Automatically capture your website visitors as sales leads and group them based on their engagement with your website. Assign them to the right salespeople on your team. Reach out to each lead with complete context and an informed call-to-action.Learn more about lead management
Access customers’ social profiles, identify customer touchpoints (website, product, interactions, appointments), and more—from a single screen.
Bid goodbye to manual data entry! When a lead is added in the sales CRM, their social profile information and photo are automatically updated in their profile.
In each territory, let the sales CRM automatically assign leads to handpicked salespeople on your team.
Schedule appointments with leads and customers; collaborate with your team on tasks. Make quick notes against each contact; manage and share files.
Transform your sales pipeline into a well-oiled revenue engine—organize, analyze, prioritize and close deals faster. Use the sales CRM to bring visibility and velocity to your pipeline.Learn more about deal management
With a single sweep of the eye, locate the deals in each stage of your pipeline. Sort and filter deals to get a better view of your pipeline.
How many deals are under review? What is the value of these deals? Get these insights instantly from the deal stage bar.
Move deals across your sales pipeline with a simple drag and drop. Like organizing your filing cabinet.
Make calls and send emails to prospects right from the deals dashboard. You don’t have to click into each deal to act on it.
Create reports based on time taken to close deals. Optimize your sales process and improve your reps’ performance.
When your visitors make key decisions on your website and with your product, don’t miss a beat. Get real-time analytics from the sales CRM to power your next conversation.Learn more about event tracking
Which web pages are your prospects visiting? How do they interact with your product? Leverage these insights for smart conversations.
Get a chronological timeline view of each prospect’s activity, so your sales team can pick the right moments and close deals faster.
Using the data collected by the sales CRM, segment a contact’s activities and learn more about their engagement with your company.
Buy numbers, assign them to your sales reps, and start making calls—all from the sales CRM. With automatic call logs, every call in Freshsales is captured; you can also manually log calls you receive outside Freshsales.Learn more about built-in phone features
No extra software/hardware costs. Just place calls with one click from inside Freshsales.
View all your conversations in one place. Make your next sales call or schedule an appointment from the same interface.
Purchase local and toll-free numbers from inside Freshsales and assign them to your sales reps so they can start calling right away.
Sit back and let the sales CRM automatically log all incoming and outgoing calls. Stop worrying about faulty call logs.
Record a voicemail message inside Freshsales, upload a greeting, or type your voicemail message and let Freshsales convert it to audio.
Find out how many outgoing calls have been made by each sales rep across a specific time period. Quickly generate charts and tables that you can share with your team.
When a prospect calls your personal number, log the call in Freshsales, map it to an existing lead or create a new lead, and add notes—all in the same screen.
Guide prospects to the right people in your team, by transferring calls in real time. If you’re not sure whom to transfer to, you can transfer the call to a territory.
Create emails that matter. Find out how they are performing with your contacts, automate your sales campaigns, and never miss another email.Learn more about using emails in the sales CRM
Send emails from either Freshsales or your email client, and find the email in the Sent folder of both apps.
Stop depending on other tools for your campaigns—use your Sales CRM to create, send, and track personalized outbound campaigns.
Create email templates to avoid typing out the same message to multiple contacts. Personalize the templates and ensure they sound one-on-one.
Get open and click rates on all your email templates. Optimize your A/B tests to create effective templates.
Received an email from a lead/customer and forgot about it? Use the “Awaiting Response” feature to find a complete list of emails awaiting your reply.
With a common inbox, your sales reps can identify each other’s unanswered emails, get instant context into conversations, and follow up right away. No delays in response, no fretting over unavailable sales reps.
Your team works hard to hit your targets, but you also need to analyze how they’ve done it. Drill down into your sales numbers, reps, and campaigns. Create reports to find out how your sales practices can be your best practices.Learn more about sales reports
Take control of reports you want to generate on your leads, sales figures and sales reps. Get granular insights in the chart formats of your choice.
Get clear, in-depth reports from the sales CRM. Choose from a variety of charts and tables, and glean information in seconds, not minutes.
Get numbers on sales reps, territories, sources, campaigns and more. Create data-backed sales strategies and drive better sales numbers.
View multiple reports on a single screen, with the reports dashboard. Use dashboard templates or create your own, and share them right from the sales CRM.
Find out how long your team is taking to convert sales qualified leads into paying customers. Also learn which stages your reps are stuck in.
Evaluate sales by your reps’ activities. Pull up reports based on emails sent, calls made, appointments scheduled, and tasks completed.
Don’t spend time on mundane activities. Create workflow automations that operate like clockwork, so you can find more time for activities that actually move the needle.Learn more about intelligent workflows
Use events as triggers to automatically update fields in Freshsales. Make changes to lead and contact profiles in real time.
Create follow-up tasks for sales reps around important events, like when a customer’s subscription is up for renewal.
When you’re away from your desk, you know you aren’t away from your leads and deals. Keep your sales going from your smartphone without missing out on anything: get 360° context, move leads across stages, fix meetings, and ride to them.Learn more about Freshsales mobile CRM
Get a 360° view of leads, contacts, accounts, and deals from your smartphone. Don’t stop selling when you step away from your desk.
Use the calendar in the sales CRM to view and schedule meetings, make calls and send emails. You can also book an Uber from the Freshsales app.
Receive notifications when a new lead, deal, or task is assigned to you. Get reminders about upcoming meetings.
Even as your meeting is on, add notes and set follow-up tasks. Quickly schedule your next appointment too—all from the app.
Log all calls, map them to your leads/contacts/accounts/deals, and add notes.
Drive revenue by integrating Freshsales with other business tools. Freshsales helps you synergize data from your favorite apps, so you get the best of every tool under one roof.Learn more about integrating apps with Freshsales CRM
Freshdesk: Create and modify Freshdesk support tickets right from Freshsales. Also set up 2-way contacts sync between Freshsales and Freshdesk, covering all fields including custom fields.
Freshchat: Message your leads without leaving Freshsales; automatically create new leads in the CRM from chat.
Stop switching between your calendar and the sales CRM. Set appointments and manage your calendar from Freshsales. You can also map meetings to the respective contacts.