Switching from Freshsales to Close

Try Close and review a sample of your Freshsales data before moving everything.

Both CRMs include a phone. Close also has texting built in, so your calls, texts, and emails stay together on the lead. Our migration team can move simple data for free, or a Close admin can start an import for supported accounts.

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14-day free trial. No credit card required.

Paid plans have a 30-day money-back guarantee. Confirm your migration scope and timing before choosing a cutover date.

On this page8 sections

What changes in Close?

Text from the CRM
What changes in Close: Close has texting built in. Freshsales requires you to connect your own SMS provider, such as Twilio or ClickSend.
Work through a call list
What changes in Close: On Growth and Scale, the Power Dialer moves through a list of leads. Calls made in Close are logged with a recording, transcript, and summary.
Try an AI agent
What changes in Close: Close AI agents can make outbound calls, qualify leads, book meetings, and log conversations. They're available on every plan and use AI credits.

When staying with Freshsales may make sense

Before moving, check which Freshsales features your team relies on, including any Freshdesk integration, scoring, or marketing tools. Freshsales Growth has a built-in phone and email at a lower listed per-user price; compare that with the plan and tools you'd need for texting and sales sequences.

Who handles the move?

Our migration team moves simple data for free, with a published turnaround of five to seven business days. Confirm scope and timing during a consultation. Complex, multi-system, or messy-data migrations may carry an hourly cost, disclosed in advance.

Our team agrees on the scope, moves the data, removes duplicates, and reviews the result with you.
Your team provides an authorized Close admin, checks the sample, and prepares any export or carrier paperwork needed.
Plan separately for rebuilding sequences and workflows, connected apps, number transfers, and required US business-texting registration. Confirm what onboarding support is included.

Try a call and follow-up before you move

Start the free 14-day trial and test a real process while Freshsales remains available. The trial includes calling and enrichment credits.

Connect email and review a sample.A Close admin can start a sample import for a supported Freshsales account. Check where the data lands.
Make a call.Use a new Close number during the trial and check the call on the lead's record.
Send the follow-up.Send an email or text and find the reply. Complete required US business-texting registration before texting US numbers.

If a dialer, workflow, or AI agent is part of your intended setup, test it on a small list first.

If dialers, workflows or AI are part of your intended setup

Work a list with the power dialerOn Growth and Scale, the power dialer works through a list. Scale also includes a predictive dialer that calls multiple numbers and connects you when someone answers.
Rebuild one sequence as a workflowRebuild one sequence as a workflow and test it with a single lead.
Test an AI agent and Chloe ChatAI agents are available on every plan. Try an agent on a test list and check the booked meeting and logged call. Chloe Chat, our in-app assistant, is in beta. AI use draws on monthly credits that don't roll over.

What should you budget?

Close Growth is listed at $99 per user per month billed annually or $109 monthly. Freshsales Pro is $39 annually or $47 monthly. Both charge separately for calling and numbers. Freshsales texting also needs an SMS provider whose price isn't included in the table.

98% of Close users say it saves them at least three hours a week of admin and manual work, which is more than 150 hours a year per seller.

For this work	Close	Freshsales + SMS provider
Calling, texting, email, and automated follow-up	Close Growth$99 billed annually$109 billed monthly	Freshsales Pro$39 billed annually$47 billed monthly
Calling, texting, and email	Close Essentials$35 billed annually$49 billed monthly	Freshsales Growth$9 billed annually$11 billed monthly

Pricing notes

Per user per month at list price, annual or monthly billing, checked Oct 21, 2026 on each vendor's pricing page.

Freshsales Growth is its entry plan; Close Growth is a different plan. Prices were checked October 21, 2026. The Freshsales SMS provider wasn't priced, so its column isn't a complete cost. Freshsales Suite Pro, which adds marketing tools, was also listed at $39/user/month annually.

Both bill calls and numbers by usage. Close calls are billed at carrier rates and numbers monthly by type. Freshsales uses prepaid phone credits; call charges can include recording, and calls can't be made or received when credits are too low.

Freshsales Growth may cover a team that mainly calls and emails without sequences. Price the plan, SMS provider, and usage your team needs.

