Sales and Marketing
IT Service Management
Leverage an end-to-end, AI powered enterprise platform to unify customer experiences
With Freshworks CRM, track your contacts' communication, unify data, improve customer engagement, and develop long-lasting relationships.
Get complete details about the contacts in your database — be it marketing contacts or sales leads. Devise strategies and run marketing campaigns that result in greater engagement and drive conversions. Arm your sales teams with sufficient intel to close deals faster with personalized engagement.
The Activity Timeline provides a chronological view of the customer's engagement with your business. View audience interactions like their website activities, email activities, and gain complete visibility into their engagement with your brand. Set Lifecycle Stages based on where they are in their journey — a prospect, marketing/sales qualified lead, customer, and more. Customize sub-stages based on your business process to map sales and marketing activities that accelerate conversions.
For Sales Teams
Understand how your prospects have interacted with your website and your product, engage in personalized conversations, and win more deals. Import your contact details in bulk and save time that would otherwise be spent on manual data entry and get started with selling.
Intelligently rank your prospects based on their profile and engagement level using Predictive Contact Scoring.
Automatically enrich your contacts with their social and publicly listed information with Auto-Profile Enrichment.
Group your team(s) by geography, deal sizes, etc., and automatically assign leads to the right salesperson with Territory Management.
Use Appointments, Tasks, Notes and Files to collaborate with your team, set alerts and reminders, and do more.
Track your contacts’ buying information and behavior in real-time, personalize your outreach, and improve conversion and win rates.
Forward sales emails from your inbox by sending them to your CRM’s custom email address, and automatically convert them into contacts(prospects) that you can follow up with.
With AI-based contact scoring, identify your hottest prospects based on their activities, previous engagement, send personalized outreach, and close deals faster.
Deliver personalized campaigns based on your contacts’ behavior and follow up on their responses from within the CRM. Engage with your prospects contextually, deliver value, and win more deals.
Set up alerts if your prospects have performed specific actions on your product/website, like sending a support ticket, visiting a pricing page, etc., and engage with them at the right time.
With the Customer-for-Life Cloud, gain insights about the different marketing touchpoints your prospects experienced. Engage contextually and provide delightful experiences.
For Marketing Teams
Organize, track, and manage your audience with lists and segments. Stay updated on their interactions, deliver targeted campaigns, and improve customer experiences.
Monitor contacts' activities, capture their interaction, and map them to every contact with Custom Fields
Segment contacts by lists, group them based on behavior, and deliver targeted campaigns.
Allow audience to (re)unsubscribe to your emails, or receive only certain information based on their interests.
Use your contacts’ information to better your marketing outreach, improve engagement, tailor experiences, and drive faster growth.
Understand contacts’ behavior, identify commonly visited webpages, track contact sources, email engagement, etc. to build powerful customer profiles, and create scalable strategies.
Drive acquisition, nurture, or retention campaigns based on your contacts’ characteristics and behavior. Improve conversions and maximize your efforts with journeys that run like clockwork.
Get your users acquainted with your product faster. Capture critical user events from your product, map them to your contacts’ activities, send targeted messages, and boost product adoption.
Track offline event attendees, store their details, and run targeted campaigns specific to the events they have attended. Use reports to identify high ROI events, and focus on the ones that drove the maximum conversions
Group contacts by behavior, and run targeted campaigns. Identify the successful ones based on detailed contact engagement and conversion reports, and emulate them for future success.
Surface the hottest leads, manage pipelines, automate sales activities, and get smart insights that can help close deals faster.
Create personalized campaigns, attract the best leads, engage contextually, and deliver the best customer experience at scale.
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