Control permissions given to a user in Freshsales on the roles provided and create new roles based on the roles present in your organization.
Forecast expected sales based on the probability of deals in the pipeline.
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.
Send SMS messages to record owners, prospects, and customers from within the CRM.
Gain complete context about your Freshsales leads/contact from within Gmail and engage your prospects better.
Add multiple email addresses to your leads/contacts and ensure that all relevant email communication is stored under the same entity.
Integrate Freshcaller with your Freshsales account and gain access to a smart and feature-rich caller built into your CRM.
Add invoices to your deals and access them from within the CRM
Simplify deal-related conversations among teams by integrating a central tool that enables you to collaborate with context.
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
Receive desktop notifications from Freshsales even when you're on other tabs.
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
Get access to metrics like open, click and bounce rates to track engagement and performance of bulk emails
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.
A new UI with quick access to your frequently viewed reports, filters to find reports and sorting by date created and modified
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
Configure lead score meter to categorize leads, and get insights on lead engagement and activities
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.
Enhanced Filter pane improves filtering records, resetting filters and creating custom views.
Chat with website visitors and customers directly from Freshsales via Freshchat! Auto-create leads, see who’s online and do more to stay connected.
Configure drop-down fields to select multiple values from a list of choices for use cases such as supporting multi-product businesses
Integration with HubSpot Marketing to sync leads, contacts between marketing and sales, and to plan targeted campaigns.
Ability to automate more actions: send emails, create tasks, trigger webhooks to send notification to external URL, etc.
New Workflow feature added to replace mundane manual tasks with automated actions based on triggers
Added all new Reports Dashboard to view your daily sales metrics at a single glance
Enhanced deal pipeline feature to add and configure more than one pipeline
Renamed Autotrack feature to Smartforms which capture website leads and tracks their activity with one line of code
Enhanced Data Import options to avoid duplicating data in Freshsales
MailChimp integration to sync marketing leads with your Freshsales leads
You can now make Company information optional in lead and account, and also associate a deal with contacts belonging to multiple accounts
Added option to insert “Unsubscribe” link to bulk emails, and choices to configure voicemail greeting—record message, upload audio file or use text-to-speech
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
Added three more languages: Chinese, Russian and Polish
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
Updated Deal Closed Date field to editable field, and enhanced Export Data time—from 24 hours to less than 30 mins
G Suite integration to onboard sales team in Freshsales instantly
Freshchat integration to capture website leads in Freshsales
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
Now supporting Freshsales in Dutch, French, German, Italian, Portuguese, and Spanish
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
Integrate with Segment to understand your customer journey and prioritize leads