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Map/Foundations/Data & orchestration/Govern access and data handling/Freshsales
Order of process, not of time
Cross-cycle foundation

Data & orchestration

Move, improve and govern operational data and workflows.

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Job: Govern access and data handling
Job in Data & orchestration

Govern access and data handling

Configure who may access or change operational records and how data is handled.

Related categories · within Data & orchestration

Selecting one refines this result. Product counts apply to this stage and current filters.

11 products

Freshsales

Freshworks

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Why it’s in this result

Govern access and data handling through CRM.

Evidence status

supported

Freshsales provides role-based access controls and Enterprise field-level permissions.

Plan condition: Advanced governance features are plan-dependent.

vendor documented · checked 2026-09-12 · source ↗

Capabilities

Maintain contact and account records, Manage deals and sales pipelines, Maintain activity history, tasks, appointments, and notes, Send and track sales email, Place and log phone calls, Run multistep sales sequences across email, calls, SMS, and tasks, Schedule appointments and meetings, Capture inbound leads through website forms and chat, Route leads using assignment rules and territories, Score contacts and leads, Automate workflows and business processes, Track contact activity and engagement, Create reports and dashboards, Provide forecasting insights on Enterprise, Provide role-based and field-level permissions, Synchronize records through integrations, webhooks, and APIs

Pricing

Free up to 3 users · Paid from $9/user/yr

Public pricing checked 2026-09-12. See plans and assumptions →

Where else it’s used