Are you juggling between a phone software and CRM to call your customers? Start making calls from within your sales CRM, using our built-in phone. No extra software or hardware installation cost. No setup charges. No wasted time on dialing phone numbers. Just click the phone number to place calls directly from Freshsales.
View all your phone and email conversations in your sales CRM. Make a call back, add notes, schedule tasks, make appointments, and add anonymous phone numbers as a new lead or contact in Freshsales.
Make it easy and inexpensive for your customers to call you. Purchase local and toll-free numbers for any country and state, right from Freshsales CRM. Assign the numbers to your sales reps or territories so they can start talking to prospects right away, using the built-in phone.
Don’t worry about incorrect entries or drawing a blank when it comes to call logs. The built-in phone in Freshsales CRM automatically logs the incoming and outgoing calls for you.
Let your personalized voicemail set the tone for your interaction. Record voicemail messages inside the sales CRM, or upload a pre-recorded greeting. You can also type your welcome message and let Freshsales convert it to audio, using the text-to-speech functionality.
If you're a sales manager, you're constantly relying on reports to give you insights into your reps' performance. Freshsales lets you create reports for various activities, including calls. Use phone activity reports to find out the number of outgoing calls made by each sales rep. Getting this data from the sales CRM is particularly invaluable when you're analyzing the call-to-conversation rates.
Through the built-in phone, Freshsales logs your calls automatically. But what about calls you receive outside the sales CRM? Explore our manual call logging feature. When you receive a call on your personal number, you can log it in Freshsales, map it to an existing lead/create new lead, and add notes about the call.
Choose to take calls from your desk or forward them to your mobile.
Call back, add notes, schedule tasks and appointments from your call log history.
Be prepared before taking calls. Know who’s calling. Look up their details. Plan your pitch.
Follow up conversations by listening to audio recording of your previous phone calls.
Set follow-up tasks and appointments right after a phone call.
Segment prospects using smart fields such as "last contacted" and "last seen" date.