreshSales offers for you to achieve your CRM objectives with ease which includes:

AI-Powered Lead Scoring: Imagine knowing exactly which leads are most likely to convert. Freshsales does the hard work for you by automatically ranking your leads, so you can focus your efforts on leads with the most impact.
Customizable Dashboards and Reports: There is nothing that says you should stick to aninterface. You shouldn’t have to adapt to your CRM; it should adapt to you and that is what Freshsales enables you to do. You can tailor your dashboard and reports to fit your specific needs and easily track performance and spot trends that matter to your business.

Built-in Communication Tools: Freshsales integrates all your communication channels directly into the CRM. Whether it’s phone calls, emails, or chats, you can manage all client interactions in one place in such a way that nothing slips through the cracks.

Sales Sequences: Freshsales lets you set up follow-ups and nurturing campaigns that work on autopilot. This means that even in your absence, you get to keep your prospects engaged with automated, personalized email sequences, so you can focus on closing deals.
Mobile App: With features like voice notes and offline mode, the Freshsales mobile app ensures you’re never out of touch with your sales data. With this features, you can stay connected to your CRM, no matter where you are.
Pipeline Management: Freshsales has an intuitive drag-and-drop interface that makes it easy for you to visualize and manage your sales pipeline. The advantage for you here is that, you can move deals through the stages with ease.

Integrations: Another interesting thing is that Freshsales connects seamlessly with a wide range of platforms, including email marketing tools and customer support software, to create a unified workflow. You don’t have to worry in case you are already using other tools,
AI-Based Forecasting: Get ahead with data-driven insights. Freshsales uses AI to predict future sales trends, helping you make smarter decisions.

Territory Management: If you manage a sales team, you’ll appreciate Freshsales’ ability to assign and manage territories, optimizing your team’s efforts and ensuring coverage where it’s needed most.
Custom Workflows: With Freshsales, you can create custom workflows that automate routine processes, freeing up your time for more strategic activities which means you get to say goodbye to repetitive tasks and breathe a sigh of relief.
Sales Analytics: Freshsales provides in-depth analytics and reporting tools to help you dive deep into your sales data, track performance and identify areas for improvement.

Pricing Plans: Freshsales offers pricing plans that are both flexible and budget-friendly. Whether you’re a small startup or a large enterprise, you’ll find a plan that fits your budget. The options include:
Free Plan: Perfect for small teams or startups, this plan gives you access to essential features at no cost.
Growth Plan: Starting at $9 per user per month (billed annually), this plan includes advanced features like AI-based lead scoring and sales sequences, giving you more tools to grow your business.
Pro Plan: For $39 per user per month (billed annually), you get access to advanced analytics, multiple sales pipelines, and other powerful features to take your sales to the next level.
Enterprise Plan: At $59 per user per month (billed annually), the Enterprise plan offers premium features like a dedicated account manager, custom modules, and advanced integrations, making it ideal for larger organizations with complex needs.

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Freshsales CRM Review: Where Freshsales CRM Stand Out

In case you are wondering about what makes Freshsalesspecial, the truth is always that there are several reasons, such as:

AI-Powered Capabilities: Freshsales leverages AI to focus on leads based on their likelihood to convert and this enhance your sales strategy and allow you focus on the most promising opportunities. Also, it has a sales forecasting features that provide valuable insights and predictions, which enables you to make data-driven decisions and plan more effectively for future success..
Integrated Communication Tools: Freshsales stands out by letting you communicate seamlessly within the CRM, so you don’t have to juggle different platforms. This means you now have a workflow that is more efficient as well as saving you time because you can handle emails, phone calls, and chats all in one place.

Customization and Flexibility: Freshsales lets you personalize your experience by tailoring dashboards and reports to match your specific needs. You can automate repetitive tasks and set up workflows that align with your unique sales process, ensuring the CRM adapts perfectly to how you work.

