--- title: "Freshsales Software Reviews, Demo & Pricing - 2026" description: "Review of Freshsales Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/product/113796-Freshsales/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [CRM Software](https://www.softwareadvice.com/crm/) / Freshsales Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/product/113796-Freshsales/reviews/)[Alternatives](https://www.softwareadvice.com/product/113796-Freshsales/alternatives/) # Freshsales Review From $11-$71/month Free version Free trial 4 plans Wondering if Freshsales is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pros and Cons - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Freshsales 4.5 [(630)](https://www.softwareadvice.com/product/113796-Freshsales/reviews/) Pricing Starting at $11.00 per user per month ### About Freshsales Freshsales is a cloud-based CRM solution that helps B2B and B2C sales and marketing teams manage contacts, automate workflows, and close deals. It serves startups, small and mid-sized businesses, and large enterprises, with tiered plans including a free option for up to three users. Core features include a 360-degree customer view, AI-powered lead scoring, and end-to-end sales pipeline management with kanban and list views. Built-in email, phone, chat, WhatsApp Business, Facebook Messenger, and SMS tools let teams communicate with prospects from one platform. Sales sequences and workflow automation reduce manual tasks, while territory-based lead routing and CPQ tools support structured sales processes. A landing page builder, drag-and-drop email builder, and website visitor tracking extend marketing capabilities. The built-in AI assistant surfaces deal insights, next-best-action recommendations, and revenue forecasts, helping teams prioritize without manual analysis. Custom modules, fields, and lifecycle stages allow teams to tailor the platform to their needs. Freshsales integrates with over 100 third-party apps via the Freshworks Marketplace, including Slack for deal collaborat... ion. Support is available through the Freshworks knowledge base and guided onboarding resources. Do you work for Freshsales? [Manage this product listing](https://www.g2.com/products/freshsales/claim_requests/new?auto=true) Wondering if Freshsales is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. ## Freshsales User Interface ## Popular Freshsales Alternatives Main Product Freshsales 4.5 [(623)](https://www.softwareadvice.com/product/113796-Freshsales/reviews/) Ratings Breakdown - 4.40Ease of use - 4.42Value for money - 4.42Customer support - 4.38Functionality Pricing Starting at $11.00 per month Get Price Alternative Product [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) 4.5 [(4493)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/) Ratings Breakdown - 4.38Ease of use - 4.29Value for money - 4.39Customer support - 4.36Functionality Pricing Starting at $20.00 per month Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(19024)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.3 [(7010)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Ratings Breakdown - 4.15Ease of use - 4.29Value for money - 4.08Customer support - 4.27Functionality Pricing Starting at $14.00 per month Get Price Alternative Product [Kylas Sales CRM](https://www.softwareadvice.com/marketing/kylas-profile/) 4.8 [(630)](https://www.softwareadvice.com/marketing/kylas-profile/reviews/) Ratings Breakdown - 4.79Ease of use - 4.78Value for money - 4.80Customer support - 4.68Functionality Pricing Starting at $250.00 per month Get Price Alternative Product [Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/) 4.7 [(745)](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/reviews/) Ratings Breakdown - 4.75Ease of use - 4.72Value for money - 4.49Customer support - 4.49Functionality Pricing Starting at $7.00 per year Get Price ## Freshsales Pros and Cons We analyzed 630 verified reviews for Freshsales to find out what actual users really think. Select to learn more Intuitive And Accessible Design Freshsales features a user-friendly interface available across web and mobile devices. Its intuitive layout, clear navigation, and accessible documentation make onboarding and daily use straightforward for both small teams and larger organizations. Centralized Sales Tracking Tools Freshsales offers a comprehensive CRM platform for managing sales pipelines, customer relationships, and team productivity. Automation features and cloud-based document storage help streamline sales activities, making it easier to track interactions, close deals, and maintain organized customer records. Automated Lead Prioritization System With Freshsales, users benefit from intuitive lead scoring, automated follow-ups, and easy lead capture. The platform simplifies tracking, nurturing, and converting leads, helping teams stay organized and maintain consistent communication throughout the sales process. Billing And Cancellation Frustrations Managing accounts in Freshsales is often challenging due to complicated cancellation processes, unexpected charges, and slow support responses. Users express concerns about credit