Freshsales

Product Details

Freshsales was a response to the company’s own necessity to handle multiple aspects of the sales process, and eliminate the need for users to wander around programs to get the job done. At its core, Freshsales has collated all functions of legacy CRM systems, but found its own way to optimize sales and prioritize pipeline opportunities. As president Dilawar Syed explains, Freshsales was even intended to be a dynamic analytic contributor, which doesn’t only reveal magnificent sales insights, but gives companies hints on how to use those to their advantage. That’s how Freshsales came to have all important sales performance capabilities, and is used worldwide, in particular by active Freshdesk users.

Freshsales Features

• Advanced Lead Scoring
• Interactive Pipeline Management
• Integrated Phone & Email.
• Email Tracking
• Sales Campaigns
• Personalize Templates
• Insightful Email Metrics
• Team Inbox
• Sales First Inbox
• Open & Click Notifications
• Email Scheduling
• Calendar Sync
• 2 – way Email Sync
• Email-to-Lead, Forward Emails
• Click to Call
• Entire Conversation History
• Assign Phone Numbers
• Automated and manual Log Calls
• Personalized Welcome and Voicemail Messages
• Forward Call
• Record Calls
• Tasks & Appointments
• Call History
• Phone Activity reports
• Caller Display
• In-depth Customer
• Insights
• Website and in-app Tracking
• Activity Timeline
• Behavior-based Segmentation
• Web-to-Lead
• Smart Fields, 360° Customer View
• Lead Scoring
• Auto Profile Enrichment
• Team Segmentation
• Auto Lead Assignment
• Appointments
• Tasks and Notes
• Jot down notes
• Change stage with ease
• Track deals on the move
• Fix meeting, find location
• Custom Views
• Automation
• Bulk Actions
• Role-based Access
• Visual Sales Pipeline
• Deal Status, at a glance
• Simple drag and drop Navigation
• Action-oriented Follow Ups
• Track deals on the go
• Deal age
• Mobile Integration
• Deal Funnel View
• Filter and Sort Deals
• Customize Sales Process
• Pipeline Dashboard
• Lost Deal Analysis
• Customized Reports
• Visual Sales Reports
• Revenue Analytics
• Deeper Analytics
• Preview Reports
• Sales Activity Reports
• Trendline Reports
• Territories and Territory Reports