Manage leads minus the clutter

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
360° customer view

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

Auto profile enrichment

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.

Auto lead assignment

In each territory, let Freshsales auto-assign leads to the 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 your deals quicker.

Learn more about deal management
Deal status, at a glance

How many deals are under review? What is the value of these deals? Get crucial 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 app.
Get the freshsales mobile CRM app for Android & 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 to power your next conversation.

Learn more about event tracking
Behavior-based segmentation

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

Activity timeline

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.

Make quick, quality calls from your CRM

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
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 within Freshsales and assign them to your sales reps so they can start calling right away.

Automatically log calls

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

Personalize welcome and voicemail messages

Type your voicemail message and let Freshsales convert it to audio. Personalize your interaction with minimal effort.

Phone activity reports

Find out how many outgoing calls have been made by each sales rep in your team.

Manual call log

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.

Don’t just manage emails—maximize them

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
Sales campaigns

Send bulk emails to prospects, create sales campaigns in seconds. Don’t let follow-ups be a tiresome process.

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 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.

Team inbox

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.

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 on using sales analytics reporting
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 report

Get clear, visually arresting reports in graphs and charts that let you glean information in seconds, not minutes.

Revenue analytics

Get numbers on sales reps, territories, source, campaigns and more. Create data-backed sales strategies and drive better sales numbers with freshsales CRM software.

Deeper analytics

Apply filters, choose between quick and advanced logic, and build simple, summary or matrix reports.

Preview 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.

Sales activity reports

Evaluate sales by your sales 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.

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 on Freshsales mobile CRM
360° customer view, on the go

In a single screen, see everything worth knowing about the customer: basic details, activities on your website, mails exchanged, and more.

Jot down notes

While you’re on the move, make notes for each contact and get quick context the next time you interact with them.

Change stages with ease

After a demo, mail, or any potential sales activity, move your lead up the sales ladder by changing stages with a swipe.

Track deals on the move

Don’t worry about being away from your computer. Stay clued-in on deals from your smartphone. Remain ready for every meeting.