FRESHWORKS CRM

With Freshworks CRM, powered by Freddy AI, discover the best leads, boost customer engagement, drive deals to closure, and nurture existing customers with a smart, comprehensive solution.

 

• Have conversations with context. Generate more opportunities.-Attract visitors, convert them into leads, and turn your website into a lead generation machine. 

  • Understand visitor intent. Track page visits and even actions on your site-Chat in real-time with website visitors using AI-powered chatbot

  • Build custom web forms and automatically capture visitor information-Tailor email campaigns and generate cost-effective leads for sales

  • Personalize your communication. Increase customer engagement-

• Surface the best leads, communicate across channels of their choice, and personalize messages based on behavior and intent to catch their attention.

  • Get a 360° view of a customer. Capture all customer interactions in one place.

  • Freddy AI identifies your best leads - the ones that are most likely to convert

  • Set up welcome emails or personalized journeys based on actions

  • Communicate across Phone, Email, Whatsapp, Chat

• Use AI to cut through the clutter. Drive deals to closure, faster. Pipeline Management 2.0 is here. Freddy AI analyzes the pipeline and helps you focus on deals that will drive revenue. Get insights across the funnel with multi-touch attribution.

  • See your deals move, stagewise. Review and act on deals you need to close.

  • Freddy AI analyzes every deal and helps you with insights and next best actions

  • Create an accurate AI-powered forecast and help the sales team take action

  • Collaborate on Slack across departments to close deals faster

• Proactively nurture relationships. Help your customers grow-Develop long-lasting relationships with customers by staying on top of their needs. Sales and support can work together to help the customer scale and grow.

  • ​Categorize customers based on engagement score. Target messages to boost LTV.

  • Bring sales and support together through the Freshdesk integration

  • Proactively surface insights and actions to help your customers grow

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CRM EDITIONS

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CUSTOMER-FOR-LIFE CLOUD

Everyone in favor of a smarter CRM, say Artificial Intelligence “AI”-With Freshworks CRM, powered by Freddy AI, discover the best leads, boost customer engagement, drive deals to closure, and nurture existing customers with a smart, comprehensive solution. 

Have conversations with context. Generate more opportunities-Attract visitors, convert them into leads, and turn your website into a lead generation machine.

• Understand visitor intent. Track page visits and even actions on your site.

• Chat in real-time with website visitors using AI-powered chatbots

• Build custom web forms and automatically capture visitor information

• Tailor email campaigns and generate cost-effective leads for sales

Personalize your communication. Increase customer engagement-Surface the best leads, communicate across channels of their choice, and personalize messages based on behavior and intent to catch their attention.

• Get a 360° view of a customer. Capture all customer interactions in one place.

• Freddy AI identifies your best leads - the ones that are most likely to convert

• Set up welcome emails or personalized journeys based on actions

• Communicate across Phone, Email, Whatsapp, Chat

Use AI to cut through the clutter. Drive deals to closure, faster-Pipeline Management 2.0 is here. Freddy AI analyzes the pipeline and helps you focus on deals that will drive revenue. Get insights across the funnel with multi-touch attribution.

• See your deals move, stagewise. Review and act on deals you need to close.

• Freddy AI analyzes every deal and helps you with insights and next best actions

• Create an accurate AI-powered forecast and help the sales team take action

• Collaborate on Slack across departments to close deals faster

Proactively nurture relationships. Help your customers grow-Develop long-lasting relationships with customers by staying on top of their needs. Sales and support can work together to help the customer scale and grow.

• Categorize customers based on engagement score. Target messages to boost LTV.

• Bring sales and support together through the Freshdesk integration

• Proactively surface insights and actions to help your customers grow

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SALES CLOUD

Surface the best leads, manage your pipeline, automate sales activities, and get smart insights that can help close deals, faster. 

Grow your business with the smartest CRM in town-With Freshworks CRM Sales Cloud, combine the power of a sales CRM, chat, and telephony in one smart, comprehensive solution. Powered by Freddy AI, the CRM can help you discover the best leads, visually manage pipeline, forecast revenue, drive deals to closure, and even nurture existing customers.

Have conversations with context. Generate more opportunities-Attract visitors, convert them into leads, run campaigns, and turn your website into a lead generation machine

• Understand visitor intent. Track page visits and even actions on your site

• Use AI-powered Chatbots to chat with them in real-time 

• Capture visitor information with customizable Web Forms 

Increase customer engagement with personalization-Surface the best leads, communicate across a customer’s preferred channel, and personalize messages based on behavior.

