クイックスタート
このガイドでは、Freshsales CRMのすべての機能について説明します。
- はじめる — Create your account and finish basic setup
- AIリードスコアリングの使い方 — Rank every lead by how likely it is to convert
- 連絡先管理の使い方 — Keep contacts, notes, and files in one customer record
- メール追跡機能の使い方 — See who opens your emails and who clicks the links
- セールスシーケンスの使い方 — Send follow-up emails automatically on a schedule you set
- ウェブフォームの使い方 — Capture leads from your website straight into the CRM
- スマートAIエージェントの使い方 — 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
- Wide Marketplaceの使い方 — Connect Freshsales to the apps your team already uses
- Freshdesk OMNIの使い方 — Join sales and service data in one shared customer view
所要時間： 各作品につき5分
このガイドには以下の内容も含まれています。 プロのヒント | よくある間違い | トラブルシューティング | 価格 | 代替案
このガイドを信頼する理由
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 中小企業 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.
Freshsales CRMチュートリアル
This How to Use Freshsales CRM tutorial walks through every feature in order, from the first login to the AIツール most people never switch on.
フレッシュセールス CRM
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.
Freshsales CRM の利用開始
Finish this one-time setup before you touch any feature.
約3分かかります。
ステップ1：アカウントを作成する
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.
✓ チェックポイント: A confirmation email lands in your 受信トレイ.
ステップ2：アプリを開く
Freshsales runs in any browser, with mobile apps for iOS そしてAndroid。
Log in and pick Freshsales from the Freshworks product switcher.
The UI puts Contacts, Accounts, Deals, and Reports along the top.
✓ チェックポイント: メインダッシュボードに着地します。
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.
✅ 完了: 以下の機能はすべてご利用いただけます。
Freshsales CRMのAIリードスコアリングの使い方
AIによるリードスコアリング scores every lead from 0 to 100 so you chase the right people first.
以下に、その使用方法をステップごとに説明します。
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.
これは以下のようなものです。
✓ チェックポイント: 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.
✅ 結果: Your list is ranked by buying intent, not by the date it was created.
💡 プロのヒント: 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
連絡先管理 gives you a 360° view of customers in a single record.
以下に、その使用方法をステップごとに説明します。
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.
これは以下のようなものです。
✓ チェックポイント: 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.
✅ 結果: Every note, file, and email sits on one record instead of five inboxes.
💡 プロのヒント: 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
メール追跡 tells you the moment a prospect opens your message or clicks a link.
以下に、その使用方法をステップごとに説明します。
ステップ1：受信トレイを接続する
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.
これは以下のようなものです。
✓ チェックポイント: 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.
✅ 結果: You follow up on warm interest instead of guessing who read what.
💡 プロのヒント: Turn off tracking for one-line internal replies. Constant open pings on low-value email trains you to ignore the alerts that matter.
Freshsales CRMのセールスシーケンスの使い方
販売シーケンス automates repetitive tasks like follow-up emails and reminders.
以下に、その使用方法をステップごとに説明します。
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.
これは以下のようなものです。
✓ チェックポイント: 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.
✅ 結果: Your follow-up runs on time even on the days you never open the CRM.
💡 プロのヒント: Cap each sequence at four emails. Longer runs raise unsubscribe rates far more than they raise replies, in my experience.
Freshsales CRMのWebフォームの使い方
ウェブフォーム turns website visitors into CRM contacts without any developer time.
以下に、その使用方法をステップごとに説明します。
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.
これは以下のようなものです。
✓ チェックポイント: 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.
✅ 結果: New enquiries land in the CRM already tagged and assigned.
💡 プロのヒント: 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.
Freshsales CRMのスマートAIエージェントの使い方
スマートAIエージェント answers buyer questions on your website at any hour of the day.
以下に、その使用方法をステップごとに説明します。
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.
これは以下のようなものです。
✓ チェックポイント: 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.
