Freshsales: Your All-in-One Sales CRM
Unlock Your Sales Potential
Increase Revenue
Boost your sales with powerful features and intuitive tools designed to streamline your sales processes and drive results.
Improve Efficiency
Say goodbye to manual tasks and repetitive processes with automation features that free up your time to focus on what matters most - building relationships and closing deals.
Streamline Your Sales Processes
1
Capture leads and manage contacts with ease.
2
Qualify leads and prioritize opportunities.
3
Nurture relationships and build trust.
4
Close deals and exceed targets.
Seamlessly Manage Leads and Contacts
Centralized Database
Access all your leads and contacts in one place, providing a comprehensive view of your sales pipeline.
Detailed Profiles
Get a complete picture of each lead or contact with rich profiles containing key information like demographics, interests, and engagement history.
Smart Segmentation
Group your leads and contacts based on specific criteria, allowing you to tailor your outreach and messaging for greater impact.
Enhance Customer Relationship Management
Personalized Interactions
Deliver a tailored experience to each customer by understanding their needs and preferences.
Improved Communication
Stay connected with your customers through multiple channels, including email, phone, and chat.
Enhanced Satisfaction
Increase customer satisfaction by providing timely and relevant support throughout the customer journey.
Empower Your Sales Team with Powerful Features
Sales Analytics
Gain insights into your sales performance and identify areas for improvement.
Email Templates
Create and send personalized email campaigns to nurture leads and close deals.
Automated Reminders
Never miss a follow-up with automated reminders for tasks and deadlines.
Call Tracking
Track calls, record conversations, and analyze call performance.
Intelligent Lead Scoring and Qualification
1
2
3
1
Predictive Scoring
Predict lead quality and prioritize opportunities based on AI-powered insights.
2
Automated Qualification
Automatically qualify leads based on predefined criteria, saving time and effort.
3
Targeted Outreach
Focus your efforts on high-potential leads with a higher chance of conversion.
Customize Workflows to Boost Productivity
1
2
3
1
Define Processes
Create tailored workflows that align with your sales processes and specific needs.
2
Automate Actions
Trigger automated tasks based on pre-defined conditions, reducing manual effort.
3
Track Progress
Monitor workflow execution and identify areas for optimization.
Intuitive Pipeline Management
1
Visual Overview
Get a clear picture of your sales pipeline with a visual representation of all opportunities.
2
Stage Progression
Track the progress of each opportunity through different stages of the sales cycle.
3
Real-Time Updates
Stay informed with real-time updates on pipeline activity, ensuring you're always in the loop.
Gain Valuable Insights with Robust Reporting
100
Improved Performance
Identify areas for improvement by analyzing sales trends and identifying patterns.
10
Data-Driven Decisions
Make informed decisions based on real-time insights and data-driven analysis.
50
Strategic Planning
Optimize your sales strategies and forecast future performance with confidence.
Automate Tedious Tasks with Customizable Workflows
1
Lead Nurturing
Automate email sequences and personalized follow-ups to nurture leads.
2
Appointment Scheduling
Schedule meetings and appointments automatically, saving time and effort.
3
Task Management
Assign and track tasks efficiently, ensuring no critical steps are missed.
Integrate Seamlessly with Your Tech Stack
Slack
Connect Freshsales with Slack for instant notifications and seamless collaboration.
Google Sheets
Sync your sales data with Google Sheets for easy reporting and analysis.
Zoom
Schedule meetings directly from Freshsales and track call recordings in Zoom.
Leverage Insightful Analytics and Dashboards
Collaborate Effortlessly Across Teams
Shared Access
Give team members access to relevant data and insights to work efficiently.
Centralized Communication
Communicate effectively with team members through built-in chat features and activity feeds.
Improved Visibility
Maintain transparency and visibility into the progress of sales activities.
Personalize the User Experience
Custom Dashboards
Create personalized dashboards that display the data and metrics that matter most to you.
User-Specific Views
Customize your view of the application to suit your specific needs and workflow.
Personalized Notifications
Receive relevant notifications based on your preferences and activity.
Enhance Customer Engagement with Email Templates
1
Pre-Built Templates
Choose from a library of pre-built templates to get started quickly.
2
Customizable Content
personalize templates with dynamic content, such as lead information and company details.
3
Track Performance
Monitor email open and click-through rates to measure campaign effectiveness.
Streamline Sales Forecasting and Projections
1
2
3
1
Historical Data Analysis
Leverage past sales data to generate accurate forecasts for future periods.
2
Pipeline Insights
Factor in the current pipeline of opportunities to predict potential revenue.
3
Predictive Modeling
Utilize AI-powered models to generate more precise forecasts and projections.
Drive Faster Sales with Smart Reminders
1
2
3
1
Task Reminders
Receive timely reminders for important tasks, ensuring nothing slips through the cracks.