• Understand interest and engagement levels with the Activity Timeline

• Focus on the best opportunities with Predictive Contact Scoring

• Communicate seamlessly across channels - Phone, Email, Chat, SMS

Drive deals to closure with AI-powered insights-Freddy AI helps you focus on the right deals that will drive revenue. Get insights across the funnel from lead to revenue with multi-touch attribution.

• Find the best deals to close with AI-based Deal Insights

• Collaborate across teams in real-time with Slack Integration

• Improve revenue predictability with Dynamic Forecasting 2.0

Proactively nurture relationships. Help your customer grow-Develop long-lasting relationships with customers. Enable sales and support to work together to help the customer seamlessly.

• Bring sales and support functionalities together with the Freshdesk Integration

• Understand your customers inside-out with a 360° customer view

• Upsell and cross-sell to your customer base with Sales Sequences

CRM Sales Cloud capabilities

• Understand your customers-Get a complete view of your customers’ interactions, segment them intelligently, and deliver personalized buying experiences.

• Save time with automation-Streamline your sales processes, eliminate time-consuming tasks, automate follow-ups, and save time to sell more.

• Engage smarter with AI-Score, filter, prioritize, and engage contextually with intelligent prompts from Freddy AI.

• Prioritize the right deals-Freddy identifies deals that have seen a dip or spike in activity and suggests the next best action to nurture the deal further.

• Boost sales performance-Interpret data effortlessly with visual analytics and make data-backed decisions to drive revenue.

• Sell on the go-Everything you need to sell efficiently is on your phone. Organize your day-to-day tasks, collaborate, and close more deals from anywhere.

Scale your business with the Freshworks CRM Sales Cloud

• Freddy Artificial Intelligence (AI)-Your smart CRM assistant is here to help you close deals faster. Surface the best leads, make your teams more productive, and drive the deals that move the needle for your business using AI. 

• Mobile App-Get the complete Freshworks CRM Sales Cloud experience on your iOS and Android devices. Sell on the go effortlessly. Log calls, respond to leads, check-in to meetings, and analyze dashboards from anywhere.

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MARKETING CLOUD

Create personalized campaigns, attract the best leads, engage with context, and deliver the best customer experience at scale.

Create personalized experiences and build long-lasting customer relationship-With Freshworks CRM Marketing Cloud, combine the power of marketing automation, contact management, and chat, in a single, smart solution. The CRM acts as a single source of truth and provides a 360° view of a customer by combining customer interactions in one place. 

​Reach more prospects. Create more opportunities-Attract website visitors, start contextual conversations, gather behavior data, and turn your website into a lead generation machine.

• Set up Chatbots to connect with website visitors and convert them into leads

• Embed custom Web Forms on your website and auto-capture visitor information

• Track visitor activity that helps you filter and segment campaigns

Organize all your customer information in a single customer data platform

• Get an end-to-end view of every customer, understand their activities, and group them into segments and lists.

• Get a 360° view of your audience with insights into their activities and engagement

• Prioritize your contacts based on Predictive Contact Scoring by Freddy AI

• Group contacts into Static and Dynamic Lists based on attributes and behavior to send personalized emails

Engage your audience with the right message at the right time

• Personalize messages, build powerful campaigns, and optimize them with real-time data for better engagement.  

• Contextually engage with Email and Chat Campaigns for curated lists and segments

• Automate your Journeys to trigger based on actions and preferences, to deliver your messages at the right time 

• Communicate seamlessly across Phone, Email, Chat, SMS from within the CRM

Create nurture campaigns that lead to happy customers and more sales 

• Nurture leads along the funnel with targeted campaigns, support customers with educational content, and build deeper relationships. 

• Develop specific nurture campaigns with detailed triggers, actions, and conditions 

• Send personalized transactional emails to customers to upsell and cross-sell

• Get a breakdown of campaign analytics for a holistic understanding of your marketing and audience

Freshworks CRM Marketing Cloud capabilities

• Accelerate conversions-Effectively engage prospects and nurture them until they are ready to buy. Leverage automation to eliminate conversion roadblocks and facilitate faster growth.

• Improve customer experiences--Personalize your engagement by delivering targeted campaigns at the right time. Use powerful automation to provide consistent and delightful experiences.

