Freshworks CRM-anmeldelse: Fordele, ulemper, funktioner og priser
Freshworks CRM udmærker sig med sin brugervenlige grænseflade og fleksible funktioner, hvilket gør det til et oplagt valg for teams, der søger personlig styring af kunderelationer.
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Freshworks CRM is a cloud helpdesk software for teams that need to manage customer support, sales touchpoints, and relationship history from one connected platform. I'd consider it if you're outgrowing something like Zoho CRM and need stronger built-in support capabilities alongside your pipeline management—without the complexity and cost that comes with an enterprise-tier setup.
Freshworks CRM Evaluation Summary

0/5
- From $9/user/month (billed annually)
- 21-day free trial
Why Trust Our Software Recommendations
6,700+
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Industry experts
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Years
Our team has been testing and reviewing software since 2012. As CX leaders ourselves, we know how difficult—and important—it is to choose the right software.
For this guide, we evaluated tools using hands-on testing and independent research, scoring tools using our selection criteria.
Our reviews reflect our human editorial judgment, not a sales pitch.
Gui DrusinaCreative Director
Tim FisherVP of AI
Freshworks CRM Overview
In my opinion, Freshworks CRM software is a solid choice for those seeking a well-rounded personalization and CRM platform. It offers a host of CRM tools, robust core features and standout functionalities that cater to a broad range of business needs. The ease of use and onboarding processes are generally well-received, making it accessible for teams without extensive technical expertise.
The customer support is responsive, although not as immediate as some competitors. Pricing is competitive, when compared to other platforms like Zoho CRM, offering good value especially for scalable small to mid-sized businesses. However, it may not be the best fit for those needing extensive customization or more niche integrations. If your team values user-friendly design and efficient support, then this AI-powered platform is worth considering.
Pros
- You’ll find the interface intuitive and easy to navigate.
- The mobile app is well-liked for its functionality.
- Automation features save your team time and effort.
Cons
- Reporting capabilities might feel limited for your needs.
- Customization can be challenging and time-consuming.
- Some users report inconsistent customer support responsiveness.
Is Freshworks CRM Right For Your Needs?
Who Would be a Good Fit for Freshworks CRM?
Among the best CRM solutions, Freshworks CRM is ideal for small to medium-sized businesses seeking an intuitive platform for managing customer relationships. If your team values easy integration with other tools and real-time updates and efficient workflow automation, Freshworks CRM delivers on these fronts. Its user-friendly interface and robust features like lead scoring and email tracking can streamline your sales process without overwhelming your team.
- Small BusinessesFreshworks CRM is budget-friendly and offers essential features that help you manage customer relationships efficiently.
- Sales TeamsWith features like sales forecasting, lead scoring, and sales pipeline and lead management, your sales team can prioritize leads and close deals faster.
- Marketing DepartmentsThe CRM's email tracking and automation make it easy for your team to nurture leads effectively for their marketing campaigns.
- Customer SupportIts integration with Freshdesk allows your support team to access customer information quickly, improving service quality.
- Retail IndustryFreshworks CRM supports multi-channel communication, helping retail businesses manage customer interactions across platforms.
- Healthcare ProvidersThe platform's data security and patient management features make it suitable for healthcare providers needing to manage patient relationships.
Who Would be a Bad Fit for Freshworks CRM?
If your team needs tools for in-depth financial management, Freshworks CRM might not be the best choice. It lacks features like budgeting and expense tracking that are crucial for financial departments. Additionally, if your work relies heavily on seamless integration with a wide variety of third-party applications, Freshworks CRM's limited integration options could be a hindrance. These limitations make it less ideal for businesses that require extensive financial oversight or rely on diverse software ecosystems.
- Financial DepartmentsYour team will struggle without budgeting and expense features.
- Large EnterprisesYou might find the integration options too limited for your complex needs.
- Tech StartupsFast integration with various tools is crucial, and Freshworks CRM falls short.
- Accounting FirmsWithout financial tracking capabilities, it won't meet your core needs.
- Project ManagementLimited integration options may hinder your workflow efficiency.
- Retail ChainsIf you need detailed financial analytics, Freshworks CRM won't suffice.
How We Test & Score Tools
We’ve spent years building, refining, and improving our software testing and scoring system. The rubric is designed to capture the nuances of software selection and what makes a tool effective, focusing on critical aspects of the decision-making process.
Below, you can see exactly how our testing and scoring works across seven criteria. It allows us to provide an unbiased evaluation of the software based on core functionality, standout features, ease of use, onboarding, customer support, integrations, customer reviews, and value for money.
Core Functionality (25% of final scoring)
The starting point of our evaluation is always the core functionality of the tool. Does it have the basic features and functions that a user would expect to see? Are any of those core features locked to higher-tiered pricing plans? At its core, we expect a tool to stand up against the baseline capabilities of its competitors.
Standout Features (25% of final scoring)
Next, we evaluate uncommon standout features that go above and beyond the core functionality typically found in tools of its kind. A high score reflects specialized or unique features that make the product faster, more efficient, or offer additional value to the user.
We also evaluate how easy it is to integrate with other tools typically found in the tech stack to expand the functionality and utility of the software. Tools offering plentiful native integrations, 3rd party connections, and API access to build custom integrations score best.
Ease of Use (10% of final scoring)
We consider how quick and easy it is to execute the tasks defined in the core functionality using the tool. High scoring software is well designed, intuitive to use, offers mobile apps, provides templates, and makes relatively complex tasks seem simple.
Onboarding (10% of final scoring)
We know how important rapid team adoption is for a new platform, so we evaluate how easy it is to learn and use a tool with minimal training. We evaluate how quickly a team member can get set up and start using the tool with no experience. High scoring solutions indicate little or no support is required.
Customer Support (10% of final scoring)
We review how quick and easy it is to get unstuck and find help by phone, live chat, or knowledge base. Tools and companies that provide real-time support score best, while chatbots score worst.
Customer Reviews (10% of final scoring)
Beyond our own testing and evaluation, we consider the net promoter score from current and past customers. We review their likelihood, given the option, to choose the tool again for the core functionality. A high scoring software reflects a high net promoter score from current or past customers.
Value for Money (10% of final scoring)
Lastly, in consideration of all the other criteria, we review the average price of entry level plans against the core features and consider the value of the other evaluation criteria. Software that delivers more, for less, will score higher.
Core Features
Customization: You can tailor Freshworks CRM to fit your specific business needs with custom fields and customizable contact lifecycle stages, ensuring the platform aligns with your processes.
Productivity Tools: Streamline your team's workflows with tools like task management and intelligent workflows, helping you focus on what truly matters.
Communication Channels: Engage with your clients through integrated communication features like email, phone, chat, and SMS, keeping all interactions in one place.
Contextual Insights: Access detailed customer data and activity timelines to better understand and manage your customer relationships, enhancing your team's decision-making.
Marketing Automation: Automate your marketing efforts with tools like email sequences and customer journeys, allowing you to focus on strategy rather than repetitive tasks.
Freddy AI: Utilize AI-driven insights and recommendations to make informed decisions and optimize your sales and marketing strategies effectively.

