2026년에 Freshsales CRM을 사용하여 영업 퍼널을 자동화하는 방법

에 의해서 파힘 요하르더 | Last updated Aug 18, 2026

빠른 시작

이 가이드에서는 Freshales CRM의 모든 기능을 다룹니다.

시작하기 — Create your account and finish basic setup
AI 리드 스코어링 사용 방법 — Rank every lead by how likely it is to convert
연락처 관리 사용 방법 — Keep contacts, notes, and files in one customer record
이메일 추적 사용 방법 — See who opens your emails and who clicks the links
영업 시퀀스 사용 방법 — Send follow-up emails automatically on a schedule you set
웹 양식 사용 방법 — Capture leads from your website straight into the CRM
스마트 AI 에이전트 사용 방법 — 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
와이드 마켓플레이스 사용 방법 — Connect Freshsales to the apps your team already uses
Freshdesk OMNI 사용 방법 — Join sales and service data in one shared customer view

소요 시간: 각 작품당 5분

이 가이드에는 다음 내용도 포함되어 있습니다. 프로 팁 | 흔히 저지르는 실수 | 문제 해결 | 가격 | 대안

이 가이드를 신뢰해야 하는 이유

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 소규모 사업 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 튜토리얼

This How to Use Freshsales CRM tutorial walks through every feature in order, from the first login to the AI 도구 most people never switch on.

프레쉬세일즈 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.

지금 바로 FreshSales CRM을 사용해 보세요 →

전체 리뷰 읽기 →

프레쉬세일즈 CRM 대안 →

FreshSales CRM 시작하기

Finish this one-time setup before you touch any feature.

약 3분 정도 걸립니다.

1단계: 계정 생성

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.

✓ 검문소: A confirmation email lands in your 받은 편지함.

2단계: 앱을 엽니다

Freshsales runs in any browser, with mobile apps for iOS 그리고 안드로이드.

The UI puts Contacts, Accounts, Deals, and Reports along the top.

✓ 검문소: Loading...

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.

✅ 완료: 이제 아래의 모든 기능을 사용하실 수 있습니다.

Freshsales CRM AI 리드 스코어링 사용 방법

AI 리드 스코어링 scores every lead from 0 to 100 so you chase the right people first.

다음은 단계별 사용 방법입니다.

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.

이것이 어떤 모습인지 보여드리겠습니다.

✓ 검문소: 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.

✅ 결과: Your list is ranked by buying intent, not by the date it was created.

💡 꿀팁: 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

연락처 관리 gives you a 360° view of customers in a single record.

다음은 단계별 사용 방법입니다.

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.

이것이 어떤 모습인지 보여드리겠습니다.

✓ 검문소: 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.

✅ 결과: Every note, file, and email sits on one record instead of five inboxes.

💡 꿀팁: 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

이메일 추적 tells you the moment a prospect opens your message or clicks a link.

다음은 단계별 사용 방법입니다.

1단계: 받은 편지함 연결하기

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.

이것이 어떤 모습인지 보여드리겠습니다.

https://youtu.be/jv9ub1AzJcY?si=hHblC7UumI3_i7NF

✓ 검문소: 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.

✅ 결과: You follow up on warm interest instead of guessing who read what.

💡 꿀팁: 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 영업 시퀀스 사용 방법

판매 시퀀스 automates repetitive tasks like follow-up emails and reminders.

다음은 단계별 사용 방법입니다.

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.

이것이 어떤 모습인지 보여드리겠습니다.

✓ 검문소: 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.

✅ 결과: Your follow-up runs on time even on the days you never open the CRM.

💡 꿀팁: Cap each sequence at four emails. Longer runs raise unsubscribe rates far more than they raise replies, in my experience.

Freshsales CRM 웹 양식 사용 방법

웹 양식 turns website visitors into CRM contacts without any developer time.

다음은 단계별 사용 방법입니다.

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.

이것이 어떤 모습인지 보여드리겠습니다.

✓ 검문소: 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.

✅ 결과: New enquiries land in the CRM already tagged and assigned.

💡 꿀팁: 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 스마트 AI 에이전트 사용 방법

스마트 AI 에이전트 answers buyer questions on your website at any hour of the day.