card security, nonrefundable subscriptions, and difficulties switching between accounts. Inconsistent Email Syncing Issues Email integration in Freshsales can be unreliable, with frequent syncing problems, limited Gmail compatibility, and buggy templates. Users report difficulties with bulk emailing, managing spam, and organizing email threads, which can disrupt communication workflows. ## Freshsales Pricing and Plans Freshsales has four plans. Free is free. Growth is $11.00/user/mo billed monthly. Pro is $47.00/user/mo billed monthly. Enterprise is $71.00/user/mo billed monthly. Free versionFree trial Free $0.00 Free forever For small teams of upto 3 users Free plan includes: - Contact Lifecycle Stages - Email Templates - Custom Fields - Sales Dashboard - Mobile App - Activity Timeline - Unique fields - 24x5 Support - Kanban View for Contacts, Accounts, and Deals - Built-in Chat, Email, & Phone Growth $11.00 per user, per month Tailored for startups and SMBs Growth plan includes: - Web Forms - SMS & WhatsApp - Basic Workflows - Contextual Collaboration with Slack - Product Catalog - Curated Reports - Freshworks Marketplace - 1 CPQ license - Basic Call Queues - Team Inbox - Custom Domains - Everything is Free, plus Pro $47.00 per user, per month For growing mid-sized businesses Pro plan includes: - Everything is Free, plus - Contact Scoring by Freddy AI - Custom Sales Activities - Auto-assignment Rules - Sales Sequences - Account Hierarchy - Multiple Sales Pipelines - Sales Emails by Freddy AI - Deal Insights by Freddy AI - Advanced Workflows - Custom Reports Enterprise $71.00 per user, per month For medium-large sized businesses Enterprise plan includes: - Everything is Free, plus - Custom Modules - Field-level Permissions - Forecasting Insights by Freddy AI - Workflows for Custom Modules - Sandbox - Audit Logs - Deal Teams - Dedicated Account Manager Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ### How does Freshsales pricing compare to alternatives? Freshsales's starting price is $11.00/user/month. Explore how its pricing and plan options compare with top alternatives below. | Product | Starting price | Free trial | Free version | Value for Money | | --- | --- | --- | --- | --- | | Freshsales4.5[(630)](https://www.softwareadvice.com/product/113796-Freshsales/reviews/) | $11.00 /user/mo | Available | Available | 4.4 | | [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/)4.5[(4,493)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/) | $20.00 /user/mo | Not available | Available | 4.3 | | [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/)4.4[(19,024)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) | $25.00 /user/mo | Available | Not available | 4.0 | | [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/)4.3[(7,010)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) | $14.00 /user/mo | Available | Available | 4.3 | | [Kylas Sales CRM](https://www.softwareadvice.com/marketing/kylas-profile/)4.8[(630)](https://www.softwareadvice.com/marketing/kylas-profile/reviews/) | $250.00 /mo | Available | Available | 4.8 | Freshsales4.5[(630)](https://www.softwareadvice.com/product/113796-Freshsales/reviews/) * * * Starting price $11.00 /user/mo Free trial Available Free version Available Value For Money 4.4 - [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/)4.5[(4,493)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/) * * * Starting price $20.00 /user/mo Free trial Not available Free version Available Value For Money 4.3 - [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/)4.4[(19,024)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) * * * Starting price $25.00 /user/mo Free trial Available Free version Not available Value For Money 4.0 - [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/)4.3[(7,010)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) * * * Starting price $14.00 /user/mo Free trial Available Free version Available Value For Money 4.3 - [Kylas Sales CRM](https://www.softwareadvice.com/marketing/kylas-profile/)4.8[(630)](https://www.softwareadvice.com/marketing/kylas-profile/reviews/) * * * Starting price $250.00 /mo Free trial Available Free version Available Value For Money 4.8 ## Freshsales Features - Popular features found in CRM Calendar Management Customer Journey Mapping Email Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Segmentation Task Management Territory Management Workflow Management - More features of Freshsales A/B Testing Access Controls/Permissions Activity Dashboard Activity/News Feed Activity Tracking Alerts/Notifications API Appointment Management Appointment Scheduling Audience Targeting Autoresponders Behavior Tracking Budgeting/Forecasting Calendar/Reminder System Calendar Sync Call List Management Call Logging Call Recording Campaign Management Campaign Planning Campaign Segmentation Case Notes Chat/Messaging Click Tracking Client Management Client Tracking Collaboration Tools Communication Management Configurable Workflow Conflict Management Contact Database Contact Management Contract/License Management CRM Customer Database Customer Engagement Customer Social Profiles Customer Support