2
Follow-Up Alerts
Get notified when it's time to follow up with leads, boosting engagement and nurturing relationships.
3
Deadline Notifications
Stay on track with deadlines for deals and proposals, avoiding missed opportunities.
Prioritize High-Value Opportunities
1
Lead Scoring
Prioritize leads based on their score, focusing on those with a higher likelihood of conversion.
2
Opportunity Management
Track and manage high-value opportunities, ensuring they receive the attention they deserve.
3
Sales Forecasting
Predict revenue based on the potential of high-value opportunities, informing strategic planning.
Elevate Your Sales Game with Lead Routing
Round Robin
Distribute leads evenly among sales representatives, ensuring fair workload distribution.
Skills-Based
Route leads to representatives with the most relevant skills and experience.
Territory-Based
Assign leads to representatives based on geographical location.
Accelerate the Sales Cycle with Deal Management
1
Track deal progress and identify potential roadblocks.
2
Manage deal stages and deadlines with ease.
3
Collaborate on deals with team members for a unified approach.
4
Automate deal updates and notifications for improved efficiency.
Deliver Exceptional Customer Service
Ticket Management
Track and resolve customer inquiries efficiently with a centralized ticketing system.
Knowledge Base
Provide customers with self-service options by creating a comprehensive knowledge base.
Live Chat
Engage with customers in real-time through live chat, providing instant support and guidance.
Harness the Power of Artificial Intelligence
Lead Scoring
Predict lead quality and prioritize opportunities with AI-powered scoring models.
Predictive Analytics
Gain insights into future trends and patterns with AI-driven forecasting and analysis.
Automated Tasks
Automate repetitive tasks and workflows with AI, freeing up time for more strategic work.
Leverage Advanced Search and Filtering
1
Keyword Search
Quickly find leads and contacts using relevant keywords or phrases.
2
Custom Filters
Create custom filters based on specific criteria, such as location, industry, or deal stage.
3
Saved Searches
Save frequently used searches for easy access and repeated use.
Empower Your Remote Sales Team
Video Conferencing
Conduct meetings and collaborate with team members using video conferencing tools.
Team Communication
Communicate effectively with team members through instant messaging, video calls, and shared documents.
Project Management
Organize and manage projects with task management tools, ensuring everyone is on the same page.
Ensure Data Security and Compliance
Data Encryption
Protect sensitive data with industry-standard encryption algorithms, ensuring privacy and security.
Access Controls
Implement strict access controls, limiting access to data based on user roles and permissions.
Compliance Standards
Adhere to industry best practices and compliance standards, such as GDPR and HIPAA.
Boost Productivity with Mobile Access
Real-Time Updates
Stay connected with real-time updates on sales activity, leads, and opportunities.
Mobile-Friendly Interface
Enjoy a user-friendly interface designed for optimal mobile experience.
Offline Access
Access key data and features even when you're offline.
Streamline Onboarding with In-App Guidance
1
Interactive tutorials and walkthroughs to get started quickly.
2
Contextual help and guidance within the application itself.
3
Personalized recommendations based on your usage patterns and needs.
Leverage Real-Time Notifications
Lead Updates
Get instant notifications when a new lead comes in or an existing lead takes action.
Deal Status Changes
Stay informed about deal updates, such as when a deal is won or lost.
Task Reminders
Receive timely reminders for important tasks and deadlines.
Integrate with Your Favorite Apps
Google Calendar
Schedule meetings and appointments directly from Freshsales and sync them with your Google Calendar.
Zapier
Connect Freshsales with thousands of other applications through Zapier's automation platform.
HubSpot
Integrate Freshsales with HubSpot for a comprehensive marketing and sales solution.
Simplify Lead Management with Kanban Views
1
Visual Organization
Organize your leads by stage of the sales process using a visual Kanban board.
2
Drag-and-Drop Functionality
Easily move leads between stages with drag-and-drop functionality.
3
Improved Workflow
Optimize your lead management process with a streamlined and intuitive Kanban view.
Enhance Collaboration with Activity Feeds
Real-Time Updates
Stay up-to-date on team activity with real-time updates on leads, deals, and tasks.
Centralized Communication
Communicate and collaborate with team members directly within the activity feed.
Improved Visibility
Maintain transparency and visibility into team progress and activities.
Customize Reports and Dashboards
Drag-and-Drop Interface
Easily add and arrange widgets and charts to create custom dashboards.
Pre-Built Templates
Choose from a library of pre-built templates for a quick start.
Data Visualization
Visualize data with interactive charts and graphs for a clear understanding of sales performance.
Automate Sales Tasks with Powerful Workflows
1
Automate repetitive tasks, such as sending follow-up emails and scheduling meetings.
