CATEGORY
FEATURE
DESCRIPTION
FRESHSALESFRESHWORKS CRM SALES CLOUDFRESHWORKS CRM MARKETING CLOUDFRESHWORKS CRM CUSTOMER-FOR-LIFE CLOUD
Sprout (Free)BlossomGardenEstateForestFreeGrowthProEnterpriseFreeGrowthProEnterpriseFreeGrowthProEnterprise
PricingAnnual (per user, per month)$0$12$25$49$79$0$29$59$99$0$19$59$99$0$29$69$125
Monthly (per user, per month)$0$19$35$65-$0$35$69$119$0$25$69$119$0$35$85$149
Number of base contactsNot ApplicableNot ApplicableNot ApplicableNot ApplicableNot ApplicableNot ApplicableNot ApplicableNot ApplicableNot Applicable100500500500100100030005000
Number of usersUnlimitedUnlimitedUnlimitedUnlimitedUnlimitedUnlimitedUnlimitedUnlimitedBilled based on number of 'Marketing Contacts'. Not per user.UnlimitedUnlimitedUnlimitedUnlimited
Contact and Account ManagementMarketing ContactsSubset of uploaded contacts that are actively being used as a part of the marketing modules - segmentation, journeys, and emailsNoNoNoNoNoNoNoNoNo1005005005001001,0003,0005,000
Contact ManagementCreate and manage list of qualified contacts. Get complete context with Activity Timeline and 360°profile view. Create tasks, appointment, and notes for each contactYesYesYesYesYesYesYesYesYesYesYesYesYesYesYesYesYes
Account ManagementManage the information of companies that you are doing business with it. Build account hierarchy, manage and get 360° view of the related contacts and associated deals of a companyYesYesYesYesYesYesYesYesYesYesYesYesYesYesYesYesYes
Contact Lifecycle StagesInclude standard or custom stages to represent how far a contact has moved through the buying journeyNoNoNoNoNoYesYesYesYesYesYesYesYesYesYesYesYes
Marketing ListsConsolidated set of mailable contacts that can be included in marketing campaignsNoNoNoNoNoNoNoNoNoYesYesYesYesYesYesYesYes
Basic SegmentationCreate segments based on contact fields and email activityNoNoNoNoNoNoNoNoNoNoYesYesYesNoYesYesYes
Behavioral SegmentationCreate segments based on audience behavior and their activities like page visits, form submissions, or set up custom events like cart abandonmentNoNoNoNoNoNoNoNoNoNoNoYesYesNoNoYesYes
Filters Custom ViewsCreate filters to view a select set of data based on any field values. Save them as custom views for instant accessYesYesYesYesYesYesYesYesYesYesYesYesYesYesYesYesYes
Activity TimelineGet a chronological view of all customer engagement with your business, including email activities, subscriptions, page views, form actions, unsubscribe, etc., and filter contacts based on themYesYesYesYesYesYesYesYesYesYesYesYesYesYesYesYesYes
Offline EventsAdd leads collected from offline events like trade shows and conferences to the contact database. Further, segment and nurture these leads using Behavioral Segmentation, Journey Builder, and other marketing automation capabilitiesNoNoNoNoNoNoNoYesYesNoNoYesYesNoNoYesYes
Sales and Marketing Activities
Tasks, Appointments, and Notes
Create follow-up tasks, schedule and track appointments, and record notes for every lead, contact, account, and deal in the CRMYesYesYesYesYesYesYesYesYesYesYesYesYesYesYesYesYes
Custom Sales ActivitiesCreate new sales activities that are specific to your sales processNoNoNoYesYesNoNoNoYesNoNoNoNoNoNoNoYes
Activity Home DashboardView all your upcoming appointments and to-do lists right on logging-inNoYesYesYesYesNoYesYesYesNoNoNoNoNoYesYesYes
Sales and Marketing Home Dashboard
View all tasks and to-do lists for sales and marketing teamsNoNoNoNoNoNoNoNoYesNoNoNoYesNoNoNoYes
CRM CustomizationCustom Fields: BasicCreate new fields and modify existing fields, bucket them into different groups / sub-groups to suit every businessNoYes(10)Yes(100)Yes(300)Yes(300)NoYesYesYesNoYesYesYesNoYesYesYes
Advanced CRM Customization
Create, rearrange, delete groups/sub-groups; rename default fields; mark fields as read-only or unique and hide or re-order fieldsNoNoNoYesYesNoNoYesYesNoNoYesYesNoNoYesYes
Profile avatar for Contact/Account
Upload an image for your records to make it easy to identify them in the CRMNoNoYesYesYesNoYesYesYesNoNoNoNoNoYesYesYes
Custom ModulesCreate additional modules relevant to your businessNoNoNoNoYesNoNoNoYes (Limit 10)NoNoNoNoNoNoNoYes (Limit 10)