Customizable CTAs Customizable Fields Customizable Forms Customizable Reports Customizable Templates Dashboard Data Import/Export Data Management Data Visualization Deal Management Docket Management Document Management Document Storage Donor Management Drag & Drop Drip Campaigns Dynamic Content Electronic Signature Email Distribution Email Marketing Email Response Control Email Sequences Email Templates Email Tracking Event Triggered Actions Field Sales Management Forecasting For Financial Institutions For Insurance Industry For iPad Devices For Nonprofits For Real Estate For Sales Teams/Organizations For Small Businesses For Startups Funnel Analysis Heatmaps Interaction Tracking Internal Chat Integration Key Performance Indicators Landing Pages/Web Forms Lead Capture Lead Distribution Lead Management Lead Nurturing Lead Qualification Lead Scoring Lead Segmentation Legal Case Management List Management Live Chat Location Tracking Marketing Automation Marketing Calendar Mobile Access Mobile App Multi-Channel Communication Multi-Channel Marketing Multi-Currency Multivariate Testing Opportunity Management Performance Management Performance Metrics Personalization Pipeline Management Pipeline Reports Predictive Analytics Product Catalog Prospecting Tools Real-Time Notifications Recommendations Referral Tracking Relationship Tracking Reminders Reporting & Statistics ROI Tracking Role-Based Permissions Sales Activity Management Sales Analytics Sales Forecasting Sales Reports Sales Trend Analysis Scheduling Search/Filter Shared Contacts Social Media Integration Source Tracking Split Testing Statistical Analysis Team Assignments Team Management Template Management Templates Third-Party Integrations Time Tracking Visual Analytics Visual Editor Web-based Deployment Web Forms Website Analytics Website Visitor Tracking ## Freshsales Integrations Freshdesk Integration rated 4.2 from 16 reviews Microsoft Outlook Integration rated undefined from -1 review Aircall Integration rated undefined from -1 review Microsoft Power BI Integration rated undefined from -1 review Slack Integration rated undefined from -1 review ## Freshsales User Reviews ## Freshsales customer ratings - Overall rating: 4.5/5 - Total reviews: 630 ### Rating distribution - 5 stars: 406 reviews (64%) - 4 stars: 169 reviews (27%) - 3 stars: 32 reviews (5%) - 2 stars: 8 reviews (1%) - 1 star: 15 reviews (2%) ### Secondary ratings - Ease of use: 4.4/5 - Value for money: 4.4/5 - Customer support: 4.4/5 - Functionality: 4.4/5 --- ### Freshsales Brought Visibility and Discipline to Our Firm’s Client Intake Pipeline - Overall rating: 4/5 - Reviewer: Adriana J. - Industry: Accounting - Company size: 51-200 employees - Reviewed: November 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Our growth problem was never lead generation. Files arrive by referral whether or not you have a system, and for years the firm's memory of those conversations lived in whichever partner took the call. That produced two expensive failures: inquiries nobody followed up, and a practice where a single person's holiday could stall a relationship. Freshsales addresses the first by making ownership explicit. An inquiry gets assigned, a stage, and a date, and the rule is that first contact happens within two business days. A manufacturer referred to us in April by an existing client was contacted the next morning, met the following week, and signed in May — the same kind of referral that once sat untouched for weeks. The second benefit is less visible and, to me, more important: institutional memory. Two of our partners are within ten years of retirement, and the firm's client knowledge was effectively stored in their heads and their sent folders. Now the last exchange, the open questions, and the next commitment sit on a record anyone can read. When one partner took three weeks off in February, another covered his prospects without a single handover meeting. That is succession planning, whether or not we called it that. Forecasting capacity is the third gain. By April I can see which engagements are likely signed for a June start, which is when decisions about hiring or contracting get made. Previously we discovered the summer workload in June and scrambled. Expansion revenue rounds it out. Forty clients who had only ever bought a T2 filing, one webinar, six conversions to quarterly reviews — recurring work that can be staffed in advance rather than absorbed in a March crunch. Predictable revenue beats a good March. To be clear about the boundary: this organizes the pursuit of work, not the delivery. Engagements, filings, and time still live in our practice system, and I wouldn't want the CRM attempting any of that. #### Ratings breakdown - Ease of use: 4/5 - Customer support: 3/5 #### Pros Accounting firms are strange sales organizations. Nobody cold-calls for a review engagement; work arrives through referrals, an online inquiry, and the occasional RFP, and it used to land in a shared inbox where whoever opened it first became the owner. Two years ago a construction company was referred to us in June and nobody called them until September, by which