Get your sales documents signed with secure electronic signatures from within Freshsales by integrating with DocuSign.
Create custom objects to suit your unique business needs.
Freddy tracks activity on all deals, predicts their outcomes, assigns tags to them, and displays them on the Freddy view.
Assign a tag to all records during import and enable agents to associate information to records that are getting imported.
Customize your UI for a comfortable viewing experience by resizing columns or by switching to a compact view
Resize column width in the list view to bring in more content and context on a single screen.
Configure visibility of tags created by users and create default tags that can be accessed by all
Bring your Office 365 contacts into Freshsales by setting up a sync with Outlook.
Get information about upcoming appointments and perform important tasks from your home screen on the mobile app.
Hide less relevant fields from your LCAD forms and cut back on the length of the forms.
Undo accidental deletion of records by finding and restoring them from the recycle bin.
Receive replies to SMSes sent from the CRM and maintain a conversation thread for individual leads or contacts
Create and assign sales target to yourself and your team members and track progress
The deduplication functionality, which is powered by Freddy, proactively looks for, detects, and displays duplicate records using a smart match algorithm.
Use your mobile app in 8 new languages: Spanish, German, French, Russian, Dutch, Italian, Polish, Brazilian Portuguese
Control permissions given to a user in Freshsales on the roles provided and create new roles based on the roles present in your organization.
Make phone calls using Freshcaller from within the Freshsales mobile app
As a part of this update, automatic currency exchange rates and scheduled rate conversions for manual exchange rates is now available.
Create and manage dedicated sales teams within your Freshsales CRM.
Confirm your presence for a sales activity and keep your team informed.
Create and save Voice notes on your Freshsales mobile app and listen to them on the go.
Associate multiple sales accounts to a contact and explore more deal opportunities out of an existing contact.
Maintain a clean CRM database by identifying and merging duplicate records.
Gain complete context about your Freshsales leads/contact from within Gmail and engage your…
Add multiple email addresses to your leads/contacts and ensure that all relevant email communication is stored…
Add invoices to your deals and access them from within the CRM
Create a card in Trello whenever a new deal is created in Freshsales or when a deal reaches a certain stage in the pipeline
Simplify deal-related conversations among teams by integrating a central tool that enables you to collaborate…
Initiate a single-step transfer of records from one owner to another. Use the feature to unassign/re-assign records of…
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…
Access information about your Freshsales leads and contacts inside your Gmail. Use the chrome extension to…
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…
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…
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…
Integration with HubSpot Marketing to sync leads, contacts between marketing and sales, and to plan targeted…
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…
Introduced several new features to customize Freshsales—required or read-only fields, quick add, groups and…
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
Create a filter and segregate deals of individual members of your team.
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…
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