Rename ModulesChange the name of the default modules in Freshworks CRM to suit the commonly used terms in your businessNoNoNoYesYesYesYesYesYesYesYesYesYesYesYesYesYes
Merge RecordsMerge multiple records into one record to eliminate duplicate informationNoYesYesYesYesNoYesYesYesNoYesYesYesNoYesYesYes
Clone RecordsDuplicate records by creating clones of an existing recordNoYesYesYesYesNoYesYesYesNoYesYesYesNoYesYesYes
SearchText-based search that can index data based on inputYesYesYesYesYesYesYesYesYesYesYesYesYesYesYesYesYes
Record TagsCreate unique identifiers to label one or many records and access them instantlyNoYesYesYesYesNoYesYesYesNoYesYesYesNoYesYesYes
Email Template TagsTag sales Emails Templates for easy accessNoNoYesYesYesNoYesYesYesNoNoNoNoNoYesYesYes
Auto-assignment Rules for Contacts, Accounts, DealsSpecific conditions that need to be satisfied for an entity to be assigned to a userNoNoYesYesYesNoNoYes (Limit 50)Yes (Limit 100)NoNoNoNoNoNoYes (Limit 50)Yes (Limit 100)
Auto-profile EnrichmentAutomatically update lead, contact, and account with a social profile and generic information publicly available on the internetNoNoNoYesYesNoNoNoYesNoNoNoYesNoNoNoYes
WorkflowsDefine actions that are automatically triggered when predefined conditions are metNoNoYes (10)Yes (25)Yes(100)NoYes (Limit 20)Yes (Limit 50)Yes (Limit 100)NoNoNoNoNoYes (Limit 20)Yes (Limit 50)Yes (Limit 100)
Time-based WorkflowsExecute Workflows on a daily, weekly, monthly basis at a specified time for all recordsNoNoNoYesYesNoNoYesYesNoNoNoNoNoNoYesYes
Product CatalogCreate a list of products or services, set your pricing scheme, and add them automatically to your dealsNoNoYesYesYesNoNoYesYesNoNoNoNoNoNoYesYes
Sales Pipeline ManagementDeal ManagementCreate, manage, and track the progress of deals using a Visual Sales PipelineYesYesYesYesYesYesYesYesYesNoNoNoNoYesYesYesYes
Visual Sales PipelineA visual sales pipeline to manage and track the progress of deals with a timeline viewNoYesYesYesYesNoYesYesYesNoNoNoNoNoYesYesYes
Multiple Sales PipelinesCreate multiple custom pipelines to suit your sales processes. Visualize, track, and manage deals specific to each pipeline separatelyNoNoYesYesYesNoNoYesYesNoNoNoNoNoNoYesYes
Rotten dealsSet an age for the deal pipeline to surface deals when the chances of winning diminish, i.e., when the deal rotsNoYesYesYesYesNoYesYesYesNoNoNoNoNoYesYesYes
Weighted pipelineAssign weights/values to every stage in the deal pipeline to determine the chances of deal closure and forecast revenueNoYesYesYesYesNoYesYesYesNoNoNoNoNoYesYesYes
Sales Goals
Assign goals to your account users and track their performance on each goal
NoNoNoYesYesNoNoYesYesNoNoNoNoNoNoYesYes
Sales ForecastingForecast revenue and future sales for specific time periodsNoNoYesYesYesNoNoNoYesNoNoNoNoNoNoNoYes
Multi-currencyCreate and handle deals in multiple currenciesNoNoNoYesYesNoNoYesYesNoNoNoNoNoNoYesYes
Sales TeamsDefine teams with multiple users and perform actions like assigning territories, sending reports, or scheduling appointmentsNoNoYesYesYesNoNoYes (Limit 50)Yes (Limit 100)NoNoNoNoNoNoYes (Limit 50)Yes (Limit 100)
Deal TeamsInclude multiple users to work on the same dealNoNoNoNoYesNoNoNoYesNoNoNoNoNoNoNoYes
Contextual Collaboration with Slack
Use Slack right from the CRM to collaborate with different stakeholders on a dealNoNoNoNoNoNoYesYesYesNoNoNoNoNoYesYesYes
Email Marketing CampaignsEmail Marketing CampaignsCreate email campaigns from scratch with the drag-and-drop email builder/choose from 150+ templates/upload your own HTML email template fileNoNoNoNoNoNoNoNoNoYesYesYesYesYesYesYesYes
Drag-and-drop Email EditorWYSIWYG Email Editor to design email campaigns from scratchNoNoNoNoNoNoNoNoNoNoYesYesYesNoYesYesYes
Remove 'Freshworks' from FooterTo remove the line "Powered by Freshworks" from the footer in your emailsNoNoNoNoNoNoNoNoNoNoYesYesYesNoYesYesYes
Email LimitsBuild your email lists and organize them in one placeNoNoNoNoNoNoNoNoNo2003x5x10x2003x5x10x
Email TemplatesA repository of 150+ email templates that can be tweaked and sent as part of marketing campaignsNoNoNoNoNoNoNoNoNoNoLimited (20)100500NoLimited (20)100500
