Your sales force needs a better CRM

Product Overview - November 2017

 CRM + 4 other tools need to be CRM acts as data-dump with
mastered, managed and synced! no intelligence

CRM implementations become

Very little or no insights about customer
complex and laborious
journey

Sales reps waste time on manual data entries Difficult to identify important prospects
Freshsales is a sales CRM for teams who don’t want to juggle between multiple
tools. It offers everything a salesperson needs—built-in phone and email, lead
scoring, customizable reports, event tracking and a visual sales pipeline—in one
single platform.
● Leads ● Workflows
● Deals ● Mobile
● Event Tracking ● Customization & Integrations
● Phone ● Data Import
● Email ● Multi-Language Support
● Reports ● Security
Identify and track promising leads to closure
Access customers’ social profiles and identify customer touchpoints from a single
screen. Never miss on email and phone conversations, related deals, notes, tasks,
appointments, and files.

Auto profile enrichment

Related conversations
Rank your leads from hot to cold based on their profile and activity.
Create territories similar to your organization’s sales structure. Automatically assign
the right sales agents to the right customers.

Scope-based
access

Auto-lead
assignment
Schedule appointments, make quick notes , share files & collaborate with team on tasks.
Manage your sales pipeline effectively
Monitor progress on open deals in one view with visual sales pipeline.
Instantly connect with prospects, directly from the deals dashboard.

Filter & sort

Call or mail
instantly
Create multiple pipelines to separate your sales processes. Create relevant stages
and choose your own default pipeline.
Use the sales CRM to track your customer’s journey
Track your prospects and know how they interact with your website and product.
Plan smart, relevant conversations, and use it to configure lead scores to cherry pick
the hot leads.

In-app tracking

Website visits
Get a timeline view of each prospect’s activity, so your sales team can pick the right
moments and close deals faster.

Timeline view
Take the web leads straight into your CRM. Gain better context of the lead as
Freshsales auto-populates website visits, social media profiles and more.

A web sign up,

auto converted as
a New lead
Make and receive calls, minus the data entry
No extra software/hardware costs. Just place calls with one click from inside
Freshsales using the built-in phone.
Personalize all your voice and welcome messages. Record your message instantly,
upload an existing audio file or convert text to speech.
Freshsales can automatically log all incoming and outgoing calls.
Find out how many outgoing calls have been made by each sales rep across a specific
time period.
Send, manage and track your emails from your sales CRM
Send or receive emails from either Freshsales or your email client, and find the email
in the Sent or Inbox folder of both apps.
Get real-time notifications on email opens and clicks, and plan your next course of
action.
Send bulk email to prospects using personalized templates. Use the email metrics to
determine the effectiveness of your campaigns.
A team inbox lets your sales reps identify each other’s unanswered emails, get
context into conversations, and follow up right away.
Digitally sign emails from the CRM with your domain name(s) and build your brand
identity with all customer communication.
Improve the productivity of sales team with workflows
Automate repetitive tasks, streamline processes and be more productive with
intelligent workflows.
Create your own reports instantly and know how your team performs
Use standard reports or create custom reports to pull out any data from the CRM.
You can also schedule and export reports and share it quickly across your teams

Custom reports

Schedule & Export

Evaluate sales by time. Create reports to identify lead/deal trends over weekly,
monthly, quarterly and yearly time periods.

Last week’s leads:

Grouped on daily basis
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 velocity Sales cycle

View multiple reports in a single screen with live customizable reports dashboard.
Follow the status of your sales at anytime through schedule and export options
Tailor your CRM to suit your business better. Integrate your favorite apps with Freshsales.
Customize Freshsales according to your business needs. Enjoy the flexibility to
determine how you want to structure and access data in CRM.
Properties

Groups

Sub-group
Collaborate all your data inside the CRM with our built-in and third-party integrations.

Upcoming Upcoming Upcoming

Hassle free migration from other CRMs
Leaner and faster one-click data import. Do away with the complexities of migrating
to a new CRM.
Make more sales on the go
Get a 360° view of your customer on the go with Freshsales Android and iOS apps.

Stay up-to-date on your mobile Push notifications

Plan your day, from your smartphone.

Google calendar, maps & uber

Add notes, tasks and appointments
integration
Your CRM in your language.
Freshsales now speaks a total of 10 languages to support our global customer base.
Your customer data is critical. We protect it.
● Data Center: Freshworks data center for Freshsales is hosted in the US (North America). Data centers
are hosted on AWS (ISO 27001, SSAE16 and HIPAA compliant)

● Privacy Practices: Freshworks privacy practices are TRUSTe certified

● GDPR Compliance: Freshworks is currently working on it and GDPR compliance will be achieved by
the time it’s regulations come into effect

● Other Compliances in Progress: We are working towards SSAE-16 attestation and a SOC II report will
be available shortly

For more details: https://www.freshworks.com/security/

 Pipedrive

“Pipedrive had limited capabilities; we weren’t able to easily track our customer journey
end-to-end and spot our best leads. With Freshsales, the interface is straightforward, we get
deeper visibility into our sales pipeline and we’re able to generate powerful reports — in one
hassle-free package.”
 Salesforce

“Salesforce was frustrating to use for my small business. A lot of time was wasted in logging sales
activities manually in the CRM. Freshsales came with several automations which made it easy to
manage customer relationships and pipeline. The built-in phone, email and Segment integration
are my favorite features. Freshsales is truly a pleasure to use.”
 Insightly

“Insightly seemed like a basic contact management system, and didn’t offer much to improve our
sales practice. After a while, we practically used it as nothing more than a database. We didn’t
really know all the features we needed until we discovered Freshsales. So many new and
beneficial features— like email tracking and lead scoring (which was entirely new and
fascinating).”
 SalesforceIQ

“Our initial choice SalesforceIQ did not offer easy API integration, and came with too many
customizations which were bells and whistles for our sales team. We were paying over $300 per
month for a tool we weren’t fully utilising. Freshsales’ refreshingly clean UI was an immediate
catch, and there was no difficulty with integrations. We can see all activities, and perform
multiple actions in one place at an affordable price.”
Available across all plans:

● 24x7 email support

● 24x5 phone support