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Freshsales

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Freshsales is a cloud sales CRM for managing contacts, sales pipelines, communication and workflow automation.

Details

Freshsales is a cloud CRM product from Freshworks for teams managing contacts, sales opportunities and customer communication. It combines sales records and pipeline management with workflow, reporting and communication capabilities intended to support the progression of a deal from lead through closing.

Key capabilities

Official Freshworks material describes custom fields and modules, custom sales activities, tasks, reminders, lead routing rules, sales sequences and workflows. It also documents email, phone, chat and messaging-related capabilities, multiple pipelines, product catalogues, sales goals, forecasting, reports, roles and field permissions. The exact feature set depends on the subscription and configuration.

The product may fit sales teams that want a configurable CRM with activity tracking and communication context. It can also be used alongside other Freshworks products, but this card does not claim any individual connector or bundled entitlement. Teams should evaluate data governance, communication-channel needs, automation limits and reporting requirements during a trial or sales review.

Deployment and scope

Freshworks presents Freshsales as a cloud service with mobile access. It documents API access and webhooks, but pricing, included integrations and regulatory commitments are not stated here because they depend on plan and region. Buyers should confirm those conditions directly for their intended deployment.

Source checked: 3 August 2026. Facts are based on official Freshworks documentation.


Features

Custom fields and modules; sales activities; tasks and reminders; lead routing; sales sequences; workflows; multiple pipelines; forecasting; reports; API access and webhooks

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