A complete guide on how to use freshsales more effectively!

calendar_today Jan 20, 2023| schedule 26 MIN READ


Did you know CRM will explode in 2022, achieving an 11.6 percent CAGR from 2022 to 2027? COVID-19 affected in a significant way in 2020 and increased the demand for CRM substantially. In this digital era, organizers need a different way to connect with their clients. CRM must be worth at least $128.97 billion globally by 2028.

It is psychologically proven that humans quickly get bored with old things and search for new methods and techniques, which is not different in the case of business. In this digital age, companies are progressing like anything and introducing new products to engage customers.

With the growing demand, the market got some excellent CRM software options. Today this blog will provide a complete guide on one of the best CRM software, Freshsales. Let's dive into the blog to get more information about Freshsales software.  


What is Freshsales?

Freshsales (previously known as Freshworks CRM) is a free cloud-based customer relationship management solution that helps businesses and firms across different industry uprights to direct interactions with existing and budding customers.

Freshsales is an all-in-one CRM tool and a live chat platform that uses dynamic messaging, which enables you to communicate with your customers. Accounting, Contact Manager, CRM & Sales Dashboards, CRM & Sales Reports, CRM Analytics, Customer Support, Developer API, Document Management, Email Integration, Email Marketing / SMS Marketing, etc., are included in this solution. It also offers proactive campaigns, integrations, and artificial intelligence (AI) capabilities. Users can also send customized bulk emails from the solution and then track activities on these emails.

Why would you choose Freshsales?

Organizations in various industries use Freshsales, including retail, distribution, travel, fashion, insurance, financial services, and delivery services. There are ample reasons why to choose new sales. Let's dive deep into some of the reasons:

  1.  Freshsales is a full-fledged CRM it integrates with email and phone. You can have access to track emails who have opened or clicked on links from within the CRM and make or take phone calls. Messages and recordings are logged automatically.
  2. You can also figure out what your customer is doing on your website through event tracking. Freshsales appears with JavaScript, Ruby, Python, and more libraries, so you can get insights about every user into your CRM. You don't need any third-party integrations at no additional cost.
  3. It has powerful automation, which helps you automate daily and focus on your customer. Freshsales CRM generates leads from your forms, enhances their profiles with information, and does lead scoring based on user progress.
  4. One of the essential advantages is its superb usability and affordable pricing. It is designed so everyone can access it readily, is also simple to set up, and can get your team on board in time. 
  5. Czech, Catalan, Danish, English, German, Estonian, French, Finnish, Hungarian, Italian, Indonesian, Japanese, Korean, and many more languages are supported by new sales.
  6. New sales also provide smooth integrations, reliable customer service, reporting dashboards and analytics, sales management, lead management, etc.

Steps to Log in to Freshsales

  1. First, to log in to Freshsales, you must get an account to sign up.
  2. Then you will get two options on the top; on the top right, there will be a signup option. To its exact left, you will get a view pricing option to get aware of its pricing.
  3. If you have an existing account, you can skip this part.
  4. Then in the next part, you have to fill in the necessary details about you or the user. It includes your name, email address, company, and phone number.
  5. You can also change for a product if it is a new sales or freshly suite or vary your data center based on your location.
  6. The last part of the new sales login is just clicking on sign up for free.

Now you are done with the new sales login. Then you have to activate your account to send the emails from the CRM. Check your inbox for the activation link. So to start your account, go to email and click on the activate account. First, when you activate the report, we need to add the mobile number and your password along with your name and click on activate account. So this is how you start your account. 

 Merits of Freshsales?

  1. Freshsales is a clean app and provides robust features.
  2. Freshsales CRM offers excellent flexibility with sales operations.
  3. It updates the app regularly and responds to user requests.
  4. It sets reminders or timely notifications for tasks and follow-ups to ensure you do not forget appointments.
  5. It helps you to close deals with hot prospects and leads more effectively.

Challenges of Freshsales?

  1. Freshsales needs more options in case of exporting information.
  2. Also, it must improve on the accessibility options due to collaborators. 
  3. Difficulty in finding error logs, though it was not supposed to be so.
  4. Freshsales CRM is complex in navigation and organizing the screen.
  5. Reporting may have some limitations, and the interface is not as flexible as the others. 

Pricing and alternatives of Freshsales

Freshsales provide both monthly and annual plans. Freshsales offers you free programs with lots of benefits:



/user/month, billed annually

This includes:

  1. Contact & Account Management 
  2.  Contact Lifecycle Stages 
  3.  Built-in Chat, Email, & Phone 
  4.  24x5 Support 
  5.  Mobile App 


  1. ₹999 Per User, monthly, billed annually
  2. ₹1,199 Per User, monthly, billed annually

This includes:

  1. Visual Sales Pipeline 
  2. AI-powered Predictive Contact Scoring 
  3. Sales Sequences 
  4. Up to 2,000 Bot Sessions/Month FREDDY
  5. WhatsApp Business
  6. Contact & Account Management 
  7.  Contact Lifecycle Stages 
  8.  Built-in Chat, Email, & Phone 
  9.  24x5 Support 
  10.  Mobile App 


  1. ₹2,799 Per User, monthly, billed annually
  2. ₹3,399 Per User, monthly, billed annually

It includes

  1. Multiple Sales Pipelines 
  2. Time-based Workflows 
  3. AI-powered Deal Insights & Next Best Action 
  4. Up to 3,000 Bot Sessions/Month FREDDY
  5. Sales Teams & Territory Management 
  6. Visual Sales Pipeline 
  7. AI-powered Predictive Contact Scoring 
  8. Sales Sequences 
  9. Up to 2,000 Bot Sessions/Month FREDDY
  10. WhatsApp Business



/user/month, billed annually


/user/month, billed monthly

It includes

  1. Custom Modules 
  2. AI-based Forecasting Insights 
  3. Audit Logs 
  4. Up to 5,000 Bot Sessions/Month FREDDY
  5. Dedicated Account Manager
  6. Multiple Sales Pipelines 
  7. Time-based Workflows 
  8. AI-powered Deal Insights & Next Best Action 
  9. Up to 3,000 Bot Sessions/Month FREDDY
  10. Sales Teams & Territory Management 

The fresh sales marketplace is expanding with more than 100 apps to pull up your sales productivity. Here are some powerful applications to integrate with new sales:

  1. Hubspot CRM
  2. ActiveCampaign
  3. HubSpot Sales Hub
  4. Zoho CRM
  5. Nutshell
  6. Salesflare
  7. Salesforce Sales Cloud
  8. Insightly CRM
  9. Zendesk Sell
  10. Pipedrive.
  11. QuickBooks
  12. Xero
  13. Zuora
  14. Clarify
  15. Opencart
  16. Revv  

The bottom line

Now, this is quite a lot about Freshsales and how it can help you generate your company's leads. Freshsales provides numerous benefits such as API Access, Contact Management, Database Management, Funnel Reporting, Integrations, Performance Reporting, Pipeline Management, and many more. Freshsales provides free offers and is meant for small companies or startups. Freshsales is a total CRM and sales solution and a company that makes serious of market production.

You can also go for BotPenguin once, as it is free and worth it for your business. It is a chatbot-building platform that fulfills all the requirements you expect from chatbot software.