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Come utilizzare l'IA per l'assegnazione del punteggio ai lead
- Iniziare — Create your account and finish basic setup
- — Assegna automaticamente la priorità ai tuoi migliori potenziali clienti — Rank every lead by how likely it is to convert
- Come utilizzare la gestione dei contatti — Keep contacts, notes, and files in one customer record
- — Scopri quando i potenziali clienti aprono le tue email — See who opens your emails and who clicks the links
- — Automatizza le tue attività di follow-up — Send follow-up emails automatically on a schedule you set
- — Acquisisci i lead direttamente nel tuo CRM — Capture leads from your website straight into the CRM
- — Lascia che l'IA gestisca le attività di vendita di routine — 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
- Come utilizzare Freshdesk OMNI — Connect Freshsales to the apps your team already uses
- — Unificare il supporto su tutti i canali — Join sales and service data in one shared customer view
Tempo necessario: 5 minuti per ogni servizio
In questa guida troverete anche: Consigli professionali | Errori comuni | Risoluzione dei problemi | Prezzi | Alternative
Perché fidarsi di questa guida
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 piccola impresa 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 su Freshsales CRM
This How to Use Freshsales CRM tutorial walks through every feature in order, from the first login to the Strumenti di intelligenza artificiale most people never switch on.
CRM 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.
Visita il sito web di Freshsales all'indirizzo freshworks.com/freshsales.
Finish this one-time setup before you touch any feature.
Ci vogliono circa tre minuti.
Passaggio 1: crea il tuo account
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.
✓ Punto di controllo: A confirmation email lands in your posta in arrivo.
Passaggio 2: Apri l'app
Freshsales runs in any browser, with mobile apps for iOS e Android.
Log in and pick Freshsales from the Freshworks product switcher.
The UI puts Contacts, Accounts, Deals, and Reports along the top.
✓ Punto di controllo: Ti ritrovi sulla dashboard principale.
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.
✅ Fatto: Multistream
Classifica i potenziali clienti da 0 a 100 in base ai modelli di coinvolgimento e conversione.
Consente di classificare i potenziali clienti da 0 a 100 in base ai modelli di coinvolgimento e conversione. scores every lead from 0 to 100 so you chase the right people first.
Ecco come usarlo, passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Your list is ranked by buying intent, not by the date it was created.
💡 Consiglio da professionista: 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
Gestione dei contatti gives you a 360° view of customers in a single record.
Ecco come usarlo, passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Every note, file, and email sits on one record instead of five inboxes.
💡 Consiglio da professionista: 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
Monitoraggio e-mail tells you the moment a prospect opens your message or clicks a link.
Ecco come usarlo, passo dopo passo.
Passaggio 1: collega la tua casella di posta
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: You follow up on warm interest instead of guessing who read what.
💡 Consiglio da professionista: Turn off tracking for one-line internal replies. Constant open pings on low-value email trains you to ignore the alerts that matter.
Automatizza campagne di contatto in più fasi con email, chiamate e attività
Sequenze di vendita automates repetitive tasks like follow-up emails and reminders.
Ecco come usarlo, passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Your follow-up runs on time even on the days you never open the CRM.
💡 Consiglio da professionista: Cap each sequence at four emails. Longer runs raise unsubscribe rates far more than they raise replies, in my experience.
Acquisisci i lead direttamente dal tuo sito web e inseriscili nella pipeline del tuo CRM.
ti permette di acquisire lead direttamente dal tuo sito web in Nimble. turns website visitors into CRM contacts without any developer time.
Ecco come usarlo, passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: New enquiries land in the CRM already tagged and assigned.
💡 Consiglio da professionista: 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.
Implementa bot basati sull'intelligenza artificiale che qualificano i lead e rispondono alle domande 24 ore su 24.
Consente di implementare bot basati sull'intelligenza artificiale che qualificano i lead e rispondono alle domande 24 ore su 24. answers buyer questions on your website at any hour of the day.
