All FeaturesLeads

360° Customer View

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, using the Activity Timeline.

Lead scoring

Lead score is a method to rank your leads based on their profile and their engagement level with your company. Using lead score, you can instantly identify your sales-ready leads and increase your chance of making a sale. Prioritize follow-ups with hot leads and those who require nurturing.

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Auto profile enrichment

Freshsales automatically enriches leads, contacts and accounts with their social and publicly listed information to save you the trouble of having to manually find and enter the same. ‘Information’ includes social profiles and photo. Get complete context with zero manual data entry.

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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.

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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.

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Appointments, tasks, notes and files

Collaborate with your team on tasks. Schedule meeting or demo appointments with prospects and customers, and get email alerts to remind you. Make quick notes against each contact, manage and share files.

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Do all of this and more with Freshsales

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.

Autotrack (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.