Instead of Freshsales
Stop renting Freshsales. Own your sales system.
Enterprise DNA builds your CRM around how your team prospects, qualifies and closes, brings your Freshsales records across, and keeps it running. No user count on the invoice and no plan to climb for forecasting.
Freshsales lists Growth at US$9, Pro at US$39 and Enterprise at US$59 per user a month, billed annually, with add-ons on top.
- check_circleYour data in a database you own
- check_circleOpen source, no lock-in
- check_circleBuilt and run by Enterprise DNA
Where the money goes
A Freshsales invoice is users times plan, plus extras
The published prices are per user, per month, paid a year up front. On Pro that is US$468 a user each year; on Enterprise, US$708. Multiply by everyone who needs to see a deal.
Every login is a line item
Each salesperson, manager and admin who opens the CRM is another user on the plan, billed for the year.
Selling tools sit on Pro
Contact scoring, deal insights, territory management and sales sequences start at US$39 a user a month, not on Growth.
Forecasting sits on Enterprise
Forecasting insights, field-level permissions, custom modules and audit logs need the US$59 plan.
Branded documents cost extra
Branded documents is an add-on at US$19 per user a month, on whichever plan you are on.
The chat agent is metered
The Freddy AI Agent add-on is sold at US$49 per 100 sessions, after a one-time allowance of 500.
Leaving runs through an admin export
An admin requests the data for a chosen period and it arrives by email as a zip file, with the full history available to export once.
What you get instead
Your sales records, answering questions the plan list never did
Deals
Forecast without the top plan
Stage totals and what is likely to close come from your own records on request, whoever is asking.
- check Open value by stage, and weighted by the odds of closing
- check Deals expected this month that have not moved in a fortnight
- check Win rate and time to close by salesperson or source
- check Forecast questions answered with no plan upgrade
Follow-ups
A list of who to call, with the email drafted
Ask what needs attention and get stalled deals, overdue tasks and contacts nobody has spoken to lately.
- check Stalled deals, oldest first
- check Overdue tasks grouped by owner
- check A note written from the contact's full history, in your voice
- check Nothing goes out until you read it and send it
Records
Leads, contacts and accounts you keep
Every person, company, deal, call and note sits as plain records in a database your business owns.
- check No user count and no contact limit on what you store
- check The full story on a client in one request
- check Any list you can describe, such as Auckland accounts with no deal this quarter
- check Your Freshsales export brought across, mapped to your fields
Your rules
Change it by describing the change
New fields, renamed stages, a different scoring rule or territory split, added by saying what you want.
- check Score leads on the signals that matter to you
- check Split territories your own way
- check Open source under the MIT licence, no annual term
- check Works with Claude Code
Make it yours
Design your own Freshsales replacement
Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from Freshsales. Try it here, and we build the real one.
2. What it runs
3. Make it fit
4. Your colour
Answered from your own database
Good morning. Here is what needs you today.
We build it from the open-source base, bring your Freshsales data across and run it for you.
Switching
How to switch from Freshsales
A move usually involves exporting the Freshsales records you need, mapping their columns to the new CRM, then checking the loaded data before you rely on it.
- 1
Request a Freshsales export
Ask an admin to open Admin Settings, then Account, then Export data. Choose the period and select the records you want to bring across: leads, contacts, activities, deals and email logs. Freshsales sends the export as a zip file by email. The full time range can only be exported once, so decide which history you need before requesting it.
- 2
Map your Freshsales fields
The free version expects the Pipedrive CSV layout, so Freshsales columns will not line up automatically. Decide how your fields and sales stages should correspond to the CRM's records. If Claude Code does the mapping, ask it to show the proposed matches before loading. If Enterprise DNA runs the build, it handles this mapping as part of the work.
- 3
Load and review the records
Once the columns are mapped, load the records into the database through the import process being used. If that process offers a test run, do that before loading everything. Review any warnings or fields that could not be matched. Compare a few loaded leads, contacts, deals and activities with the Freshsales export before treating the new database as your working record.
- 4
Run both systems briefly
Keep Freshsales available for a short period while you use the new database for current work. Check that key records and recent activity are present, and compare updates you make in each place. Decide which system is authoritative during the overlap so you can keep track of changes and avoid working from conflicting records.
- 5
Switch off Freshsales
When you have checked the records and are comfortable using the new database, stop entering new work in Freshsales. Make sure everyone on your team knows where to add and update records from then on. End your Freshsales use through the process that applies to your account, after you have confirmed you have brought across the history you need.
Where the real effort goes
The main work is usually deciding how your own Freshsales fields and sales rules map to the new CRM, then choosing how much history to bring across. The export lets you select a period and record types, so make those choices before requesting it. If Enterprise DNA installs and runs the CRM for you, it handles the field mapping as part of the build.
Not ready for a call?
Get your Freshsales switch plan by email
We will send you the step-by-step plan for moving your business off Freshsales, what the move really involves, and how we would do it for you.
Sent. Check your inbox.
Your Freshsales switch plan is on its way.
Rather talk it through? Book a call arrow_forwardPick your route
Start with the free version, or have Enterprise DNA set up yours
Open source
Run it yourself
Free
- 1 Download CRM for Claude Code from GitHub
- 2 Load the demo data and open the folder in Claude Code
- 3 Ask which deals have gone quiet this week
- 4 Export your Freshsales data and ask Claude Code to map the columns
Omni by Enterprise DNA
Have Enterprise DNA build and run it
One setup fee, then a monthly retainer
- check We bring across your Freshsales leads, contacts, accounts and deals
- check We set up your stages, scoring and territories the way you sell
- check We connect your email and calendar so activity is recorded for you
- check It runs inside Omni with the rest of your business
Questions
Instead of Freshsales, answered
How do I get my records out of Freshsales? expand_more
An admin requests an export from the account settings, picks the period and the record types, and Freshsales emails a zip file. The free version reads a different export layout, so the columns need mapping: Enterprise DNA does that as part of the build, or you ask Claude Code to do it.
We are on Growth at US$9 a user. Is this worth it? expand_more
If Growth covers everything you need, maybe not yet. Owners talk to us when they need scoring, sequences or forecasting and the next step is US$39 or US$59 a user a month.
Does the whole team need a seat? expand_more
No. Everyone works from the same shared database and there is no charge per person.
What about the chat agent and branded documents? expand_more
Those are paid add-ons in Freshsales. In your own version, the follow-ups are drafted for you to send.
Who looks after it when something breaks? expand_more
On the free version, you do. On the version Enterprise DNA builds, we install it, keep it running and change it as your sales process changes.
Keep your pipeline, drop the per-user plan
Book 30 minutes with Sam. Bring your Freshsales plan and user count, and we will walk through what your team really uses and what your own version would look like. If it fits, we build it. If not, the free version is yours to run.
CRM for Claude Code is free and open source, published by Enterprise DNA.
Done paying for Freshsales?
Get your version built