Empower sales teams with a single view of the customer to deliver stellar experiences
Visualize data as a table, list or kanban board, or get a summary and access quick actions to perform tasks at scale.
Understand customer's engagement with your business with a chronological view of their interactions across the website, app, and more.
Get an in-depth understanding of your contacts across modules, apps, and touchpoints.
Highlight modules, activities, meetings, sales sequences, and last contacted information for actionable insights.
Engage with context on the customer's preferred channel from the CRM
Connect your inbox and Freshsales with two-way email sync and map incoming emails with the right contacts. Create and send customized campaigns with ready-to-use email templates.
Deliver personalized messages on chat with trigger-based campaigns. Generate and qualify leads and reduce chat drop-off with custom chatbots.
Handle voice interactions with high-quality calls, auto-log and record calls, and monitor metrics. Plan and manage call routing, greetings, and voicemails during holidays.
Interact with customers and provide real-time support across channels like WhatsApp, Apple Business Chat, Facebook Messenger, and LINE.
Connect Freshsales with your SMS provider to send updates on SMSand boost team productivity with workflows and bots.
Integrate Freshsales and Zoom to schedule, host, and join virtual meetings right from your CRM.
Boost your teams’ efficiency by automating repetitive and complex tasks
Automate sales processes and reduce manual effort using conditions or event-based triggers.
Set up engaging outreach campaigns with day-based or behavior-based trigger and also manage follow-ups and reminders.
Segment and prioritize prospects according to rules, and identify key territories with built-in metrics.
Get better context about your prospects with accurate, auto-filled data on their social and publicly available information.
Auto-route conversations to the right customer expert or team based on skill level, conversation limits, and other factors.
Build and track fully customized sales processes for your organization
Create custom pipelines to visualize deal progress and define sales stages to align with your business needs.
Assign probability across stages, track your deals’ conversion and forecast revenue.
Generate and track invoices, quotes, and documents with custom templates and auto-sync them with deals.
Define and track goals for your sales teams based on the number of closed deals and revenue, on a daily, weekly, or quarterly basis.
Maintain your product inventory and configure pricing models, tax brackets and discounts in multiple currencies.
Auto-sync conversations about deals between Slack and Freshsales and collaborate across your teams.
Measure performance with visual reports and enhance your productivity with AI-powered predictions
Predict deal closure with Freddy AI insights based on historical sales data, engagement, and activities.
Use smart suggestions from Freddy AI to detect OOO, manage calendars, reschedule appointments, and set up tasks.
Predict sales performance and revenue and target high-intent deals based on past sales data.
Stay on top of key metrics and make data-led decisions with pre-built or custom reports and visual dashboards.
Track team performance and identify bottlecks with sales cycle, velocity, and activity reports
Personalize your account to reflect your business
Create activities specific to your sales process, define desired outcomes and track their progress.
Track a prospect through their buying journey with unique contact lifecycle stages and sub-stages.
Create custom fields, groups, and modules to align with your business process and capture relevant information.
View and manage data in your preferred language and handle transactions in 150+ currencies.
Add users to roles, specify permissions and define the scope of control
Manage and regulate data access to your team by creating roles and setting permissions at record level.
Define data types across modules to help users update and consume information according to their roles
Classify data in modules so that users in different roles can consume and update data in the CRM in different ways.
Configure permissions for individual fields and govern data access to critical data with global, restricted, or territory access.
Track and filter all actions like edits, deletions, or configuration changes made in a chronological order.
Close more deals on the go
Automatically log calls, associate them with contacts, and take notes for context in future.
Access data even when you are offline or have poor connectivity and sync it when back online.
Instantly access documents with quick links and get real-time push notifications for meeting and upcoming tasks.
Locate your contact easily and hail an Uber for your on-site meetings right from the mobile app.
Send personalized SMS in bulk or to individuals and receive responses via Twilio, Zipwhip, and ClickSend.
Schedule or join Zoom meetings from your mobile device.
Freshsales is built to integrate with applications that you use every day
Integrate your account with third-party applications and connect to multiple data sources.
Scale with the Freshworks platform. Bring in Slack, Gong, G Suite, Xero, Outlook, and other apps into your CRM.
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