Freddy AI for CX
Deliver effortless customer experiences with Freddy AI.
By Use Case
Message website visitors from your sales CRM
Freshchat is a modern messaging software that helps businesses instantly connect with website visitors and app users.
The seamless integration with Freshchat in Freshsales allows sales reps to chat with leads directly from the sales CRM. Whether they're on your website or your app, it's an easy way to engage with leads in real time and increase the likelihood of converting them.
Responding quickly to website visitors is becoming increasingly important in today’s sales. Because if you don’t engage with visitors when they’re interested, chances are they’re going to bounce off your site.
The Freshchat widget for Freshsales notifies you on incoming chats so you can connect to visitors without leaving the CRM. Use Assignment Rules feature in Freshchat to assign chats to a sales agent or group based on conditions, similar to territory management in Freshsales. This way you can ensure chats are routed to the right agents.
Click on the notification, start messaging, and create new opportunities.
Having Freshchat on your website is a means to acquire new leads and opportunities. Capture these leads in your sales CRM and move them down the sales funnel.
With this integration, you can automatically create website visitors as new leads or contacts in Freshsales, or choose to manually create them from the chat window.
Filter chat leads by applying “Chat” for the source field to segment leads for targeted follow-up emails in your sales process. Use this filter in Reports to know where your website leads are in the funnel.
Learn more about reporting
Centralizing communication with customers in your sales CRM is important if you want your sales reps to avoid juggling multiple tools. Which is why Freshchat messages are automatically saved and synced inside Freshsales.
Read chat messages from the first time you interacted with visitors so you can prepare and have relevant future conversations. Chats are saved in the Conversations module and in the lead’s or contact’s record.
Chats are also displayed in the activity timeline. Know history of interaction via phone, email and chat in one view.
Learn more about email and phone management.
Choose to take calls from your desk or forward them to your mobile.
Call back, add notes, schedule tasks and appointments from your call log history.
Be prepared before taking calls. Know who’s calling. Look up their details. Plan your pitch.
Follow up conversations by listening to audio recording of your previous phone calls.
Set follow-up tasks and appointments right after a phone call.
Segment prospects using smart fields such as "last contacted" and "last seen" date.
“For the past several years, it's been difficult to get our sales team to use our clumsy, difficult-to-understand CRM (myself included). In less than an hour, I had all of our leads imported and the system figured out. It actually makes sales fun again.”
“With the Freshdesk Integration, Freshworks CRM (formerly Freshsales) has taken the sales side of our business a step forward. My support staff can see a full picture of a customer - deals, customer details and activities. It has both sides of our business talking again!”
“Our sales people used to spend a lot of time before the call to analyze the prospect's need and behaviour using multiple sources. Today, Freshworks CRM (formerly Freshsales) provides all those insights in a single screen enabling us to move quickly and close deals easier.”
“Freshworks CRM (formerly Freshsales) allows us to focus on converting our leads. The interface is so intuitive that our new sales staff do not require training on how to use it, they just hit the ground running.”
“I really like that this CRM tool integrates with Freshdesk and I am a fan of the "open email alert". I am also impressed with the service that I have received at Freshworks CRM (formerly Freshsales); I had a suggestion for the software and the support team immediately jumped on a call with me to figure out a solution.”
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