Быстрый старт
В этом руководстве описаны все функции CRM-системы Freshsales:
- Начиная — Create your account and finish basic setup
- Как использовать систему оценки потенциальных клиентов на основе ИИ — Rank every lead by how likely it is to convert
- Как использовать систему управления контактами — Keep contacts, notes, and files in one customer record
- Как использовать отслеживание электронной почты — See who opens your emails and who clicks the links
- Как использовать последовательности продаж — Send follow-up emails automatically on a schedule you set
- Как использовать веб-формы — Capture leads from your website straight into the CRM
- Как использовать интеллектуальных агентов искусственного интеллекта — 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
- Как использовать Wide Marketplace — Connect Freshsales to the apps your team already uses
- Как использовать Freshdesk OMNI — Join sales and service data in one shared customer view
Необходимое время: 5 минут на каждый фильм
Также в этом руководстве: Полезные советы | Распространенные ошибки | Поиск неисправностей | Цены | Альтернативы
Почему стоит доверять этому руководству?
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 малый бизнес 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.
Учебное пособие по CRM Freshsales
This How to Use Freshsales CRM tutorial walks through every feature in order, from the first login to the инструменты искусственного интеллекта most people never switch on.
Freshsales 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.
Начало работы с CRM-системой Freshsales
Finish this one-time setup before you touch any feature.
Это займет около трех минут.
Шаг 1: Создайте свою учетную запись
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.
✓ Контрольная точка: A confirmation email lands in your входящие.
Шаг 2: Откройте приложение
Freshsales runs in any browser, with mobile apps for iOS и Android.
Log in and pick Freshsales from the Freshworks product switcher.
The UI puts Contacts, Accounts, Deals, and Reports along the top.
✓ Контрольная точка: You land on the main dashboard.
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.
✅ Готово: Вы готовы использовать любую из перечисленных ниже функций.
Как использовать систему оценки лидов на основе ИИ в CRM Freshsales
Оценка потенциальных клиентов с помощью ИИ scores every lead from 0 to 100 so you chase the right people first.
Вот пошаговая инструкция по его использованию.
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.
Вот как это выглядит:
✓ Контрольная точка: 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.
✅ Результат: Your list is ranked by buying intent, not by the date it was created.
💡 Полезный совет: 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
Управление контактами gives you a 360° view of customers in a single record.
Вот пошаговая инструкция по его использованию.
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.
Вот как это выглядит:
✓ Контрольная точка: 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.
✅ Результат: Every note, file, and email sits on one record instead of five inboxes.
💡 Полезный совет: 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
Отслеживание электронной почты tells you the moment a prospect opens your message or clicks a link.
Вот пошаговая инструкция по его использованию.
Шаг 1: Подключите свой почтовый ящик
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.
Вот как это выглядит:
✓ Контрольная точка: 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.
✅ Результат: You follow up on warm interest instead of guessing who read what.
💡 Полезный совет: Turn off tracking for one-line internal replies. Constant open pings on low-value email trains you to ignore the alerts that matter.
Как использовать последовательности продаж в CRM-системе Freshsales
Последовательности продаж automates repetitive tasks like follow-up emails and reminders.
Вот пошаговая инструкция по его использованию.
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.
Вот как это выглядит:
✓ Контрольная точка: 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.
✅ Результат: Your follow-up runs on time even on the days you never open the CRM.
💡 Полезный совет: Cap each sequence at four emails. Longer runs raise unsubscribe rates far more than they raise replies, in my experience.
Как использовать веб-формы CRM Freshsales
Веб-формы turns website visitors into CRM contacts without any developer time.
Вот пошаговая инструкция по его использованию.
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.
Вот как это выглядит:
✓ Контрольная точка: 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.
✅ Результат: New enquiries land in the CRM already tagged and assigned.
💡 Полезный совет: 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.
Как использовать интеллектуальных агентов искусственного интеллекта в CRM-системе Freshsales
Интеллектуальные агенты искусственного интеллекта answers buyer questions on your website at any hour of the day.