2
Trigger actions based on specific events, such as lead qualification or deal stage changes.
3
Create custom workflows that align with your specific sales processes and needs.
4
Monitor workflow execution and identify areas for improvement.
Gain Valuable Insights with Sales Analytics
100
Sales Performance
Track key metrics like revenue, conversion rates, and average deal size.
10
Lead Behavior
Analyze lead engagement, website traffic, and email interactions.
50
Team Performance
Monitor individual and team performance to identify areas for improvement.
Streamline Sales Forecasting and Projections
1
2
3
1
Historical Data Analysis
Leverage past sales data to generate accurate forecasts for future periods.
2
Pipeline Insights
Factor in the current pipeline of opportunities to predict potential revenue.
3
Predictive Modeling
Utilize AI-powered models to generate more precise forecasts and projections.
Deliver Personalized Customer Experiences
1
2
3
1
Personalized Email Marketing
Send targeted email campaigns based on customer preferences and interests.
2
Dynamic Content
Deliver customized content based on customer behavior and engagement.
3
Customer Segmentation
Group customers based on specific criteria to tailor your messaging and offers.
Leverage Advanced Search and Filtering
1
Keyword Search
Quickly find leads and contacts using relevant keywords or phrases.
2
Custom Filters
Create custom filters based on specific criteria, such as location, industry, or deal stage.
3
Saved Searches
Save frequently used searches for easy access and repeated use.
Boost Productivity with Seamless Integrations
Google Sheets
Sync your sales data with Google Sheets for easy reporting and analysis.
Slack
Connect Freshsales with Slack for instant notifications and seamless collaboration.
Zoom
Schedule meetings directly from Freshsales and track call recordings in Zoom.
Empower Your Remote Sales Team
Collaboration Tools
Utilize built-in collaboration features to work together seamlessly, despite being physically separated.
Mobile Access
Access Freshsales on any device, allowing team members to work from anywhere, anytime.
Centralized Communication
Communicate effectively with team members through built-in chat features and activity feeds.
Ensure Data Security and Compliance
Data Encryption
Protect sensitive data with industry-standard encryption algorithms, ensuring privacy and security.
Access Controls
Implement strict access controls, limiting access to data based on user roles and permissions.
Compliance Standards
Adhere to industry best practices and compliance standards, such as GDPR and HIPAA.
Enhance Collaboration with Activity Feeds
Real-Time Updates
Stay up-to-date on team activity with real-time updates on leads, deals, and tasks.
Centralized Communication
Communicate and collaborate with team members directly within the activity feed.
Improved Visibility
Maintain transparency and visibility into team progress and activities.
Customize Reports and Dashboards
Automate Sales Tasks with Powerful Workflows
1
Lead Nurturing
Automate email sequences and personalized follow-ups to nurture leads.
2
Appointment Scheduling
Schedule meetings and appointments automatically, saving time and effort.
3
Task Management
Assign and track tasks efficiently, ensuring no critical steps are missed.
Gain Valuable Insights with Sales Analytics
1
2
3
1
Sales Performance
Track key metrics like revenue, conversion rates, and average deal size.
2
Lead Behavior
Analyze lead engagement, website traffic, and email interactions.
3
Team Performance
Monitor individual and team performance to identify areas for improvement.
Streamline Sales Forecasting and Projections
1
2
3
1
Historical Data Analysis
Leverage past sales data to generate accurate forecasts for future periods.
2
Pipeline Insights
Factor in the current pipeline of opportunities to predict potential revenue.
3
Predictive Modeling
Utilize AI-powered models to generate more precise forecasts and projections.
Deliver Personalized Customer Experiences
100
Personalized Email Marketing
Send targeted email campaigns based on customer preferences and interests.
10
Dynamic Content
Deliver customized content based on customer behavior and engagement.
50
Customer Segmentation
Group customers based on specific criteria to tailor your messaging and offers.
Leverage Advanced Search and Filtering
Keyword Search
Quickly find leads and contacts using relevant keywords or phrases.
Custom Filters
Create custom filters based on specific criteria, such as location, industry, or deal stage.
Saved Searches
Save frequently used searches for easy access and repeated use.
Boost Productivity with Seamless Integrations
1
Connect Freshsales with popular apps like Google Workspace, Slack, and Zoom.
2
Automate tasks and workflows, reducing manual effort and streamlining processes.
3
Access data from multiple sources in a single platform, improving visibility and efficiency.
Empower Your Remote Sales Team
Remote Collaboration
Facilitate seamless collaboration among remote team members, promoting a unified and efficient workflow.
Shared Access
Provide team members with access to shared data and resources, ensuring everyone is on the same page.
Real-Time Communication
Enable real-time communication with team members through instant messaging, video calls, and shared documents.
Ensure Data Security and Compliance
