Freshworks CRM All Features Mobile App

Everything you need to know about your prospects is

just a tap away

With the Freshworks CRM mobile app, manage contacts, deals, and accounts on the move, and stay connected with your prospects and team. Deliver exceptional customer experiences from anywhere with all the data at your fingertips. Customize your CRM mobile app, collaborate with your team, and stay on top of your game.

Optimize your sales process with Sales Activities

Start tracking sales activities and identify the ones that increase conversions with powerful reports. Get all the insights that you need to streamline your process and start closing deals faster than ever.

Make more sales on the go

In a mobile-first world, get all the CRM functionalities on your smartphone with the Freshworks CRM mobile app for Android and iOS. Stay up-to-date on your deal’s details, and access all your data even when offline. Schedule follow-up activities and update details as you walk into your next meeting. 

Play the numbers game; shorten your sales cycle

Scrolling through an endless list of leads and deals to identify the right ones to contact can be strenuous. With key metrics on your mobile app, stay abreast of the latest contacts assigned to you. Use filters to narrow down to the right set of contacts and ensure that they do not slip through. Pay attention to the warmest deals and change the stages as and when the deal progresses to the next stage. Send emails or make calls at the right time, engage contextually  and shorten your sales cycle.

Stay connected with push notifications

Selling on the go is incomplete without real-time notifications. With push notifications, always be in the loop whenever you are assigned tasks, contacts, or deals. Get reminders for your next meeting(s), and never forget pending tasks. You can also configure your app to send alerts for select events to prevent a deluge of notifications. With notification cards right at the top of your home screen, take action on your alerts without having to switch to a separate section.

Accurately track the outcome of your sales activities

With the Freshworks CRM mobile app, you can now create and track the outcome of all the sales activities and maintain a repository on the activities timeline. Be it a task, appointment, Skype call, or even a luncheon meeting, track activities related to the customer interaction and ensure that your CRM is up-to-date even while on the road. Use the Check-in feature to confirm your presence for an offline lunch meeting with a prospect, and keep your team in the loop.

Capture every detail to engage contextually

Every interaction with a prospect is an opportunity to win more deals. Capture every detail from your interaction – be it a requirement, a rough estimate, or compliance information– to ensure nothing is left out when you return for a second meeting. Scan and upload documents using the phone camera. Jot down every detail even as your meeting is in progress, by adding notes in your mobile CRM. 

Access data even when offline

Search for relevant information anytime from your mobile, online or offline. Download and store your contact related information, create new records or sales activities, and sync them when you are back online. With the offline access, never let poor connectivity issues keep you from engaging with your contacts contextually, and win more deals

Empower sales teams to work from anywhere

and stay productive

With Freshworks CRM mobile app, access details about every contact, deal, and customer data from anywhere. Record notes, add contacts, send emails, collaborate with your team, and do more, all on the go.

Send emails

Quickly send individual emails or in bulk, tackle unread emails, and never let opportunities fall through cracks.

Add tasks & appointments

Add tasks, notes, or appointments on the go, even when offline. Keep your team informed about your activities, and progress on important deals and more.

Record voice notes

Record interactions with prospects or customers about their requirements/preferences, and use them to engage contextually in further conversations.

Make calls

Log calls and associate them with a contact, deal, or account. Enrich your logs by adding notes with a single click, for immediate context and recollection.

Book Uber

Apart from sending emails and managing your tasks, you can also hail an Uber using the Freshworks CRM app and ride to your on-site meetings.

Personalize mobile app

Personalize your CRM app to suit your preferences. Switch languages, or choose to get notifications only for critical calls, appointments, or emails and stay on top of your to-do list. 

Check-in sales activities

Keep your team informed about your whereabouts when on scheduled offline meetings with your prospects, using the Check-in feature.

Organize your tasks

With the app home screen, stay on top of your sales performance with notification cards, your weekly calendar with tasks and appointments, a list of overdue tasks, and several other key metrics.

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Surface the hottest leads, manage pipelines, automate sales activities, and get smart insights that can help close deals faster.

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