point their bookkeeper had found another firm. That failure is what pushed us to put a pipeline somewhere visible. Freshsales gave that intake a shape. Every inquiry becomes a record with a stage — discovery call, engagement letter out, signed, onboarded — plus an activity carrying a date. What matters isn't the board; it's that a partner can see, on a Monday, which prospect hasn't been touched in eleven days. The larger benefit turned out to be existing clients, not new ones. Most of our book is tax filing only, and each of those people is a candidate for monthly bookkeeping or advisory work. I filtered contacts by service line, pulled roughly forty businesses that had never bought anything beyond a T2, and we ran a short webinar for them in the fall. Eleven booked a call, and six moved to quarterly reviews. Those now appear as deals against an existing account, so I can report expansion revenue separately from new-client revenue — which is what partners actually care about. Referral reporting was the quiet surprise. Tagging every prospect with its source — a BNI chapter, a lawyer we work with, the website — showed that one networking group produced a disproportionate share of our best accounts, while two others produced almost nothing but price-shoppers. We stopped attending the second category. Adoption is the part I'd underestimated. Our managing partner is 58 and treats most software as an obstacle, yet he updates his own stages because it takes four clicks. If he wouldn't, the data would be fiction by March. It's a CRM, not practice management. Signed work, time, and filings stay in our accounting system. #### Cons The data model assumes a customer is a person or a company. Our clients are neither, exactly. One family group we act for has a holding company, two operating companies, and a personal tax return — all filed under different names but managed as a single relationship. In the CRM that became five records with no reliable parent, and merging them is manual and costs you the notes on the losing side. I now enforce a naming convention inside the record title, which is a workaround, not a structure. Email syncing worries me more. Two-way integration with Outlook pulls correspondence into a sales database, and a partner's inbox contains tax slips, CRA notices, and payroll figures. We discovered early that the sync was grabbing threads nobody intended to store there, and had to restrict it to one folder per user. Whether that satisfies our PIPEDA obligations is a question I raised with our privacy lead — not something the product answers for you. For a firm, that's the difference between a convenience and a liability. Recurring work doesn't fit the deal model. A quarterly review isn't a deal you win once; it recurs. Closing and re-opening the same engagement every ninety days turns the pipeline into noise, and there's no clean recurring-revenue view, so I built that in a spreadsheet. Automation around fiscal year-end is the fourth irritation. I want a task created three months before a prospect's year-end. The custom date field exists, but the logic attached to it is awkward enough that I gave up and maintain a separate calendar. Smaller annoyances: notifications arrive faster than partners will read them, and you can't search on a business number, so two clients sharing a surname produce the wrong record roughly once a month. None of it is fatal. The pipeline still earns its keep. But I'd trade two features for proper client-grouping and a privacy setting that says no by default. --- ### Freshsales Keeps Our Animation Deals Organized with a Custom Drag-and-Drop Pipeline - Overall rating: 5/5 - Reviewer: Paul H. - Industry: Animation - Company size: 11-50 employees - Product usage: 1-3 years · weekly - Reviewed: October 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. As Animation Production & Client Collaboration Manager at Pineframe Animation Studio, Freshsales solves three key pain points for our Portland 2D animation studio: scattered client conversation history, inconsistent tracking of creative pitch deals, and missed follow-ups with warm brand prospects. Our lean team has no dedicated IT staff, and I coordinate inbound inquiries, custom animation quotes, freelance artist assignments, and tight delivery deadlines. Before adopting Freshsales, client feedback, budget negotiations, scope adjustments, and follow-up reminders lived in disjointed email threads and spreadsheets. It was common for our animators to join a project without full context, or for promising leads to slip through the cracks when we were wrapped up in heavy production weeks. The custom drag-and-drop deal pipeline is the feature I depend on daily, and it cuts roughly three hours of status consolidation work out of my weekly routine. I built a pipeline mapped directly to our studio’s workflow: inquiry received, creative scoping, quote shared, revision negotiation, contract signed, production underway, final delivery, and post-project follow-up. When a local coffee brand reached out for a 45-second brand animation last quarter, I logged every discussion, mood board link, and adjusted budget note