Does Freshworks have a CRM?

Yes. Freshsales CRM is the sales product in the Freshworks suite, sitting beside Freshdesk for support and Freshmarketer for marketing automation.

Is Freshworks a good CRM?

Review platforms including G2 and Capterra score it around 4.5 out of 5. Users rate the value highly, while criticising cluttered navigation and slow loading.

Is Freshdesk a CRM tool?

Freshdesk is a customer support and ticketing product, not a sales CRM. It shares customer data with Freshsales CRM but serves a different team.

What does CRM mean in sales?

CRM stands for customer relationship management. In sales it means the system that stores contacts, tracks deals through a pipeline and records every interaction.

What is CRM in Freshworks?

It refers to Freshsales CRM, the sales platform that centralizes customer data, runs visual pipelines and applies Freddy AI to score leads and flag risk.

Are Zoho and Freshworks the same?

No. They are separate companies with competing CRM software. Zoho CRM tends to offer deeper customization, while Freshsales CRM emphasises built-in communication tools.

Is Freshworks a competitor of Salesforce?

Yes, though they target different buyers. Freshworks focuses on small and medium sized businesses, while Salesforce dominates large enterprise deployments with heavier customization.

How much does CRM service cost?

Add-on service or ticketing products are usually priced separately. Insightly Service follows the same three-tier structure as its CRM, so budget for a second subscription.

What is the number 1 CRM platform?

By market share Salesforce leads globally. The best platform for you depends on team size, budget and whether you need project delivery alongside sales.

What are the advantages of Freshsales?

A $9 entry price, phone, email, chat and SMS in one inbox, Freddy AI lead scoring, a 21-day free trial and 24/5 support on every plan.

Is FreshSales easy-to-use?

The interface is intuitive and quick to learn. Reviewers do report a cluttered layout and slow loading times once record volume grows.

Is FreshSales free forever?

A free tier for up to 3 users exists alongside the paid plans. It is not a time-limited trial, but features are narrower than Growth.

Where is FreshSales based?

It is built by Freshworks, which is headquartered in San Mateo, California, with major engineering operations in Chennai, India.

What is Insightly used for?

Managing customer interactions, leads, sales opportunities and projects in one system. It suits teams whose work continues after a deal closes.

Is Insightly a SaaS company?

Yes. Insightly sells cloud-based subscription software billed per user per month, accessible through a web browser and a mobile app.

Who is the founder of Insightly?

Insightly was founded by Anthony Smith, who launched the product to link CRM records with project delivery for small businesses.

What is Insightly CRM?

A customer relationship management platform that keeps current and prospective customer data in one place, with pipelines, Kanban views, reporting and project management included.

Who is the CEO of Insightly CRM?

Founder Anthony Smith has led the company as chief executive. Leadership can change, so check the Insightly website for the current listing.

Agencies, consultancies, professional services firms and regulated organizations that need sales tracking and project delivery in the same system.

What CRM does Red Cross use?

Red Cross chapters do not publish their CRM stack, and vendor claims vary by region. Treat any specific answer without an official source as unverified.

Where is Insightly located?

Insightly is headquartered in San Francisco, California, and serves customers worldwide through its cloud platform.

Does Insightly have a mobile app?

Yes. The mobile app lets you add contacts on the go, scan a business card, create projects and assign tasks to team members.

What is CRM insightly?

It is the CRM product in the Insightly range, sold beside Insightly Marketing and Insightly Service on the same Plus, Professional and Enterprise tiers.

What is CRM on a Mac?

Most modern CRM software runs in a browser, so macOS users access the same web app as everyone else. No separate Mac install is required.

Small and mid-sized businesses that bill for projects, plus healthcare and finance teams that need HIPAA, GDPR and SOC 2 Type II coverage.

What does CRM stand for Pharma?

The same thing: customer relationship management. In pharma it usually means the system reps use to log interactions with prescribers and healthcare organizations.

What is a CRM system in insurance?

A platform that stores policyholder records, tracks renewals and claims activity, and manages agent pipelines. Compliance certifications matter more here than in most industries.

What is insightly used for?

Linking sales opportunities to the projects that follow them, so contacts, tasks, milestones and reporting all live against the same customer record.

What are Insightly projects?

Projects are delivery workspaces created from a won opportunity. They carry milestones, pipelines, task assignments and, since 2025, Gantt chart visualizations.

Where does Insightly store data?

Customer data is stored in Insightly's cloud infrastructure under SOC 2 Type II, GDPR and HIPAA controls. Regional hosting details are published in its trust documentation.