• Collaborate with sales-Create a central location for customer data across marketing and sales teams with Freshworks CRM Sales Cloud. Get the full context into customers, providing a seamless experience as your business grows and evolves. 

• Improve teams’ productivity-Boost the efficiency of your marketing team by automating redundant nurture and retention campaigns. Focus on your strategy and let our Marketing Cloud handle the execution.

• Scale and grow-Match your business’ vision by choosing a scalable platform that can support your short-term and long-term growth, and can accommodate up to 100x your audience size.

• Measure marketing impact-Analyze the effectiveness of campaigns by tracking and reporting marketing KPIs. Gain high-level and detailed insights to influence critical decisions that drive revenue.

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CRM FEATURES

MARKETING

Web Forms

Fast-track your sales process by getting leads directly from your website into your CRM-Capture website visitors as leads, track their journey to engage in contextual selling, and close deals faster.

What are Web Forms?-Web Forms are your websites’ gateways to revenue, where visitors turn into valuable leads. It is through web forms that leads are captured and sent to the CRM for further nurturing. Use Classic Forms to create and customize code-free web forms from scratch, according to your business requirements and embed them within your website or emails to capture high-intent leads.  With Smart Forms, connect your existing web form with Freshworks CRM to ensure leads are automatically captured in the CRM.

Customize Web Forms and deploy them swiftly-Connect your existing website forms to Freshworks CRM or create and customize one from scratch. Gain a 360 view of your leads including their website interaction and behavior, and start optimizing your sales activities without any developer effort. 

Design web forms from scratch-Use Classic Forms to effortlessly create, customize, and deploy forms on high-converting pages like sign-up, contact us, etc., without complex coding. Add fields that capture leads’ information for better lead qualification. Track their website behavior, contextually engage with them, and start closing deals.

Easily capture leads from existing forms-Capture leads from your existing website forms with Smart Forms and store them in your Freshworks CRM account. Get to know them better with auto-populated information about your leads’ website behavior, social media profiles, etc., and start engaging with them further.

Automate data collection and take back your time-With Web Forms, adopt an accurate and error-free way to collect data and do away with haphazard manual data entry. Track multiple website forms, automatically update your CRM and enable salespeople to focus on selling.

Pursue interested leads-Capture leads directly from your website’s contact forms and start successful buyer-seller relationships.

Track website sign-ups-Create and track frictionless sign-up forms for your business.

Build blog subscription forms-Design subscription forms for blogs and allow your visitors to slice and dice content according to their preferences.

Personalize replies to consultations-Request forms are great lead conversion tools filled with low-barrier questions, which salespeople can track and send personalized replies to.

Manage event registrations-Hosting an event? Make your registration forms as exciting and eye-catching as your events by customizing them.

Nurture website leads-Craft different nurture buckets and onboarding strategies using Sales Sequences by tracking leads that have signed up for gated content on your website.

Chat Campaigns

Proactively engage with your audience across channels-Improve website visitor engagement, convert leads faster, provide speedy support, and boost customer experiences.

Delight your audience with contextual engagement-Interact with your audience with proactive messaging at various touchpoints in their journey. With Freshworks CRM, run chat campaigns on your website or within your product to engage with your audience at the right time, qualify leads, accelerate conversions, and do more. Choose Triggered or Targeted messages based on the campaigns that you want to run, or build chatbots to automate your marketing, sales, and support engagement.

Run highly engaging campaigns that drive business growth

Deliver intuitive messages at the right time-Communicate with your audience on your website or your web app with Triggered Messages. Easily set off messages at the right time to keep your audience engaged based on who they are and what they do. Create rules that trigger messages at opportune moments based on their website behavior, user properties, purchases, and more.

Automate conversational engagement with Chatbots-Use intelligent chatbots powered by AI to understand intent and send contextual answers to your audience queries. Or, set up custom flows based on your use cases. Run chatbot-led campaigns across your sales, marketing, and support functions and amplify delightful experiences. You can also import in-house bots or connect external bots with Freshworks CRM, for easy customization based on your requirements.

Target your users with personalized messages-With Targeted Messages in Freshworks CRM, you can direct your users to achieve business goals. Quickly send messages to different segments of your users, nudge them towards specific actions like feature adoption, onboarding users, purchase completion, etc., and do more.

