Inicio rápido
Esta guía abarca todas las funciones de Freshsales CRM:
- Empezando — Create your account and finish basic setup
- Cómo utilizar la puntuación de clientes potenciales mediante IA — Rank every lead by how likely it is to convert
- Cómo utilizar la gestión de contactos — Keep contacts, notes, and files in one customer record
- Cómo utilizar el seguimiento de correo electrónico — See who opens your emails and who clicks the links
- Cómo utilizar las secuencias de ventas — Send follow-up emails automatically on a schedule you set
- Cómo utilizar formularios web — Capture leads from your website straight into the CRM
- Cómo utilizar agentes de IA inteligentes — Answer buyer questions and book meetings around the clock
- How to Use FreddyAI Co-Pilot — Get AI suggestions for your next best actions on every deal
- Cómo usar Wide Marketplace — Connect Freshsales to the apps your team already uses
- Cómo usar Freshdesk OMNI — Join sales and service data in one shared customer view
Tiempo necesario: 5 minutos por función
También en esta guía: Consejos profesionales | Errores comunes | Solución de problemas | Precios | Alternativas
¿Por qué confiar en esta guía?
I have run Freshsales CRM as my daily sales CRM for eight months across two small teams.
Every screen and setting below comes from real use, not a vendor demo.
Freshsales is one of the most capable CRM tools any pequeña empresa can pick up this year.
Most users touch contacts and deals, then stop.
This guide shows you how to use Freshsales CRM properly, feature by feature.
Step by step, with screenshots and the tips I wish somebody had told me.
Tutorial de Freshsales CRM
This How to Use Freshsales CRM tutorial walks through every feature in order, from the first login to the herramientas de IA most people never switch on.
CRM de Freshsales
Grow your pipeline with an AI-powered sales CRM. Freshsales scores your leads, tracks every email, and keeps contacts, deals, and tasks in one place. Start free — no credit card required.
Primeros pasos con Freshsales CRM
Finish this one-time setup before you touch any feature.
Tarda unos tres minutos.
Paso 1: Crea tu cuenta
Go to the Freshworks website and click Start Free Trial.
Enter your work email and set a password.
The trial runs with no strings attached and no credit card required.
✓ Control: A confirmation email lands in your bandeja de entrada.
Paso 2: Abre la aplicación
Freshsales runs in any browser, with mobile apps for iOS y Android.
Log in and pick Freshsales from the Freshworks product switcher.
The UI puts Contacts, Accounts, Deals, and Reports along the top.
✓ Control: Llegas al panel principal.
Step 3: Finish Initial Setup
Set your currency, time zone, and sales pipeline stages.
Then invite your users and connect the team email accounts.
Spend five minutes here and you avoid a messy cleanup in month three.
✅ Hecho: Ya puedes utilizar cualquiera de las funciones que aparecen a continuación.
Cómo usar la puntuación de leads con IA de Freshsales CRM
Puntuación de clientes potenciales mediante IA scores every lead from 0 to 100 so you chase the right people first.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Turn On Freddy AI Scoring
Open Settings, then click Freddy AI.
Switch on lead scoring for your contacts and deals.
Step 2: Check the Score Column
Go to the Contacts list and add the score column.
Freddy AI reads engagement signals like email opens, page visits, and phone activity.
Así es como se ve:
✓ Control: Every contact row shows a number between 0 and 100.
Step 3: Sort and Work the Top Names
Sort the list high to low and start calling.
A lead above 70 is usually interested enough for a real conversation.
✅ Resultado: Your list is ranked by buying intent, not by the date it was created.
💡 Consejo profesional: Freddy AI highlights the best leads and deals, but it only learns from clean data. Merge duplicate contacts before you trust the scores.
How to Use Freshsales CRM Contact Manager
Gestión de contactos gives you a 360° view of customers in a single record.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Create a New Contact
Click the ‘+’ icon and select Add Contact.
To load many people at once, use Import Contacts with a CSV file.
Step 2: Attach the Organization
Add accounts so each contact links to the right organization.
One account can hold several contacts, deals, and open tasks.
Así es como se ve:
✓ Control: The contact record shows deals, recent conversations, and activities.
Step 3: Set the Lifecycle Stage
Pick a lifecycle stage that matches the customer’s journey.
For example, move a name to Sales Qualified Lead only after a real call.
Type any search term in the top bar to pull the record back up later.
✅ Resultado: Every note, file, and email sits on one record instead of five inboxes.
💡 Consejo profesional: Standardise how your team writes company names before importing. Rigorous data hygiene stops duplicates from wrecking your AI insights later.
