Freshsales: Attract, Engage, Close, and Nurture Leads For Your Business In One Sales Platform


The vast majority of CRM and sales enablement platforms in the industry require integrations, synchronizations, and management. There’s a high failure rate in the adoption of these tools because it’s quite disruptive to your organization, most of the time requiring consultants and developers to get everything working. Not to mention the additional time required in data entry and then little or no intelligence or insight into the journey of your prospects and customers.

Freshsales is a sales CRM for teams who don’t want to juggle between multiple tools. Freshsales delivers a 360-degree sales solution in one platform, so you can:

  1. Attract the right leads for your business
  2. Engage through multiple touchpoints
  3. Close deals faster
  4. Nurture valuable relationships.

Features of Freshsales Include

  • Contacts – a 360-degree view of your customer with social profiles and each touchpoint in a single screen that has auto profile enrichment.

Freshsales CRM Contact View

  • Intelligent Lead Scoring – manually adjust your lead scoring and include Freshsales’ artificial intelligence to rank leads based on their activity and profile.

Freshsales Lead Scoring

  • Territory Management – create territories similar to your organization’s sales structure. Automatically assign the right sales agents to the right customers.

freshsales territory management

  • Appointments, Tasks, Files, & Notes – schedule appointments, make quick notes, share files, and collaborate with the team on tasks.

Freshsales Appointments, Tasks, Files, & Notes

  • Sales Pipeline Visualization – monitor progress on open deals in one view with a visual sales pipeline that you can filter and sort. Create multiple pipelines (inbound, outbound, e-commerce, etc.). The interface enables you to connect with prospects directly from the dashboard.

Freshsales Sales Pipeline Visualization

  • Website & App Tracking – track your prospects and know how they interact with your website or digital products. Plan smart, relevant conversations, and use it to configure lead scores to cherry-pick the hot leads.

Freshsales Website Tracking and Mobile App Tracking

  • Activity Timeline – get a timeline view of each prospect’s activity, so your sales team can pick the right moments and close deals faster.

Freshsales Contact Activity Timeline

  • Smartforms to Lead – take your web leads straight into your CRM. Gain better context of the lead as Freshsales auto-populates website visits, social media profiles, and more.

Freshsales Smartforms - website form to CRM lead

  • Click to Call – no extra software/hardware costs. Just place calls with one click from inside Freshsales using the built-in phone – with all incoming and outgoing calls automatically logged. Personalize all your voice and welcome messages.

Click to call directly from Freshsales

  • Android and iOS Mobile App – get a 360° view of your customer on the go with Freshsales Android and iOS apps.

freshsales mobile app

  • Outbound Call Activity Reporting – find out how many outgoing calls have been made by each sales rep across a specific time period.

Outbound Sales Activity Reporting with Freshsales

  • Send and Track Emails – send or receive emails from either Freshsales or your email client, and find the email in the Sent or Inbox folder of both apps. Send bulk emails using personalized templates and track their performance with campaign tracking. Get real-time notifications on email opens and clicks, and plan your next course of action. Implement DKIM for digitally signed emails for improved deliverability.

freshsales email send tracking

  • Workflows and Sales Campaigns – Automate repetitive tasks, streamline processes, and be more productive with intelligent workflows. Build and track rule-based email campaigns to send personalized emails to your prospects. Trigger automated actions based on their behavior.

freshsales workflows automation

  • Sales Reports and Forecasting – use standard reports or create custom reports to pull out any data from the CRM. You can also schedule and export reports and share them quickly across your teams. With sales cycle and velocity reports, you can find out how long your team is taking to close opportunities. Identify the stages where your reps spend most of their time in the sales cycle.

Sales Reports, Sales Cycle Reports, Sales Velocity Reports, Sales Forecasting Reports

  • Dashboards – view multiple reports in a single screen with live customizable reports dashboard. Follow the status of your sales at any time through schedule and export options.

Freshsales Sales Dashboards

  • Migration and Integrations – Leaner and faster one-click data import from Salesforce, Zoho CRM, Insightly, Pipedrive, Salesforce IQ, or just a CSV. Integrate with Freshchat, Freshdesk, G Suite, Segment, Outlook, Zapier, Exchange, Hubspot, Mailchimp, Office, with more productized integrations coming!
  • Multilanguage – 10 languages are now implemented to support a global customer base.
  • Compliant – Hosted in the United States in ISO 27001, SSAE16, and HIPAA compliant data centers. Freshworks privacy practices are TRUSTe certified and GDPR compliant.

Sign Up For a Free Freshsales Account

Disclosure: I am a Freshsales affiliate.

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