Top Rated CRM software

SALES

Get insights into your deals and close them faster

Manage your deals and track them along the sales process with Freshworks CRM’s pipeline management 2.0. Get an overview of deals, check sales performance, set goals, and focus on the actions you need to take to get closer to wins. 

  • Get greater visibility into deals as they move from stage to stage with a visual sales pipeline. 
  • Maintain a healthy sales pipeline with Freddy AI’s recommendations that nudge you to take the next action and stay on top of your opportunities. 
  • Leverage AI-powered insights to get a better understanding of your likely to close deals vs. trending, at-risk, and gone cold deals. 
  • Forecast future sales to manage and distribute opportunities better and optimize your sales process effectively. 

We protect and secure your data

Data security and privacy is our priority. We take a multifaceted approach to application security and ensure that everything from engineering to deployment complies with our highest security standards.

UNIFIED CUSTOMER DATABASE

Manage customer information with ease 

Unify customer data across sales and marketing, and get a 360° view with insights into conversations, activities, and engagement. Freshworks CRM enables you to capture every piece of customer information and adds relevancy and context to your communications. 

  • Get the full context of a customer’s history with a chronological timeline view of every activity to plan your next engagement. 
  • Customize contact fields to match your needs. Segment contacts into static and dynamic lists based on their profile, behavior, and custom events. 
  • Score your contacts with the help of Freddy AI to help sales teams segment and target those who are most likely to buy. 
  • Bring your offline relationships online—import customer interaction data from all your events.

SALES

Get insights into your deals and close them faster

Manage your deals and track them along the sales process with Freshworks CRM’s pipeline management 2.0. Get an overview of deals, check sales performance, set goals, and focus on the actions you need to take to get closer to wins. 

  • Get greater visibility into deals as they move from stage to stage with a visual sales pipeline. 
  • Maintain a healthy sales pipeline with Freddy AI’s recommendations that nudge you to take the next action and stay on top of your opportunities. 
  • Leverage AI-powered insights to get a better understanding of your likely to close deals vs. trending, at-risk, and gone cold deals. 
  • Forecast future sales to manage and distribute opportunities better and optimize your sales process effectively. 

MARKETING

Scale communication and deepen engagement

Whether it’s sending drip campaigns, follow-up messages, or transactional emails, everything you need for better and faster engagement is in Freshworks CRM. 

  • Automate communication with website visitors using chatbots to improve your brand’s website experience and turn traffic into sales.
  • Engage with your customers the right way and through their preferred communication method—phone, email, chat, SMS from just one solution. 
  • Design email campaigns, choose from a wide variety of templates, customize your messaging, and enhance your email engagement. 
  • Personalize and automate your campaigns to send emails based on triggers and actions, like signing up for a product, downloading an ebook, etc. 

AI

Increase efficiency and effectiveness with AI

Freddy learns from your CRM data to deliver insights and recommendations tailored to your needs. Transform your business processes to focus on higher-value deals, make better decisions that move the needle, and earn customers for life.

  • Empower your sales teams to stay on top of your business with a robust analytics dashboard.
  • Identify the best leads to focus on based on their interests and behavior.
  • Focus on deals that have a higher chance of closing and accurately forecast revenue.
  • Maintain data cleanliness with Freddy’s deduplication algorithm.

More you can do with Freshworks CRM for your enterprise

and earn customers for life

Minimize tasks with automation

Save time and automate your routine tasks to capture new leads, assign tasks, send emails, and even generate invoices.

Visualize performance with reporting

Make data-driven decisions with insightful reports to pull meaningful data for your sales performance and marketing campaigns. 

Integrate with all your business apps

Connect to your other favorite apps to run your business and be more efficient and productive as you grow.  

We’re here for you

Implementation and onboarding

We will configure and set up Freshworks CRM to meet your business requirements. 

Dedicated account manager

We will dedicate an account manager to help you achieve success every step of the way.

24x5 enterprise support

We will answer your questions on priority and support you wherever you are.

1000s of happy customers use our solutions

Need just the Sales or the Marketing Cloud?
Then we've got you covered too.

Freshworks CRM Sales Cloud

Sales Cloud

Surface the best leads, manage your pipeline, automate sales activities, and get smart insights that can help close deals, faster.

START SELLING

Marketing Cloud

Create personalized campaigns, attract the best leads, engage with context, and deliver the best customer experience at scale.

START MARKETING