What it does
Freshsales is Freshworks’ sales CRM for capturing, qualifying and tracking leads. It combines a deal board with contact stages, email, phone and chat, while higher plans add scoring and sales sequences. New accounts receive a 21-day trial before choosing a paid plan.
From a lead to a deal stage
Freshsales uses kanban cards to organize sales work. An administrator can open Admin Settings > Deals & Pipelines > Pipelines, edit a pipeline, reorder stages and assign probabilities. Save the changes to use those stages in deal filters and the board.
For a business sending quotations, separate stages can distinguish a requested quote from one already sent. Every pipeline retains Won and Lost, and needs at least one other stage.
Access and plan differences
| Plan | What it adds |
|---|---|
| Growth | Contact stages, email templates and basic workflows |
| Pro | Contact scoring, territory management and sales sequences |
| Enterprise | Field permissions, custom modules and a sandbox |
The 21-day trial gives access to the CRM before payment. Freshworks says an account is suspended if the customer does not choose a paid plan afterward. Custom pipelines need Pro or higher. Branded documents and additional Freddy AI Agent sessions are add-ons.
Strengths
- Stage probabilities can be assigned to deal values
- Chat, email and phone appear in the Growth plan
Watch out for
- Custom pipelines require Pro or above
- Stage customization requires administrator access
Best for
- Sales teams organizing inbound lead assignment
Sources
- Freshsales sales CRM (Oct 27, 2026)
- Freshsales plans and pricing (Oct 27, 2026)
- Customize Freshsales deal stages (Oct 27, 2026)