如何在2026年使用Freshsales CRM实现销售漏斗自动化

由 Fahim Joharder | Last updated Aug 18, 2026

快速入门

本指南涵盖了 Freshsales CRM 的所有功能：

入门 — Create your account and finish basic setup
如何使用人工智能线索评分 — Rank every lead by how likely it is to convert
如何使用联系人管理 — Keep contacts, notes, and files in one customer record
如何使用电子邮件跟踪 — See who opens your emails and who clicks the links
如何使用销售序列 — Send follow-up emails automatically on a schedule you set
如何使用网页表单 — Capture leads from your website straight into the CRM
如何使用智能AI代理 — 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
如何使用 Wide Marketplace — Connect Freshsales to the apps your team already uses
如何使用 Freshdesk OMNI — Join sales and service data in one shared customer view

所需时间： 每部影片 5 分钟

本指南还包含以下内容： 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案

为什么信任本指南

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 小型企业 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教程

This How to Use Freshsales CRM tutorial walks through every feature in order, from the first login to the 人工智能工具 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.

立即试用 Freshsales CRM →

阅读完整评测 →

FRESHSALES CRM 的替代方案 →

Freshsales CRM 入门指南

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

大约需要三分钟。

第一步：创建您的帐户

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.

✓ 检查点： A confirmation email lands in your 收件箱.

步骤二：打开应用程序

Freshsales runs in any browser, with mobile apps for iOS 以及安卓系统。

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

✓ 检查点： 您进入了主控制面板。

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.

✅ 完成： 您已准备好使用以下任何功能。

如何使用 Freshsales CRM AI 线索评分

AI 线索评分 scores every lead from 0 to 100 so you chase the right people first.

以下是使用步骤详解。

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.

这就是它的样子：

✓ 检查点： 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.

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

💡 专业提示： 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

联系管理 gives you a 360° view of customers in a single record.

以下是使用步骤详解。

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.

这就是它的样子：

✓ 检查点： 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.

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

💡 专业提示： 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

电子邮件跟踪 tells you the moment a prospect opens your message or clicks a link.

以下是使用步骤详解。

第一步：连接您的收件箱

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.

这就是它的样子：

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

✓ 检查点： 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.

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

💡 专业提示： Turn off tracking for one-line internal replies. Constant open pings on low-value email trains you to ignore the alerts that matter.

如何使用 Freshsales CRM 销售序列

销售流程 automates repetitive tasks like follow-up emails and reminders.

以下是使用步骤详解。

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.

这就是它的样子：

✓ 检查点： 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.

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

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

如何使用 Freshsales CRM 网络表单

网页表单 turns website visitors into CRM contacts without any developer time.

以下是使用步骤详解。

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.

这就是它的样子：

✓ 检查点： 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.

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

💡 专业提示： 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.

如何使用 Freshsales CRM 智能 AI 代理

智能AI代理 answers buyer questions on your website at any hour of the day.

以下是使用步骤详解。

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.

这就是它的样子：

✓ 检查点： 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.

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

💡 专业提示： 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 副驾驶 suggests the next best actions that help you close deals faster.

以下是使用步骤详解。

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.

这就是它的样子：

✓ 检查点： 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.

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

💡 专业提示： Co-pilot drafts read well but sound generic. Rewrite the first line with something specific from your last 会议.

如何使用 Freshsales CRM 广泛市场

广阔的市场 connects Freshsales to thousands of popular applications through Zapier.

以下是使用步骤详解。

第一步：浏览市场

Open the Freshworks Marketplace from the top navigation.

Filter by category to find calendar, phone, or 会计应用程序。

Step 2: Install and Authorise

Click Install and sign in to the other tool.

Grant only the permissions the app genuinely needs.

这就是它的样子：

✓ 检查点： The installed app appears under your Marketplace list.

Step 3: Automate the Handoffs

使用 Zapier when no native app exists for your tool.

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

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

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

如何使用 Freshdesk OMNI

Freshdesk OMNI puts support tickets and sales history on the same customer record.