directly on the deal card as we moved through each stage. Our lead animator could open the record and review the full scope and client preferences without me forwarding a long email chain, which prevented misaligned storyboard work that would have eaten into our two-week turnaround window. Freshsales’ automated email sequencing solves our second major issue: forgetting to circle back with quiet prospects. I built two reusable nurture sequences, one for leads who requested our demo reel and paused, and another for past clients to pitch additional motion graphics. The platform logs every reply to the deal timeline and flags re-engaged contacts at the top of my queue. A retail apparel brand we pitched months ago responded to one of these automated check-ins recently; I instantly pulled their old concept notes and reference links, so we restarted discussions without redundant discovery calls. This steady nurture flow keeps our lead pipeline active even when our whole team is buried in animation rendering and revisions. The unexpected benefit I found after regular use is the mobile voice note capture synced to each contact timeline. I often take client discovery calls while coordinating freelance animators or reviewing storyboards remotely. After a call, I dictate quick voice notes into the Freshsales mobile app, and the transcribed notes attach straight to the deal activity feed. During a recent commercial project, I logged a client’s verbal rule about avoiding certain color palettes for their mascot character, and our artist saw that note before drafting character sheets. That small detail saved us from a full round of character rework and kept us on schedule. This was not a feature I prioritized during testing, yet it became one of our most reliable safeguards against miscommunication. We also leverage role-based permissions to protect pricing data. Our freelance contractors only gain access to deal records for projects they are actively working on, so they can view approved scripts and feedback links without seeing our internal quote margins. This self-service access reduces routine information requests sent to my inbox. Freshsales still has limitations, such as low attachment size caps that force us to host animation reels on a separate creative review platform and copy share links into notes. Even so, its centralized deal timeline, custom pipeline stages, and automated lead sequences eliminate our old siloed tracking system. The drag-and-drop pipeline keeps every stakeholder aligned on client expectations, the nurture sequences guard against lost leads, and the synced call notes preserve critical verbal feedback. The time we reclaim each week shifts our focus away from chasing scattered records and toward the creative production work that defines our Portland animation studio. #### Ratings breakdown - Ease of use: 4/5 - Customer support: 4/5 #### Pros As Animation Production & Client Collaboration Manager at Pineframe Animation Studio, what I like best about Freshsales is its tightly linked deal pipeline and contextual activity timeline, which keeps our Portland 2D animation studio aligned across lead outreach, creative scoping, contract handoff, and final deliverable follow-up. Our lean team has no dedicated IT staff, and I juggle brand client inquiries, freelance artist scheduling, quote drafting, and production deadline tracking all at once. Before Freshsales, client conversations, budget estimates, revision notes, and follow-up reminders were scattered across email threads and loose spreadsheets, making it easy to lose context between initial pitch and animation kickoff. The custom deal stage builder is the feature I use every day, and its drag-and-drop pipeline layout saves me roughly three hours each week. I built a pipeline tailored specifically for animation projects, with stages marked: inquiry received, creative concept scoping, quote sent, revision negotiation, contract signed, production active, and final delivery. When a beverage brand reached out for a 60-second brand animation last quarter, I moved their deal card forward step by step, attaching mood boards, script drafts, and quote documents directly to the deal record. Our lead animator could open the profile and instantly review the agreed scope, without me forwarding a long chain of email history. This eliminates repetitive status check-ins and keeps our creative team from misreading client expectations. I also rely heavily on Freshsales’ automated sequence builder to nurture warm leads without constant manual email drafting. I created two sequences: one for prospects who requested a sample reel and went quiet, and another for clients wrapping up a project to discuss follow-up motion graphics work. The tool schedules personalized check-in emails, ties replies back to the same deal timeline, and flags leads that re-engage. Recently, a retail brand we had pitched months earlier replied to an automated check-in, and I could immediately pull their old scope notes and reference our earlier concept sketches, cutting down the time needed to restart discussions. This keeps leads from falling through the cracks amid our