Вот пошаговая инструкция по его использованию.
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.
Вот как это выглядит:
✓ Контрольная точка: 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.
✅ Результат: Late-night visitors get an answer instead of a contact form.
💡 Полезный совет: 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 Co-Pilot suggests the next best actions that help you close deals faster.
Вот пошаговая инструкция по его использованию.
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.
Вот как это выглядит:
✓ Контрольная точка: 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.
✅ Результат: You spend your time selling instead of deciding what to do next.
💡 Полезный совет: Co-pilot drafts read well but sound generic. Rewrite the first line with something specific from your last встреча.
Как использовать расширенную торговую площадку CRM Freshsales
Широкий рынок connects Freshsales to thousands of popular applications through Zapier.
Вот пошаговая инструкция по его использованию.
Шаг 1: Просмотрите каталог.
Open the Freshworks Marketplace from the top navigation.
Filter by category to find calendar, phone, or бухгалтерский учет приложения.
Step 2: Install and Authorise
Click Install and sign in to the other tool.
Grant only the permissions the app genuinely needs.
Вот как это выглядит:
✓ Контрольная точка: The installed app appears under your Marketplace list.
Step 3: Automate the Handoffs
Use Zapier when no native app exists for your tool.
Triggers fire on a new contact, a new account, or a new deal.
✅ Результат: Records flow between tools so nobody retypes the same data twice.
💡 Полезный совет: Zapier can also create tasks and meetings inside Freshsales. Automating those two alone saved me about an hour every week.
Как использовать Freshdesk OMNI
Freshdesk OMNI puts support tickets and sales history on the same customer record.
Вот пошаговая инструкция по его использованию.
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.
Вот как это выглядит:
✓ Контрольная точка: 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.
✅ Результат: Sales stops pitching upgrades to customers with an angry open ticket.
💡 Полезный совет: Give reps read-only access to tickets first. Full agent access invites well-meaning replies that confuse the support queue.
Советы и полезные приемы для Freshsales CRM Pro
After eight months of daily use, these are the habits that saved me the most time.
Клавиатурные сочетания
| Действие | Быстрый доступ |
|---|---|
| Show the shortcut list | Shift + / |
| Jump to global search | / |
| Создать новую запись | C |
| Save the open record | Ctrl + S |
Скрытые функции, которые большинство людей упускают из виду.
- Пользовательские панели мониторинга: 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.
Распространённые ошибки, которых следует избегать в CRM-системе Freshsales.
Ошибка №1: Импорт некорректных данных.
❌ Неправильно: Dumping three spreadsheets into the CRM and letting duplicates pile up.
✅ Справа: Set standard entry rules, then audit the database monthly to remove duplicates and outdated records.
Mistake #2: Ignoring Lifecycle Stages
❌ Неправильно: Leaving every contact on the default stage so nobody can tell a cold name from a live deal.
✅ Справа: 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
❌ Неправильно: Building twenty workflow rules in week one, then wondering why leads vanish.
✅ Справа: Run the manual method for two weeks first, then automate the three steps you repeat most.
Устранение неполадок CRM Freshsales
Problem: Emails Are Not Syncing
Причина: The inbox connection expired or two-factor login blocked the token.
Исправить: Reconnect the account under Email Settings and send one test message.
Problem: Lead Scores Look Wrong
Причина: Freddy AI needs enough closed-won and closed-lost history to learn your pattern.
Исправить: Mark old deals with the correct outcome, merge duplicate contacts, then wait a week.
Problem: Web Form Entries Are Missing
Причина: The form was edited after the embed code went live on the website.
Исправить: Copy the fresh embed code, replace the old one, and submit a test entry.
📌 Примечание: If none of these fix your issue, contact Freshsales CRM support — or connect with us and we will point you to the right doc.
Что такое Freshsales CRM?
Freshsales 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.