✅ 結果: Late-night visitors get an answer instead of a contact form.
💡 プロのヒント: 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 コパイロット suggests the next best actions that help you close deals faster.
以下に、その使用方法をステップごとに説明します。
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.
これは以下のようなものです。
✓ チェックポイント: 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.
✅ 結果: You spend your time selling instead of deciding what to do next.
💡 プロのヒント: Co-pilot drafts read well but sound generic. Rewrite the first line with something specific from your last ミーティング.
Freshsales CRM ワイドマーケットプレイスの使い方
幅広い市場 connects Freshsales to thousands of popular applications through Zapier.
以下に、その使用方法をステップごとに説明します。
ステップ1：マーケットプレイスを閲覧する
Open the Freshworks Marketplace from the top navigation.
Filter by category to find calendar, phone, or 会計 アプリ。
Step 2: Install and Authorise
Click Install and sign in to the other tool.
Grant only the permissions the app genuinely needs.
これは以下のようなものです。
✓ チェックポイント: The installed app appears under your Marketplace list.
Step 3: Automate the Handoffs
Zapierを使用する when no native app exists for your tool.
Triggers fire on a new contact, a new account, or a new deal.
✅ 結果: Records flow between tools so nobody retypes the same data twice.
💡 プロのヒント: Zapier can also create tasks and meetings inside Freshsales. Automating those two alone saved me about an hour every week.
Freshdesk OMNIの使い方
Freshdesk OMNI puts support tickets and sales history on the same customer record.
以下に、その使用方法をステップごとに説明します。
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.
これは以下のようなものです。
✓ チェックポイント: 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.
✅ 結果: Sales stops pitching upgrades to customers with an angry open ticket.
💡 プロのヒント: Give reps read-only access to tickets first. Full agent access invites well-meaning replies that confuse the support queue.
Freshsales CRMのプロ向けヒントとショートカット
After eight months of daily use, these are the habits that saved me the most time.
キーボードショートカット
| アクション | ショートカット |
|---|---|
| Show the shortcut list | Shift + / |
| Jump to global search | / |
| 新しいレコードを作成する | C |
| Save the open record | Ctrl + S |
ほとんどの人が見逃す隠れた機能
- カスタムダッシュボード： 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.
Freshsales CRMでよくある間違いとその回避方法
間違いその1：不正確なデータのインポート
❌ 間違い: Dumping three spreadsheets into the CRM and letting duplicates pile up.
✅ 右: Set standard entry rules, then audit the database monthly to remove duplicates and outdated records.
Mistake #2: Ignoring Lifecycle Stages
❌ 間違い: Leaving every contact on the default stage so nobody can tell a cold name from a live deal.
✅ 右: 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
❌ 間違い: Building twenty workflow rules in week one, then wondering why leads vanish.
✅ 右: Run the manual method for two weeks first, then automate the three steps you repeat most.
Freshsales CRMのトラブルシューティング
Problem: Emails Are Not Syncing
原因： The inbox connection expired or two-factor login blocked the token.
修理： Reconnect the account under Email Settings and send one test message.
Problem: Lead Scores Look Wrong
原因： Freddy AI needs enough closed-won and closed-lost history to learn your pattern.
修理： Mark old deals with the correct outcome, merge duplicate contacts, then wait a week.
Problem: Web Form Entries Are Missing
原因： The form was edited after the embed code went live on the website.
修理： Copy the fresh embed code, replace the old one, and submit a test entry.
📌 注記： If none of these fix your issue, contact Freshsales CRM support — or connect with us and we will point you to the right doc.
Freshsales CRM とは何ですか?
フレッシュセールス CRM 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.