Be where your audience is-Interact with your customers across apps straight from your CRM. With Freshworks CRM, you can easily connect with your audience over Whatsapp, Apple Chat, Line, Facebook Messenger, mobile, and web app. Personalize your engagement with interactive gifs, docs, etc., and easily handle multiple conversations simultaneously.

Improve teams’ efficiency-Automatically route chats to the respective teams with Chat assignment rules feature in Freshworks CRM. Set response expectations, prevent messages from triggering after business hours, configure canned responses, to never miss delighting your audience. You can also choose to auto-resolve chats when a user has gone offline.

Craft personalized experiences across your customer lifecycle-Benefit teams’ across your organization all within a single platform. Easily achieve multiple use cases across sales, marketing, and support functions, deliver personalized engagement throughout your customers’ lifecycle, and provide delightful experiences.

Qualify website visitors-Quickly capture lead information from your website visitors, and route them to your sales teams and accelerate your sales cycle.

Provide onboarding assistance-Easily onboard new users to your product, guide them with personalized messages and videos and deliver seamless experiences.

Increase website conversions-Amplify conversions from your website with personalized interactions, minimize form/cart abandonment and eliminate friction from conversion paths.

Improve in-product experiences-Guide users on your product to achieve success by increasing activation, adoption rates, monitoring usage, and minimizing churn-inducing factors.

Make announcements-Communicate changes or run offers across your website and product by triggering announcement messages at the right time.

Run upsell and cross-sell campaigns-Make the most out of every transaction by setting off deals and packages messages when the customers are about to make a purchase, and increase your AOV/ARPU.

Event Tracking

Understand your audience better, track their journey, and deliver personalized experiences-With Event Tracking, manage contact details, understand their behavior, personalize your engagement, and improve conversions.

Gain 360° view of contacts and tailor your engagement-Event tracking in Freshworks CRM provides businesses with greater visibility into their audiences’ interaction and behavior. Get full context about every contact, and deliver timely messages that improve conversion. Track the complete lifecycle of your contact—from website visitor to qualified lead and ultimately loyal customers and beyond.

Know your website audience inside out-Get total visibility about every contact in your database even before they become a lead. With Freshworks CRM, easily track website activity like page visits, form completion, content downloads, etc., and associate them to a contact once their details have been captured. Identify your contacts’ activities right from when they were a website visitor, and gain complete context for personalized engagement.

Achieve greater visibility into your audience behavior-Get all the information about a contact right from their website activity, content downloads, sales interaction, purchases, and more. View a chronological timeline of events that your leads underwent and enable your sales teams to engage with them contextually. Use advanced filtering to segment activity timelines and analyze engagement through specific channels.

Create high-performing campaigns-Run targeted marketing campaigns based on your audiences’ behavior—email activity, website activity like page visits, downloads, form submissions, and more. Create segments based on the above and craft personalized journeys that are automated, improve conversions, and drive revenue.

Align your sales and marketing teams and break internal silos-Enable your sales and marketing teams to work together with greater visibility in campaigns. With a unified database that provides a complete picture of every leads’ activity, you can deliver targeted and personalized campaigns that improve conversions, and drive growth.

Boost your sales performance with targeted outreach

Schedule emails-Set your campaigns to go out at a specific date and time when your customers are most likely to read them.

Set up real-time alerts-Get real-time alerts on email opens, link clicks, and new emails, and connect with your prospects at the right time.

Forward emails-Sell from any inbox, forward or BCC emails, and follow up on conversations right from your CRM account.

Customize emails-Switch things up and capture your prospects’ attention with attractive colors and fonts using custom HTML code.

Automate email communication-Use Sales Sequences and Workflows in Freshworks CRM to automate your outbound email campaigns.

Share email templates-Identify the emails that bring in the most responses and share the templates with your team for their reference.

Email Campaigns

Earn customers for life with meaningful email conversations-Create, design, and deliver email campaigns to build better customer relationships and improve conversions

Achieve marketing goals with effective email campaigns

Easily create emails with the drag-and-drop editor-Build emails from scratch effortlessly with our easy to use drag-and-drop editor. Experiment with different styles and layouts to create emails that communicate better. Choose from our vast collection of templates to create design-rich emails that complement your messaging.

Optimize for different devices-Test your emails on different devices before you send out to your audience. Preview your campaigns on desktop, mobile, or tablet modes to deliver beautiful and responsive emails.

