All FeaturesDeals

Visual sales pipeline

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.

Visual sales pipeline

Deal status, at a glance

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.

Deal status

Simple drag-and-drop navigation

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.

Drag-and-drop navigation

Action-oriented follow-ups

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.

Quick follow-ups

Track deals on the go

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 in 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
Mobile CRM

Know the time taken to close a deal

When your reps close deals, it’s also important to know how long they’ve been at it. Now create reports based on time taken to close each deal. That way, you have a bird’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 Reports and Sales Velocity Reports
Sales cycle and velocity reports

One CRM, multiple pipelines

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.

Learn more about multiple sales pipelines
Multiple sales pipelines

Do all of this and more with your sales CRM

Deal funnel view

Easily switch between the list or the funnel view -- your choice.

Filter and sort deals

Filter deals by potential value and expected close date so nothing falls through the cracks.

Lost deal analysis

Understand the reason why you’re losing deals and tackle the problem effectively.

Customize sales process

Make fields like Company Name optional. Bring contacts from multiple companies into a single deal.

Pipeline dashboard

Know where each deal is in your pipeline and what needs to be done to move them forward.

Identify bottlenecks

Visually track the progress of deals. Identify bottlenecks and address them.