Easily edit data in a lead or contact record without leaving the page. Hover over a field to edit, and save as you go
Now that you can customize your sales activities in Freshsales, you can soon get analytics on such activities of sales agents through Reports
Sync your Google Contacts to Freshsales. Contacts from any of your devices using Google are auto-created and updated as leads/contacts
Filter leads/contacts by web and in-app events, and know what actions they frequently perform on your website and product
Create reports using data from multi-select field type. Filter by fields, and add them as columns in the table
Get access to metrics like open, click and bounce rates to track engagement and performance of bulk emails
Close deals faster with real-time document tracking and secure e-signatures right from within Freshsales
Create signup forms for different campaigns for your website easily in Freshsales without writing a single line of code
Add more columns to your list view and scroll horizontally to view more data. Also, sort your data by any field.
Create and execute campaigns automatically. From simple to complex, send out emails to a mailing list sequentially based on customer behavior on specific days or at intervals
Execute actions daily, weekly and monthly, auto-send email to contacts and use empty/not empty conditions
Transfer calls to sales reps, territory, or external numbers directly from Freshsales
Enable 2-way contacts sync between Freshdesk and Freshsales, across all fields including custom fields.
Chat with website visitors and customers directly from Freshsales via Freshchat! Auto-create leads, see who’s online and do more to stay connected.
Integration with HubSpot Marketing to sync leads, contacts between marketing and sales, and to plan targeted campaigns.
New Workflow feature added to replace mundane manual tasks with automated actions based on triggers
Enhanced deal pipeline feature to add and configure more than one pipeline
Enhanced Data Import options to avoid duplicating data in Freshsales
You can now make Company information optional in lead and account, and also associate a deal with contacts belonging to multiple accounts
Introduced several new features to customize Freshsales—required or read-only fields, quick add, groups and subgroups, form preview, reorder fields, etc.
Enhanced Freshdesk integration to extend support to your Freshsales leads and contacts
Updated personal email settings to add flexibility between linking emails and creating new leads
Added automation to generate and email reports daily, weekly or monthly
Updated 2-way email sync feature to switch between Gmail or other SMTP servers and Freshsales server
G Suite integration to onboard sales team in Freshsales instantly
Added sales activity reports to track emails, phone calls, tasks, and appointments
Mark any custom field as required, import deals from CSV, filter leads/contacts by phone numbers and other updates
Enhanced mobile app and added new capabilities on iOS and Android
Added Team Inbox to collaborate shared emails, migration from Insightly, Zoho, Pipedrive and SalesforceIQ, and other updates