Sales teams around the globe use emails extensively to schedule sales demos, send quotations, answer queries and generally keep up with the prospect. A lot of times this means constant switching between the email client and the CRM. Now with Freshsales’ new add-on for Gmail, you don’t have to toggle between tabs anymore. You can manage your prospects and customers right inside Gmail.
Read on to know more about the add-on…
360° view of your prospects
Get complete context about your prospects—prospect summary, lead score, activity timeline, deal information, and notes—without leaving your Gmail. This makes it easier for you to prioritise your prospects based on data rather than assumptions.
Access on the go
The add-on is compatible with any browser and on the Android Gmail app. So now you can access and manage your prospects on the go.
Never miss a prospect
Add prospects into Freshsales directly from Gmail. If you’re on our Estate and Forest plans, you’ll be able to see the prospect’s social information before adding them as a lead or contact.
Add tasks and appointments
Stay on top of your prospects by scheduling appointments, creating tasks, logging sales activities and adding notes from the web or your mobile device. You don’t have to wait to log in to Freshsales for doing this, making you more productive right from Gmail.
Install the Freshsales add-on for Gmail here.
Applicable plans: All plans