Users can add up to 300 choices in the custom fields that they create. This is applicable to radio button, dropdown and multi-select fields.
The expand text feature, powered by Freddy AI, generates expanded copy for existing text. You have the option to choose their preferred tone and Freddy will generate the text with added information.
Share reports with teams and territories. This ensures that you can share the report with multiple users in one click.
When the number of digits exceeds a set threshold, we display numbers with a thousand and a decimal separator. In addition, we also support Display units which would let users view values in K, M, B, and T. Example: Total Accounts count of 10000000 will be displayed as 1,000,000 or 1M
Set up workflows for custom modules to automatically update field properties, send email alerts, and send notifications to third-party apps via webhooks.
Managers and admins can now get a birds-eye view of all edits and changes made to Contacts and Accounts fields made by users or by the system. Secure your CRM account, audit changes and adapt to the changing needs of your customers with Field Edit History, powered by UCR.
Associate contacts and accounts based on a unique account field of your choice. If you have multiple unique account fields, you have the flexibility to select one for the association. Additionally, all required fields for an account will be displayed during the import process, ensuring accurate data mapping.
Spark UI for the Contacts and Accounts modules makes managing customer information more flexible and accessible. Customers gain instant access to summary information, perform bulk actions, and switch between table and kanban views to organize contacts and accounts better visually. The redesigned view for Deals provides a more customizable and efficient way for teams to manage Deals, saving them time and increasing productivity.
Users can sort values based on the values available in a column or row.
Microsoft has deprecated support for basic authentication and by default, we have disabled SMTP and moved to Graph API so emails can be connected in a more secure and stable manner.
Enterprise customers can now evaluate features, run tests on the product, integrate with business apps, train employees, and customize user experiences in a test environment without impacting their business.
Create custom metrics and attributes using single arithmetic operations and complex functions to get deeper insights into team performance.
Customize the look & feel of your reports including titles, data labels, legends, axes, and more. Change the colors of the elements to reflect your brand palette or assign colors to indicate positive/negative trends.
Use contact score as a field to filter contacts for sales sequences & workflows. Create reports with contact score as a metric and group them by score and field values.
Add signature blocks to document templates to generate quotes, proposals, NDAs, and other documents to send them out for e-sign.
Users can now get a complete list of historical activities or events that occurred on an account using the Account activity timeline.
The Freshsales mobile app on Play Store and App Store now supports Customer 360 view for contacts, accounts, and deals.
View the number of duplicates and connections from the Summary View
Add highlight cards to view upcoming tasks or meetings. Add Zoom links to the meeting highlight card.
Create private notes from insides Freshsales to be viewed on Freshdesk and benefit from the new Customer360 UI.
View contact information to get full context about their purchase history, their device property, and other custom properties.
Connect your Freshsales Suite with a new Freshdesk Omnichannel account to unify calling functionality between the two products.
Migrate your user and customer data from HubSpot at the click of a button
Sales reps can now check-out from the meeting place with the customer where they had checked-in using the Mobile App.
Post notes to deal channels on Slack from within Freshsales and assign action items to teammates.
Create, link, and access tickets related to accounts from Freshdesk within Freshsales
Engage in deal-related conversations on dedicated Slack private channels
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