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Freshworks CRM

A Robust CRM for Business
our rating 4.5 out of 5 Stars

Freshworks CRMProduct Overview

  1. About Freshworks
  2. Pros of Freshworks
  3. Cons of Freshworks
  4. Breakdown of Core Features

Freshworks product overview

Freshworks is a cloud-based CRM solution designed to enable businesses across different industry verticals to manage interactions with both existing and potential customers. You can use Freshworks to utilize AI-based lead scoring, email, phone, activity capture, and more. Freshworks is suitable for real estate, Ecommerce, small business, SaaS business, manufacturing, hospitality, insurance logistics, and retail as well as others. Over 150,000 companies use Freshworks software to run their operations.

Pros of Freshworks

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  • Robust features but clean and easy to use.
  • Tools to track how customers engage with a brand.
  • Track user engagement with websites.
  • Flexibility with sales process.
  • Regular updates to the app and responsive to requests.
  • Easy to install and configure process automation.
  • A variety of native and third-party integrations are available.
  • Customization options.
  • Intuitive interface.

Cons of Freshworks

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  • Needs more options for exporting information.
  • Improvements on accessibility options for collaborators.
  • Software takes longer time to load with heavily loaded databases.
  • Fewer third-party integrations than offered by competitors.
  • Reports not available in free plan version.

Breakdown of Core Features

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Manage Leads

Capture website visitors as sales leads and groups based on how they interact with a website automatically. Assign captured leads automatically to salespeople based on how they’re grouped. Leads can be grouped by sales territory to focus on those with more deals. 360 degree customer view allows for lead scoring to prioritize follow-up and contact with an informed call-to-action. Lead social profile information and photo are automatically updated when added to CRM. Schedule appointments, collaborate on team tasks, and manage/share files.

Manage Deals

Visual sales pipeline locates deals in each stage of a pipeline, what deals are under review, and their value with simple drag and drop navigation. Make calls and send emails to leads straight from the deals dashboard. Freshworks offers a mobile CRM app for both Android and iOS to keep track of deals on the go. Create multiple pipelines in the sales CRM for different markets.

Event Tracking

Freshworks offers website and in-app tracking with an activity time line to view the chronological activity of leads. Freshworks will segment these activities using the data collected for insight into how contacts interact with the company. Leads can then be scored to know which are ready for closing a deal or need further follow up.

Phone Calls

Place calls with just one click using Freshworks. No extra software or hardware costs. Freshworks lets one view all conversations in one place. The CRM automatically logs all incoming and outgoing calls. With Freshworks purchase local and toll-free numbers to assign to sales reps. Activity reports show how many outgoing calls are made by each sales personnel across time periods. Prospects can be directed to other people on your team in real time.

Alternatives to Freshsales CRM

Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.

1 EntreTEK Solutions

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We are a complete all-in-one business development, management, and automation tool that has everything you need to replace countless pieces of other software and solve nearly all your business problems. Entrepreneurs love us!

Learn more about EntreTEK Solutions

2 HoneyBook

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HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects, and get paid all in one place. With our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. It's like your own personal assistant. Small business owners and freelancers have used HoneyBook to increase their bookings and save time.

Learn more about HoneyBook

3 Really Simple Systems CRM

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Really Simple Systems CRM helps you work smarter by managing and tracking your sales leads and customers, letting you get on with growing your business. Designed for growing teams B2B, our CRM is super-easy to set up and simple to use - with exceptional customer service. There’s a customizable Sales CRM, plus options for Marketing and Service tools and external app integrations - so everything is in one place, enabling great team collaboration and customer relationships that drive sales growth.

Learn more about Really Simple Systems CRM

(Last updated on 03/04/2022 by Martin Shelby)

Quick Facts

  • Industry Specialties
    All Industries
  • Pricing
  • Works Best For
    Any Sized Businesses





  • Built-in email and phone powered by Freshcaller
  • Sales Leads
  • Pipeline Management
  • Deal Management
  • Event Tracking
  • Phone
  • Email
  • Reports
  • Workflows
  • Mobile - Android and iOS


  • Freshdesk
  • Freshchat
  • Freshconnect
  • Freshcaller
  • Google calendar
  • Mailchimp
  • Segment
  • Office 365 Calendar
  • Hubspot
  • Zapier
  • Freshsales for Web
  • Piesync
  • Google apps for work
  • Quickbooks
  • Google contacts
  • Xero
  • Calendly
  • Facebook
  • Getaccept
  • Klenty
  • Justcall
  • Toky
  • 24sessions
  • Integromat
  • Paperflite
  • Setmore
  • Retently
  • Survicate
  • Fullcontact
  • Akita
  • Contact Form 7
  • Revv
  • 3CX
  • Trello
  • Magento

Pricing Models

  • Blossom (small team)
  • Garden (growing team)
  • Estate (large team)
  • Forest (enterprise)


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  • Turkish
  • Ukrainian
  • Vietnamese

Useful Resources

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