Automated Lead Prioritization and Scoring
Use AI lead scoring to prioritize outreach to high-value prospects.
Freshsales
Customer Relationship Management (CRM) software designed to accelerate sales productivity and optimize customer engagement
By Freshworks Inc.
CRM
CRM
Sales Automation
Customer Engagement
Product Overview
Freshsales is an intuitive CRM platform that offers a comprehensive set of salesforce automation and customer engagement tools. It combines AI-based lead scoring, email tracking, built-in phone, and workflow automation in one unified solution. Freshsales empowers teams to manage contacts, automate repetitive tasks, and close deals faster with a 360-degree customer view.
Freshsales provides businesses with a powerful and easy-to-use CRM tailored to sales teams looking to streamline their processes. It integrates sales pipeline management, customizable workflows, and AI-driven insights to help teams prioritize leads and focus on high-impact activities. The platform includes multi-channel communication tools such as built-in phone and email to facilitate engagement without leaving the CRM. Advanced analytics and reporting enable data-driven decision-making and improved sales forecasting.
Headquarters and Est. In
San Mateo, California, United States — Est. 2010
No. of Employees
1001-5000
Customer Demography
Global
Customer Domains
Technology
Retail
Financial Services
Healthcare
Use Case Deep Dive
Interactive analysis dashboard - explore detailed performance insights for key business scenarios
Integrated Multi-Channel Communication
Centralize emails and calls within the CRM for streamlined customer communication.
Sales Pipeline and Deal Management Automation
Automate deal tracking and pipeline workflows to accelerate sales cycles.
Mobile CRM for Field Sales Teams
Empower remote and field sales teams to manage leads and contacts on the go.
Email Campaign Management and Tracking
Run segmented email campaigns and measure engagement directly from the CRM.
Comprehensive Sales Reporting and Analytics
Generate detailed reports to monitor performance, forecast revenue, and make data-driven decisions.
Lead Capture and Enrichment Automation
Automatically capture leads from websites and enrich them with relevant contact information.
Territory-Based Sales Management
Organize sales efforts by geography or market segments.
Custom Workflow and Field Configuration
Tailor the CRM experience with custom fields and workflows to fit unique business requirements.
Use Case Details
Integration Details
Feature Details
Key Features
Explore the core capabilities that make Freshsales stand out.
AI-Based Lead Scoring
Automatically prioritize leads based on behavior and attributes to focus sales efforts effectively.
Built-In Phone
Make and receive calls directly within the CRM without extra tools.
Email Tracking
Track emails sent from Freshsales to monitor engagement and follow-ups.
Sales Pipeline Management
Visualize and manage the entire sales process from lead to deal closure.
Workflow Automation
Automate routine sales tasks to save time and reduce errors.
Contact & Account Management
Maintain detailed profiles of contacts and accounts with interaction history.
Custom Sales Activities
Log calls, meetings, and tasks to keep track of all sales interactions.
Email Campaigns
Create, send, and track mass email campaigns to prospects and clients.
Mobile CRM App
Access Freshsales features on the go with mobile applications for iOS and Android.
Reports and Analytics
Generate customizable reports to analyze sales performance and trends.
Multiple Sales Pipelines
Manage multiple sales processes for different products or market verticals.
Territory Management
Organize sales teams and leads by geography or market segments.
Custom Fields and Modules
Adapt the CRM schema with custom fields to capture unique business data.
Integration with Freshdesk
Connect sales and customer support for seamless customer experience.
API Access
Programmatically interact with Freshsales data and extend functionality.
Territory Forecasting
Project sales revenue within defined territories to guide quota and target setting.
Web-to-Lead Capture
Automatically capture leads from website forms into Freshsales.
Lead Enrichment
Automatically enrich lead profiles with data from external sources.
Activity Timeline
Visual timeline of all interactions with contacts and accounts.
Deal Management
Track and manage the sales opportunities from inception to closure.
Email Templates
Create reusable email templates to ensure consistent communication.
Meeting Scheduler
Integrated calendar and scheduler to book meetings with leads and customers.
Customizable Sales Stages
Adapt pipeline stages to match unique sales processes.
Advanced Filters and Segmentation
Filter and segment contacts, deals, and leads on multiple criteria for targeted actions.
GDPR Compliance Tools
Features to help manage data privacy and compliance with GDPR regulations.
Contextual Integrations
Not just "integrates with" – here's the specific value each integration delivers:
Freshdesk
Delivers: Customer support platform integration for unified sales and support data.
Google Workspace
Delivers: Email, calendar, and document collaboration integration with Freshsales.
Zapier
Delivers: Automation platform to connect Freshsales with 3,000+ apps.
Microsoft Outlook
Delivers: Email and calendar integration with Freshsales for Microsoft users.
QuickBooks
Delivers: Accounting software integration for syncing sales and financial data.
Slack
Delivers: Team collaboration and communication tool integration.
Resources
Latest insights, guides, and templates to accelerate your decisions.
Downloads
Downloads coming soon
Resources and templates will be available soon
Case Studies
How Freshsales Helped Company X Double Sales Productivity
Streamlining Customer Engagement at Company Y
Platform Updates
Platform updates coming soon
Latest updates and improvements will be shown here
Pricing & Plans
Pricing information available upon request. Contact our sales team for custom pricing tailored to your needs.
Frequently Asked Questions
Common questions about Freshsales:
Freshsales is a CRM platform designed to help sales teams manage contacts, track leads, automate workflows, and improve customer engagement with AI-driven insights and integrated communication tools.
Yes, Freshsales offers a built-in phone system that allows users to make and receive calls directly within the CRM, record calls, and log outcomes without needing third-party tools.
Freshsales allows complete customization of sales pipelines and stages to fit your unique sales process for different products, territories, or market segments.
Freshsales supports integrations with a wide range of tools including Freshdesk, Google Workspace, Outlook, Slack, QuickBooks, Mailchimp, and popular automation platforms like Zapier.
Yes, Freshsales provides native mobile apps for iOS and Android devices to help sales reps manage leads and customer interactions on the go.
Freshsales uses AI to automatically score and prioritize leads based on customer behavior and engagement, helping sales teams focus on the most promising opportunities.
Implementation Partners
Partners listed for Freshsales and trusted teams available for implementation support.
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