Freddy AI for CX
Deliver effortless customer experiences with Freddy AI.
By Use Case
Freshsales - Upcoming Sales CRM Feature Updates
Get your sales documents signed with secure electronic signatures from within Freshsales by integrating with DocuSign.
Send SMS to your leads and contacts via the Freshsales Mobile App and keep the communication strong
Configure Quotes and Proposals from within Freshsales and simplify the approval process
Create, link, and access tickets related to accounts from Freshdesk within Freshsales
Create a Jira issue from Freshsales, link existing issues, and more.
A unified solution for all sales and marketing needs. Brings together capabilities of Freshsales + Freshmarketer + Freshchat + Freshcaller + Freshconnect + Freddy AI in one platform.
Customize your deal card to bring in additional fields for display
Segment deals based on the expected closed date and plan sales operations for the month
Keep track of your sales numbers from a single dashboard and plan sales operations accordingly
Access tickets related to contacts and accounts in Freshservice from within Freshsales
Add and manage records of custom modules from your Freshsales mobile app
Link email conversations to relevant deals and access them from the Deal landing page
Associate deals with the product or service you sell and auto-calculate deal value inclusive of taxes and discounts
Download and store records on your mobile app to use while offline
Add and track products that you offer and also associate them with deals to auto-calculate deal values.
Freddy auto-identifies customer intent to meet and prompts you to schedule tasks and appointments to match your customer’s availability.
Stay informed about prospects or customers who are away on leave with the Freddy Out-Of-Office detection feature.
Add regularly accessed links as Quick Link and enable users to access them from your activities dashboard.
Save regularly accessed links by adding them as Quick Links to the mobile app.
Create new modules with unique icons and customized fields to capture additional information specific to your industry.
Enable collaboration on a deal by assigning multiple users to work on the deal.
Configure permissions of individual fields and regulate user access to sensitive business data
Use historical import to bring in past email conversations related to your records during email sync
Make minor changes on top of the existing workflow conditions to create a new workflow
Assign a tag to all records during import and enable agents to associate information to records that are getting imported.
Assign an owner to unassigned leads during import and ensure no leads is left without an owner.
Workflow now supports call logs and allows users to create triggers that create or update a record based on call properties and outcomes
Import Leads, Contacts, Accounts, and Deals through .XLSX files
Customize your UI for a comfortable viewing experience by resizing columns or by switching to a compact view
Configure logical expressions and define actions to be executed based on conditions fulfilled.
Upload display pictures for deals to enable easy identification in the deal view
Find duplicates of the accounts you're managing. You'll also be notified of leads or contacts that have entered your system from the same account.
Resize column width in the list view to bring in more content and context on a single screen.
Stay on top of your upcoming tasks and appointments as soon as your enter the CRM
Configure visibility of tags created by users and create default tags that can be accessed by all
Configure visibility and edit permissions for views, reports, templates, and campaigns while sharing them with users.
Create sales documents with pre-filled CRM data, and send them out to be eSigned from Freshsales.
Bring your Office 365 contacts into Freshsales by setting up a sync with Outlook.
Get complete context about your leads and contacts from within the Outlook inbox
Get information about upcoming appointments and perform important tasks from your home screen on the mobile app.
The admin setting pages of our core modules– leads, contacts, accounts, and deals– have been refreshed with a new UI.
Hide less relevant fields from your LCAD forms and cut back on the length of the forms.
Customize individual emails that are part of the bulk email blast and send personalized bulk emails to recipients
Undo accidental deletion of records by finding and restoring them from the recycle bin.
Use filters to sort and segment leads within your mobile app.
Mark a field 'unique' and prevent creation of duplicate records with identical field values.
Receive replies to SMSes sent from the CRM and maintain a conversation thread for individual leads or contacts
Select leads/contacts in Bulk and send personalized emails from your mobile app
Create and assign sales target to yourself and your team members and track progress
Create fields that derive value from predefined expressions.
The deduplication functionality, which is powered by Freddy, proactively looks for, detects, and displays duplicate records using a smart match algorithm.
Track the progress of ongoing imports and access details about all past imports
Organize and filter email templates by adding tags and access relevant email templates in the CRM.
Use your mobile app in 8 new languages: Spanish, German, French, Russian, Dutch, Italian, Polish, Brazilian Portuguese
The Audit logs functionality has now been enabled to Territories, Workflows, and Sales Campaigns.
Detect and skip import of duplicate records during CSV file import by matching them with existing records
Control permissions given to a user in Freshsales on the roles provided and create new roles based on the roles present in your organization.
Configure settings on your mobile app and personalize notifications to suit your needs.
Make phone calls using Freshcaller from within the Freshsales mobile app
Set a rotting age for your deal and keep your pipeline clean by getting rid of deals that are old and are unlikely to convert.
Set estimated probability against every deal stage and forecast expected sales based on the probability of deals in your pipeline.
As a part of this update, automatic currency exchange rates and scheduled rate conversions for manual exchange rates is now available.
Create fields that ‘lookup’ to another list of entities and displays them as suggestions or choices.
Create and manage dedicated sales teams within your Freshsales CRM.
Compose emails using your Freshsales mobile app. Attach files, and schedule and send emails.
Confirm your presence for a sales activity and keep your team informed.
Run Sales campaigns on Accounts by targeting contacts associated with an account.