Посмотрите этот краткий обзор:
В его состав входят следующие ключевые особенности:
- Оценка потенциальных клиентов с помощью ИИ: Freddy AI scores leads 0-100 based on historical conversion patterns
- Управление контактами: one record per person with notes, files, deals, and past conversations
- Отслеживание электронной почты: real-time alerts the moment a prospect opens a message
- Последовательности продаж: multi-step email and task campaigns that run without daily babysitting
- Веб-формы: drag-and-drop forms that push visitors into your pipeline
- Интеллектуальные агенты искусственного интеллекта: chat agents that qualify visitors while your team sleeps
- FreddyAI Co-Pilot: AI-driven next best actions written into each deal record
- Широкий рынок: native apps plus Zapier links to thousands of tools
- Freshdesk OMNI: support tickets and sales history side by side
Полный обзор смотрите в нашем разделе Обзор CRM-системы Freshsales.
Цены на CRM-систему Freshsales
Here is what Freshsales CRM costs in 2026:
| План | Цена | Лучше всего подходит для |
|---|---|---|
| Рост | 9 долларов США/пользователь/месяц | Small teams managing their first pipeline |
| Про | 39 долларов США/пользователь/месяц | Growing sales teams that need sequences and AI scoring |
| Предприятие | 59 долларов США/пользователь/месяц | Larger businesses needing custom modules and audit logs |
Бесплатная пробная версия: Yes — 21 days, and no credit card required to start.
Гарантия возврата денег: No formal refund window, so cancel before your renewal date.
💰 Лучшее соотношение цены и качества: Pro — it unlocks sequences and Freddy AI scoring, which are the two features that actually change your numbers.
Freshsales CRM против альтернатив
So how does Freshsales compare against the usual shortlist?
Посмотрите это сравнение:
| Инструмент | Лучше всего подходит для | Цена | Рейтинг |
|---|---|---|---|
| Freshsales CRM | AI scoring on a small budget | 9 долларов США/пользователь/мес. | ⭐ 4.0 |
| HubSpot | Marketing and sales in one place | 20 долларов США/пользователь/мес. | ⭐ 4.5 |
| Zoho CRM | Deep customisation | 14 долларов США/пользователь/мес. | ⭐ 4.2 |
| Пайпдрайв | Simple visual pipelines | 14 долларов США/пользователь/мес. | ⭐ 4.4 |
| Salesforce | Large enterprise sales | 25 долларов США/пользователь/мес. | ⭐ 4.3 |
Краткий выбор:
- Лучший вариант в целом: HubSpot — the widest feature set if budget is not the constraint.
- Оптимальный бюджет: Freshsales CRM — AI lead scoring at nine dollars a user.
- Лучший вариант для начинающих: Pipedrive — the pipeline board explains itself in a minute.
- Лучший вариант для больших команд: Salesforce — unmatched depth once you have admins to run it.
🎯 Альтернативы CRM Freshsales
Ищете альтернативы CRM-системе Freshsales? Вот лучшие варианты:
- 🚀 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 отчетность and the largest app marketplace of any CRM.
Полный список смотрите в нашем Альтернативы CRM Freshsales гид.
⚔️ Сравнение CRM-систем Freshsales
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 против 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.
Начните использовать CRM-систему Freshsales прямо сейчас!
Вы научились использовать все основные функции CRM-системы Freshsales:
- ✅ Оценка потенциальных клиентов с помощью ИИ
- ✅ Управление контактами
- ✅ Отслеживание электронной почты
- ✅ Последовательности продаж
- ✅ Веб-формы
- ✅ Интеллектуальные агенты искусственного интеллекта
- ✅ FreddyAI Co-Pilot
- ✅ Широкая торговая площадка
- ✅ Freshdesk OMNI
Следующий шаг: Pick one feature and try it today.
Большинство начинают с оценки потенциальных клиентов с помощью ИИ.
Это займет меньше пяти минут.
Часто задаваемые вопросы
Что такое 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.
Легко ли пользоваться Freshsales?
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.
В чём разница между контактами и потенциальными клиентами в 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.
Каковы 3 основных компонента 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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