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Freshsales

By Freshworks

BeginnerPlatform12.9K learners

Freshsales is a customer relationship management (CRM) platform from Freshworks that combines contact and deal management with built-in phone, email, and AI-assisted lead scoring for sales teams.

Definition

Freshsales is a customer relationship management (CRM) platform from Freshworks that combines contact and deal management with built-in phone, email, and AI-assisted lead scoring for sales teams.

Overview

Freshsales is part of the Freshworks family of business software (alongside products like Freshdesk for customer support), and shares that family's focus on ease of use and quick setup for small and mid-sized businesses. It provides a single view of a contact's full history — emails, calls, deals, and website activity — to help reps prioritize outreach. Freshsales includes an AI assistant, Freddy AI, that scores leads and deals based on the likelihood to convert, suggests next best actions, and can generate email content. It competes directly with other SMB-oriented CRMs such as Pipedrive and Copper CRM, and with larger platforms like HubSpot for teams that outgrow simpler tools.

Key Features

  • Unified contact timeline combining emails, calls, and deal activity
  • Built-in phone and email within the CRM
  • AI-based lead and deal scoring (Freddy AI)
  • Visual sales pipeline with customizable stages
  • Workflow automation for routine sales tasks
  • Reporting and forecasting dashboards
  • Integration with other Freshworks products like Freshdesk

Use Cases

Managing sales pipelines and contact relationships in one CRM
Prioritizing leads using AI-based scoring
Combining CRM data with customer support history via Freshworks
Automating repetitive sales follow-up tasks
Small and mid-sized business CRM adoption

Frequently Asked Questions