Manage leads minus the clutter

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
360° customer view

Access customers’ social profiles, identify customer touchpoints (website, product, interactions, appointments), and more—from a single screen.

Auto profile enrichment

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.

Auto lead assignment

In each territory, let the sales CRM automatically assign leads to handpicked salespeople on your team.

Appointments, tasks, notes and files

Schedule appointments with leads and customers; collaborate with your team on tasks. Make quick notes against each contact; manage and share files.

Dive deep into deals, close them faster

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
Deal status, at a glance

How many deals are under review? What is the value of these deals? Get these insights instantly from the deal stage bar.

Simple drag-and-drop navigation

Move deals across your sales pipeline with a simple drag and drop. Like organizing your filing cabinet.

Action-oriented follow-ups

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.

Track deals on the go

Keep track of your deals from the palm of your hand, with the Freshsales mobile CRM app for Android and iOS.

Deal age

Create reports based on time taken to close deals. Optimize your sales process and improve your reps’ performance.

Know your visitors in real time

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
Activity timeline

Get a chronological timeline view of each prospect’s activity, so your sales team can pick the right moments and close deals faster.

Behavior-based segmentation

Using the data collected by the sales CRM, segment a contact’s activities and learn more about their engagement with your company.

Make quick, quality calls from your CRM

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
One click to call

No extra software/hardware costs. Just place calls with one click from inside Freshsales.

Entire conversation history

View all your conversations in one place. Make your next sales call or schedule an appointment from the same interface.

Assign numbers to your team

Purchase local and toll-free numbers from inside Freshsales and assign them to your sales reps so they can start calling right away.

Automatically log calls

Sit back and let the sales CRM automatically log all incoming and outgoing calls. Stop worrying about faulty call logs.

Personalize welcome and voicemail messages

Record a voicemail message inside Freshsales, upload a greeting, or type your voicemail message and let Freshsales convert it to audio.

Phone activity reports

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.

Manual call log

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.

Don’t just manage emails—maximize them

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
2-way email sync

Send emails from either Freshsales or your email client, and find the email in the Sent folder of both apps.

Personalize templates

Create email templates to avoid typing out the same message to multiple contacts. Personalize the templates and ensure they sound one-on-one.

Insightful email metrics

Get open and click rates on all your email templates. Optimize your A/B tests to create effective templates.

Sales-first inbox

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.

Team inbox

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.

Analyze and forecast your sales with in-depth reports

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
Customize 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.

Visual sales reports

Get clear, in-depth reports from the sales CRM. Choose from a variety of charts and tables, and glean information in seconds, not minutes.

Revenue analytics

Get numbers on sales reps, territories, sources, campaigns and more. Create data-backed sales strategies and drive better sales numbers.

Reports dashboard

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.

Sales cycle and velocity reports

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.

Sales activity reports

Evaluate sales by your reps’ activities. Pull up reports based on emails sent, calls made, appointments scheduled, and tasks completed.

Trendline reports

Evaluate sales by time. Create reports to identify lead/deal trends over weekly, monthly, quarterly and yearly time periods.

Reports scheduling

Want to mark a recurring time in the day/week to send reports? Freshsales can automatically generate reports and send them for you.

Work less and get more done, with Intelligent Workflows

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
Update fields

Use events as triggers to automatically update fields in Freshsales. Make changes to lead and contact profiles in real time.

Set follow-up tasks

Create follow-up tasks for sales reps around important events, like when a customer’s subscription is up for renewal.

Send emails automatically

A new lead in your CRM? Use custom templates and set up workflows to automatically send a welcome email.

Connect to other apps

Use webhooks to connect with helpdesks and accounting tools. Deliver customer support and send invoices without leaving your sales CRM.

Close deals from anywhere, with Freshsales mobile app

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
Make more sales on the go

Get a 360° view of leads, contacts, accounts, and deals from your smartphone. Don’t stop selling when you step away from your desk.

Plan your day, from your smartphone

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.

Stay connected with push notifications

Receive notifications when a new lead, deal, or task is assigned to you. Get reminders about upcoming meetings.

Add notes, tasks and appointments

Even as your meeting is on, add notes and set follow-up tasks. Quickly schedule your next appointment too—all from the app.

Integrate your favorite apps with Freshsales

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
Freshworks Ecosystem

Freshdesk: Create and modify Freshdesk support tickets right from Freshsales.
Freshchat: Message your leads without leaving Freshsales; automatically create new leads in the CRM from chat.

Segment

Using Segment to track prospect’s activities on your website/product? Route that data into Freshsales, and track your prospects right from the sales CRM.

Google Calendar

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.

HubSpot Marketing

Bring your marketing and sales teams together by integrating HubSpot Marketing with Freshsales CRM. Sync leads, plan targeted campaigns and do more.