Freshsales setup
Stages, pipelines and users configured before your team starts.
- Lifecycle stages and statuses
- Deal pipelines
- Custom fields and layouts
- Roles, scopes and users
Freshsales setup & management
setup · admin · automation
Freshsales CRM Management
We set Freshsales up for your sales team, administer it month to month, and build the workflows and sequences that save reps time.
- Freshsales setup — Stages, pipelines and users configured before your team starts.
- Ongoing admin — Weekly admin so Freshsales stays accurate.
- Workflows and sequences — Record updates automated with workflows, outreach with sales sequences.
- Integrations — Freshsales connected to calling, email and lead sources.
From $100 a month Month to month, no minimum term
Works with 
150 custom fields per record type on GrowthEach lifecycle stage has its own statusesFive built-in rolesWorkflows and sequences do different jobsWritten scope and price before you start
What we do on Freshsales
Freshsales setup, management and automation
Pick one of them or all of them.
Ongoing admin
Weekly admin so Freshsales stays accurate.
- User and role changes
- Field and report requests
- Duplicate and data clean-up
- Monthly configuration review
Workflows and sequences
Record updates automated with workflows, outreach with sales sequences.
- Workflows for field updates and tasks
- Sales sequences for follow-up
- Auto-assignment rules
- Tested before they are switched on
Integrations
Freshsales connected to calling, email and lead sources.
- Call logging from your dialer
- Email sync
- Web forms and lead capture
- Imports and field mapping
Onboarding
How we start on Freshsales
Including how access is granted in Freshsales.
-
Tell us what you need
Setup, admin, workflows or a clean-up.
-
A user with a role and scope
An Admin adds us under Admin settings → Users & Permissions with the role and record scope the work needs.
-
Build and test
Stages, workflows and sequences built and tested on test records first.
-
Handover or monthly admin
With ongoing admin, requests are handled every week.
Real situations
When teams bring us in on Freshsales
Each rep uses the stages differently
Lifecycle stages and deal stages mean different things to different people, so reports cannot be trusted.
What we doWe define the stages and statuses with you and add required fields so they are used the same way.
Contacts hear from a workflow and a sequence at once
Automations overlap and prospects get two messages on the same day.
What we doWe decide which jobs belong to workflows and which to sequences, and rebuild them so they do not clash.
Adding a new team takes weeks
Every new team means copying views, territories and permissions by hand.
What we doWe document the setup so new teams and users are added quickly and the same way each time.
From Freshsales’s own documentation
Cost
Freshsales management, priced per account rather than per hour
One monthly fee for Freshsales, with no minimum term.
From
$100/month
The starting price, for a single portal with light admin needs. Several pipelines, heavy automation or more business units are scoped higher.
Not included — so there are no surprises
- Your Freshsales licence — you keep your own account and billing
- Building new integrations to other systems — a separate one-off project
- Data migration from another system
- Bespoke development inside Freshsales beyond configuration
Your price in writing within 2 working days.
Freshsales limits
The Freshsales limits that decide how it should be run
From Freshsales’s own documentation, with sources.
Freshsales — documented limits
Checked September 2026. Plans change.
Free download
The CRM clean-up checklist
12 checks to find duplicates, dead deals and broken automations, and stop them coming back.
Dialers that integrate with Freshsales
Integrate Freshsales with your dialer
Still typing call notes into Freshsales? We connect Freshsales to any of these 22 dialers, phone systems and AI voice agents once, so every call, outcome and recording lands on the right contact. A one-time setup, with no monthly fee from us.
From the blog
Further reading
CRM
Why your CRM is full of duplicates, and how to stop new ones
Duplicates come in through forms, imports, integrations and manual entry. Here is how to clean up what is there, and close the doors so they do not come back.
CRM
HubSpot vs Pipedrive for a small sales team
Pipedrive is built around the pipeline; HubSpot around one shared database for sales and marketing. A practical comparison of the limits and quirks that decide it.
Integrations
How to log every call from your dialer in your CRM
Every call on the right contact, with the outcome, the rep and the recording, and nobody typing notes afterwards. What to connect, how to match callers, and what to test.
Questions
Freshsales CRM management — common questions
How many custom fields can we add in Freshsales?
On the Growth plan Freshworks allows 150 contact fields, 150 account fields, 150 deal fields and 150 custom module fields.
What is the difference between a lifecycle stage and a status in Freshsales?
The lifecycle stage tracks where a contact is in the buying journey. Statuses track interest within a stage, and each lifecycle stage can have its own statuses.
Should we use a workflow or a sales sequence in Freshsales?
Workflows act automatically when an event happens or a date arrives — updating fields, creating tasks, sending alerts. Sales sequences send a series of steps to a set of records over time.
Who can add users in Freshsales?
Only an Admin or Account Admin can add users and assign roles. Roles define what users can do, and scopes restrict which records they can access.
How much does Freshsales management cost?
From $100 a month. The exact price depends on users, volume and what needs setting up, and you get it in writing within 2 working days, without giving us access.
Is there a minimum term?
No. It is month to month with 30 days’ notice.
Free 30-minute call · no obligation
Talk to us about Freshsales
Thirty minutes on what you need from Freshsales, whether it is on this list or not.
- Freshsales setup — Stages, pipelines and users configured before your team starts.
- Ongoing admin — Weekly admin so Freshsales stays accurate.
- Workflows and sequences — Record updates automated with workflows, outreach with sales sequences.
FreshsalesSetup & management
Scope and priceIn writing, within 2 working days
No minimum term30 days’ notice
✓ FREE SCOPE CALL · NO COMMITMENT
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