Freshworks CRM
Delightfully simple software that works for your business.
Overview
Freshworks CRM (formerly Freshsales) is a unified sales and marketing CRM. It provides a 360-degree view of customers by capturing interactions across sales, marketing, and support. For account planning, it offers AI-based lead scoring, visual deal pipelines, and workflow automation to help teams prioritize and manage their accounts effectively.
✨ Key Features
- Contact & Account Management
- Visual Sales Pipeline
- AI-powered Insights (Freddy AI)
- Built-in Phone & Email
- Marketing Automation
- Chatbots
🎯 Key Differentiators
- AI-powered features ('Freddy AI') are central to the product
- User-friendly and intuitive interface
- Integrated suite of products (Support, Marketing, IT)
Unique Value: Leverage AI to close deals faster with an easy-to-use, all-in-one CRM.
🎯 Use Cases (4)
✅ Best For
- Small and medium-sized businesses looking for an integrated sales and marketing solution.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies that already have deeply entrenched, best-of-breed marketing automation and sales engagement tools.
🏆 Alternatives
Offers a more modern, AI-driven experience compared to traditional CRMs, with a simpler interface than Salesforce.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Pro tier)
🔒 Compliance & Security
💰 Pricing
✓ 21-day free trial
Free tier: Includes contact management, built-in chat, email, and phone.
🔄 Similar Tools in Account Planning
Salesforce Sales Cloud
A comprehensive CRM platform with extensive account management and planning capabilities....
HubSpot Sales Hub
An all-in-one sales CRM that includes tools for account planning, deal management, and sales automat...
Gainsight
A leading customer success platform with robust features for managing and growing existing customer ...
Revegy
A dedicated account planning platform focused on visualizing and executing complex sales strategies....
Kapta
A purpose-built platform for Key Account Managers to retain and expand their most important accounts...
Clari
A revenue operations platform that uses AI to improve forecasting, pipeline management, and overall ...