The whole picture

Sometimes there’s more than one contact at different hierarchies in a company with whom your business may have relationships. How do you tell your CRM to manage related company information in one place? A good sales CRM automatically organizes your information by account and gives a 360-degree view to strengthen business so you can get the most out of it.

With Freshsales CRM's account management, handle relationships with account hierarchy, related contacts, conversations, tickets, deals and more to get a complete overview of each account in a single view.

Account hierarchy

Use hierarchy in account management by linking related accounts with their parent account in your sales CRM. View child account information directly from the parent account page, and use it to identify cross-selling and upselling opportunities—kill two birds with one stone.

Keep up with contacts

Quickly access related contacts to an account from the account page. Click on the contact to view their role in the company, location, and status of on-going deals. Get to know additional decisions makers within an account in your sales CRM before you head to the next meeting. Account management makes sales with multiple contacts within a company easy and efficient.

Centralize communications

View contact interactions related to an account—email and phone. Account managers gain a single comprehensive view of communications to know topics of conversation and when they were last contacted. Use this to build effective relationships with customers through account management.

Track support tickets

Customer tickets synced in Freshdesk are also displayed in accounts. This way account managers can keep a tab on issues and prevent churn. You get to make sure customers are happy with your service and continue to meet expectations by overseeing account-related tickets in the sales CRM.

Know related deals

Working on a big deal for a top account? Be apprised of related closed and on-going deals by viewing them on the account page. Sales reps have a complete picture of each account’s opportunities and get to use this information to engage with related customers effectively.

Accounts on the go

Refresh your memory on customer accounts before your meetings by simply carrying your mobile with you. Account management is also available on the Freshsales CRM app for iOS and Android. Get a quick view of your accounts, add notes, schedule appointments, call contacts, and more with a simple touch.

Freshworks CRM Mobile CRM Contacts View

Do all of this and more with your sales CRM

One-click phone and email

Built-in phone and email eliminate the need for third-party integrations. Track email opens and link clicks, and record all your call logs.

Custom views and smart fields

Filter and sort your records. Connect with the right set of prospects using "last contacted" and "last seen" date and "deal size".

Segmentation by behavior

Analyze a contact’s engagement by calls, emails and website activity, using filters on the Activity Timeline.

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