Hướng dẫn nhanh
Hướng dẫn này bao gồm mọi tính năng của Freshsales CRM:
- Bắt đầu — Create your account and finish basic setup
- Cách sử dụng chấm điểm khách hàng tiềm năng bằng AI — Rank every lead by how likely it is to convert
- Hướng dẫn sử dụng quản lý liên hệ — Keep contacts, notes, and files in one customer record
- Cách sử dụng tính năng theo dõi email — See who opens your emails and who clicks the links
- Cách sử dụng chuỗi bán hàng — Send follow-up emails automatically on a schedule you set
- Cách sử dụng biểu mẫu web — Capture leads from your website straight into the CRM
- Cách sử dụng các tác nhân AI thông minh — 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
- Hướng dẫn sử dụng Wide Marketplace — Connect Freshsales to the apps your team already uses
- Hướng dẫn sử dụng Freshdesk OMNI — Join sales and service data in one shared customer view
Thời gian cần thiết: 5 phút cho mỗi phim
Cũng trong hướng dẫn này: Mẹo chuyên nghiệp | Những lỗi thường gặp | Khắc phục sự cố | Chạy | Các lựa chọn thay thế
Tại sao nên tin tưởng hướng dẫn này?
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 doanh nghiệp nhỏ 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.
Hướng dẫn sử dụng Freshsales CRM
This How to Use Freshsales CRM tutorial walks through every feature in order, from the first login to the Công cụ AI 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.
Hướng dẫn bắt đầu sử dụng Freshsales CRM
Finish this one-time setup before you touch any feature.
Quá trình này mất khoảng ba phút.
Bước 1: Tạo tài khoản của bạn
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.
✓ Điểm kiểm tra: A confirmation email lands in your hộp thư đến.
Bước 2: Mở ứng dụng
Freshsales runs in any browser, with mobile apps for iOS và Android.
Log in and pick Freshsales from the Freshworks product switcher.
The UI puts Contacts, Accounts, Deals, and Reports along the top.
✓ Điểm kiểm tra: Bạn truy cập vào trang tổng quan chính.
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.
✅ Hoàn thành: Bạn đã sẵn sàng sử dụng bất kỳ tính năng nào bên dưới.
Hướng dẫn sử dụng tính năng chấm điểm khách hàng tiềm năng bằng AI của Freshsales CRM
Chấm điểm khách hàng tiềm năng bằng AI scores every lead from 0 to 100 so you chase the right people first.
Dưới đây là hướng dẫn sử dụng từng bước.
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.
Đây là hình ảnh minh họa:
✓ Điểm kiểm tra: 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.
✅ Kết quả: Your list is ranked by buying intent, not by the date it was created.
💡 Mẹo hay: 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
Quản lý liên hệ gives you a 360° view of customers in a single record.
Dưới đây là hướng dẫn sử dụng từng bước.
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.
Đây là hình ảnh minh họa:
✓ Điểm kiểm tra: 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.
✅ Kết quả: Every note, file, and email sits on one record instead of five inboxes.
💡 Mẹo hay: 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
Theo dõi email tells you the moment a prospect opens your message or clicks a link.
Dưới đây là hướng dẫn sử dụng từng bước.
Bước 1: Kết nối hộp thư đến của bạn
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.
Đây là hình ảnh minh họa:
✓ Điểm kiểm tra: 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.
✅ Kết quả: You follow up on warm interest instead of guessing who read what.
💡 Mẹo hay: Turn off tracking for one-line internal replies. Constant open pings on low-value email trains you to ignore the alerts that matter.
Hướng dẫn sử dụng chuỗi bán hàng trong Freshsales CRM
Chuỗi bán hàng automates repetitive tasks like follow-up emails and reminders.
Dưới đây là hướng dẫn sử dụng từng bước.
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.
Đây là hình ảnh minh họa:
✓ Điểm kiểm tra: 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.
✅ Kết quả: Your follow-up runs on time even on the days you never open the CRM.
💡 Mẹo hay: Cap each sequence at four emails. Longer runs raise unsubscribe rates far more than they raise replies, in my experience.
Hướng dẫn sử dụng biểu mẫu web của Freshsales CRM
Biểu mẫu web turns website visitors into CRM contacts without any developer time.
Dưới đây là hướng dẫn sử dụng từng bước.
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.
Đây là hình ảnh minh họa:
✓ Điểm kiểm tra: 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.
✅ Kết quả: New enquiries land in the CRM already tagged and assigned.
💡 Mẹo hay: 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.
