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Freshsales

Freshsales is a sales CRM with customer overviews, visual sales processes and automation for recurring tasks. Its official page also describes Freddy AI for leads, opportunities and email assistance; the actual assistance available needs checking for each plan.

Sources reviewed on 20 October 2026 · No hands-on test

Could it fit your work?

A sales team distributing inbound inquiries, recording a next step for each customer and tracking stalled opportunities without separate spreadsheets.

What can you do with it?

  • Unified customer overview
  • Kanban sales process views
  • Capture and assign leads
  • Automate recurring tasks
  • Freddy AI sales assistance

Check this before you choose

  • Compare Freshsales with Freshsales Suite and establish which marketing capabilities, channels and AI components belong to the version you are considering.
  • Define duplicate contact handling, ownership and required next steps in advance; also check export rights and access for individual staff members.

Try this practical task

Enter five fictional inquiries with different statuses and assign them to two staff members. Move one opportunity to the next stage and check whether the follow-up task and team overview show the intended change.

A suggested task for you to try; not a Perkufo hands-on test report.

Sources for this profile

Features and terms vary by plan and country. Exact current plan prices have not been established. Check your chosen plan with the provider.
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CRM & sales

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Crisp

Customer support

Crisp combines a shared inbox with website chat, other communication channels and a knowledge base. Its product page also describes customer records, analytics and AI workflows, allowing you to investigate how a small support team keeps conversations and context together.

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Dolibarr

Business management & ERP

Dolibarr is modular open-source ERP and CRM software supporting customer management, sales, invoicing and inventory. Its official site describes both locally administered and hosted installations, allowing you to select business functions instead of using every component at once.

Free option availableContacts and sales opportunities
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