What is the function of Insightly?

To centralize contacts, companies, opportunities and projects, then give managers dashboards to monitor progress and reps a shorter path to closing deals.

Is Insightly cloud based?

Yes. It runs entirely in the cloud and is reachable from any browser or from the iOS and Android apps.

Who is the CEO of Insightly?

Anthony Smith, the founder, has served as chief executive. Verify the current appointment on the company's leadership page before citing it.

How many users does Insightly have?

Insightly does not publish a current user count. Its customer base spans small businesses through mid-market teams across many countries.

Who is the owner of Insightly?

Insightly is a privately held company backed by venture investors, with founder Anthony Smith retaining a leadership stake.

Where is Insightly headquarters?

San Francisco, California. The company operates as a remote-friendly organization serving customers globally.

Who is the CEO of Insightly AI?

There is no separate company by that name. Insightly's AI features, including Copilot, sit inside the main CRM product led by founder Anthony Smith.

Why does my CRM login show a verification screen before the dashboard loads?

A security check runs first. You may see a verification successful waiting message while the browser is verifying your connection, and it usually clears in a few seconds. If the page will not respond or the site properly refuses to load, note the Ray ID shown and send it to a human support agent.

Freshsales CRM vs Insightly 2026 — Which CRM Is Worth It?

by Fahim Joharder | Last updated Sep 7, 2026

Winner

4.1

2,000+ AppConnect Connectors
SOC 2 Type II, GDPR, HIPAA
CRM + Project Management
Copilot AI Assistant Built In
Gantt Charts Added in 2025
Customizable Kanban Pipelines
Plans from $29/user/month

TRY NOW

Runner Up

4.0

Freddy AI Lead Scoring
21-Day Free Trial
Phone, Email, Chat and SMS
4.5/5 on G2 and Capterra
Around 385 Integrations
iOS and Android Mobile App
Plans from $9/user/month

TRY NOW

⚡ Quick Verdict:

Pricing: Freshsales CRM starts at $9/user/month. Insightly starts at $29/user/month.
Best for: Freshsales CRM suits sales teams that want built-in phone, email and chat. Insightly suits teams that run projects after the deal closes.
Key difference: Insightly bundles project management with the CRM. Freshsales CRM bundles omnichannel communication and Freddy AI.
Our pick: Insightly, by a hair. It rates 4.1 to 4.0 and covers more ground per account.

The cheaper CRM is not automatically the weaker one here.

Freshsales CRM costs $9 per user per month to start.

Insightly starts at more than three times that price.

One is a sales engine. The other is a sales and delivery system.

Here is how to tell which one fits your business.

Overview

This Freshsales CRM vs Insightly comparison covers pricing, features, ease of use and support.

Our sources are published specs, vendor documentation and G2 and Capterra reviews.

Neither product has a hands-on log from our writers yet.

So we flag where a claim comes from a review site or a vendor page.

By the end you will know which customer relationship management platform matches your workflow.

Try insightly FOR FREE

What is Freshsales CRM?

Freshsales CRM is a cloud-based customer relationship management platform from Freshworks.

It launched in 2016 as the second major product in the Freshworks lineup.

The tool centralizes customer data and keeps a full history of every touchpoint.

Sales teams get visual pipelines, one-click phone, event tracking and lead tracking in one place.

Freddy AI sits on top and scores leads, predicts deal risk and suggests the next best action.

Freshworks says more than 67,000 customers worldwide use its products.

Freshsales Freshworks CRM Review – Still Good?

Freshsales CRM

⭐ 4.0/5 | 💰 From $9/user/month

Phone, email, chat and SMS live inside one inbox. Freddy AI ranks your leads for you. The 21-day free trial needs no credit card.

TRY FRESHSALES CRM NOW →

READ FULL REVIEW →

FRESHSALES CRM TUTORIAL →

Freshsales CRM Pricing

Freshsales CRM uses a tiered structure aimed at different business sizes.

Plan	Price	Best For
Growth	$9/user/month	Small teams starting with a CRM
Pro	$39/user/month	Growing sales teams that need automation
Enterprise	$59/user/month	Larger teams needing full customization

Pricing verified September 2026.

Free trial: 21 days on every tier, with no credit card required to open a new account.

Money-back guarantee: Freshworks does not publish a blanket refund window. Cancel before renewal to avoid the next charge.

📌 Note: Freshsales CRM pricing has dropped over the years and now sits two to three times lower than earlier tiers. Freshworks documentation also describes a free plan for up to 3 users. Some capabilities arrive as paid add ons rather than being bundled into your base seat.