Ecco come usarlo, passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Late-night visitors get an answer instead of a contact form.
💡 Consiglio da professionista: 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
FreddyAI Copilota suggests the next best actions that help you close deals faster.
Ecco come usarlo, passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: You spend your time selling instead of deciding what to do next.
💡 Consiglio da professionista: Co-pilot drafts read well but sound generic. Rewrite the first line with something specific from your last incontro.
Collega Freshsales a migliaia di app aziendali popolari
ti permette di collegare Freshsales con migliaia di popolari connects Freshsales to thousands of popular applications through Zapier.
Ecco come usarlo, passo dopo passo.
Accedi al Marketplace di Creatio dal menu della tua dashboard.
Open the Freshworks Marketplace from the top navigation.
Filter by category to find calendar, phone, or contabilità app.
Step 2: Install and Authorise
Click Install and sign in to the other tool.
Grant only the permissions the app genuinely needs.
Ecco come si presenta:
✓ Punto di controllo: The installed app appears under your Marketplace list.
Step 3: Automate the Handoffs
Utilizza Zapier when no native app exists for your tool.
Triggers fire on a new contact, a new account, or a new deal.
✅ Risultato: Records flow between tools so nobody retypes the same data twice.
💡 Consiglio da professionista: Zapier can also create tasks and meetings inside Freshsales. Automating those two alone saved me about an hour every week.
— Unificare il supporto su tutti i canali
ti consente di unificare l'assistenza clienti tramite e-mail, chat, telefono e puts support tickets and sales history on the same customer record.
Ecco come usarlo, passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Sales stops pitching upgrades to customers with an angry open ticket.
💡 Consiglio da professionista: Give reps read-only access to tickets first. Full agent access invites well-meaning replies that confuse the support queue.
Dopo aver testato Freshsales CRM per oltre 12 mesi, ecco i miei migliori consigli.
After eight months of daily use, these are the habits that saved me the most time.
Scorciatoie da tastiera
| Azione | Scorciatoia |
|---|---|
| Show the shortcut list | Shift + / |
| Jump to global search | / |
| Crea un nuovo record | C |
| Save the open record | Ctrl + S |
Funzionalità nascoste che la maggior parte delle persone non nota
- Dashboard personalizzate: 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.
Errore n. 1: Non pulire i dati dei contatti
Caricamento del file CSV senza prima rimuovere i duplicati o correggere i problemi di formattazione.
❌ Sbagliato: Dumping three spreadsheets into the CRM and letting duplicates pile up.
✅ A destra: Set standard entry rules, then audit the database monthly to remove duplicates and outdated records.
Mistake #2: Ignoring Lifecycle Stages
❌ Sbagliato: Leaving every contact on the default stage so nobody can tell a cold name from a live deal.
✅ A destra: 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
❌ Sbagliato: Building twenty workflow rules in week one, then wondering why leads vanish.
✅ A destra: Run the manual method for two weeks first, then automate the three steps you repeat most.
Le autorizzazioni del tuo provider di posta elettronica potrebbero essere scadute o revocate.
Problem: Emails Are Not Syncing
Causa: The inbox connection expired or two-factor login blocked the token.
Aggiustare: 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.
Aggiustare: 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.
Aggiustare: 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.
Che cos'è Freshsales CRM?
CRM 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.
Guarda questa breve panoramica:
Include le seguenti caratteristiche principali:
- Freddy AI classifica i lead da 0 a 100 in base ai modelli di conversione. Freddy AI scores leads 0-100 based on historical conversion patterns
- Gestione dei contatti: one record per person with notes, files, deals, and past conversations
- Tracciamento delle email: real-time alerts the moment a prospect opens a message
- Automatizza i processi di contatto in più fasi con email, chiamate e attività. multi-step email and task campaigns that run without daily babysitting
- Moduli web: drag-and-drop forms that push visitors into your pipeline
- Implementa bot basati sull'intelligenza artificiale che qualificano i lead 24 ore su 24. chat agents that qualify visitors while your team sleeps
- FreddyAI Co-Pilot: AI-driven next best actions written into each deal record
- Connettiti con migliaia di app di terze parti. native apps plus Zapier links to thousands of tools
- Unificare l'assistenza clienti su tutti i canali di comunicazione. support tickets and sales history side by side
Per una recensione completa, consulta la nostra Ecco quanto costerà Freshsales CRM nel 2026:.
