Auto-capture your website visitors as sales leads and group them based on engagement with your website. Assign them to the right sales people 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 sales crm screen.
Bid goodbye to manual data entry! When a lead is added in Freshsales CRM, their social profile information and photo are automatically updated in their profile.
In each territory, let Freshsales auto-assign leads to the 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 your deals quicker.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 deep dive into your pipeline.
How many deals are under review? What is the value of these deals? Get crucial 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.
When your visitors make key decisions on your website and with your product, don’t miss a beat. Get real-time analytics 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.
Using the data collected by Freshsales CRM, segment a contact’s activities and learn more about their engagement with your company.
Get a chronological timeline view of each prospect’s activity, so your sales team can step in at the right touchpoint and close deals faster.
Buy numbers, assign them to your sales reps, and start making calls from within Freshsales. Automatic call logs ensure each 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 within Freshsales and assign them to your sales reps so they can start calling right away.
Sit back and let Freshsales automatically log all incoming and outgoing calls. Stop worrying about faulty call logs.
Type your voicemail message and let Freshsales convert it to audio. Personalize your interaction with minimal effort.
Find out how many outgoing calls have been made by each sales rep in your team.
When a prospect calls your personal number, log the call in Freshsales, map it to an existing lead/create new lead, add notes—all in the same screen.
Create mails that matter. Find out how they are performing with your contacts, automate your sales campaigns, and never miss another mail.Learn more on using emails from within the CRM
Send mails from either Freshsales or your email client, and find the mail in the Sent folder of both apps.
Send bulk emails to prospects, create sales campaigns in seconds. Don’t let follow-ups be a tiresome process.
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 a mail from a lead/customer and forgot about it? Use the ‘Awaiting Response’ feature to find a complete list of mails awaiting your reply.
With a common inbox, your sales reps can identify each other’s unanswered mails, 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 on using sales analytics reporting
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, visually arresting reports in graphs and charts that let you glean information in seconds, not minutes.
Get numbers on sales reps, territories, source, campaigns and more. Create data-backed sales strategies and drive better sales numbers with freshsales CRM software.
Apply filters, choose between quick and advanced logic, and build simple, summary or matrix reports.
Before generating a report, preview the data, select the field columns you want to show, and find out how your report will look like.
Evaluate sales by your sales reps’ activities. Pull up reports based on emails sent, calls made, appointments scheduled, and tasks completed.
Evaluate sales by time. Create reports to identify lead/deal trends over weekly, monthly, quarterly and yearly time periods.
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 on Freshsales mobile CRM
Access information about your leads, deals, contacts and accounts from your smartphone, using the Freshsales mobile app.
In a single screen, see everything worth knowing about the customer: basic details, activities on your website, mails exchanged, and more.
While you’re on the move, make notes for each contact and get quick context the next time you interact with them.
After a demo, mail, or any potential sales activity, move your lead up the sales ladder by changing stages with a swipe.
Don’t worry about being away from your computer. Stay clued-in on deals from your smartphone. Remain ready for every meeting.
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
Create and modify Freshdesk support tickets from Freshsales. Every contact created in Freshsales is automatically synced with Freshdesk.
Using Segment to track prospect’s activities on your website/product? Route that data into Freshsales.
Set appointments and manage your calendar within Freshsales. Map meetings to the respective contacts.