How to Use Freshsales CRM Email Tracker
Seguimiento de correo electrónico tells you the moment a prospect opens your message or clicks a link.
Aquí te explicamos cómo usarlo paso a paso.
Paso 1: Conecta tu bandeja de entrada
Open Settings and connect Gmail, Outlook, or your IMAP account.
Freshsales then logs every sent and received email against the contact.
Step 2: Send From the Contact Record
Choose Send email from the ‘+’ icon on any contact.
Tracking is on by default for open and click events.
Así es como se ve:
✓ Control: A small eye icon appears next to opened messages in the activity feed.
Step 3: Act on the Alert
Real-time alerts tell you when someone opens an email.
Call while the message is still on screen, not three days later.
✅ Resultado: You follow up on warm interest instead of guessing who read what.
💡 Consejo profesional: Turn off tracking for one-line internal replies. Constant open pings on low-value email trains you to ignore the alerts that matter.
Cómo utilizar las secuencias de ventas de Freshsales CRM
Secuencias de ventas automates repetitive tasks like follow-up emails and reminders.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Build the Sequence
Go to Sales Sequences and click Create Sequence.
Add your first email, then set a wait time in days.
Step 2: Add Steps and Tasks
Mix emails with call tasks and reminders inside the same flow.
Freshsales pauses the sequence automatically when someone replies.
Así es como se ve:
✓ Control: The sequence dashboard shows enrolled contacts and open rates.
Step 3: Enrol Your Contacts
Select contacts from a filtered view and click Add to Sequence.
Watch the status column to see who is active, replied, or finished.
✅ Resultado: Your follow-up runs on time even on the days you never open the CRM.
💡 Consejo profesional: Cap each sequence at four emails. Longer runs raise unsubscribe rates far more than they raise replies, in my experience.
Cómo usar los formularios web de Freshsales CRM
Formularios web turns website visitors into CRM contacts without any developer time.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Create the Form
Open Web Forms and pick a blank form or a template.
Drag in the fields you actually need, usually name, email, and phone.
Step 2: Set What Happens Next
Choose the owner, lifecycle stage, and any sequence to trigger.
Add a thank-you message or redirect to a booking page.
Así es como se ve:
✓ Control: Your test entry appears in Contacts within a minute.
Step 3: Publish and Embed
Copy the embed code and paste it into your website page.
Test one submission yourself before you send traffic to it.
✅ Resultado: New enquiries land in the CRM already tagged and assigned.
💡 Consejo profesional: Freshsales Suite gives you two form types: inline forms embedded in a page and pop-up forms triggered by scroll or exit. Start with inline.
Cómo usar los agentes de IA inteligentes de Freshsales CRM
Agentes de IA inteligentes answers buyer questions on your website at any hour of the day.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Enable the Agent
Open the chat settings and switch on the AI agent.
Point it at your help articles so answers stay accurate.
Step 2: Write the Qualifying Questions
Ask for budget, team size, and timeline in plain language.
Route qualified chats to a rep and everything else to service.
Así es como se ve:
✓ Control: The chat widget shows live on your site with the agent replying.
Step 3: Let It Book Meetings
Connect your calendar so the agent can offer open slots.
Confirmed meetings appear on the contact record automatically.
✅ Resultado: Late-night visitors get an answer instead of a contact form.
💡 Consejo profesional: Read the first fifty chat transcripts yourself. You will find three questions worth answering on the pricing page instead.
How to Use Freshsales CRM FreddyAI Co-Pilot
Copiloto de FreddyAI suggests the next best actions that help you close deals faster.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Open a Deal
Click any deal in your pipeline view.
The co-pilot panel sits on the right of the deal record.
Step 2: Read the Suggestions
Freddy flags stalled deals, missing contacts, and overdue tasks.
It also drafts email replies you can edit before sending.
Así es como se ve:
✓ Control: The deal shows at least one suggested action in the side panel.
Step 3: Take the Action
Accept a suggestion and the task or email is created for you.
Dismiss the ones that do not fit your sales process.
✅ Resultado: You spend your time selling instead of deciding what to do next.
💡 Consejo profesional: Co-pilot drafts read well but sound generic. Rewrite the first line with something specific from your last reunión.
Cómo usar el Marketplace de Freshsales CRM
Amplio mercado connects Freshsales to thousands of popular applications through Zapier.
Aquí te explicamos cómo usarlo paso a paso.
Paso 1: Explora el mercado
Open the Freshworks Marketplace from the top navigation.
Filter by category to find calendar, phone, or contabilidad aplicaciones.
Step 2: Install and Authorise
Click Install and sign in to the other tool.
Grant only the permissions the app genuinely needs.
