Sales and Marketing
IT Service Management
Leverage an end-to-end, AI powered enterprise platform to unify customer experiences
With Formula Fields, easily automate your manual calculations on your CRM with greater speed and accuracy.
Formula Fields automate manual calculations that you use in your business processes. They are auto-calculated fields that derive their value from an expression based on the data that already exists in your CRM account. Formula Fields in Freshworks CRM support values — both numeric (such as Max, Min, Square root, Exponential, etc.), and string operations (such as compareTo, CONCAT, equals, indexOf, etc.) to calculate even the most complex of calculations that sales teams work with on a daily basis.
Formula Fields help solve complicated calculations with code-free automation. You can compute data faster without having to frequently reach out for a calculator or perform complex mental calculations and risk erroneous results while saving time to do other important tasks.
Compute and categorize deal sizes based on their values with extensive operators and functions.
Figure out commissions based on your sales reps’ deal sizes and gain better insights on their performance.
Track mileage or any other expenses that you incur while traveling offsite to customer locations.
Identify when payments are due and automate your sales process to send reminders.
Calculate discounts on deals as promised to your customers with formula fields and add them to invoices
Determine taxes to be added to the deals based on different geographies to reflect accurate deal value in reports.
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.
21-day free trial. Unrestricted access.
Sorry, our deep-dive didn’t help. Please try a different search term.