Freshsales vs The Agency CRM
Freshsales
freshworks.com
The Agency CRM
theagencycrm.nlSide by side
| Figure | Freshsales | The Agency CRM |
|---|---|---|
| Price from | $9/mo | €29/mo |
| Free plan | Yes | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 7 | 5 |
| Spec score · Professional Services CRM Software | 9.2 (#6) | 8.6 (#16) |
| AI assistance | Freddy AI highlights leads and deals, provides insights, and writes emails. | The assistant can draft quotes, emails and task lists and summarize pipeline, client and project information using account context. |
| Automation | Freshsales supports task management, auto-assignment rules, sales sequences, workflows, and internal notifications. | A visual automation builder can trigger email flows, tasks and CRM actions. |
| Founded | 2010 | 2019 |
| Headquarters | San Mateo, California, United States | Netherlands |
| Integrations | Freshsales integrates with more than 100 apps through the Freshworks Marketplace and provides APIs for custom integrations. | The maker advertises 41 ready-made integrations including Google Workspace, Slack, Stripe and Mollie, with additional connections through Zapier or REST API. |
| Lead management | Freshsales helps teams generate leads, capture, qualify, route, and track them with Freddy AI. | Leads can enter through forms, chat and integrations, then be enriched and assigned to team members. |
| Mobile app | Yes | The mobile app is described as available for iOS and Android and supports offline access to leads, deals and contacts with automatic sync after reconnecting. |
| Pipeline | Teams can track deals, customize pipeline stages, forecast revenue, and receive AI-powered closing recommendations. | The visual pipeline supports unlimited pipelines and stages, automatic follow-up tasks, and deal forecasts and win probabilities. |
| Security | Freshworks’ Trust Center lists ISO/IEC 27001:2022, ISO/IEC 27701:2019, SOC 3, SOC 2 Type 2, and other compliance materials. | Official pages state that data is encrypted on European servers and protected with role-based access, audit logs and a data-processing agreement. |
| Support | Freshsales support documentation includes integration guides for QuickBooks, Xero, Google contacts, SMS, Jira, Shopify, Microsoft Teams, WooCommerce, and Freshworks products. | The pricing page lists email support for Free, Starter and Pro, priority support with a 4-hour response for Business, and dedicated support for Enterprise. |
| Trial | The fully loaded CRM trial lasts 21 days, after which users select a plan and pay by credit card to continue. | The pricing page offers a 7-day free trial without requiring a credit card. |
Plans
Freshsales
- FreeFree
- Growth$9 a month
- Pro$39 a month
- Enterprise$59 a month
- Growth$108 a year
- Pro$468 a year
- Enterprise$708 a year
The Agency CRM
- FreeFree
- Starter€29 a month
- Pro€79 a month
- Business€199 a month
- EnterprisePriced on request
In their own words
Freshsales
Freshsales is customer relationship management software for sales teams, combining lead management, customer communications, and deal tracking. Teams can capture, qualify, route, and track leads, review contact histories, customize pipeline stages, and forecast revenue. Built-in chat, email, and phone tools bring customer interactions together, while integrations extend channels to Facebook Messenger and WhatsApp Business. Kanban views use drag-and-drop cards. Freddy AI can highlight leads and deals, provide insights, recommend closing actions, and write emails. Automation options include task management, assignment rules, sales sequences, workflows, and internal notifications. Freshsales offers Android and iOS apps with offline mode, voice notes, check-in, Google Maps synchronization, and Gmail and Outlook add-ons. The free plan supports up to 3 users. Growth starts at $9 per user per month, billed annually; Pro is $39 per month and Enterprise is $59 per month, both billed annually. A 21-day trial provides access to the fully loaded CRM, after which accounts are suspended if users do not continue.
The Agency CRM
The Agency CRM is an operating system for agencies covering leads, clients, projects, invoices, and retainers. Its visual pipeline supports unlimited pipelines and stages, automatic follow-up tasks, forecasts, and win probabilities. An AI assistant can draft quotes, emails, and tasks, and summarize pipeline and client information using company context. Marketing tools include a visual automation builder, email campaigns and sequences, and no-code funnels and landing pages. Listed integrations include Gmail, Outlook, Google Calendar, Slack, Stripe, Mollie, WhatsApp, Zapier, Exact Online, and Moneybird. The documented REST API uses OAuth 2.0 and includes an interactive sandbox and webhooks for real-time events. iOS and Android apps provide offline access to leads, deals, and contacts, then sync after reconnecting. The free plan is limited to one user, up to five clients, and 10 invoices per month. Starter is listed at €29.00 per month, billed monthly and excluding VAT; a seven-day trial does not require a credit card. The maker says data is encrypted on EU infrastructure, with role-based access and audit logs.