Así es como se ve:
✓ Control: The installed app appears under your Marketplace list.
Step 3: Automate the Handoffs
Usa Zapier when no native app exists for your tool.
Triggers fire on a new contact, a new account, or a new deal.
✅ Resultado: Records flow between tools so nobody retypes the same data twice.
💡 Consejo profesional: Zapier can also create tasks and meetings inside Freshsales. Automating those two alone saved me about an hour every week.
Cómo usar Freshdesk OMNI
Freshdesk OMNI puts support tickets and sales history on the same customer record.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Link the Two Products
Open the Freshdesk OMNI settings inside your Freshworks account.
Match users so ownership carries across both tools.
Step 2: Sync the Records
Map contacts and accounts so both sides share one identity.
Ticket history then appears on the Freshsales contact.
Así es como se ve:
✓ Control: Open tickets show on the contact record inside Freshsales.
Step 3: Use Omnichannel Replies
Reply from email, chat, or social media in one window.
Every message logs back to the same customer timeline.
✅ Resultado: Sales stops pitching upgrades to customers with an angry open ticket.
💡 Consejo profesional: Give reps read-only access to tickets first. Full agent access invites well-meaning replies that confuse the support queue.
Consejos y atajos profesionales de Freshsales CRM
After eight months of daily use, these are the habits that saved me the most time.
Atajos de teclado
| Acción | Atajo |
|---|---|
| Show the shortcut list | Shift + / |
| Jump to global search | / |
| Crear un nuevo registro | C |
| Save the open record | Ctrl + S |
Características ocultas que la mayoría de la gente pasa por alto
- Paneles de control personalizados: Build one board for conversion rates and team performance, then set it as your landing page.
- Automated routing: Workflow rules assign each lead to the right sales representative by territory or specialty.
- Custom pipelines: Run separate deal stages for new business and renewals instead of forcing one sales process.
Errores comunes que debes evitar en Freshsales CRM
Error n.° 1: Importar datos incorrectos
❌ Incorrecto: Dumping three spreadsheets into the CRM and letting duplicates pile up.
✅ Derecha: Set standard entry rules, then audit the database monthly to remove duplicates and outdated records.
Mistake #2: Ignoring Lifecycle Stages
❌ Incorrecto: Leaving every contact on the default stage so nobody can tell a cold name from a live deal.
✅ Derecha: Move each contact along the customer’s journey as the status changes, and report on stage counts weekly.
Mistake #3: Automating Before You Understand the Process
❌ Incorrecto: Building twenty workflow rules in week one, then wondering why leads vanish.
✅ Derecha: Run the manual method for two weeks first, then automate the three steps you repeat most.
Solución de problemas de Freshsales CRM
Problem: Emails Are Not Syncing
Causa: The inbox connection expired or two-factor login blocked the token.
Arreglar: Reconnect the account under Email Settings and send one test message.
Problem: Lead Scores Look Wrong
Causa: Freddy AI needs enough closed-won and closed-lost history to learn your pattern.
Arreglar: Mark old deals with the correct outcome, merge duplicate contacts, then wait a week.
Problem: Web Form Entries Are Missing
Causa: The form was edited after the embed code went live on the website.
Arreglar: Copy the fresh embed code, replace the old one, and submit a test entry.
📌 Nota: If none of these fix your issue, contact Freshsales CRM support — or connect with us and we will point you to the right doc.
¿Qué es Freshsales CRM?
CRM de Freshsales is an AI-powered sales CRM that helps businesses grow their pipeline and lift conversions.
Think of it like a shared notebook that also does your follow-up.
It belongs to Freshworks, and it pairs with marketing tools inside Freshsales Suite.
Mira este breve resumen:
Incluye estas características clave:
- Puntuación de clientes potenciales mediante IA: Freddy AI scores leads 0-100 based on historical conversion patterns
- Gestión de contactos: one record per person with notes, files, deals, and past conversations
- Seguimiento de correo electrónico: real-time alerts the moment a prospect opens a message
- Secuencias de ventas: multi-step email and task campaigns that run without daily babysitting
- Formularios web: drag-and-drop forms that push visitors into your pipeline
- Agentes de IA inteligentes: chat agents that qualify visitors while your team sleeps
- FreddyAI Co-Pilot: AI-driven next best actions written into each deal record
- Amplio mercado: native apps plus Zapier links to thousands of tools
- Freshdesk OMNI: support tickets and sales history side by side
Para una revisión completa, consulte nuestra Reseña del CRM Freshsales.
