Freshsales
Sales CRM product from Freshworks.
A scope built around your needs.
Your priorities and current setup
What your own team keeps
Agreed responsibilities and next steps
PLATFORM GUIDE
Sales pipelines and outreach with Freshsales CRM
Freshsales is the sales CRM from Freshworks, the company behind Freshdesk and Freshservice. It manages leads, contacts, accounts and deals, and it includes built-in email, phone and chat, sales sequences, visual pipelines and reporting. Freddy AI, Freshworks’ AI assistant, adds lead scoring, deal insights and suggested next steps on some plans. Small and midsize sales teams choose Freshsales when they want a CRM that is quick to set up with calling and email included.
Where it fits
Freshsales fits companies with an active sales team that makes calls, sends follow-up emails and manages a steady pipeline of deals. It works well for organizations that already use Freshdesk for support and want customer history shared between sales and service. Teams that rely mainly on Microsoft 365 or Google Workspace can connect their mailboxes and calendars so activity logs itself. As with any CRM, the value depends on users logging activity consistently and managers reviewing the pipeline every week.
How EVERNET helps
We help you compare Freshsales with other CRMs and choose the edition that matches your sales process. During setup we configure pipelines, deal stages, custom fields, territories and user roles, then import leads, contacts and open deals. We connect email and calendars, set up phone numbers if you use built-in calling, and add web forms to your site. Our CRM service covers training, reports and ongoing administration, and our hosted VoIP team can advise when CRM calling needs to work alongside your phone system.
Before you start
- Data: export and clean your current leads, contacts and deals, and decide what history to keep.
- Process: document your sales stages, lead sources and how deals are assigned.
- Permissions: set roles and territories so reps see the right records.
- Integrations: list email, calendar, phone, website forms, help desk and accounting tools to connect.
- Account ownership: register the account under a company email with more than one administrator.
- Security settings: enable two-factor authentication or single sign-on and review IP and data export restrictions.
A short pilot with a few reps is a good way to confirm the setup before rolling it out to the whole team.
Questions before you get started.
Which stages and activities define the sales process?
Define the stages a prospect passes through and the evidence needed to move between them. Include the activities and responsibilities that support each stage. Configure Freshsales around that agreed process, then test representative opportunities so the system reflects how the sales team actually works.
What data should be imported, standardized and kept current by the sales team?
Identify which contacts, accounts, opportunities and history are worth carrying forward. Clean inconsistent fields and duplicates before importing them, and give ongoing record maintenance an owner. Validate a sample in Freshsales and confirm that the team's essential views and reports remain useful after migration.
Can EVERNET help with this workflow?
Yes. We help you connect the tool to the work your team needs to do, from evaluating fit to planning implementation and support. Tell us what you use today and where work gets stuck. We will outline responsibilities, deliverables and costs so you can decide how to proceed.
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