CRM
Migrate your Freshsales data
AI-powered CRM that does the busywork for you. Built-in calling, smart sequences, and Freddy AI to score every lead and predict every deal.
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Migrating to Freshsales? Jump to sources →
In its favor
Why people choose Freshsales
The signal that keeps Freshsales on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Lowest barrier to entry among major CRMs — the free tier supports up to 3 users and includes core CRM functionality before committing to per-seat pricing.
Built-in chat, email, and phone reduce reliance on third-party integrations for basic sales communication and contact management.
Freddy AI contact scoring and deal insights are included on Pro plans at a lower price than comparable HubSpot tiers.
Kanban pipeline views across Contacts, Accounts, and Deals provide visual deal management without requiring custom configuration.
Integration with the broader Freshworks ecosystem (Freshdesk, Freshchat, Freshservice) reduces tool sprawl for teams already using Freshworks.
The UI is described as difficult to navigate with poor documentation on integrations, and reporting lacks the depth available in HubSpot.
AI features like Freddy AI scoring and deal predictions are locked behind the Pro $39/user/month tier despite heavy marketing of AI capabilities.
Bot sessions are limited to 500 one-time with no monthly refresh, and phone calls incur per-minute charges that add up for global teams.
Post-migration from Freshsales Classic, outgoing emails are disabled, workflows and sequences do not execute, and DNS records must be reconfigured.
Reasons to switch
Why people leave Freshsales
The recurring reasons buyers give for replacing Freshsales. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Freshsales fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Generous free tier for small teams with core CRM functionality without per-seat costs.All-in-one sales CRM with built-in telephony, chat, and email reducing third-party tool dependency.Freddy AI contact scoring and deal predictions available on Pro tier.Multiple pipeline views with Kanban and list options across all plans.
Weaknesses
Reports lack depth compared to competitors like HubSpot, with limited customization options.Integration setup is poorly documented with no clear guides for connecting third-party tools.AI features gated behind $39/user/month Pro tier despite marketing emphasis on Freddy AI.Bot sessions limited to 500 one-time allocation with no monthly refresh.
Where it works
Small teams of 1-5 users who need core CRM functionality without committing to per-seat costs immediatelySMBs already using other Freshworks products (Freshdesk, Freshchat) who benefit from unified ecosystem managementUS-based sales teams making moderate outbound calls where built-in telephony with per-minute pricing is cost-effectiveEarly-stage startups evaluating CRM for the first time with the option to upgrade as the team growsTeams running straightforward, linear sales processes with clear pipeline stages and minimal custom automation
Where it struggles
Large enterprises requiring deep custom reporting, territory management, and advanced sales forecastingGlobal teams making frequent international calls where per-minute charges accumulate into significant costOrganizations needing robust AI features without paying $39/user/month for Pro tierTeams requiring complex third-party integrations due to poor documentation and limited API guidanceHigh-volume customer service operations requiring extensive chatbot automation beyond 500 one-time bot sessions
Pricing tiers
Freshsales pricing overview
Freshsales uses per-seat pricing across four tiers. The $9/user/month Growth plan is the entry point; most SDR teams find they need Pro at $39/user/month for AI scoring, sequences, and territory management. Enterprise is $59/user/month. Add-ons (CPQ, additional bot sessions, phone credits) are priced by sales consultation.
Free
Tier 1 of 4
$0
What's included
Up to 3 usersBasic CRM featuresEmail supportMobile app
Need help selecting your CRM?
Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on Freshsales's schedule — see our quote-based pricing →
What gets migrated
Freshsales object support
Object-by-object support for Freshsales migrations. Per-pair details surface during scoping.
Leads
Fully supportedStandard lead object with lifecycle stages and source tracking. We migrate Leads 1:1 and map Lead_Status to the destination's equivalent lifecycle field.
Contacts
Fully supportedCore contact record linked to Accounts. We preserve all standard fields, custom fields, and contact lifecycle stages.
Accounts
Fully supportedCompany/Organization record that can be linked to multiple Contacts and Deals. We preserve account details and association mappings.
Deals
Fully supportedCalled 'Deals' in Freshsales UI. We map to Opportunities in standard CRM terminology. Pipeline stage, amount, probability, and owner are all migrated.
Products
Mapping requiredProduct catalog is used in CPQ and quotes. We migrate products but CPQ licenses are plan-gated (1 on Growth, more on Pro). We flag any CPQ-related records for review.
Activities (Tasks and Events)
Mapping requiredTasks and Events/Calls are separate activity types. We migrate tasks fully; event metadata (call recordings, logs) requires API access and Enterprise tier for audit logs.