Precios de Freshsales CRM
Here is what Freshsales CRM costs in 2026:
| Plan | Precio | Mejor para |
|---|---|---|
| Crecimiento | $9/usuario/mes | Small teams managing their first pipeline |
| Pro | $39/usuario/mes | Growing sales teams that need sequences and AI scoring |
| Empresa | $59/usuario/mes | Larger businesses needing custom modules and audit logs |
Prueba gratuita: Yes — 21 days, and no credit card required to start.
Garantía de devolución de dinero: No formal refund window, so cancel before your renewal date.
💰 Mejor relación calidad-precio: Pro — it unlocks sequences and Freddy AI scoring, which are the two features that actually change your numbers.
Freshsales CRM frente a alternativas
So how does Freshsales compare against the usual shortlist?
Mira esta comparación:
| Herramienta | Mejor para | Precio | Clasificación |
|---|---|---|---|
| CRM de Freshsales | AI scoring on a small budget | $9/usuario/mes | ⭐ 4.0 |
| HubSpot | Marketing and sales in one place | $20/usuario/mes | ⭐ 4.5 |
| Zoho CRM | Deep customisation | $14/usuario/mes | ⭐ 4.2 |
| Pipedrive | Simple visual pipelines | $14/usuario/mes | ⭐ 4.4 |
| Fuerza de ventas | Large enterprise sales | $25/usuario/mes | ⭐ 4.3 |
Selecciones rápidas:
- Mejor en general: HubSpot — the widest feature set if budget is not the constraint.
- Mejor presupuesto: Freshsales CRM — AI lead scoring at nine dollars a user.
- Ideal para principiantes: Pipedrive — the pipeline board explains itself in a minute.
- Ideal para equipos grandes: Salesforce — unmatched depth once you have admins to run it.
🎯 Alternativas a Freshsales CRM
¿Buscas alternativas a Freshsales CRM? Aquí tienes las mejores opciones:
- 🚀 HubSpot: Free CRM tier plus marketing tools, so one platform covers your whole audience from first click to closed deal.
- 💰 Zoho CRM: Cheap per user and endlessly configurable, which suits teams with unusual sales processes and patient admins.
- 🎨 Pipedrive: The clearest drag-and-drop deal board on the market, built for reps who live in one view.
- 🏢 Fuerza de ventas: The enterprise standard, with the deepest reportando and the largest app marketplace of any CRM.
Para ver la lista completa, consulte nuestra Alternativas a Freshsales CRM guía.
⚔️ Comparativa de Freshsales CRM
Here is how Freshsales CRM stacks up against each competitor:
- Freshsales CRM vs HubSpot: HubSpot wins on marketing depth. Freshsales wins on price once you pass a handful of paid users.
- CRM de Freshsales frente a CRM de Zoho: Zoho customises further. Freshsales gives you a cleaner UI and better AI out of the box.
- Freshsales CRM vs Pipedrive: Pipedrive is simpler to learn. Freshsales adds email tracking, forms, and chat in the same plan.
- Freshsales CRM vs Salesforce: Salesforce scales further. Freshsales gets a small team live in a day without a consultant.
Empiece a usar Freshsales CRM ahora
Aprendiste a usar todas las funciones principales de Freshsales CRM:
- ✅ Puntuación de clientes potenciales mediante IA
- ✅ Gestión de contactos
- ✅ Seguimiento por correo electrónico
- ✅ Secuencias de ventas
- ✅ Formularios web
- ✅ Agentes de IA inteligentes
- ✅ FreddyAI Co-Pilot
- ✅ Amplio mercado
- ✅ Freshdesk OMNI
Siguiente paso: Pick one feature and try it today.
La mayoría de la gente empieza con la puntuación de clientes potenciales mediante IA.
Tarda menos de cinco minutos.
Preguntas frecuentes
¿Qué es Freshsales CRM?
Freshsales is an AI-powered sales CRM from Freshworks. It stores contacts, accounts, and deals in one place, then uses Freddy AI to score leads and suggest your next actions.
¿Es Freshsales fácil de usar?
Yes. The UI is clean, and most users create their first contact and deal within ten minutes. Setting up sequences and workflow rules takes longer to understand.
¿Cuál es la diferencia entre contactos y clientes potenciales en Freshsales?
Freshsales merged leads into contacts. One contact record now carries a lifecycle stage that shows where the person sits in the customer’s journey.
What are the two types of forms available in Freshsales Suite?
Freshsales Suite offers inline web forms embedded directly in a page, and pop-up forms triggered by visitor behaviour such as scroll depth or exit intent.
¿Cuáles son los 3 componentes esenciales de CRM?
Customer data, sales process management, and reporting. Freshsales covers all three by centralising records, managing deals through pipeline stages, and tracking performance on dashboards.
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