Guide to Using Freshworks
Freshworks is a suite of tools designed to help businesses manage customer relationships, support, and
operations. This guide provides an overview of the platform's features and tips on how to effectively use
its various applications.
Key Features of Freshworks
1. Freshdesk
o A customer support platform for managing tickets and resolving customer queries
efficiently.
o Features include automation, canned responses, and integration with other tools like
Slack and CRM systems.
2. Freshsales
o A CRM solution tailored for sales teams to manage leads, track deals, and monitor sales
performance.
o Offers email tracking, AI-driven insights, and customizable dashboards.
3. Freshservice
o A modern IT service management tool for streamlining IT operations.
o Includes features such as asset management, incident tracking, and service request
management.
4. Freshmarketer
o A marketing automation tool for creating campaigns, tracking performance, and
enhancing customer engagement.
o Includes email marketing, A/B testing, and customer journey mapping.
5. Freshchat
o A messaging tool for engaging with customers across web, mobile, and social platforms.
o Supports chatbots, real-time conversations, and proactive messaging.
6. Freshteam
o A human resources management tool for handling recruitment, onboarding, and
employee information.
o Features applicant tracking, time-off management, and org chart creation.
Getting Started with Freshworks
1. Sign Up
o Visit Freshworks and select the product you want to use.
o Sign up for a free trial or purchase a subscription.
2. Set Up Your Account
o Configure your account settings, including team roles, permissions, and integrations.
o Customize the interface to match your branding, such as uploading a logo and selecting
a color scheme.
3. Integrate Other Tools
o Freshworks integrates with a wide variety of tools like Gmail, Slack, Salesforce, and
Shopify.
o Use the Freshworks Marketplace to explore and add integrations that fit your business
needs.
4. Train Your Team
o Provide training resources or workshops for your team to understand how to use the
platform effectively.
o Utilize Freshworks' knowledge base, webinars, and support for assistance.
Best Practices
1. Automate Where Possible
o Use automation rules to streamline repetitive tasks like ticket routing or email follow-
ups.
2. Leverage Analytics
o Regularly review analytics dashboards to track performance metrics and identify areas
for improvement.
3. Engage Proactively
o Use Freshchat or Freshmarketer to engage customers proactively, addressing their needs
before they reach out.
4. Solicit Feedback
o Gather customer feedback using surveys and satisfaction ratings to continuously
improve your services.
5. Stay Updated
o Follow Freshworks’ product updates to take advantage of new features and
improvements.
Resources
Support: Freshworks Support
Documentation: Freshworks Documentation
Community: Join the Freshworks community forums to connect with other users and share
insights.
By effectively utilizing Freshworks, businesses can streamline operations, enhance customer satisfaction,
and drive growth.
Freshworks offers a range of products, each with its own pricing structure. Here's an overview of the
pricing for some of their key products:
1. Freshdesk (Customer Support Software):
Free Plan: Available for unlimited agents with basic features.
Growth Plan: Starting at $15 per agent per month, billed annually.
Pro Plan: Starting at $49 per agent per month, billed annually.
Enterprise Plan: Starting at $79 per agent per month, billed annually.
2. Freshsales (CRM Software):
Growth Plan: Starting at $15 per user per month, billed annually.
Pro Plan: Starting at $39 per user per month, billed annually.
Enterprise Plan: Starting at $69 per user per month, billed annually.
3. Freshservice (IT Service Management):
Starter Plan: Starting at $19 per agent per month, billed annually.
Growth Plan: Starting at $49 per agent per month, billed annually.
Pro Plan: Starting at $89 per agent per month, billed annually.
Enterprise Plan: Starting at $109 per agent per month, billed annually.
4. Freshmarketer (Marketing Automation):
Free Plan: Available with limited features.
Growth Plan: Starting at $19 per user per month, billed annually.
Pro Plan: Starting at $149 per user per month, billed annually.
Enterprise Plan: Starting at $299 per user per month, billed annually.
5. Freshchat (Live Chat Software):
Free Plan: Available with basic features.
Growth Plan: Starting at $15 per agent per month, billed annually.
Pro Plan: Starting at $39 per agent per month, billed annually.
Enterprise Plan: Starting at $69 per agent per month, billed annually.
Please note that these prices are based on annual billing and are subject to change. For the most current
and detailed pricing information, it's recommended to visit the official Freshworks pricing page:
Freshworks
If you have specific questions about any of these products or need further assistance, feel free to ask!