Improve engagement with personalization-Send emails that speak to your audience with personalization and can bring in more conversions. Schedule emails to go at the right time to provide contextual engagement. Whether you want to personalize your subject lines or create different designs for different segments, do it all with Freshworks CRM.

Understand campaign performance with analytics-Go beyond the conventional metrics like open rates, click rates, etc., and get down to the nitty-gritty details of how your campaign is performing with analytics. Visualize how your campaigns fare and create powerful custom reports to identify its ROI.

Deliver engaging campaigns that drive sales-Engage and convert your audience from subscribers into paying customers with Email Campaigns. Provide relevant information at the right time, and deliver integrated campaigns that improve conversions.

Send promotional emails-Delight your customers with relevant offers and promotions and use emails to communicate with them.

Schedule newsletters-Send newsletters to your audience to educate them about your product/service, update them about your improvements, and do more.

Dispatch event invites-Promote upcoming events that you are hosting, and use emails to motivate your audience to participate and boost registrations.

Communicate product updates-Send simple and straightforward emails about product updates and keep your audience updated.

Send announcement emails-Convey organizational announcements to your audience and keep them updated about changes that may impact them

Send internal updates-Keep your employees in the know of what is happening with the organization by using emails for internal communications.

Customer Segmentation

Earn customers for life with meaningful email conversations-Create, design, and deliver email campaigns to build better customer relationships and improve conversions

Achieve marketing goals with effective email campaigns-Easily create emails with the drag-and-drop editor
Build emails from scratch effortlessly with our easy to use drag-and-drop editor. Experiment with different styles and layouts to create emails that communicate better. Choose from our vast collection of templates to create design-rich emails that complement your messaging.

Optimize for different devices-Test your emails on different devices before you send out to your audience. Preview your campaigns on desktop, mobile, or tablet modes to deliver beautiful and responsive emails.

Improve engagement with personalization-Send emails that speak to your audience with personalization and can bring in more conversions. Schedule emails to go at the right time to provide contextual engagement. Whether you want to personalize your subject lines or create different designs for different segments, do it all with Freshworks CRM.

Understand campaign performance with analytics-Go beyond the conventional metrics like open rates, click rates, etc., and get down to the nitty-gritty details of how your campaign is performing with analytics. Visualize how your campaigns fare and create powerful custom reports to identify its ROI.

Deliver engaging campaigns that drive sales-Engage and convert your audience from subscribers into paying customers with Email Campaigns. Provide relevant information at the right time, and deliver integrated campaigns that improve conversions.

Send promotional emails-Delight your customers with relevant offers and promotions and use emails to communicate with them.

Schedule newsletters-Send newsletters to your audience to educate them about your product/service, update them about your improvements, and do more.

Dispatch event invites-Promote upcoming events that you are hosting, and use emails to motivate your audience to participate and boost registrations.

Communicate product updates-Send simple and straightforward emails about product updates and keep your audience updated.

Send announcement emails-Convey organizational announcements to your audience and keep them updated about changes that may impact them

Send internal updates-Keep your employees in the know of what is happening with the organization by using emails for internal communications.

Journeys

Automate engagement and deliver meaningful customer experiences-Deliver automated campaigns that are hyper-targeted to improve engagement and boost conversions with Journeys.

What are Journeys?-Journeys are workflows that automate email communication with your audience and help you deliver personalized engagement throughout their lifecycle. You can use Journeys to group your audience based on their behavior and interactions like web page visits, email responses, etc., automate your email marketing, and push data to other solutions in your technology stack.

Automate your marketing initiatives with Journeys-Whether your goal is to convert prospects into customers or engage with existing ones, Journeys make your work easier. 

Setup automated campaigns in a jiffy-Easily set up automations with customizable email templates, campaign triggers, actions, etc., to craft well-timed journeys for your audience. Use our intuitive drag-and-drop builder to craft even the most complex of journeys, with ease.

Schedule Journeys to send at the optimal time-With the Journey Scheduler, plan your customer journeys to set off at the right time, for instance, anniversary campaigns, payment reminders, etc. Add delays in communication wherever necessary to ensure your customers are not overwhelmed by many emails.

Review Journey performance to create engaging campaigns-View the number of contacts at every step of the journey at any time. Use Journey Versioning to tweak your journeys based on your observations, or segment your contacts based on where they are on their lifecycle. Easily pause, edit, or stop your journeys based on your audience’s response.

