Unified Fresh Onboarding Methodology

A fresh approach to implementation, to promote a close partnership between Freshworks and client teams to ensure a smooth onboarding defined by the client’s needs and objectives.


Direct partnership model

designed to provide a holistic value assurance approach to customer onboarding

Business Process Review

Review of your current Saas model and processes, systems across your business, and your business goals in implementing Freshworks products.

Best Practices Review

Walkthrough of best practices for modules your team will leverage using Freshworks’ products.

Implementation Planning & Guidance

Collaborative configuration sessions to train your system admins and provide them with best practices on processes with the agility your business expects.

Fundamentals Training

The Freshworks team will offer admins training focused on core product functionality.

Optimization & Continuous Improvement 

Conduct a user acceptance test to ensure your requirements are met, and that your current configurations meet all your needs.

Go-Live Support and Stress-free Transition 

Seamless handover to customer success and global support teams to drive adoption and ensure global support.  

Customer onboarding plans


Review and get feedback on completed configurations and best practice suggestions from experts

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Out-of-the box configurations, minimal data migration, and third party integrations

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Moderate configurations and workflows, data migration, and third party integration support

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Complex configurations and workflows, advanced data migration, and third-party integration support

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Some of our happy onboarded customers around the world

Freshworks Engagement Model

The Freshworks Engagement Model is a holistic value assurance approach to implementation and optimization of Freshworks’ solutions, it is designed to ensure effective collaboration between stakeholders, improve delivery velocity, and better alignment of teams’ capabilities to project requirements.

Technical Services 

Technical Services 


Our team of experts will make sure your historical data has a new home, and will perform a reliable and efficient data migration that meet your needs.

Portal Customization

Give your customers and employees an experience that looks and feels like an extension of your website.


Integrate your Freshworks products with leading CRMs, payment solutions, internal tools, and other third-party tools.

Custom Apps

Develop, test, and deploy your custom app with help from Freshworks’ experts and our Agile-influenced methodology.