| Centre of the product | Customer conversations and the sales, service or operational work they create. | A sales CRM and suite spanning lead management, communication, pipeline, automation, analytics and marketing capabilities. |
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| Channels and inbox | Shared WhatsApp and email inboxes with queues, owners, priority, labels, follow-ups and response targets. | Freshsales documents email, phone, chat, WhatsApp and other integrations. Its Agent Inbox brings several incoming messaging channels into one place. |
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| Customer context | Contacts, companies, activity, lifecycle fields, tags, lists, custom properties, imports and duplicate review. | A configurable contact view with lifecycle stages, activities, touchpoints, enrichment options and deeper sales context. |
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| Deals and forecasting | Configurable deal pipelines with board, table, work and forecast views, owners, notes, follow-ups and linked tasks. | Multiple pipelines, sales goals, forecasting, deal insights, scoring and edition-dependent territory or advanced sales controls. |
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| Products and quotes | Catalog-based quotes with revisions, approval, PDF or public delivery, customer response, history and follow-up. | Product catalog and plan-dependent document options. Confirm the exact branded-document, quote, approval and customer-response path you need. |
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| Campaigns and sequences | Selected-audience WhatsApp and email campaigns with scheduling, recipient states, consent controls and responder follow-up. | Sales sequences and broader marketing tools, including segmentation and customer journeys in the suite, with availability depending on product and plan. |
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| Automation and AI | Configured workflows across messages, records, deals, quotes, schedules and webhooks. AI supports summaries, drafts, rewrites and suggestions with review. | CRM workflows plus Freddy features such as scoring, deal insights and assistance. AI agents and some document capabilities are priced or packaged separately. |
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| Administration and ecosystem | Roles, connected accounts, audit history, session and privacy controls. No Freshworks-sized marketplace or support suite. | Edition-dependent roles, permissions, audit logs, custom modules, sandbox and a larger marketplace, including Freshdesk connections. |
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| How pricing works | Starter and Growth use per-user pricing with pooled campaign and automated-send capacity, with sales-assisted Custom and separate provider costs where applicable. | Per-user Growth, Pro and Enterprise editions, with some AI and document capabilities listed as add-ons. |
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