Sales and Marketing
IT Service Management
Leverage an end-to-end, AI powered enterprise platform to unify customer experiences
With Event Tracking, manage contact details, understand their behavior, personalize your engagement, and improve conversions.
Event tracking in Freshworks CRM provides businesses with greater visibility into their audiences’ interaction and behavior. Get full context about every contact, and deliver timely messages that improve conversion. Track the complete lifecycle of your contact—from website visitor to qualified lead and ultimately loyal customers and beyond.
Get total visibility about every contact in your database even before they become a lead. With Freshworks CRM, easily track website activity like page visits, form completion, content downloads, etc., and associate them to a contact once their details have been captured. Identify your contacts’ activities right from when they were a website visitor, and gain complete context for personalized engagement.
Get all the information about a contact right from their website activity, content downloads, sales interaction, purchases, and more. View a chronological timeline of events that your leads underwent and enable your sales teams to engage with them contextually. Use advanced filtering to segment activity timelines and analyze engagement through specific channels.
Run targeted marketing campaigns based on your audiences’ behavior—email activity, website activity like page visits, downloads, form submissions, and more. Create segments based on the above and craft personalized journeys that are automated, improve conversions, and drive revenue.
Enable your sales and marketing teams to work together with greater visibility into each others’ campaigns. With a unified database that provides a complete picture of every leads’ activity, you can deliver targeted and personalized campaigns that improve conversions, and drive growth.
Set your campaigns to go out at a specific date and time when your customers are most likely to read them.
Get real-time alerts on email opens, link clicks, and new emails, and connect with your prospects at the right time.
Sell from any inbox, forward or BCC emails, and follow up on conversations right from your CRM account.
Switch things up and capture your prospects’ attention with attractive colors and fonts using custom HTML code.
Use Sales Sequences and Workflows in Freshworks CRM to automate your outbound email campaigns.
Identify the emails that bring in the most responses and share the templates with your team for their reference.
Track your contacts’ activity in your web app, and identify if they are accomplishing critical events. Provide a seamless onboarding process, optimize in-app experiences, and drive product usage based on your insights.
Run hyper-targeted campaigns that are personalized and relevant to your audiences’ interests. Deliver the right information at the right time, add value, and improve your conversions.
Expedite lead to customer conversions with nurture campaigns. Create segments based on events data like content downloads, newsletter signups, webinar/event attendance, and more.
Drive your marketing efforts to closure until your leads become customers. Follow your leads’ journey and intervene with automated nurture campaigns when they aren’t ready to convert.
Identify the top pages visited by your audience and optimize them for better conversions. Experiment with content, remove friction, and provide them with delightful website experiences.
Continuously monitor product usage, purchase frequency, and more to reduce customer churn. Stay on top of key retention metrics like NPS, repeat purchases, etc., and nurture customer relationships.
Surface the best leads, manage the pipeline, automate sales activities, and get smart insights that can help close deals, faster.
Create personalized campaigns, attract the best leads, engage with context, and deliver the best customer experience at scale.
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