Hướng dẫn sử dụng các tác nhân AI thông minh của Freshsales CRM
Các tác nhân AI thông minh answers buyer questions on your website at any hour of the day.
Dưới đây là hướng dẫn sử dụng từng bước.
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.
Đây là hình ảnh minh họa:
✓ Điểm kiểm tra: 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.
✅ Kết quả: Late-night visitors get an answer instead of a contact form.
💡 Mẹo hay: 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
Phi công phụ FreddyAI suggests the next best actions that help you close deals faster.
Dưới đây là hướng dẫn sử dụng từng bước.
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.
Đây là hình ảnh minh họa:
✓ Điểm kiểm tra: 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.
✅ Kết quả: You spend your time selling instead of deciding what to do next.
💡 Mẹo hay: Co-pilot drafts read well but sound generic. Rewrite the first line with something specific from your last cuộc họp.
Hướng dẫn sử dụng Freshsales CRM Wide Marketplace
Chợ rộng lớn connects Freshsales to thousands of popular applications through Zapier.
Dưới đây là hướng dẫn sử dụng từng bước.
Bước 1: Duyệt qua Marketplace
Open the Freshworks Marketplace from the top navigation.
Filter by category to find calendar, phone, or kế toán ứng dụng.
Step 2: Install and Authorise
Click Install and sign in to the other tool.
Grant only the permissions the app genuinely needs.
Đây là hình ảnh minh họa:
✓ Điểm kiểm tra: The installed app appears under your Marketplace list.
Step 3: Automate the Handoffs
Sử dụng Zapier when no native app exists for your tool.
Triggers fire on a new contact, a new account, or a new deal.
✅ Kết quả: Records flow between tools so nobody retypes the same data twice.
💡 Mẹo hay: Zapier can also create tasks and meetings inside Freshsales. Automating those two alone saved me about an hour every week.
Hướng dẫn sử dụng Freshdesk OMNI
Freshdesk OMNI puts support tickets and sales history on the same customer record.
Dưới đây là hướng dẫn sử dụng từng bước.
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.
Đây là hình ảnh minh họa:
✓ Điểm kiểm tra: 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.
✅ Kết quả: Sales stops pitching upgrades to customers with an angry open ticket.
💡 Mẹo hay: Give reps read-only access to tickets first. Full agent access invites well-meaning replies that confuse the support queue.
Mẹo và thủ thuật chuyên nghiệp với Freshsales CRM
After eight months of daily use, these are the habits that saved me the most time.
Phím tắt
| Hoạt động | Phím tắt |
|---|---|
| Show the shortcut list | Shift + / |
| Jump to global search | / |
| Tạo bản ghi mới | C |
| Save the open record | Ctrl + S |
Những tính năng ẩn mà hầu hết mọi người bỏ lỡ
- Bảng điều khiển tùy chỉnh: 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.
Những lỗi thường gặp cần tránh khi sử dụng Freshsales CRM
Sai lầm số 1: Nhập dữ liệu không chính xác
❌ Sai: Dumping three spreadsheets into the CRM and letting duplicates pile up.
✅ Bên phải: Set standard entry rules, then audit the database monthly to remove duplicates and outdated records.
Mistake #2: Ignoring Lifecycle Stages
❌ Sai: Leaving every contact on the default stage so nobody can tell a cold name from a live deal.
✅ Bên phải: 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
❌ Sai: Building twenty workflow rules in week one, then wondering why leads vanish.
✅ Bên phải: Run the manual method for two weeks first, then automate the three steps you repeat most.
Khắc phục sự cố CRM Freshsales
Problem: Emails Are Not Syncing
Gây ra: The inbox connection expired or two-factor login blocked the token.
Sửa chữa: Reconnect the account under Email Settings and send one test message.
Problem: Lead Scores Look Wrong
Gây ra: Freddy AI needs enough closed-won and closed-lost history to learn your pattern.
Sửa chữa: Mark old deals with the correct outcome, merge duplicate contacts, then wait a week.
Problem: Web Form Entries Are Missing
Gây ra: The form was edited after the embed code went live on the website.
Sửa chữa: Copy the fresh embed code, replace the old one, and submit a test entry.
📌 Ghi chú: 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 là gì?
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.