⚠️ Pricing conflict flagged: Third-party research lists the entry paid tier at $11/user/month and Enterprise at $71/user/month. Our verified CSV data shows Growth at $9 and Enterprise at $59. We use the CSV figures throughout this article. Check the Freshworks site before you buy, since regional currency and billing cycle change the number you see.

Key Benefits of Freshsales CRM

Here is what makes this crm software worth a look:

Unified inbox: Phone, email, chat and SMS run inside the CRM. Reps stop switching browser tabs mid-conversation.
Freddy AI scoring: Leads are ranked on behavior and profile. Freshworks positions this as a way to lift conversion rates.
Kanban pipelines: Deals move across a visual board. Bottlenecks show up before the quarter ends.
Omnichannel reach: WhatsApp Business, Facebook Messenger and LINE connect to the same customer record.
Bulk email with tracking: Send personalized batches and monitor opens and replies from the timeline.
Mobile app: The iOS and Android app supports offline access and call logging on the road.
Freshworks tie-in: Freshmarketer and Freshdesk connect natively, so marketing and support share the same customer data.

What Our Team Noticed

Note: We have not logged extended hands-on time with Freshsales CRM yet. What follows comes from the vendor website, product documentation and public review data.

Reviewers rate it highly, averaging around 4.5 out of 5 on G2 and Capterra.

The recurring complaint in those reviews is speed. Navigation feels cluttered and pages load slowly once records pile up.

Freshsales CRM Pros & Cons

✅ Pros

Entry price of $9 per user per month is excellent value for small and medium sized businesses
Built-in phone, email, chat and SMS in one unified inbox
Freddy AI scores leads, predicts deal risk and suggests next steps
21-day free trial on every tier with no credit card required
24/5 support on all plans via phone, chat and email

❌ Cons

Cluttered navigation and slow loading times drag the experience down
Around 385 integrations, fewer than older rivals offer
Third-party connectors are thinner than the links to other Freshworks products
Lacks some functionality found in HubSpot and Salesforce

What is Insightly?

Insightly CRM keeps current and prospective customer data in one place.

It handles leads, sales opportunities and the projects that follow a closed deal.

The company markets it as the modern crm teams love, and the pitch is about range.

You get customizable pipelines, Kanban views, milestones and an opportunities dashboard.

Managers can monitor employee work while reps build relationships.

PC Magazine, Entrepreneur Magazine, G2 Crowd and TrustRadius all recommend the system.

Insightly CRM Review: Better Than I Expected?

🏆 Winner: Insightly

⭐ 4.1/5 | 💰 From $29/user/month

CRM and project management share one record. AppConnect adds over 2,000 pre-built connectors. SOC 2 Type II, GDPR and HIPAA compliance come standard.

TRY INSIGHTLY NOW →

READ FULL REVIEW →

INSIGHTLY TUTORIAL →

Insightly Pricing

Insightly offers three tiers. Each one is billed annually per user.

Plan	Price	Best For
Plus	$29/user/month	Small teams needing CRM plus projects
Professional	$49/user/month	Teams needing dashboards and third-party apps
Enterprise	$99/user/month	Full access to every feature and control

Pricing verified September 2026.

Free trial: Insightly lists a trial on its pricing page. Length varies by plan, so confirm the terms before you create a new account.

Money-back guarantee: No published refund window. Annual contracts renew automatically unless you cancel.

📌 Note: Plus gives limited access to most features. Professional adds limited dashboards and third-party app integration. Insightly Marketing and Insightly Service are sold separately on the same three tiers, so a full stack multiplies your costs.

⚠️ Warning: Plus and Professional price competitively against other CRMs. Enterprise does not. At $99 per user per month it runs close to double Zoho CRM at the same level. Price that tier carefully before committing a whole team.

Try insightly FOR FREE

Key Benefits of Insightly

Here is what pushes Insightly ahead of most crm tools in its price band:

CRM and projects together: Milestones, pipelines and task management live beside the deal record. Nothing gets re-keyed at handoff.
AppConnect: A low-code integration engine with over 2,000 pre-built connectors to other applications.
Copilot AI: The assistant summarizes emails and retrieves records without a manual search.
Gantt charts: Added in 2025 for project timelines and dependency tracking.
Compliance: SOC 2 Type II, GDPR and HIPAA standards are covered, which matters for health and finance organizations.
Fast setup: Getting data in is not overly convoluted, and quick rollout is a stated reason for its appeal.
Mobile capture: Add contacts on the go, scan a business card and assign tasks from your phone.

Try insightly FOR FREE