Freshworks CRM All features Deal Management

What is Pipeline Management 2.0?

An ordinary sales pipeline offers basic functionalities like tracking and managing your deals. But with Pipeline Management 2.0 in Freshworks CRM, visualize your entire sales process and break it down into actionable tasks. Backed by an AI-powered assistant, easily predict deals’ performance, engage with your prospects, forecast revenue, and make smarter decisions to move your deals up the sales ladder.

Auto enrichment
Weighted Pipeline
forecast

What is Pipeline Management 2.0?

An ordinary sales pipeline offers basic functionalities like tracking and managing your deals. But with Pipeline Management 2.0 in Freshworks CRM, visualize your entire sales process and break it down into actionable tasks. Backed by an AI-powered assistant, easily predict deals’ performance, engage with your prospects, forecast revenue, and make smarter decisions to move your deals up the sales ladder.

Auto-enrich your prospects’ information
Auto enrichment
Set probability against deal stages(Weighted pipeline)
Weighted Pipeline
Understand deal performance
Predict deal outcomes with AI
Forecast revenue from deals
forecast


Get a snapshot of your business health 

Visualize and track all your deals in one place to gauge your business performance. Create new deals, customize your pipelines, optimize your sales process, and win more deals. Let your CRM handle deal management so your salespeople can focus on selling.

Gain a bird’s eye view of the deals in your pipeline

Get a funnel view into your sales pipeline by quickly looking at the number of deals in each stage, and how much they are worth. Identify the deals you need to focus on each day. Know how much business you are likely to close in the coming months, spot deals you can close faster, and work on them immediately.

Track deals on the go

Access your important deals while on the go. Filter, sort, and search for deals on the same screen. With the mobile app, quickly scan through each deal or tap on it for the details. Stay up-to-date on your deals before you step into the meeting.

Handle deal management

like a pro

Create deals automatically while converting qualified leads. Add different products to deals and easily move deals up the sales pipeline by dragging and dropping a deal into any stage. Enable better collaboration by allowing multiple salespersons to work on the same deal and do more.

 

Quantify team performance with Sales Goals

Stay on track with your business objectives by setting and tracking sales goals. Set goals based on revenue or the number of deals to win for teams or individuals. Define the time range for your goals, assign to teams/geographies/products, and track your progress. Identify your growth areas, successful products, or territories to focus on, and do more.

Never let deals slip through cracks.

Gain total visibility into your pipeline. 

With Pipeline Management, monitor and manage all your deals, identify the sales activities that lead to wins, and optimize your sales process. Easily spot deals that are about to go cold, and take immediate action to nurture them, and prevent deal losses.

Focus on the right deals

Use AI-powered insights to determine how a deal is faring, get notified about the next best action, and identify the ones that need attention.

Achieve greater productivity

Send emails, add tasks directly from your pipeline views, and seamlessly collaborate with different teams to win high-value deals.

Predict Revenue

Set up weighted pipelines that determine your deals’ success rate and project revenue from different sales teams by month/quarter/year with sales forecast reports. 

Manage incentives

Use Multiple Sales Pipelines to set an incentive structure for your different sales teams, based on the process they follow and the deals they close.

Identify rotten deals

Prevent a clogged sales pipeline by spotting deals that have remained stagnant over an extended period. Assign an age to your deals to identify the ones that can be revived.

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

Sales Cloud

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

START SELLING

Marketing Cloud

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

START MARKETING