With CPQ in Freshworks CRM, businesses can maintain an up-to-date product catalog that includes pricing information for products, right in the CRM. Sales teams can create and share error-free documents with customers, with ease.
With CPQ in Freshworks CRM, you can
Set up pricing for your product catalog. The final values are auto-calculated taking into account tax and discount values to reduce errors.
Set up document templates with images, texts, and tables; use placeholders to personalize documents based on deals.
Share documents with contacts within the CRM and stay notified on document updates.
“We initially had Salesforce CRM but didn’t really use it. The instance was incredibly complicated because it allows for so much customization that you end up doing nothing. When we explored Freshworks CRM, the first thing I remember saying is, okay, the interface is clean and simple.”
“Our team got up and running with Freshworks CRM unbelievably quickly. Using Smartforms, we’re able to generate over a thousand website leads a month without any manual intervention, which is a huge benefit.”
“We are now able to keep track of all our deals. We don’t lose track of them, or lose many deals because we haven’t paid attention to it.”
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