Freshsales is a cloud-based customer relationship management (CRM) solution that helps businesses across different industry verticals to manage their interactions with existing and potential customers.Key features include one-click phone, sales lead tracking, sales management, event tracking and more. Users can also send personalized bulk emails from the solution, and then monitor activities on these emails.
Freshsales is a cloud-based customer relationship management (CRM) solution that helps businesses across different industry verticals to manage their interactions with existing and potential customers.Key features include one-click phone, sales lead tracking, sales management, event tracking and more. Users can also send personalized bulk emails from the solution, and then monitor activities on these emails.
Specifications
Business Size
Mid-Market
Deployments
Cloud
Language Support
English
Platforms
Product Details
Features
360° customer view
Action-oriented follow ups
Activity timeline
Advanced lead scoring
Appointments, tasks and notes
Assign phone numbers
Auto lead assignment
Auto profile enrichment
Automatically log calls
Automation
Behavior-based segmentation
Bulk actions
Calendar sync
Call history
Caller display
Click to call
Custom views
Customize sales process
Customized reports
Deal funnel view
Deal status, at a glance
Deeper analytics
Email metrics
Email scheduling
Email tracking
Email-to-lead
Entire conversation history
Filter and sort deals
Forward call
Forward emails
In-depth customer insights
Insightful email metrics
Lead scoring
Lost deal analysis
Mobile integration
Open & click notifications
Personalize templates
Personalized welcome and voicemail messages
Pipeline dashboard
Preview reports
Record calls
Revenue analytics
Role-based access
Sales campaigns
Sales first inbox
Simple drag and drop navigation
Smart fields
Tasks & appointments
Team segmentation
Territory reports
Visual sales pipeline
Visual sales reports
Web-to-lead
Website and in-app tracking
Benefits
auto-capture leads
Users can auto-capture leads directly into Freshsales whenever a visitor completes a webform.
automatically adds social information and photos
Freshsales' 'enrichment' feature automatically adds social information and photos to profiles.
pipeline dashboard
The pipeline dashboard informs users on what needs to be done to move deals forward, identifies bottlenecks, and helps analyze lost deals.
Built-in phone and email features
Built-in phone and email features enable users to make calls, send targeted emails, and keep in touch with prospects with a single click.
automatically links emails
The 'email-to-lead' feature automatically links emails to the appropriate lead or contact’s record.
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