Hãy xem đoạn video tổng quan ngắn này:
Nó bao gồm các tính năng chính sau:
- Hệ thống chấm điểm khách hàng tiềm năng AI: Freddy AI scores leads 0-100 based on historical conversion patterns
- Quản lý liên hệ: one record per person with notes, files, deals, and past conversations
- Theo dõi email: real-time alerts the moment a prospect opens a message
- Chuỗi bán hàng: multi-step email and task campaigns that run without daily babysitting
- Biểu mẫu trực tuyến: drag-and-drop forms that push visitors into your pipeline
- Các tác nhân AI thông minh: chat agents that qualify visitors while your team sleeps
- FreddyAI Co-Pilot: AI-driven next best actions written into each deal record
- Thị trường rộng lớn: native apps plus Zapier links to thousands of tools
- Freshdesk OMNI: support tickets and sales history side by side
Để xem đánh giá đầy đủ, hãy xem bài viết của chúng tôi. Đánh giá Freshsales CRM.
Bảng giá CRM Freshsales
Here is what Freshsales CRM costs in 2026:
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Sự phát triển | 9 đô la/người dùng/tháng | Small teams managing their first pipeline |
| Chuyên nghiệp | 39 đô la/người dùng/tháng | Growing sales teams that need sequences and AI scoring |
| Doanh nghiệp | 59 đô la/người dùng/tháng | Larger businesses needing custom modules and audit logs |
Dùng thử miễn phí: Yes — 21 days, and no credit card required to start.
Đảm bảo hoàn tiền: No formal refund window, so cancel before your renewal date.
💰 Giá trị tốt nhất: Pro — it unlocks sequences and Freddy AI scoring, which are the two features that actually change your numbers.
So sánh Freshsales CRM với các giải pháp thay thế
So how does Freshsales compare against the usual shortlist?
Hãy xem sự so sánh này:
| Dụng cụ | Tốt nhất cho | Giá | Xếp hạng |
|---|---|---|---|
| Freshsales CRM | AI scoring on a small budget | 9 đô la/người dùng/tháng | ⭐ 4.0 |
| HubSpot | Marketing and sales in one place | 20 đô la/người dùng/tháng | ⭐ 4.5 |
| Zoho CRM | Deep customisation | 14 đô la/người dùng/tháng | ⭐ 4.2 |
| Truyền động đường ống | Simple visual pipelines | 14 đô la/người dùng/tháng | ⭐ 4.4 |
| Salesforce | Large enterprise sales | 25 đô la/người dùng/tháng | ⭐ 4.3 |
Lựa chọn nhanh:
- Tốt nhất tổng thể: HubSpot — the widest feature set if budget is not the constraint.
- Ngân sách tốt nhất: Freshsales CRM — AI lead scoring at nine dollars a user.
- Phù hợp nhất cho người mới bắt đầu: Pipedrive — the pipeline board explains itself in a minute.
- Phù hợp nhất cho các nhóm lớn: Salesforce — unmatched depth once you have admins to run it.
🎯 Các lựa chọn thay thế cho Freshsales CRM
Bạn đang tìm kiếm các giải pháp thay thế cho Freshsales CRM? Dưới đây là những lựa chọn hàng đầu:
- 🚀 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 báo cáo and the largest app marketplace of any CRM.
Để xem danh sách đầy đủ, vui lòng xem trang của chúng tôi. Các giải pháp thay thế cho Freshsales CRM hướng dẫn.
⚔️ So sánh các phần mềm CRM của 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.
- So sánh Freshsales CRM và 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.
Bắt đầu sử dụng Freshsales CRM ngay bây giờ!
Bạn đã học cách sử dụng mọi tính năng chính của Freshsales CRM:
- ✅ Chấm điểm khách hàng tiềm năng bằng AI
- ✅ Quản lý liên hệ
- ✅ Theo dõi email
- ✅ Chuỗi bán hàng
- ✅ Biểu mẫu trực tuyến
- ✅ Các tác nhân AI thông minh
- ✅ FreddyAI Co-Pilot
- ✅ Thị trường rộng lớn
- ✅ Freshdesk OMNI
Bước tiếp theo: Pick one feature and try it today.
Hầu hết mọi người bắt đầu với chấm điểm khách hàng tiềm năng bằng AI.
Chỉ mất chưa đến năm phút.
Câu hỏi thường gặp
Freshsales CRM là gì?
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 có dễ sử dụng không?
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.
Trong Freshsales, liên hệ và khách hàng tiềm năng khác nhau như thế nào?
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.
Ba thành phần thiết yếu của CRM là gì?
Customer data, sales process management, and reporting. Freshsales covers all three by centralising records, managing deals through pipeline stages, and tracking performance on dashboards.
English 
Spanish 
Chinese 
German 
French 
Arabic 
Russian 
Portuguese 
Japanese 
Korean 
Italian 
Turkish 
Dutch 
Polish 
Indonesian 
Thai 
Vietnamese 