List prices are a starting point. What you pay depends on your billing term, team size, calling, texting, and AI usage beyond included credits, add-ons, onboarding fees, and the terms you agree with each vendor. Prices and plans change, so confirm current pricing before you buy.

Buying for five or more sellers? Talk to our sales team about team pricing and onboarding.

From a sample import to a full migration

Check your Freshsales account type first. Import2's self-serve import supports newer Freshsales Suite accounts; legacy Classic accounts on the webto.freshsales.io domain aren't supported. If you're on Classic, talk to our migration team about options before planning a move.

Start the import in Close.A Close admin opens the Lead Importer and selects an import from a CRM. One person should start the team import.
Connect Freshsales.If asked, provide the Freshsales API key through the import flow. Keep it private.
Check the sample.Import2 moves a small portion first. Review where records land and fix mapping errors.
Run the full import.Import2 emails you when it finishes. You can also have our migration team handle the move.
Rebuild and test.Sales sequences aren't on the source's supported-object list. Plan to rebuild sequences and workflows, and check custom sales activities, reports, and scores separately.

How Freshsales records map into Close

Freshsales	Close
Accounts	Leads (check in the sample)
Contacts	Contacts under a lead
Deals and stages	Opportunities, pipelines, and statuses
Custom fields	Custom fields, created and mapped during configuration
Notes and products	Listed as imported by Import2; check where they land
Freddy AI scores, reports, and dashboards	Not on the supported list reviewed

A Close lead holds the company's contacts and opportunities. These mappings are approximate, so check your own sample and confirm activity history with Support. See the CRM import guide.

Can you keep your phone numbers?

Often, but confirm each number before setting a cutover date. US and Canadian numbers port into Close by default, while other countries require a Support check and international ports can take two to six weeks.

Porting ends service with the old provider, so coordinate timing before canceling. Ask about an internal transfer for numbers on your Twilio account, and ask Freshworks whether numbers bought with Freshsales phone credits can move out.

Number transfers, paperwork and US texting requirements

For a US number from another carrier, provide a signed Letter of Authorization listing the numbers and either a recent carrier invoice or Customer Service Record. The name and address must match. For wireless numbers, include the account number and PIN. Tell Support whether you need texting.

A Twilio transfer involves matching tickets with Twilio. For other countries, give Support the country, full number, and number type. Before texting US numbers, complete A2P 10DLC business-texting registration. See the number-porting guide.

Before you switch

Confirm whether your Freshsales account is Suite or legacy Classic.
Download a full export and keep it safe; the documentation reviewed says the full time range can be exported only once.
List sequences, workflows, and custom activities to rebuild.
List your numbers, providers, and carrier contracts; confirm transfer eligibility.
Plan required US business-texting registration.
Check the billing cycle and consequences of reducing users or downgrading.
Review the sample and complete a real call and follow-up before cutover.

Questions about switching

How do I migrate from Freshsales?

A Close admin can start an Import2 import in the Lead Importer and connect Freshsales. Review the sample and fix mappings before the full import. Our migration team can also help with simple data for free.

Does the self-serve import support Freshsales Classic?

The source guide says it supports the newer Freshsales Suite, not legacy Classic accounts on the webto.freshsales.io domain. If you use Classic, speak with Support about your options before planning the move.

Will sales sequences move?

Import2 doesn't import sequences. Plan to rebuild them as Close workflows on Growth or Scale, and test them before cutover.

How long does it take?

Turnaround for a simple migration by our team is five to seven business days. Phone-number transfers are separate; international ports can take two to six weeks.

Can I keep my phone numbers?

Often. US and Canadian numbers can generally port to Close, subject to eligibility. Ask Freshworks whether numbers bought with phone credits can move, and confirm the route with Support before canceling service.

Is Close more expensive per seat?

Close Growth is listed higher per user than Freshsales Pro. Both charge for calls by usage, and Freshsales texting requires an SMS provider. Price the full setup your team needs.

Bring a sample of your data. Try a real week in Close.

Connect a number and work a few leads before moving everything.

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Migration steps are from our guide to migrating from another CRM and help center, Freshsales details from its help center, and prices from each vendor's pricing page, checked Oct 21, 2026.