From Pipedrive’s “Import data” page, select “from a spreadsheet”. Then, select the file containing your Freshworks data. Pipedrive supports Excel (.xls and .xlsx) and .csv files.

2. Map out the details

Pair each column in your spreadsheet with the relevant Pipedrive category. Pipedrive will automatically match the column header to the right field.

Confirm how you want Pipedrive to handle duplicate entries and check how your imported data will appear in Pipedrive.

4. Click "Start Import"

Sit back while all of your Freshworks data is imported into your new Pipedrive account.

Pipedrive vs. Freshworks

Pipedrive’s customer relationship management tool offers more features on all plans, such as unlimited custom fields, sales pipelines and AI notifications. Get your team up and running quickly with an easy-to-use CRM like Pipedrive.

Pipedrive

Pipedrive is the first CRM designed by salespeople for salespeople. It has a focused, user-friendly interface with customizable visual sales pipelines to suit your unique sales process.

Freshworks

Freshworks offers a suite of business tools, including the Freshsales CRM. It has comparable features to Pipedrive with some, like AI assistance and custom fields, available on higher tiers.

Get instant answers about Pipedrive

Find out about features, benefits, pricing and more. Let Nora, our AI sales rep, show you what Pipedrive can do or schedule a call with our human experts so you can decide with confidence.

Pipedrive CRM vs. Freshsales at a glance

Dive deeper into features offered by Pipedrive and Freshsales.

Pipedrive

Freshsales

Joining Pipedrive

Free trial

Data import and export

Native mobile Android and iOS apps

Sales management

Lead management

Unlimited sales pipelines on all plans

Product catalog on all plans

Unlimited data storage

Revenue forecast reports

From $39/month

From $75/month

Deal rotting feature

Automation and customization

Webhooks

Data enrichment

Customizable reports on all plans

Custom fields on all plans

AI-powered Sales Assistant on all plans

Integrations and add-ons

Contact sync included on all plans

Calendar sync included on all plans

Integrations marketplace

500+ apps

50+ connector apps

Real-time sync across all devices

Privacy and security

2FA (two-factor authentication)

User access and device logs

SOC 2 compliant

AES-256 encryption

Support

Supported languages

Online help center

Pipedrive vs. Freshsales pricing comparison

Pipedrive prices

Freshsales prices

Free trial

Paid plan price range per seat per month

$14–$79

$0-$59

Minimum paid plan per month

$14

$15.00

Customize unlimited pipelines to fit your unique sales process

Every business is different. You’ve developed a sales technique that works for your product or service, so why try to fit it into a standard pipeline template?

Pipedrive’s pipeline management gives you a simple visual interface you can customize to match your unique sales process. See where each lead is in their journey, identify your next steps and optimize your sales activities.

Get performance tips from personalized AI notifications

Staying on top of every lead, deal and follow-up can be overwhelming. When it seems too much, an AI sales assistant can be a lifesaver.

By analyzing your sales data and activities, AI notifications provide relevant recommendations on what metrics to track and the next steps for your sales force. Prioritize your efforts for maximum impact with Pipedrive’s AI notifications.

Increase sales productivity with workflow automation

Repetitive admin tasks consume your sales team’s valuable time – leaving less room for strategic sales activities.

Automating routine jobs frees up your time to nurture leads and close deals. Use Pipedrive’s Automations feature to automatically move deals through the pipeline, send notifications to your sales reps and schedule events so tasks are right on time.

Connect your favorite tools for a unified sales platform

The right software can give your sales team an advantage, but constantly switching between tools is inefficient and can lead to costly errors.

Integrations can connect your sales stack, automatically sharing data across platforms, saving time and eliminating mistakes.

Pipedrive offers hundreds of integrations, making it easy to sync your tools and break down silos.

Connect all your favorite apps and tools. Try it free!

Full access. No credit card required.

Equip your team with an award-winning CRM

Best CRM 2023

ITReviews

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Easiest to use CRM 2023

The Ascent by The Motley Fool

Pipedrive Best Sales Management Software Award 2023

Best Sales Management Software 2023

Crozdesk Software Awards

Our lead management software is #1

SoftwareReviews uses verified user reviews to evaluate software providers on key criteria – product features, satisfaction, vendor experience and capabilities. The quadrant shows each provider’s rank and category.

Pipedrive received the overall top ranking, with the best results for customization and data integration and exceptional scores for ease of use and product features.

With its powerful features on plans that scale with your business and minimal learning curve it’s no surprise Pipedrive came out on top.

How to switch to Pipedrive from Freshworks

Already have a Freshworks CRM account? Here’s how you can import all of your existing data into Pipedrive in just a few clicks.

Make the switch today. Try it free.

Full access. No credit card required.

Over 500+ integrations

Expand the capabilities of Pipedrive with hundreds of apps and integrations

See all apps and extensions Opens in new window

4.5 of 5

4.2 of 5

4.3 of 5

4.5 of 5

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4.7 of 5

Used by over 100,000 companies in 179 countries

In the forecast view, we look at what deals are due to close this month, next month just to make sure everyone is really honest about what they should be working on.

Carolyn PearsonFounder, Maiden Voyage

One of the favorite features within Pipedrive is the email integration. It pulls all of the clients details in, so that we don’t have to think about it.

Erin and DrewFounders, Pro Arts

As a business owner, my favorite feature in Pipedrive is the statistics and being able to look at the dashboard and use those metrics to help each individual on the team.

Lisa CoyleCEO, 360 Payments

Accentuate grew revenue by 1000% with Pipedrive

Accentuate needed a central location that would ease data input, eliminate confusion and allow it to access information from one system.

Eden Brownlee, the organization’s director and senior consultant immediately loved Pipedrive’s ability to integrate with Accentuate’s existing tools and scale as the company grows.

“If you want to scale and manage your client base effectively you need a CRM, like Pipedrive, simple as that.”

Read the case study

Pipedrive vs. Freshworks FAQs

Freshworks offers good functionality, though some features are locked behind higher plans.

Pipedrive provides unlimited customization, third-party email integrations, an easy-to-use mobile app and secure data storage on all their plans.

These out-of-the-box features enable users to build their CRM around their sales process.

Other key Pipedrive CRM features for improving customer engagement include:
- Contact management and customer data storage
- Customer interaction tracking
- Visual pipeline management
- Audience segmentation
- Lead scoring via custom fields
Freshworks and Pipedrive are both customer relationship management platforms, but they’re very different tools.

Pipedrive gives small businesses an intuitive system that works with their sales process so they can fully manage every deal, as well as marketing automation, sales forecasting and custom reports.

Freshworks is a suite of tools offering solutions from IT to customer support (e.g., Freshdesk). Freshsales is Freshworks’ CRM software.

The main difference is in the level of customization available to users on lower plans. All Pipedrive customers, including startups, can use custom fields after onboarding, while this feature is available to Freshworks users in higher plans.
Pipedrive CRM is the best alternative to Freshsales as it provides users on every plan with the customer support and tailored features they need to manage their sales processes.

Pipedrive’s all-in-one sales software is intuitive and customizable, offering templates, add-ons and integrations to streamline sales work.

You can add products to Pipedrive to manage all your offerings and track which are the most successful with customers.
Yes. Pipedrive’s Marketplace contains integrations to suit diverse business needs, including apps for:
- Marketing and email marketing (e.g., MailChimp, HubSpot)
- Project management (e.g., Asana, Trello)
- Dashboard management (e.g., Slemma, SyncHub)
These apps and more let you add advanced features to your CRM platform and increase its sales automation capabilities without any hidden costs.

If a specific application isn’t already available, you can build your own connection using Pipedrive’s API.