Custom Objects
Mapping requiredCustom objects are created via Freshworks developer platform apps and stored in entity storage. We can migrate custom object records if the app schema is documented; otherwise we preserve raw records as JSON blobs.
Custom Fields
Mapping requiredBoth standard and advanced custom fields exist depending on plan tier. We migrate all custom field definitions and values, flagging any advanced fields that may require Pro or Enterprise.
Pipelines
Fully supportedMultiple pipelines are supported on Pro and above. We migrate pipeline configurations and stage definitions.
Territories
Mapping requiredTerritory management is Pro-tier only. We migrate territory assignments where available; otherwise territory data is preserved as a Contact/Deal property.
Sales Sequences
Mapping requiredSequences are Pro and above. We migrate sequence definitions but note that sequences will not auto-execute post-migration until re-enabled by Freshworks support.
Attachments
Mapping requiredFile storage limits vary by plan (2GB/user Growth, 5GB/user Pro, 100GB/user Enterprise). We migrate attachments but check storage limits against destination plan.
| Object | Support | Notes |
|---|---|---|
| Leads | Fully supported | Standard lead object with lifecycle stages and source tracking. We migrate Leads 1:1 and map Lead_Status to the destination's equivalent lifecycle field. |
| Contacts | Fully supported | Core contact record linked to Accounts. We preserve all standard fields, custom fields, and contact lifecycle stages. |
| Accounts | Fully supported | Company/Organization record that can be linked to multiple Contacts and Deals. We preserve account details and association mappings. |
| Deals | Fully supported | Called 'Deals' in Freshsales UI. We map to Opportunities in standard CRM terminology. Pipeline stage, amount, probability, and owner are all migrated. |
| Products | Mapping required | Product catalog is used in CPQ and quotes. We migrate products but CPQ licenses are plan-gated (1 on Growth, more on Pro). We flag any CPQ-related records for review. |
| Activities (Tasks and Events) | Mapping required | Tasks and Events/Calls are separate activity types. We migrate tasks fully; event metadata (call recordings, logs) requires API access and Enterprise tier for audit logs. |
| Custom Objects | Mapping required | Custom objects are created via Freshworks developer platform apps and stored in entity storage. We can migrate custom object records if the app schema is documented; otherwise we preserve raw records as JSON blobs. |
| Custom Fields | Mapping required | Both standard and advanced custom fields exist depending on plan tier. We migrate all custom field definitions and values, flagging any advanced fields that may require Pro or Enterprise. |
| Pipelines | Fully supported | Multiple pipelines are supported on Pro and above. We migrate pipeline configurations and stage definitions. |
| Territories | Mapping required | Territory management is Pro-tier only. We migrate territory assignments where available; otherwise territory data is preserved as a Contact/Deal property. |
| Sales Sequences | Mapping required | Sequences are Pro and above. We migrate sequence definitions but note that sequences will not auto-execute post-migration until re-enabled by Freshworks support. |
| Attachments | Mapping required | File storage limits vary by plan (2GB/user Growth, 5GB/user Pro, 100GB/user Enterprise). We migrate attachments but check storage limits against destination plan. |
Gotchas
What to watch for in Freshsales migrations
Issues we've hit on past Freshsales migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Medium
Freddy AI is Pro-tier only despite heavy marketing
High
Post-migration emails and sequences are disabled
Medium
Bot session credits are a one-time 500-session allocation
Medium
Phone credits charged per minute with no cap
Low
File storage limits scale with plan tier
| Severity | Issue |
|---|---|
| Medium | Freddy AI is Pro-tier only despite heavy marketing |
| High | Post-migration emails and sequences are disabled |
| Medium | Bot session credits are a one-time 500-session allocation |
| Medium | Phone credits charged per minute with no cap |
| Low | File storage limits scale with plan tier |
Leaving Freshsales?
Where Freshsales customers move next
11 destinations Freshsales can migrate to.
Coming to Freshsales?
Migrating in from another CRM
856 sources can migrate into Freshsales.
How a Freshsales migration works
Four steps, Freshsales-specific
Connect
OAuth 2.0 into Freshsales. Scopes limited to read-only on the data we move.
Map
We translate Freshsales-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Freshsales quirks before production.
Migrate
Full migration with Freshsales rate-limit handling. Rollback available throughout.
FAQ
Freshsales migration FAQ
Answers to the questions buyers ask most during Freshsales migration scoping. Not seeing yours? Book a call.
Can't find your answer?
Walk through your Freshsales migration with a real engineer — 30 minutes, free, written quote within 24 hours.
Book a free 30 minute consultationMost Freshsales migrations under 1M records finish in 48–72 hours end-to-end. Larger orgs with custom objects or buyer-side security review typically take 5–7 days.
Other CRMs we support
Ready when you are
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