こちらの簡単な概要をご覧ください。
主な機能は以下のとおりです。
- AIによるリードスコアリング： Freddy AI scores leads 0-100 based on historical conversion patterns
- 連絡先管理: one record per person with notes, files, deals, and past conversations
- メール追跡： real-time alerts the moment a prospect opens a message
- 販売シーケンス： multi-step email and task campaigns that run without daily babysitting
- ウェブフォーム： drag-and-drop forms that push visitors into your pipeline
- スマートAIエージェント： chat agents that qualify visitors while your team sleeps
- FreddyAI Co-Pilot: AI-driven next best actions written into each deal record
- 幅広い市場： native apps plus Zapier links to thousands of tools
- Freshdesk OMNI: support tickets and sales history side by side
詳細なレビューについては、こちらをご覧ください。 Freshsales CRMのレビュー.
Freshsales CRM の価格設定
Here is what Freshsales CRM costs in 2026:
| プラン | 価格 | 最適な用途 |
|---|---|---|
| 成長 | 1ユーザーあたり月額9ドル | Small teams managing their first pipeline |
| プロ | 1ユーザーあたり月額39ドル | Growing sales teams that need sequences and AI scoring |
| 企業 | 1ユーザーあたり月額59ドル | Larger businesses needing custom modules and audit logs |
無料トライアル: Yes — 21 days, and no credit card required to start.
返金保証: No formal refund window, so cancel before your renewal date.
💰 最もお得な価格: Pro — it unlocks sequences and Freddy AI scoring, which are the two features that actually change your numbers.
Freshsales CRMと代替製品の比較
So how does Freshsales compare against the usual shortlist?
この比較をご覧ください。
| 道具 | 最適な用途 | 価格 | 評価 |
|---|---|---|---|
| フレッシュセールス CRM | AI scoring on a small budget | 月額9ドル/ユーザー | ⭐ 4.0 |
| ハブスポット | Marketing and sales in one place | 月額20ドル/ユーザー | ⭐ 4.5 |
| Zoho CRM | Deep customisation | 1ユーザーあたり月額14ドル | ⭐ 4.2 |
| パイプドライブ | Simple visual pipelines | 1ユーザーあたり月額14ドル | ⭐ 4.4 |
| セールスフォース | Large enterprise sales | 月額25ドル/ユーザー | ⭐ 4.3 |
おすすめ商品：
- 総合ベスト： HubSpot — the widest feature set if budget is not the constraint.
- ベスト予算： Freshsales CRM — AI lead scoring at nine dollars a user.
- 初心者におすすめ： Pipedrive — the pipeline board explains itself in a minute.
- 大規模チームに最適： Salesforce — unmatched depth once you have admins to run it.
🎯 Freshsales CRMの代替案
Freshsales CRMの代替サービスをお探しですか？おすすめの選択肢をご紹介します。
- 🚀 ハブスポット： 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.
- 🎨 パイプドライブ: The clearest drag-and-drop deal board on the market, built for reps who live in one view.
- 🏢 セールスフォース: The enterprise standard, with the deepest 報告 and the largest app marketplace of any CRM.
全リストについては、こちらをご覧ください。 Freshsales CRMの代替品 ガイド。
⚔️ Freshsales CRMの比較
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とZoho CRMの比較: 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.
Freshsales CRMを今すぐ使い始めましょう
Freshsales CRMの主要な機能をすべて使いこなせるようになりました。
- ✅ AIによるリードスコアリング
- ✅ 連絡先管理
- ✅ メール追跡
- ✅ 販売シーケンス
- ✅ ウェブフォーム
- ✅ スマートAIエージェント
- ✅ FreddyAI Co-Pilot
- ✅ 幅広いマーケットプレイス
- ✅ Freshdesk OMNI
次のステップ： Pick one feature and try it today.
ほとんどの人はAIリードスコアリングから始めます。
5分もかかりません。
よくある質問
Freshsales CRM とは何ですか?
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は使いやすいですか？
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.
Freshsalesにおけるコンタクトとリードの違いは何ですか？
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.
CRMの3つの必須構成要素は何ですか？
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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