Upload your Own TemplateUpload HTML/CSS email templates into FW CRMNoNoNoNoNoNoNoNoNoNoYesYesYesNoYesYesYes
Email Personalisation (Merge Tags)Personalize messages with your recipients’ name, address, and other details using Merge Tags. Merge Tags are smart tags that pull data directly from your mailing list into your email messageNoNoNoNoNoNoNoNoNoNoYesYesYesNoYesYesYes
Timezone-based DeliverySchedule email campaigns for the time zone at which you wish to send to your contactsNoNoNoNoNoNoNoNoNoNoNoYesYesNoNoYesYes
Multiple Footers in CampaignMore than one Footer address can be configured using Freshworks CRM. Any one of the addresses can be set as Primary address at a timeNoNoNoNoNoNoNoNoNo11UnlimitedUnlimited11UnlimitedUnlimited
Email Personalisation (send for Diff Segments/lists in One Campaign)Design and send multiple variations of the same Email Campaign to different lists or segments in one goNoNoNoNoNoNoNoNoNoNoNoYesYesNoNoYesYes
Reply TrackingForward replies to the 'Reply-to address' specified on the email config tab for Email Campaigns and Journey EmailsNoNoNoNoNoNoNoNoNoNoNoYesYesNoNoYesYes
Email Campaign SchedulingAfter creating your campaign, you can send it immediately, or you can schedule sending for a future date and timeNoNoNoNoNoNoNoNoNoNooYesYesYesNooYesYesYes
Subscription CenterAn organized list of subscription types for your subscribers (contacts) to manage their email preferencesNoNoNoNoNoNoNoNoNo452550452550
FoldersOrganize your List, Journeys, Journey Emails, and Bulk Campaigns into folders for easy accessNoNoNoNoNoNoNoNoNoNoNoYesYesNoNoYesYes
Transactional EmailsTransactional email is a type of email that’s triggered by user action on a website. Some common examples of transactional emails include order shipment confirmations, account activation emails, password resets, invoices and receipts, and welcome emailsNoNoNoNoNoNoNoNoNoNoNoNoYesNoNoNoYes
Email DeliverabilityCustom DomainsEnable a private/white-labeled login URL for your accountNoNoNoNoNoNoNoNoNoNo11025No11025
Marketing Journey BuilderPopupsEasily create engaging lead capture popup forms to attract new leadsNoNoNoNoNoNoNoNoNo2 (Have FW branding)310Unlimited2 (Have FW branding)310Unlimited
WebhooksCall an external API via webhooks. Technical support may be neededNoNoNoNoNoNoNoNoNoNoBasicAdvAdvNoBasicAdvAdv
Active JourneysJourneys that have been activated, display "ACTIVE" under journey statusNoNoNoNoNoNoNoNoNoNo520100No520100
Journey TemplatesSet up the Journey by selecting one of the many pre-built workflow templates availableNoNoNoNoNoNoNoNoNoNoYesYesYesNoYesYesYes
Journey EmailsEmails included in various journeys can be found under "Journey Emails" under "Campaigns" on the left navNoNoNoNoNoNoNoNoNoNoYesYesYesNoYesYesYes
Timezone-based DeliverySchedule marketing journeys for the time zone at which you wish to send to your contactsNoNoNoNoNoNoNoNoNoNoNoYesYesNoNoYesYes
Behavioral Targeting (Custom Event-based Trigger)Custom events have to be pre-defined. On their occurrence, segment users based on their actions, run personalized campaigns or automate drip campaignsNoNoNoNoNoNoNoNoNoNoNoYesYesNoNoYesYes
Internal NotificationSet up internal notifications to notify stakeholders about pre-set conditions like "new lead", etc.NoNoNoNoNoNoNoNoNoNoYesYesYesNoYesYesYes
Sales Blocks in JourneysType of action blocks in Journeys to add/update contacts directly from the Marketing JourneysNoNoNoNoNoNoNoNoNoNoYesYesYesNoYesYesYes
Adding DelaysAdd delay blocks based on your contacts data, wherever necessary in the journey, to avoid overwhelming customers with too many emails.NoNoNoNoNoNoNoNoNoNoAdvAdvAdvNoAdvAdvAdv
Split TrafficSplit traffic into multiple routes to track which route performs better in a journeyNoNoNoNoNoNoNoNoNoNoYesYesYesNoYesYesYes
Scheduling a JourneySet the exact time for customer journeys to set off. The status of the journey will display "Scheduled"NoNoNoNoNoNoNoNoNoNoYesYesYesNoYesYesYes
Multiple Journey EntryMultiple journey trigger blocks can be used in the Journey BuilderNoNoNoNoNoNoNoNoNoNoYesYesYesNoYesYesYes