busy production cycles. One unexpected benefit I discovered after rolling out the platform is the native call log and note sync on our mobile app. I often take client calls while walking between our edit rooms or while coordinating freelance animators remotely. After a discovery call, I can dictate quick voice notes directly into the contact record, and Freshsales transcribes and pins those notes to the activity timeline. During a tricky brand animation negotiation, I captured a client’s verbal feedback about character design restrictions on the call, and our storyboard artist referenced that note the same day. This prevented a costly rework that would have set our two-week timeline back, a win I had not anticipated when I selected Freshsales primarily for quote and lead tracking. The role-based access controls also fit our creative team structure well. I restrict freelance contractors so they only see the client contacts and deals assigned to their active animation project, while our core creative leads have access to full client histories. This protects sensitive pricing information while letting collaborators access the feedback they need. Freshsales is not built for creative file review or video annotation, so we still pair it with our dedicated creative feedback tool for animation revisions. Even so, its animation-focused custom pipeline, automated lead sequences, and voice-note timeline capture fix our biggest CRM pain points. The drag-and-drop deal stages keep every project’s history centralized, reduce repeated context sharing, and help our small studio prioritize high-value brand commissions when our production calendar is packed tight. #### Cons As Animation Production & Client Collaboration Manager at Pineframe Animation Studio, my biggest frustrations with Freshsales center on its restrictive file-handling limits for creative assets, clunky native integration with creative review platforms, and rigid email sequence formatting that does not fit our visual-heavy animation pitches. Our Portland 2D animation studio’s lean team has no dedicated IT staff, and I rely on Freshsales to track brand leads, lock in project scopes, and preserve client conversation history. While its drag-and-drop deal pipeline keeps our project stages organized, these limitations force us to build manual workarounds that eat into the time we save from the CRM’s core pipeline features. The most impactful limitation is the file size restriction for attachments directly inside deal records. When we pitch animation work, we often attach storyboard PDFs, static character sheets, and short teaser reels for client review. Freshsales caps individual attachments well below the file sizes we regularly work with, so I cannot drop a compressed 90-second motion reel directly into the deal timeline. Last month, we sent a pitch package for a craft soda brand’s 2D campaign; I had to host the animation reel on our creative review tool separately, copy the share link, paste it into the deal note, and then attach low-resolution JPG previews of the storyboards. This extra linking step adds roughly two hours of repetitive work every week, and it creates risk: if a client replies to the email and asks to reference the reel, a new team member may miss the buried link in the notes field. I wish Freshsales supported larger creative previews natively, rather than forcing us to split pitch assets across two separate systems. I also struggle with weak, non-configurable automation triggers tied to our creative workflow. Our studio’s biggest handoff happens once a client signs the contract: we need to auto-alert our lead animator and freelance storyboard artists to pull the full brief, reference deck, and approved script. Freshsales can fire an email when a deal moves to “production active,” but the automation cannot pull embedded brief links or tag the relevant freelance vendors automatically. For a recent children’s book animated short, I moved the deal stage forward and assumed the workflow would notify our storyboard contractor; the automation only sent a generic alert with no creative context, and the contractor missed the script attachment for two days, pushing our storyboard draft deadline. I now manually send a separate brief email every time a deal moves into production, adding another repetitive task I hoped automation would eliminate. One unexpected downside I uncovered after months of use is how poorly Freshsales renders visual email templates for pitch outreach. We build custom pitch emails with embedded frame grabs from our demo reel and branded animated GIF thumbnails to showcase our 2D style. The email sequence editor strips formatting and compresses inline imagery aggressively, making our animation samples look blurry when they land in prospect inboxes. We tested this on a batch of retail brand prospects, and three replied asking if we could resend clearer samples. I had to rebuild those outreach emails in a separate design tool and paste static image links back into Freshsales sequences, breaking the seamless one-click nurture flow we wanted. Its reporting module also lacks custom grouping for project type, so