Freshsales

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What is Freshsales?

Freshsales is a sales CRM software by Freshworks that makes it easy for businesses of all sizes to attract, manage, close, and nurture their leads. With a highly intuitive UI and a powerful feature set including built-in phone and email, AI-based lead scoring, visual deal pipeline, intelligent workflow automations, and customizable visual reports and dashboards, Freshsales gives businesses everything they need to manage and scale their sales without having to juggle multiple tools. Freshsales is GDPR compliant and has several GDPR specific features and enhancements. The Freshsales marketplace currently hosts over 75 apps that can be seamlessly integrated with it to enhance productivity.

Some of the key features in Freshsales include:

Built-in phone and email
Two-way Email Sync
AI-based lead scoring
Workflow automation
Visual sales pipeline
iOS and Android Apps

The built-in email with two-way email sync ensures that sales reps never have to leave the CRM to access their email inbox. Email tracking features enable users to know when and how many times an email was opened, or a link was clicked on. Users can also create personalized sales campaigns using email templates. Insightful email metrics helps users understand which emails are performing well and which aren’t.

Freshsales comes with a built-in phone powered by Freshcaller which enables direct calling with a simple click on a contact’s phone number. Users can set up buy local numbers, enable call recording, and set up IVRs in a matter of minutes. Users can also add notes, schedule tasks, as well as make appointments.

The 360-degree view gives users in-depth customer insights on prospects allow users to plan relevant conversations and keep track of touchpoints using the activity timeline. Freshsales collects data and segments activities based on a contact’s behavior. Users can get perspective on leads with advanced lead scoring, and prioritize important follow-ups.

The visual sales pipeline provides complete visibility of deals across various stages. Users can sort and filter by close dates, helping to make more guided decisions for climbing up the sales ladder. The drag and drop navigation enables users to move deals across the sales pipeline into any stage.

Visual sales reports and revenue analytics monitor sales progress and identify successful campaigns by source, sales rep, territory, and more. Freshsales mobile apps for iOS and Android let users access deals while on-the-move and stay up-to-date on prospects at all times.

Specification: Freshsales

Sales Force Automation

Contact & Account Management

Opportunity & Pipeline Mgmt.

Task / Activity Management

Territory & Quota Management

Product & Price List Management

Customer Contract Management

Marketing Automation

Email Marketing

Campaign Management

Lead Management

Customer Support

Case Management

Customer Support Portal

Knowledge Base

Reporting & Analytics

Reporting

Dashboards

Forecasting

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