CRM for Small Businesses | Freshworks Partner
Keep track of your customers, manage your sales pipeline and never miss an opportunity
Every business needs to keep track of its customers. From early prospects and new enquiries to quotations, sales opportunities and ongoing conversations, there's a lot to manage.
Many small businesses start with shared inboxes and spreadsheets. That works well enough initially, but as your business grows and more people get involved, keeping track of everything quickly becomes difficult.
Who last spoke to that customer? Has someone followed up on that quotation? Which opportunities are close to becoming sales?
A CRM system helps you keep everything organised, in one place.
Get started with your CRM setupCustomers & Sales
Sell smarter, stay organised and grow your business
Freshsales is an easy-to-use CRM that brings your customer information, conversations and sales opportunities together in one place.
From managing new enquiries and following up with prospects to tracking quotations and closing deals, Freshsales gives you the tools to manage your entire sales process, without unnecessary complexity.
Everything you need, in one place
Get a complete view of your customers, including contact details, previous conversations, emails and sales activity. Everything your team needs to understand each customer relationship.
Manage your sales pipeline
See every opportunity in a clear, visual pipeline. Move deals through each stage and customise your sales process to work the way your business operates.
Less busywork, more business
Keep on top of tasks, appointments and follow-ups, with reminders and basic automation to help reduce repetitive work and keep your sales moving forward.
Better conversations, stronger relationships
Keep your team connected with shared customer information and communication history. Know who you're talking to, what's been discussed and what needs to happen next.
Start simple. Grow with Freshsales.
Start with the essentials and add more advanced functionality as your business grows, including sales sequences, contact scoring, AI-powered insights and marketing automation through Freshsales Suite.
Small Business CRM Setup Package
Your CRM, set up and ready to use
You don't need to spend weeks working out how to configure a CRM or pay for an expensive implementation project.
We help you choose the right Freshsales plan, configure the system around your business and get your team up and running.
Our Small Business CRM Setup Package
just £399 one-off fee
Your package includes:
Discovery session
We'll understand how you manage customers, enquiries and sales opportunities today.
Initial Freshsales setup
Configure your CRM for a team of up to five users.
Customised sales pipeline
Set up one sales pipeline to reflect your sales process.
Contacts and companies
Configure your customer records and help you get started with importing existing data.
Email connection
Help connect your business email to Freshsales.
Training and handover
Show your team how to use the system and manage your pipeline.
No complicated project. No unnecessary features. Just a CRM that's ready for your business to use.
Affordable CRM licences for small businesses
Whether you're setting up your first CRM or looking for a more affordable alternative to your existing system, Freshsales offers plans to suit your business.
We'll help you choose the right package so you're not paying for features you don't need.
Freshsales Growth
from £7 per user/month
Everything you need to get started.
Ideal for small businesses looking to organise customer relationships and manage sales opportunities.
- Contacts, companies and leads
- Visual sales pipeline
- Email, chat and phone capabilities
- Email templates and basic workflows
- Custom fields
Freshsales Pro
from £29 per user/month
More powerful tools for growing businesses.
Expand your activity with everything in growth plus:
- Contact scoring
- Deal insights
- Automated sales sequences
- Custom sales activities
- Territory management
Five users on Freshsales Growth cost just £420 per year in licences.
Prices per user/month, billed annually, excluding VAT. Software licences are separate from the OPCX setup fee. Additional usage charges or add-ons may apply.
Considering a change?
Looking for an alternative to HubSpot?
Freshsales offers powerful CRM features, flexible sales pipelines and automation at competitive prices. If you're already using HubSpot or another CRM, we can help you compare your options and find the right fit for your business.
See how Freshsales compares with HubSpotConnected Systems
More ways to manage your customer relationships
Freshsales is just one part of the picture. As your business grows, OPCX can help you connect your sales, customer service and feedback processes with tools that work together.
Freshdesk
Customer Service & Support
Manage customer enquiries, support requests and ongoing service conversations in one place, with automation and AI to help your team respond efficiently.
Explore FreshdeskAircall
Business Calling & AI
Make and receive calls, manage outbound sales activity and use AI-powered voice agents to handle enquiries. Connect your calling activity with your CRM for better visibility of customer conversations.
Explore AircallSimplesat
Customer Feedback & Surveys
Collect customer feedback through surveys, measure satisfaction and understand where you can improve the customer experience.
Explore SimplesatOne partner for your customer-facing systems. From your first sales enquiry through to ongoing customer support, OPCX helps you put the right tools and processes in place.
LET'S GET STARTED
Ready to get your CRM set up?
Leave your details and we'll get in touch to discuss how Freshsales could work for your business