I cannot quickly filter deals by 2D short, commercial spot, or motion graphic. To pull a quarterly report showing our conversion rate for brand animation commissions, I export all deals to a spreadsheet and add category tags manually, which takes close to an hour at the end of each month. Freshsales still delivers value for tracking lead history and centralizing client discussion threads, and the custom deal pipeline remains our single source of truth for project status. Even so, the small file attachment caps, limited context-rich automation, and fragile visual email formatting create constant friction for a creative studio. These gaps keep our creative assets siloed, break our handoff workflows, and mean we still rely on a patchwork of extra tools to share the visual work that wins our animation commissions. --- ### Freshsales review - Overall rating: 5/5 - Reviewer: Gary A W. - Industry: Apparel & Fashion - Company size: 2-10 employees - Product usage: 1-3 years · daily - Reviewed: August 2026 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros "What stands out about Freshworks is their cohesive software ecosystem. Moving seamlessly between sales (Freshsales), customer support (Freshdesk), and marketing tools under a unified interface simplifies team cross-collaboration. Their focus on clean UI, fast deployment, and affordable entry tiers makes top-tier CRM and support technology accessible to SMBs without needing a massive IT setup. #### Cons The reporting and analytics tools can feel restrictive. Creating highly customized, cross-object reports or granular pipeline dashboards often requires extra effort or exporting raw data to Excel to get the exact view needed. --- ### CRM eficiente y bien integrado para equipos en crecimiento - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Banking - Company size: 51-200 employees - Product usage: 3-5 years · daily - Reviewed: June 2026 - Review source details: This review was submitted organically. No incentive was offered Freshsales es una solución CRM sólida, especialmente recomendable para equipos que ya usan otros productos de Freshworks. Ofrece una buena relación entre funcionalidad y facilidad de uso, con un enfoque claro en productividad comercial. Para empresas en crecimiento que buscan centralizar su gestión de clientes sin sacrificar simplicidad operativa, es una opción muy competitiva. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros La gestión del pipeline de ventas es muy visual e intuitiva. Permite hacer seguimiento de leads y contactos de forma centralizada, con automatizaciones que ahorran tiempo en tareas repetitivas como el envío de emails o la actualización de estados. La integración con el ecosistema Freshworks (especialmente con Freshdesk) es un punto diferencial claro frente a otros CRMs, ya que permite tener contexto de soporte y ventas en un mismo entorno. #### Cons Las opciones de reporting personalizado son algo limitadas comparado con CRMs más maduros. En ocasiones la curva de aprendizaje para configurar automatizaciones complejas puede ser pronunciada, y la documentación no siempre está actualizada. --- ### Beware, GROWTH plan does not synch up with FreshSales, you need PRO - Overall rating: 3/5 - Reviewer: Verified Reviewer - Industry: Hospitality - Company size: 2-10 employees - Product usage: 1-3 years · daily - Reviewed: February 2026 - Review source details: This review was submitted organically. No incentive was offered Not an easy start, and thankfully support is responsive unless it's the weekend, but overall Freshsales feels a little rigid and is not the easiest of tools to use although the back end seems solid enough. The big issue for us was learning that a key functionality promised in the sales process actually needed a much more expensive plan. Based on this and the support opening times, I expect to move us to another business suite, probably Zoho, within a year or so. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 3/5 #### Pros It's a basic CRM and does the job once you understand how it thinks (start with an Account, you must go to Accounts to create the Account, cannot just create an Account name when also creating a Contact). During their open hours, support is very polite and tries very hard to help. The AI support bot is pretty good at helping out at first pass, that's been really helpful. #### Cons We bought the GROWTH plan as we didn't need the features of more expensive plans, but specifically to link to FreshDesk and have a single CRM. Spoiler alert: the sync between FreshDesk and Freshsales is only available for Freshsales PRO and upwards, with Pro priced at 5x the cost of Growth. Even though I asked several times during the sales process, as it was a key point for us (and honestly, it's baffling 2 products in a suite don't synch up to start with) and was assured they synched, it turned out after deep exploration by support and baffling messages by the front end that they didn't. I was furious and it's not mentioned anywhere in their marketing literature Secondly, Support is only available weekdays, it ends at midnight on Friday and resumes 8am on Monday. It wasn't made crystal clear when we signed up and in hindsight it's a bit too much of a risk for us, we're in tourism so we work hard on weekends. --- ### Reliable and easy to setup for use - Overall rating: 4/5 - Reviewer: Mathew D. - Industry: Financial Services - Company size: 5001-10000 employees - Product usage: less than 1 year · daily - Reviewed: July 2025 - Review source details: This review was submitted organically. No incentive was offered Freshsales has increased my sales through creating and running smart campaigns which has also helped to increase on leads. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Freshsales supports team collaboration abd it integrates with freshworks products such as freshchat and freshdesk which ensures seamless communication. Freshsales provides leads and sales analytics helping to identify and improve on weak areas. #### Cons Freshsales allows client to book demo with sales agents and simple descriptions and training about product. --- ### Great software, but expensive and poor support - Overall rating: 4/5 - Reviewer: Verified Reviewer - Industry: Accounting - Company size: 11-50 employees - Product usage: 3-5 years · daily - Reviewed: November 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Good overall experience. It works well and looks great, but the pricing and support let it down. Support is particularly bad, a lack of understanding of their product. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 2/5 - Customer support: 1/5 - Functionality: 4/5 #### Pros Clean design, easy to use, and customisable with lots of useful features for daily sales management. #### Cons Very expensive for what it offers. Requires too many add-ons (e.g., add-ons for the number of emails, contacts, api connections), and support could be much better. --- ### Independent Creative Business Operations Consultant - Overall rating: 5/5 - Reviewed: October 2026 - Industry: Construction - Company size: 51-200 employees The transition to Freshsales has simplified lead management for a consultant working with course creators, enabling better tracking and nurturing of prospects. Nonetheless, the limitations in guest access and reporting require additional workarounds that can be time-consuming. Full review available after login on Software Advice --- ### Senior Retail‑Operations & Vendor Relationship Manager - Overall rating: 4/5 - Reviewed: October 2026 - Industry: Food & Beverages - Company size: 11-50 employees The onboarding experience with Freshsales was efficient for Harvest Ridge, allowing the team to set up tailored pipelines quickly before the busy autumn season. While the platform improves organization, it struggles with reporting flexibility, leading to time-consuming manual data sorting. Full review available after login on Software Advice --- ### IT Operations & Client Solution Manager - Overall rating: 4/5 - Reviewed: October 2026 - Industry: Information Technology and Services - Company size: 11-50 employees As an IT Operations & Client Solution Manager, the reviewer appreciates how Freshsales centralizes client interactions, which enhances project management for cloud and IT support services. The limitation lies in its reporting features, which do not cater well to the specific metrics needed for their consulting practice. Full review available after login on Software Advice --- Showing 1 - 10 of 630 Reviews [See All Reviews](https://www.softwareadvice.com/product/113796-Freshsales/reviews/) ## Freshsales Popular Comparisons [HubSpot CRM vs Freshsales](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/113796-Freshsales/)[Salesforce Sales Cloud vs Freshsales](https://www.softwareadvice.com/compare/2764-Salesforce/vs/113796-Freshsales/)[Zoho CRM vs Freshsales](https://www.softwareadvice.com/compare/113796-Freshsales/vs/392464-zoho-crm/)[Kylas Sales CRM vs Freshsales](https://www.softwareadvice.com/compare/113796-Freshsales/vs/216694-kylas/)[Bigin by Zoho CRM vs Freshsales](https://www.softwareadvice.com/compare/113796-Freshsales/vs/392397-bigin-by-zoho-crm/)[eWay-CRM vs Freshsales](https://www.softwareadvice.com/compare/31005-eway/vs/113796-Freshsales/)[Dynamics 365 vs Freshsales](https://www.softwareadvice.com/compare/106335-Dynamics-365/vs/113796-Freshsales/)[Pipedrive vs Freshsales](https://www.softwareadvice.com/compare/113796-Freshsales/vs/321306-pipedrive/)[Bitrix24 vs Freshsales](https://www.softwareadvice.com/compare/113796-Freshsales/vs/128326-bitrix24/) [Compare All Alternatives](https://www.softwareadvice.com/product/113796-Freshsales/alternatives/) ## Other Top Recommended CRM Software [SalesNOW](https://www.softwareadvice.com/marketing/salesnow-profile/) **4.6** (81) Recently recommended **63** times [Rolldog](https://www.softwareadvice.com/marketing/rolldog-complete-profile/) **4.9** (33) Recently recommended **61** times [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) **4.5** (256) Recently recommended **60** times [kintone](https://www.softwareadvice.com/project-management/kintone-profile/) **4.7** (154) Recently recommended **59** times Stuck Between Options? 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