The beginning of a fresh CRM

When Freshworks launched its first product—Freshdesk in 2011 and customer count began to grow, we decided to purchase a cloud-based CRM. Our requirements were straightforward—a place for our small sales team to store 5000+ contacts and integrate our sign up form into the CRM to automatically add new leads. After some research, we purchased one of the leading CRM systems in the market.

In addition to the expensive plan, we endured a complex and bulky setup to get it to work the way we wanted it to. From email tracking to automation, our sales team was juggling between 4-5 different tools. This was a hassle and a waste of our time. Soon we learned there had to be a better way.

So we set out to build our CRM.

Over 40,000 happy customers trust Freshworks CRM

The goal was to create a user-friendly, full-fledged CRM and remove the need for sales reps to wander around applications to get their work done. Since we launched, the reviews have been pouring in. Here’s a quick look into what some of our customers have to say about using Freshworks CRM for their business.

Look and Feel

The user interface is one of the essential elements of a good CRM system. Freshworks CRM is easy to learn and use, and puts the emphasis on selling. We strongly believe that simplicity is genius. So when you choose Freshworks CRM, you choose an easy and intuitive interface that drives adoption and improves productivity.

Make it yours

What good is a CRM to you if you can’t customize it to suit your business? With Freshworks CRM, you can customize form fields and layout across modules, create custom views and filters, and even customize multiple sales pipelines. That’s just the gist; there’s more you can do to make the CRM yours.

Freemium? Oh yes, we have it!

For startups and small businesses, the cost of implementing CRM can put a strain on budgets during the early stages. Freshworks CRM's free forever plan hosts a wide array of features to help kick start your new business. And, as your business scales, move to a higher plan that suits you; and your CRM can scale along with you.

Automate your tasks

Routine work can take up a lot of your time. For sales teams, getting more done in less time is a serious need. Automations in Freshworks CRM do just that for you. From lead assignment to email campaigns, automate tasks in every step of your sales process.

Save costs

CRM system is an investment. And, Freshworks CRM delivers essential functionalities without the fuss of other tools. Simple features like calling capabilities allow reps to contact customers directly from the CRM. Freshworks CRM also comes with email campaigns, reports, workflows, user tracking, etc. that save time and reduce costs.

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Get a 360° view of your leads

From one screen, know everything about your lead: social media profiles, recent conversations, recent activities, appointments, and more.

Manage deals like a pro

With Freshworks CRM's visual pipeline, identify deals you need to focus on for each day. Just drag and drop deals to change their status. Spot bottlenecks and work towards closing the deal.

Understand, measure and analyze sales

Get in-depth sales analytics via reports. Identify your star performers, find out potential sales areas, understand and analyze lost deals from within the CRM.