以下是使用步骤详解。

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.

这就是它的样子：

✓ 检查点： 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.

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

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

Freshsales CRM 专业技巧和快捷方式

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

键盘快捷键

行动	捷径
Show the shortcut list	Shift + /
Jump to global search	/
创建新记录	C
Save the open record	Ctrl + S

大多数人错过的隐藏功能

自定义仪表盘： 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常见错误及避免方法

错误一：导入脏数据

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

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

Mistake #2: Ignoring Lifecycle Stages

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

✅ 右图： 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

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

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

Freshsales CRM故障排除

Problem: Emails Are Not Syncing

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

使固定： 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.

使固定： 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.

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

📌 笔记： 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是什么？

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.

观看这段快速概览：

它包含以下主要特点：

AI 领先评分： Freddy AI scores leads 0-100 based on historical conversion patterns
联系人管理： one record per person with notes, files, deals, and past conversations
邮件追踪： real-time alerts the moment a prospect opens a message
销售流程： multi-step email and task campaigns that run without daily babysitting
网页表单： drag-and-drop forms that push visitors into your pipeline
智能AI代理： chat agents that qualify visitors while your team sleeps
FreddyAI Co-Pilot: AI-driven next best actions written into each deal record
广阔的市场： native apps plus Zapier links to thousands of tools
Freshdesk OMNI： support tickets and sales history side by side

如需完整评测，请参阅我们的 Freshsales CRM 评测.

Freshsales CRM定价

Here is what Freshsales CRM costs in 2026:

计划	价格	最适合
生长	每用户每月 9 美元	Small teams managing their first pipeline
专业版	每用户每月 39 美元	Growing sales teams that need sequences and AI scoring
企业	每用户每月 59 美元	Larger businesses needing custom modules and audit logs

免费试用： Yes — 21 days, and no credit card required to start.

退款保证： No formal refund window, so cancel before your renewal date.

💰 性价比最高： Pro — it unlocks sequences and Freddy AI scoring, which are the two features that actually change your numbers.

Freshsales CRM 与其他 CRM 方案的比较

So how does Freshsales compare against the usual shortlist?

观看这段对比视频：

https://youtu.be/Fk9X2K6M9QY

工具	最适合	价格	等级
Freshsales CRM	AI scoring on a small budget	每用户每月 9 美元	⭐ 4.0
HubSpot	Marketing and sales in one place	每用户每月 20 美元	⭐ 4.5
Zoho CRM	Deep customisation	每用户每月 14 美元	⭐ 4.2
管道驱动	Simple visual pipelines	每用户每月 14 美元	⭐ 4.4
Salesforce	Large enterprise sales	每用户每月 25 美元	⭐ 4.3

快速精选：

综合最佳： HubSpot — the widest feature set if budget is not the constraint.
最佳预算： Freshsales CRM — AI lead scoring at nine dollars a user.
最适合初学者： Pipedrive — the pipeline board explains itself in a minute.
最适合大型团队： Salesforce — unmatched depth once you have admins to run it.

🎯 Freshsales CRM替代方案

正在寻找 Freshsales CRM 的替代方案？以下是一些最佳选择：

🚀 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 报道 and the largest app marketplace of any CRM.

完整列表请参见我们的 Freshsales CRM替代方案指导。

⚔️ Freshsales CRM 对比

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 与 Zoho CRM 的比较: 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.

立即开始使用 Freshsales CRM

您已学会如何使用 Freshsales CRM 的所有主要功能：

✅ AI线索评分
✅ 联系人管理
✅ 邮件追踪
✅ 销售流程
✅ 网络表单
✅ 智能AI代理
✅ FreddyAI Co-Pilot
✅ 广阔的市场
✅ Freshdesk OMNI

下一步： Pick one feature and try it today.

大多数人都是从人工智能线索评分开始的。

只需不到五分钟。

常见问题解答

Freshsales CRM是什么？

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容易使用吗？

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中的联系人和潜在客户有什么区别？

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的三个基本组成部分是什么？

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