Integrate Freshcaller with your Freshsales account and gain access to a smart and feature-rich caller built into your CRM.
Add multiple email addresses to your leads/contacts and ensure that all relevant email communication is stored under the same entity.
Maintain a clean CRM database by identifying and merging duplicate records.
Use “OR” condition in filters to make filtering of records effective and more specific.
Gain complete context about your Freshsales leads/contact from within Gmail and engage your prospects better.
Convert your deals into Trello cards and manage them from customizable dashboards.
Initiate a single-step transfer of records from one owner to another. Use the feature to unassign/re-assign records of defunct users.
Easily edit data in a lead or contact record without leaving the page. Hover over a field to edit, and save as you go
Support for 7 additional languages: Finnish, Japanese, Korean, Norwegian, Swedish, Turkish, and Vietnamese.
Individual users can now use Freshsales in their preferred language by modifying their Personal Settings.
Filter leads/contacts by web and in-app events, and know what actions they frequently perform on your website and product
Access information about your Freshsales leads and contacts inside your Gmail. Use the chrome extension to view activities, notes, deals on the sidebar
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