Freddy AI for CX
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By Use Case
Manage your sales pipeline effectively
A clogged sales pipeline is often the result of stagnant deals across multiple stages. What's the solution? A sales CRM that helps you visualize your pipeline and modify it according to your sales process.
Freshsales CRM gives you complete visibility across all stages. Quickly see how many deals are in each stage, sort, and filter by their expected close date, and make smart decisions to move deals up the sales ladder. Let your sales CRM focus on deal management, while you focus on selling.
Get a funnel view into your sales pipeline by quickly looking at the number of deals in each stage, and how much they’re worth. Identify the deals you need to focus on for each day. Know how much business you’re likely to close in the coming months, spot deals you can close faster and work on them right away.
Easily move deals up the sales pipeline by dragging and dropping a deal into any stage. You can break away to perform a quick filter (say by Expected Close Date), and return to dragging and dropping deals. Use your sales CRM to keep your pipeline clean and dynamic.
While you take care to arrange deals under relevant stages, you also need to reach out to the people associated with them—instantly, at times. That’s where the deals dashboard becomes useful. Instantly connect with potential prospects by phone and email, directly from the deals dashboard. Non-interruptive workflow is our goal.
When you're switching between multiple deals every day, it helps when you can find ways to be productive beyond your desk. With the Freshsales app, your deal management goes mobile.
Access your important deals while on the go. Filter, sort, and search for deals on the same screen. In the Freshsales mobile app, you can quickly scan through each deal or tap on it for the details. Either way, you’re up-to-date on your deals before you step into the meeting.
Learn more about mobile CRM
When your reps close deals, it’s also important to know how long they’ve been at it. Now create reports based on the time taken to close each deal. That way, you have a worm’s-eye view of the time your team takes to convert leads. You can then use this data to iterate and optimize the sales process.
Learn more about sales cycle and velocity reports
Do you sell different kinds of products? Do you operate in diverse markets? Your sales process varies with each scenario, and you want your CRM to accommodate them all. With multiple pipelines, you can do just that.
Create multiple pipelines, each with relevant deal stages, to accurately portray your use case and capture the progress of your deals. You can also define a default pipeline, and use .zip files to migrate pipeline data from other sales CRMs.
Easily switch between the list or the funnel view -- your choice.
Filter deals by potential value and expected close date so nothing falls through the cracks.
Understand the reason why you’re losing deals and tackle the problem effectively.
Make fields like Company Name optional. Bring contacts from multiple companies into a single deal.
Know where each deal is in your pipeline and what needs to be done to move them forward.
Visually track the progress of deals. Identify bottlenecks and address them.
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