Ease of Use
Freshworks CRM's user interface can be a bit daunting initially for inexperienced users, with some users finding it not very intuitive. The navigation isn't always straightforward, which might slow down your work initially. However, its robust customer support can help you get past these hurdles. Once you get familiar with its structure, the platform's extensive features make it a valuable tool for personalization, though it may require some patience to master.

Integrations
Freshworks CRM integrates with Mailchimp, QuickBooks, PandaDoc, HubSpot, Xero, Stripe, Docusign, Salesforce, Checklists, and AI Smart Assist.
Freshworks CRM also offers an API and connects with third-party integration tools through its Marketplace.

Freshworks CRM Specs
- Analytics: Yes
- API: Yes
- Calendar Management: Yes
- Chat: Yes
- Click-to-Dial: No
- CRM Integration: Yes
- Customer Management: No
- Customer Service: Yes
- Dashboard: No
- Dashboards: Yes
- Data Export: No
- Data Import: No
- Data Visualization: No
- External Integrations: Yes
- Feedback Management: No
- Knowledge Base: Yes
- Lead Management: No
- Lead Scoring: No
- Multi-Source Feedback: No
- Multi-User: Yes
- Net Promoter Score: No
- Notifications: Yes
- Omnichannel Referrals: Yes
- Online Surveys: Yes
- Review Moderation: No
- Scheduling: Yes
- Sentiment Analysis: No
- Social Media Monitoring: No





