Freddy AI for CX
Deliver effortless customer experiences with Freddy AI.
By Use Case
Move from your old CRM to Freshsales in one click
Moving to Freshsales is made easy, free and fast with our enhanced one-click data migration capabilities. We support migrations from Salesforce, Pipedrive, Insightly, Zoho CRM, and SalesforceIQ. Select your CRM, upload your file and start migrating. If you’re using a sales CRM that’s not listed, import your data using the CSV Import option.
Learn more about CSV data import
Move your data to your Freshsales account without limitations. From contacts to notes, import both default and custom fields from your old CRM. Our static mapping makes matching fields to relevant entities in Freshsales easy and without any manual effort.
Don’t worry about losing data during migration. Get a detailed validation report summarizing the outcome of the migration, and an error log report on records that failed to migrate. Identify errors, fix them and upload to Freshsales. This guarantees that you don’t lose records, and every piece of data captured in your sales CRM is reliable. What next? Just start selling.
Share reports and dashboards with your team. You can also export them as PDF or CSV files.
Know which territories are meeting targets and which ones have potential business opportunities.
Track the progress of each deal. Identify bottlenecks and work towards addressing them.
Trying to figure out how to create a report? Use our sample reports to get started.
Before you run the sales report, verify the data and see how it is represented. You can also add field columns on the fly.
Generate reports on key sales metrics like conversion rate, time to contact a lead, and email open rate.
“For the past several years, it's been difficult to get our sales team to use our clumsy, difficult-to-understand CRM (myself included). In less than an hour, I had all of our leads imported and the system figured out. It actually makes sales fun again.”
“With the Freshdesk Integration, Freshworks CRM (formerly Freshsales) has taken the sales side of our business a step forward. My support staff can see a full picture of a customer - deals, customer details and activities. It has both sides of our business talking again!”
“Our sales people used to spend a lot of time before the call to analyze the prospect's need and behaviour using multiple sources. Today, Freshworks CRM (formerly Freshsales) provides all those insights in a single screen enabling us to move quickly and close deals easier.”
“Freshworks CRM (formerly Freshsales) allows us to focus on converting our leads. The interface is so intuitive that our new sales staff do not require training on how to use it, they just hit the ground running.”
“I really like that this CRM tool integrates with Freshdesk and I am a fan of the "open email alert". I am also impressed with the service that I have received at Freshworks CRM (formerly Freshsales); I had a suggestion for the software and the support team immediately jumped on a call with me to figure out a solution.”
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