다음은 단계별 사용 방법입니다.

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.

이것이 어떤 모습인지 보여드리겠습니다.

✓ 검문소: 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.

✅ 결과: Late-night visitors get an answer instead of a contact form.

💡 꿀팁: 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

프레디AI 부조종사 suggests the next best actions that help you close deals faster.

다음은 단계별 사용 방법입니다.

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.

이것이 어떤 모습인지 보여드리겠습니다.

✓ 검문소: 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.

✅ 결과: You spend your time selling instead of deciding what to do next.

💡 꿀팁: Co-pilot drafts read well but sound generic. Rewrite the first line with something specific from your last 회의.

Freshsales CRM 전체 마켓플레이스 사용 방법

넓은 시장 connects Freshsales to thousands of popular applications through Zapier.

다음은 단계별 사용 방법입니다.

1단계: 마켓플레이스를 둘러보세요

Open the Freshworks Marketplace from the top navigation.

Filter by category to find calendar, phone, or 회계 앱.

Step 2: Install and Authorise

Click Install and sign in to the other tool.

Grant only the permissions the app genuinely needs.

이것이 어떤 모습인지 보여드리겠습니다.

✓ 검문소: The installed app appears under your Marketplace list.

Step 3: Automate the Handoffs

Loading... when no native app exists for your tool.

Triggers fire on a new contact, a new account, or a new deal.

✅ 결과: Records flow between tools so nobody retypes the same data twice.

💡 꿀팁: Zapier can also create tasks and meetings inside Freshsales. Automating those two alone saved me about an hour every week.

Freshdesk OMNI 사용 방법

프레시데스크 옴니 puts support tickets and sales history on the same customer record.

다음은 단계별 사용 방법입니다.

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.

이것이 어떤 모습인지 보여드리겠습니다.

✓ 검문소: 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.

✅ 결과: Sales stops pitching upgrades to customers with an angry open ticket.

💡 꿀팁: Give reps read-only access to tickets first. Full agent access invites well-meaning replies that confuse the support queue.

Freshsales CRM 전문가 팁 및 바로가기

After eight months of daily use, these are the habits that saved me the most time.

키보드 단축키

행동	지름길
Show the shortcut list	Shift + /
Jump to global search	/
새 레코드를 생성하세요	C
Save the open record	Ctrl + S

대부분의 사람들이 놓치는 숨겨진 기능들

맞춤형 대시보드: 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 CRM에서 흔히 저지르는 실수, 피해야 할 점

실수 #1: 불완전한 데이터 가져오기

❌ 틀림: Dumping three spreadsheets into the CRM and letting duplicates pile up.

✅ 오른쪽: Set standard entry rules, then audit the database monthly to remove duplicates and outdated records.

Mistake #2: Ignoring Lifecycle Stages

❌ 틀림: Leaving every contact on the default stage so nobody can tell a cold name from a live deal.

✅ 오른쪽: 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

❌ 틀림: Building twenty workflow rules in week one, then wondering why leads vanish.

✅ 오른쪽: Run the manual method for two weeks first, then automate the three steps you repeat most.

Freshsales CRM 문제 해결

Problem: Emails Are Not Syncing

원인: The inbox connection expired or two-factor login blocked the token.

고치다: Reconnect the account under Email Settings and send one test message.

Problem: Lead Scores Look Wrong

원인: Freddy AI needs enough closed-won and closed-lost history to learn your pattern.

고치다: Mark old deals with the correct outcome, merge duplicate contacts, then wait a week.

Problem: Web Form Entries Are Missing

원인: The form was edited after the embed code went live on the website.

고치다: Copy the fresh embed code, replace the old one, and submit a test entry.

📌 메모: 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 CRM이란 무엇인가요?

프레쉬세일즈 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.

이 간단한 개요를 시청하세요:

Freshsales Freshworks CRM 리뷰 – 여전히 쓸만한가?

이 제품에는 다음과 같은 주요 기능이 포함되어 있습니다.

