Lead generation is limited, but Freshworks can pull leads from webforms: this is valuable if you have substantial website traffic. Although advanced features like custom fields aren’t available, small teams can still benefit from the in-built phone, plus the call and email logging function. Managing contacts and deals is intuitive, as the software prompts you to import new data and update deals. ![]() For example, you can set tasks and reminders linked to a deal, but can’t trigger them to happen when the deal status changes. ![]() The ability to add unlimited users is a rare feature but with no workflow automation, a growing team would perform increasing manual work. ![]() The core CRM functionality includes contact management, call and email logging, deal status, and customer-facing chat functionality. Freshworks CRM packs a competitive feature set in its free plan, the highlights being in-built calls, unlimited users, and a generous support package.
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