Freshsales CRM

Freshsales Suite = Combination of Sales and Marketing. Your team can now use AI-based lead scoring, phone, email, activity capture, and marketing activities like mailers, heat-map, AB testing and activity analytics.

why do we actually need CRM?

Customer Relationship Management software – which ideally helps you with bits and pieces of information about your client and provides a holistic view of the engagement level, interests, relationship history, categorizing him in your priorities, customize the solution as per his needs and ultimately maintain a cohesive relationship which is a win-win.


Build meaningful connections with customers

Build meaningful connections with customers

By leveraging a CRM, businesses can capture the complete customer lifecycle—right from prospect to lead to customer.

These kinds of analysis and details can help organizations identify their target audience, lead scores, reviewing previous conversations with a customer, assess the sales pipeline, log calls, send emails, and also track leads, which is very very vital. Sales managers can use the CRM software to pull customized reports that give them insights into the performance of their sales team and put up the necessary changes if needed.

Minimize data entry

The biggest issue of traditional CRM is the “Data Entry”. Our Freshsales CRM feature capabilities help minimize and automate mundane tasks like creating leads from sign up forms, triggering welcome emails and drip campaigns for new leads. And you don’t need to go here and there.

Everything you can do from the single Window. Unlike spreadsheets and email, a CRM solution can help businesses collaborate tasks in real time.

Minimize data entry
Enhance communication

Enhance communication

The CRM acts as a single source of truth for sales managers and sales teams alike by eliminating information gaps and improves visibility across the organization.

It also helps enhance customer relationships since the customer hears a consistent voice and support from your business. More often, customers gets the messages/communications from the business related to personal occasional greetings, customized solutions of the hour, support within SLA framework. This ultimately increases the customer satisfaction thereby improvising on sales figures and revenue growth.

Achieve higher revenue

The another advantage of CRM is – the cross-selling opportunity. Majority of the times, businesses forget to get in touch with their existing clientbase itself with something new in platter.

When you use Freshsales CRM. Due to a top-line view of customers at all times, sales teams can tap into cross-selling and up-sell opportunities at the right time, thereby improving their chances of success. Not only that, since you build a better connect with the customer, it also helps limit the chances of customer churn.

Achieve higher revenue

Build healthier pipelines

Those days have gone, wherein businesses used to prepare the bulky spreadsheets to track the complete pipeline of sales.

Freshworks CRM enables businesses to visualize pipeline in a intuitive and easy to understand dashboard, thereby making it easier for sales teams to prioritize deals and go after them. This results in increased focus and also ensures pipelines remain clog-free and sales teams remain committed to the bottom line.

More collaboration = a strong business

Collaboration is the key now a days. CRM information and details can also be leveraged by marketing and support teams to provide a more contextual approach.

For example, Sales Campaigns run by one group can easily be shared to other group, members to resue them and collaborate as well to see the holistic results. In the similar fashion, templates, documents, campaigns, web-forms and lot of other essential tools can be shared to reuse within the same interface.

Marketing teams can plan targeted and personalized campaigns, and support can respond to tickets using the sales context.