AI 리드 스코어링: Freddy AI scores leads 0-100 based on historical conversion patterns
연락처 관리: one record per person with notes, files, deals, and past conversations
이메일 추적: real-time alerts the moment a prospect opens a message
판매 시퀀스: multi-step email and task campaigns that run without daily babysitting
웹 양식: drag-and-drop forms that push visitors into your pipeline
스마트 AI 에이전트: chat agents that qualify visitors while your team sleeps
FreddyAI Co-Pilot: AI-driven next best actions written into each deal record
광범위한 시장: native apps plus Zapier links to thousands of tools
프레시데스크 옴니: support tickets and sales history side by side

자세한 내용은 저희 웹사이트를 참조하세요. Freshales CRM 리뷰.

Freshsales CRM 가격

Here is what Freshsales CRM costs in 2026:

계획	가격	가장 적합한 대상
성장	사용자당 월 9달러	Small teams managing their first pipeline
찬성	사용자당 월 39달러	Growing sales teams that need sequences and AI scoring
기업	사용자당 월 59달러	Larger businesses needing custom modules and audit logs

무료 체험: Yes — 21 days, and no credit card required to start.

환불 보장: No formal refund window, so cancel before your renewal date.

💰 최고의 가성비: Pro — it unlocks sequences and Freddy AI scoring, which are the two features that actually change your numbers.

Freshsales CRM과 대안 비교

So how does Freshsales compare against the usual shortlist?

이 비교 영상을 보세요:

https://youtu.be/Fk9X2K6M9QY

도구	가장 적합한 대상	가격	평가
프레쉬세일즈 CRM	AI scoring on a small budget	사용자당 월 9달러	⭐ 4.0
허브스팟	Marketing and sales in one place	사용자당 월 20달러	⭐ 4.5
조호 CRM	Deep customisation	사용자당 월 14달러	⭐ 4.2
파이프드라이브	Simple visual pipelines	사용자당 월 14달러	⭐ 4.4
세일즈포스	Large enterprise sales	사용자당 월 25달러	⭐ 4.3

빠른 추천:

종합 최고상: HubSpot — the widest feature set if budget is not the constraint.
최고의 가성비: Freshsales CRM — AI lead scoring at nine dollars a user.
초보자에게 가장 적합: Pipedrive — the pipeline board explains itself in a minute.
대규모 팀에 가장 적합합니다. Salesforce — unmatched depth once you have admins to run it.

🎯 Freshsales CRM 대안

Freshsales CRM 대안을 찾고 계신가요? 다음은 최고의 옵션들입니다.

🚀 허브스팟: Free CRM tier plus marketing tools, so one platform covers your whole audience from first click to closed deal.
💰 조호 CRM: Cheap per user and endlessly configurable, which suits teams with unusual sales processes and patient admins.
🎨 파이프드라이브: The clearest drag-and-drop deal board on the market, built for reps who live in one view.
🏢 세일즈포스: The enterprise standard, with the deepest 보고 and the largest app marketplace of any CRM.

전체 목록은 다음을 참조하세요. Freshsales CRM 대안 가이드.

⚔️ 프레쉬세일즈 CRM 비교

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 CRM과 Zoho CRM 비교: 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.

지금 바로 Freshsales CRM을 사용해 보세요.

Freshsales CRM의 주요 기능을 모두 사용하는 방법을 배웠습니다.

✅ AI 리드 스코어링
✅ 연락처 관리
✅ 이메일 추적
✅ 판매 시퀀스
✅ 웹 양식
✅ 스마트 AI 에이전트
✅ FreddyAI Co-Pilot
✅ 폭넓은 시장
✅ 프레시데스크 옴니

다음 단계: Pick one feature and try it today.

대부분의 사람들은 AI 리드 스코어링부터 시작합니다.

5분도 채 걸리지 않습니다.

자주 묻는 질문

Freshsales CRM이란 무엇인가요?

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.

Freshales는 사용하기 쉬운가요?

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.

Freshsales에서 연락처와 리드의 차이점은 무엇인가요?

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.

CRM의 3가지 필수 구성 요소는 무엇인가요?

Customer data, sales process management, and reporting. Freshsales covers all three by centralising records, managing deals through pipeline stages, and tracking performance on dashboards.