Journey Config CheckerA complete review of every block of the journey before it is published (Activated)NoNoNoNoNoNoNoNoNoNoYesYesYesNoYesYesYes
Live TrackingView the number of contacts that have entered, exited, or are active at each step of the JourneyNoNoNoNoNoNoNoNoNoNoYesYesYesNoYesYesYes
Notification CenterIn-app NotificationsRecieve notifications related to lead assignment, emails, pending or upcoming tasks, new feature update in the CRM, and more in-appNoNoYesYesYesNoYesYesYesNoYesYesYesNoYesYesYes
Email NotificationsRecieve notifications related to lead assignment, emails, pending or upcoming tasks, new feature update in the CRM, and more via emailNoNoYesYesYesNoYesYesYesNoYesYesYesNoYesYesYes
Mobile Push NotificationsRecieve notifications related to lead assignment, emails, pending or upcoming tasks, new feature update in the CRM, and more in the Mobile AppNoNoYesYesYesNoYesYesYesNoYesYesYesNoYesYesYes
Desktop NotificationsRecieve notifications related to lead assignment, emails, pending or upcoming tasks, new feature update in the CRM, and more in desktopNoYesYesYesYesNoYesYesYesNoYesYesYesNoYesYesYes
Data AdministrationFile StorageStorage of all documents or attachments stored in Freshworks CRMNo1 GB/user2 GB/user5 GB/user100 GB/userNo2GB (per user)5GB (per user)100GB (per user)NoNoNoNoNo2GB (per user)5GB (per user)100GB (per user)
Data Import and ExportImport/export contacts, accounts, deals, tasks, appointments, notes, and othersYesYesYesYesYesYesYesYesYesYesYesYesYesYesYesYesYes
Migration from other CRMsTransfer data from other CRMs into Freshworks CRMYesYesYesYesYesYesYesYesYesNoNoNoNoYesYesYesYes
Audit LogsA chronological sequence of entries that capture configuration changes made in the Freshworks CRM by all usersNoNoNoNoYesNoNoNoYesNoNoNoNoNoNoNoYes
Recycle BinRestore deleted files or records from the recycle binNoYesYesYesYesNoYesYesYesNoYesYesYesNoYesYesYes
Sales EmailsConversations View including Awaiting ResponseThe Conversations tab lists all the email and phone conversations users have had with their prospects and customersNoYesYesYesYesNoYesYesYesNoNoNoNoNoYesYesYes
Two-way Email SyncEnable the sync between Inbox and Sent folders of your mail client with Freshworks CRMNoYesYesYesYesNoYesYesYesNoNoNoNoNoYesYesYes
Team InboxRedirect incoming emails from the Sales address (sales@yourcompany.io) to Freshworks CRM with an auto-forward option, which will create New Contacts. These emails can be accessed by all users in your accountNoYesYesYesYesNoYesYesYesNoNoNoNoNoYesYesYes
Email ForwardingAuto-forward all emails that are sent to your work email address to the Freshworks CRM Team inbox and create them as contacts in the CRM if requiredNoYesYesYesYesNoYesYesYesNoNoNoNoNoYesYesYes
Personalized Bulk Emails (Manual)
Send personalized bulk emails from within the CRM that can be tracked and scheduled to be sent later. Customize individual emails that are part of the Bulk Email campaign and send personalized emails to recipientsNoNoNoYesYesNoYesYesYesNoNoNoNoNoYesYesYes
Sales Sequences (per user)Setup automated campaigns to send personalized emails, add follow-ups, and call reminders. Track the effectiveness of the campaign and follow up with prospects based on their behaviorNoNo51025No51025NoNoNoNoNo51025
Email SubscriptionsGive contacts an option to unsubscribe themselves from your mailing list, which will automatically mark these contacts as DND and stop further emails to themNoNoYesYesYesNoYesYesYesNoNoNoNoNoYesYesYes
Bulk Email MetricsTrack open, click, bounce, response, and unsubscription rates for the Bulk Emails sent from Freshworks CRMNoNoYesYesYesNoYesYesYesNoNoNoNoNoYesYesYes
Email SchedulingSchedule emails for the date, time, and time zone at which you wish to send it to your contactsNoNoYesYesYesNoYesYesYesNoNoNoNoNoYesYesYes
Email TemplatesCreate pre-formatted templates to send the most common emails, personalize it using placeholders, and include attachments. Templates can also be shared with other users in your Freshworks CRM accountNoNoYesYesYesNoYesYesYesNoNoNoNoNoYesYesYes
Email TrackingTrack the opens, clicks, and bounces for all emails sent from Freshworks CRMNoNoYesYesYesNoYesYes