All Features Leads

360° customer view 

Effective lead management starts with knowing your leads. A good sales CRM tells you everything you need to know about your lead, from one screen.

With Freshsales, get complete details about your customers— conversations, deals (open, won or lost), touchpoints with your company, and the tasks and appointments scheduled with them. Learn how they’ve interacted with your website and your product, and engage in personalized conversations.

 

Lead profile in Freshsales

Lead scoring

Lead scoring is a method to rank your leads based on their profile and their engagement level with your company. Using lead scores, you can instantly identify your sales-ready leads and increase your chance of making a sale.

Lead scoring surfaces your hottest leads, so you don’t have to spend time digging into your lead list. Spend time instead on follow-ups and spotting leads who require nurturing.

Learn more about lead scoring

Auto profile enrichment

The modern sales CRM understands that automation is a key factor in lead management. Freshsales automatically enriches your leads, contacts and accounts with their social and publicly listed information to save you the trouble of manually finding and entering the same. "Information" includes social profiles, company details, and photo. All this information appears before you in a single screen, helping you create meaningful conversations.

Segment and organize your teams

Territories

Group your team by geography, deal size, product divisions, and more. Focus on the territories that are making the most sale and have potential business.

Learn more about territory management

Auto-assigning leads

Never again worry about leads falling through the cracks. Freshsales auto-assigns leads to the right salesperson. No waiting; your team can start following up as soon as the leads are in.

territory assignment in Freshsales

Appointments, tasks, notes and files

If you coordinate between multiple tools to perform simple actions, you are spending a lot of time outside your sales CRM.

Use Freshsales to collaborate with your team on tasks. Schedule meetings or demos with prospects and customers, and get email alerts to remind you. Make quick notes against each contact; manage and share files.

appointment and task in Freshsales

Do all of this and more with your sales CRM

Bulk actions

Quickly send emails, assign leads, update a field, merge and delete records in bulk.

Role-based access

Define and manage user permission and data access in Freshsales.

Smartforms (web-to-lead)

Capture website visitors as leads directly into Freshsales once they complete a webform.

Automation

Autocapture leads from webforms, enrich profiles, assign reps, and log calls & emails.

Custom views

Filter and sort records. Save and access them whenever you want.

Smart fields

Connect with the right set of prospects using "last contacted" and "last seen" date.