With a highly intuitive UI and a powerful feature set including built-in phone and email, AI-based lead scoring, visual deal pipeline, intelligent workflow automation, and customizable visual reports and dashboards, Freshsales gives businesses everything they need to manage and scale their sales without having to juggle multiple tools.
Freshsales is GDPR compliant and has several GDPR specific features and enhancements. The Freshsales marketplace currently hosts over 75 apps that can be seamlessly integrated with it to enhance productivity.
Some of the key features in Freshsales include: Built-in phone and email Two-way Email Sync AI-based lead scoring Workflow automation Visual sales pipeline iOS and Android Apps The built-in email with two-way email sync ensures that sales reps never have to leave the CRM to access their email inbox.
Email tracking features enable users to know when and how many times an email was opened, or a link was clicked on. Users can also create personalized sales campaigns using email templates. Insightful email metrics help users understand which emails are performing well and which aren’t.
Freshsales comes with a built-in phone powered by Freshcaller which enables direct calling with a simple click on a contact’s phone number. Users can set up buy local numbers, enable call recording, and set up IVRs in a matter of minutes. Users can also add notes, schedule tasks, as well as make appointments.
The 360-degree view gives users in-depth customer insights on prospects allows users to plan relevant conversations and keep track of touch points using the activity timeline.
Freshsales collects data and segments activities based on a contact’s behavior. Users can get perspective on leads with advanced lead scoring, and prioritize important follow-ups.
The visual sales pipeline provides complete visibility of deals across various stages. Users can sort and filter by close dates, helping to make more guided decisions for climbing up the sales ladder. The drag and drop navigation enables users to move deals across the sales pipeline into any stage.
Visual sales reports and revenue analytics monitor sales progress and identify successful campaigns by source, sales rep, territory, and more. Freshsales mobile apps for iOS and Android let users access deals while on-the-move and stay up-to-date on prospects at all times.
Large enterprises, Medium business, Small business
Campaign Management, Document & Content Mgmt., Marketing ROI Analytics, Social Collaboration Features, Social integration