Create and save Voice notes on your Freshsales mobile app and listen to them on the go.
Integrate your ClickSend account with Freshsales and send SMS messages from within Freshsales.
Automate follow-up actions for all your tasks and appointments
Associate multiple sales accounts to a contact and explore more deal opportunities out of an existing contact.
Reorder and re-prioritize a territory by assigning them a PRIORITY number and move them up/down the order…
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…
Enable your sales agents to sell across multiple geographies and create deals in multiple currencies.
Add multiple email addresses to your leads/contacts and ensure that all relevant email communication is stored…
Integrate Freshcaller with your Freshsales account and gain access to a smart and feature-rich caller built into…
Add invoices to your deals and access them from within the CRM
Keep track of all configuration changes made in your account and make it easy to zero in on any changes…
Label and segregate your records by simply adding tags. Sort and access your records with ease.
Create a card in Trello whenever a new deal is created in Freshsales or when a deal reaches a certain stage in the pipeline
Create tasks in Asana whenever a new deal is created in Freshsales or when a deal reaches a certain stage in the pipeline
Rename the core modules- Leads, Contacts, Accounts, and Deals- to match your industry terminology and ease CRM…
Simplify deal-related conversations among teams by integrating a central tool that enables you to collaborate…
Use robust APIs and SDKs to create apps that solve key business problems and list them on the marketplace.
Initiate a single-step transfer of records from one owner to another. Use the feature to unassign/re-assign records of…
Sync your Google Contacts to Freshsales. Contacts from any of your devices using Google are auto-created and…
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.
Modify behavior of fields by setting dependencies between controlling and dependent fields.
Support for 7 additional languages: Finnish, Japanese, Korean, Norwegian, Swedish, Turkish, and Vietnamese.
Delete user data that has been shared with Freshsales and other third-party tools associated with the user account.
Individual users can now use Freshsales in their preferred language by modifying their Personal Settings.
Erase a lead or contact from Freshworks ecosystem in line with GDPR norms. Use this feature to completely delete…
Filter leads/contacts by web and in-app events, and know what actions they frequently perform on your website…
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…
Create a copy of your report, analyse your reps’ activities using sales activity reports, transfer tasks and…
Close deals faster with real-time document tracking and secure e-signatures right from within Freshsales
Create insightful sales reports with fields from multiple modules (Contacts, Accounts and Deals) in the same…
Create signup forms for different campaigns for your website easily in Freshsales without writing a single line…
Manage sales transactions within Freshsales via the QuickBooks integration. Sync your customers’ invoices to…
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…
Create and execute campaigns automatically. From simple to complex, send out emails to a mailing list sequentially…
Integrate your Outlook calendar with Freshsales, and 2-way sync your appointments
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
Create custom business activities such as Demo, Coffee meet, Postal mail, etc., and assign outcomes
Transfer calls to sales reps, territory, or external numbers directly from Freshsales
The Filters pane can now be shown/hidden with a button. New Views pane introduced
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.
Keep track of sales calls made from your mobile phone and easily log them using the Freshsales mobile app.
Chat with website visitors and customers directly from Freshsales via Freshchat! Auto-create leads, see who’s…
Configure drop-down fields to select multiple values from a list of choices for use cases such as supporting…
Integration with HubSpot Marketing to sync leads, contacts between marketing and sales, and to plan targeted…
Ability to automate more actions: send emails, create tasks, trigger webhooks to send notification to external…
Organise account information to create a hierarchy of multi-tier accounts, add property to Contacts using the…
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
Zapier integration to enable automating workflows and activities in Freshsales
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
Added new custom reports—sales cycle and sales velocity reports
You can now make Company information optional in lead and account, and also associate a deal with contacts…
Added option to insert “Unsubscribe” link to bulk emails, and choices to configure voicemail greeting—record…
Enhanced web and email notifications to get notified for emails, record assignment, task and appointment
Introduced several new features to customize Freshsales—required or read-only fields, quick add, groups and…
Updated email placeholders to include custom fields to personalize emails
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
Create trendline reports to track sales trends and forecast deals
Added automation to generate and email reports daily, weekly or monthly
Added All Day Event toggle to Calendar
Updated 2-way email sync feature to switch between Gmail or other SMTP servers and Freshsales server
Enhanced data migration supported by one-click data import
Create a filter and segregate deals of individual members of your team.
Updated Deal Closed Date field to editable field, and enhanced Export Data time—from 24 hours to less than…
Create an event in your Freshsales Calendar and keep track of your customer meetings and training sessions effortlessly.
G Suite integration to onboard sales team in Freshsales instantly
Freshchat integration to capture website leads in Freshsales
Enhanced notifications to receive alerts on emails opened, clicked and replied, added restricted user role, and other…
Added sales activity reports to track emails, phone calls, tasks, and appointments
Upload files from your computer, Google Drive, Dropbox, etc. and attach them to records
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
Added tasks and appointments functionality to the deal pipeline.
Enhanced mobile app and added new capabilities on iOS and Android
Use Twilio to make and receive calls in Freshsales, added predefined smart lead scoring rules to common actions…
Added Team Inbox to collaborate shared emails, migration from Insightly, Zoho, Pipedrive and SalesforceIQ, and…
Integrate with Segment to understand your customer journey and prioritize leads
Activate and deactivate your users, export reports to CSV file, automatically log calls from third-party services…
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