Prezzi del CRM Freshsales
Here is what Freshsales CRM costs in 2026:
| Piano | Prezzo | Ideale per |
|---|---|---|
| Crescita | $9/utente/mese | Small teams managing their first pipeline |
| Professionista | $ 39/utente/mese | Growing sales teams that need sequences and AI scoring |
| Impresa | $ 59/utente/mese | Larger businesses needing custom modules and audit logs |
Prova gratuita: Yes — 21 days, and no credit card required to start.
Garanzia di rimborso: No formal refund window, so cancel before your renewal date.
💰 Miglior rapporto qualità-prezzo: Pro — it unlocks sequences and Freddy AI scoring, which are the two features that actually change your numbers.
Freshsales CRM vs alternative
So how does Freshsales compare against the usual shortlist?
Guarda questo confronto:
| Attrezzo | Ideale per | Prezzo | Valutazione |
|---|---|---|---|
| CRM Freshsales | AI scoring on a small budget | 9 dollari/utente/mese | ⭐ 4.0 |
| HubSpot | Marketing and sales in one place | 20 dollari/utente/mese | ⭐ 4,5 |
| Zoho CRM | Deep customisation | 14 dollari/utente/mese | ⭐ 4.2 |
| Pipedrive | Simple visual pipelines | 14 dollari/utente/mese | ⭐ 4.4 |
| Forza vendita | Large enterprise sales | 25 dollari/utente/mese | ⭐ 4.3 |
Scelte rapide:
- Il migliore in assoluto: HubSpot — the widest feature set if budget is not the constraint.
- Miglior budget: Freshsales CRM — AI lead scoring at nine dollars a user.
- Ideale per principianti: Pipedrive — the pipeline board explains itself in a minute.
- Ideale per team numerosi: Salesforce — unmatched depth once you have admins to run it.
🎯 Alternative a Freshsales CRM
Piattaforma completa con CRM gratuito, automazione del marketing e una vasta libreria di integrazioni per team in crescita.
- 🚀 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.
- 🏢 Salesforce: The enterprise standard, with the deepest segnalazione and the largest app marketplace of any CRM.
Per l'elenco completo, consultare il nostro Alternative a Freshsales CRM guida.
⚔️ Confronto tra 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.
- Freshsales CRM contro Zoho CRM: 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.
Hai imparato a utilizzare tutte le principali funzionalità di Freshsales CRM:
✅ Valutazione dei lead tramite IA
- ✅ Tracciamento email
- ✅ Contatta la direzione
- ✅ Sequenze di vendita
- ✅ Agenti IA intelligenti
- ✅ Email marketing basato sull'intelligenza artificiale
- ✅ Freddy AI Copilota
- ✅ FreddyAI Co-Pilot
- ✅ Freshdesk OMNI
- La maggior parte delle persone inizia con l'AI Lead Scoring.
Passo successivo: Pick one feature and try it today.
In Freshsales, i contatti sono persone con cui hai già interagito o che hai aggiunto al tuo database. I lead sono potenziali clienti che non sono ancora stati qualificati. Una volta che un lead mostra interesse all'acquisto, puoi convertirlo in un contatto e associarlo a un'offerta.
Ci vogliono meno di cinque minuti.
Domande frequenti
Che cos'è 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.
Freshsales è facile da usare?
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.
Qual è la differenza tra contatti e lead in 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.
Quali sono i 3 componenti essenziali del 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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