Mobile Accessibility: Mobile Accessibility: Stay connected and productive with Freshsales’ mobile app. Access your CRM from anywhere and take advantage of features like voice notes and offline mode, such that you and your sales team can work effectively even when you are on the move. Kinda cool right?
User-Friendly Interface: Here’s another open-secret; Freshsales is designed such that you can easily understand its features and functionalities. With this, you and your team can it get up and running quickly.s
Affordable Pricing: Freshsales offers pricing plans that are affordable and also competitive. You can choose from a range of plans which includes a free option and paid plans starting at $15 per user per month (billed annually).

Comprehensive Integrations: Connect Freshsales with other tools and platforms, such as email marketing and customer support, to create a cohesive ecosystem for your business.

Freshsales CRM Review: Where Freshsales CRM Fall Short

Basic Reporting: If you’re looking for detailed, customizable reports, Freshsales might not cut it. It’s more basic compared to CRMs like Salesforce, which offer more advanced analytics and reporting features.
Simple Marketing Automation: Freshsales has some marketing automation, but if you need something more powerful, you might want to check out HubSpot CRM. It provides more advanced tools for managing complex marketing campaigns.

Specialized Needs: If your business operates in a niche industry that needs specific features or lots of integrations, Freshsales might not be the best fit. You might find better options with CRMs designed for specialized needs or with broader integration capabilities, like Salesforce.

Customization Limits: Freshsales lets you customize some things, but if you need highly specialized workflows or extensive tweaks, it might fall short. Other CRMs offer more flexibility and customization options to match your unique processes.
Integration Gaps: Freshsales integrates with many tools, but it might not cover every single one you use. If you depend on specific tools, you might find that other CRMs have more extensive integration options that fit your needs better.

Freshsales CRM Review: How to Acquire and Use Freshsales CRM

Don’t fret over getting started with Freshsales CRM. It is simple and easy as a breeze. Here’s how you can go about it to have maximum benefit:

To acquire Freshsales CRM:

Head over to the Freshsales website to begin.
Sign up for a free trial. Freshsales gives you a 21-day free trial. Click “Try it Free,” fill in your details, and you’re in.

Pick the plan that suits your needs, after your trial ends. Don’t forget, whether you stick with the free option or go for a paid plan with extra features, Freshsales has something for every budget.

To use Freshsales CRM

Set up your account once you’re signed up and let Freshsales guide you through the process. Add your team, set up your sales pipeline, and customize your dashboard to fit your needs.
Transfer your existing customer data into Freshsales. This is the next important thing for you to do and it is seamlessly and stress-free. You can upload CSV files directly to the CRM or integrate Freshsales with the tools and platforms you’re already using, such as email marketing services or customer support systems. This flexibility ensures a smooth transition and helps you get started quickly without losing any valuable information.

Explore Freshsales’ key features to maximize your CRM experience. Manage leads effectively with Freddy AI, ensuring no opportunity is missed. Track deals using kanban views to keep your sales pipeline organized. Automate routine tasks to save time for more strategic activities. Stay connected with customers through integrated email, phone, chat, and social media communication—all from within Freshsales.

Take full advantage of Freddy AI’s advanced capabilities to gain valuable insights and recommendations tailored to your sales strategy. Freddy AI analyzes your data to highlight the most promising leads and suggest actions to boost your chances of closing deals.
Monitor your success; ensure you keep a close watch on your sales performance through Freshsales’ analytics and reporting tools. These tools provide clear insights into your key metrics and sales activities, which helps you spot trends and understand what’s working. Make informed decisions and adjust your strategies to improve your results and achieve your sales goals more effectively by regularly checking out the reports.
Get support when you need it. You don’t have to fumble around with Freshsales. If you ever need help, Freshsales has you covered with a help center, community forums, and a customer support team ready to assist you.

Freshsales CRM Review: Alternatives to Freshsales CRM

To qualify for Solid Performers CRM, you simply need to be a small business looking to improve your sales and customer relationship management processes. There are no specific requirements regarding your company size, industry, or annual revenue.

