Is Freshsales HIPAA compliant? (2025 update)

Freshsales is a cloud-based customer relationship management (CRM) solution developed by Freshworks that helps businesses personalize engagement and manage communication and administrative tasks. It offers features such as one-click phone, patient tracking, scheduling, and bulk email tailored for healthcare organizations. With Freshsales, companies can streamline patient and internal communication efficiently.

Is Freshsales HIPAA compliant? No, based on our research, Freshsales is not HIPAA compliant.

Will Freshsales sign a business associate agreement (BAA)?

No, Freshsales is not included in the products for which Freshworks signs a BAA, and therefore, Freshsales is not HIPAA compliant. For details on Freshworks’ BAA, see their terms here: Freshworks BAA Information.

What does the Freshworks BAA exclude?

Freshworks’ updated BAA explicitly excludes Freshsales from its scope. According to their HIPAA Configuration Guide, “The processing of any [electronic PHI (ePHI)] in any of our other products is not recommended and will not be covered within the scope of our BAA.” This means Freshsales users should not use the platform to store, process, or transmit PHI.

Conclusion

Freshsales is not included in Freshworks’ HIPAA compliance program and does not sign a BAA, so it is not HIPAA compliant. Healthcare organizations should avoid using Freshsales for managing protected health information.

Related: HIPAA Compliant Email: The Definitive Guide

FAQS

What is a business associate agreement?

A BAA is a legally binding contract establishing a relationship between a covered entity under HIPAA and its business associates. The agreement ensures proper protection of PHI as required by HIPAA regulations.

What is HIPAA?

HIPAA sets national standards to protect the privacy and security of certain health information. HIPAA ensures healthcare providers and insurers can securely exchange electronic health information. Violations can lead to significant fines and penalties.

Who does HIPAA apply to?

HIPAA applies to covered entities, including healthcare providers, health plans, and healthcare clearinghouses. It also applies to business associates who perform functions or activities involving PHI on behalf of these entities.