The CRM is accessible to businesses of all sizes and offers a cost-effective solution to streamline your operations and enhance your customer interactions.

Solid Performers CRM Review: How to Apply for Solid Performers CRM

Take a look at this quick rundown of some top alternatives to Freshsales CRM, so you can find the perfect fit for your business:

HubSpot CRM is a solid choice if you’re looking for a tool that combines sales, marketing, and customer service in one package. It’s particularly great if you need powerful marketing automation alongside your CRM. Plus, it starts with a free plan and grows with your business, with paid options beginning at $45/month.
Salesforce is the go-to if you need something super customizable and powerful. It’s ideal for larger businesses or those with complex needs, offering advanced reporting and a massive range of integrations. It might be a bit more of an investment, with pricing starting at $25 per user/month, but it’s worth it if you need all the bells and whistles.

Zoho CRM is perfect if you’re after flexibility and affordability. It’s versatile enough to fit various business models and is great for small to medium-sized teams. With features like AI-driven insights and social media integration, Zoho starts at just $14 per user/month, with a free version also available.

Monday.com CRM is ideal if you like things visual and collaborative. It’s not just a CRM but also a project management tool, making it perfect for teams that need to juggle sales and project workflows. It’s super customizable, with plans starting at $10 per user/month.
Insightly is a great pick if you need strong project management features alongside your CRM. It lets you track tasks and milestones right next to your customer data, making it easy to keep everything organized. Plans start at $29 per user/month, giving you a blend of CRM and project management tools.
Nimble is a simple, no-fuss CRM that’s perfect for small businesses and startups. It integrates seamlessly with your email and social media, so you can manage customer relationships without any hassle. At $25 per user/month, it’s an affordable option that keeps things straightforward and effective.

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Freshsales CRM Review: Customer Reviews

Freshsales CRM is highly rated across multiple platforms, consistently earning 4.6 out of 5 on G2, Capterra, GetApp, and Software Advice, with users praising its user-friendly interface, robust features, and affordability. It’s especially appreciated for its customization options, seamless integration capabilities, and effective lead management tools. However, it does have some criticisms; on Trustpilot, where it scores 4.4 out of 5, users note that the reporting features could be more detailed and customizable, and some find the learning curve for advanced features a bit steep. Despite these minor drawbacks, Freshsales CRM remains a popular and reliable choice for businesses seeking a versatile CRM solution.

Pro Tips

Use Freshsales’ AI-powered lead scoring to prioritize leads that are most likely to convert.
Set up custom workflows to automate routine tasks like follow-up emails, lead assignments, and record updates.

Tailor your Freshsales dashboard to fit your specific needs. This way you can you stay on top of your sales goals because the most important metrics and tools are always front and center, just the way you want it.

Connect Freshsales with other tools you use, such as email marketing platforms, customer support software, and project management apps so that you can make the most of its integration capabilities.
Don’t forget to take advantage of the Freshsales mobile app features like voice notes and offline mode for on-the-go access.
Dive deeper into advanced options to gain more detailed insights.

Don’t hesitate to reach out for guidance, if you ever feel stuck or need help, to ensure you’re using the CRM to its full potential.

Recap

Let Freshsales CRM bring you the success you desire with your customer relations management. Ensure you utilize all the compelling blend of functionality and ease-of-use to transform how you manage your sales and customer relationships.

Freshsales comprehensive suite of tools, including AI-driven lead scoring, customizable dashboards, and integrated communication features, makes it an excellent choice if you want to simplify your sales processes and improves efficiency.

While it may have some limitations in advanced reporting and niche industry requirements, its affordability, user-friendliness, and powerful core features make it a valuable asset for businesses of all sizes.

If you’re ready to enhance your sales strategy and boost productivity, Freshsales CRM is a solid choice that delivers on its promises and helps you achieve your CRM goals with confidence. So give it a try and you will be happy you did!