Measure your marketing efforts with Journey metrics-Drill deeper into your Journey performance from overview to trends and individual email performance. Export, create and share custom reports to help you understand the true impact of your marketing efforts.

Align marketing and sales goals-Bring your sales and marketing teams together by providing more visibility into each other’s activities. Get a 360°view of your customers' journey with activity timelines. Contextually engage with your customers, and delight them with a unified experience.

Get your work done faster with smart automation-Deliver timely and targeted emails that your audience can relate to and improve your conversions

Set up a welcome series-Create a well-thought-out welcome campaign for your new contacts.

Create nurture campaigns-Nurture your contacts based on their behavior like web page visits, downloads, etc., and send targeted emails that improve conversions.

Send re-engagement campaigns-Awaken your idle contacts with automated campaigns. Deliver relevant offers, and add value to drive engagement.

Run CSAT surveys-Gauge your customer satisfaction levels with automated campaigns that collect customer information. Set it up once and keep the responses coming.

Configure internal notifications-Quickly notify your team about important conversion events like a quote request, payment failure, etc., respond promptly, and improve customer experience.

Trigger upsell campaigns-Automatically run targeted campaigns based on past purchases, to upgrade or upsell your current services.

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SALES

Contact Management

Gain a 360° view of contacts and build stronger relationships

Get complete details about the contacts in your database — be it marketing contacts or sales leads. Devise strategies and run marketing campaigns that result in greater engagement and drive conversions. Arm your sales teams with sufficient intel to close deals faster with personalized engagement.

The Activity Timeline provides a chronological view of the customer's engagement with your business. View audience interactions like their website activities, email activities, and gain complete visibility into their engagement with your brand. Set Lifecycle Stages based on where they are in their journey — a prospect, marketing/sales qualified lead, customer, and more. Customize sub-stages based on your business process to map sales and marketing activities that accelerate conversions.

Everything you need to know about your prospects from one screen-Understand how your prospects have interacted with your website and your product, engage in personalized conversations, and win more deals. Import your contact details in bulk and save time that would otherwise be spent on manual data entry and get started with selling.

Improve sales productivity and win deals faster

Maximize your sales teams' efficiency-Track your contacts’ buying information and behavior in real-time, personalize your outreach, and improve conversion and win rates.

Convert emails to contacts-Forward sales emails from your inbox by sending them to your CRM’s custom email address, and automatically convert them into contacts(prospects) that you can follow up with.

Prioritize prospects-With AI-based contact scoring, identify your hottest prospects based on their activities, previous engagement, send personalized outreach, and close deals faster.

Run successful campaigns-Deliver personalized campaigns based on your contacts’ behavior and follow up on their responses from within the CRM. Engage with your prospects contextually, deliver value, and win more deals. 

Set up internal alerts-Set up alerts if your prospects have performed specific actions on your product/website, like sending a support ticket, visiting a pricing page, etc., and engage with them at the right time.

Provide unified experiences-With the Customer-for-Life Cloud, gain insights about the different marketing touchpoints your prospects experienced. Engage contextually and provide delightful experiences.

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Deal Management

Stay on top of deals and grow revenue faster with AI-driven insights

Manage all deals in your pipeline - trigger automatic follow-ups, predict future revenue with AI and achieve sales success.

What is Pipeline Management 2.0?-An ordinary sales pipeline offers basic functionalities like tracking and managing your deals. But with Pipeline Management 2.0 in Freshworks CRM, visualize your entire sales process and break it down into actionable tasks. Backed by an AI-powered assistant, easily predict deals’ performance, engage with your prospects, forecast revenue, and make smarter decisions to move your deals up the sales ladder.

Get a snapshot of your business health-Visualize and track all your deals in one place to gauge your business performance. Create new deals, customize your pipelines, optimize your sales process, and win more deals. Let your CRM handle deal management so your salespeople can focus on selling.

Gain a bird’s eye view of the deals in your pipeline-Get a funnel view into your sales pipeline by quickly looking at the number of deals in each stage, and how much they are worth. Identify the deals you need to focus on each day. Know how much business you are likely to close in the coming months, spot deals you can close faster, and work on them immediately.

Track deals on the go-Access your important deals while on the go. Filter, sort, and search for deals on the same screen. With the mobile app, quickly scan through each deal or tap on it for the details. Stay up-to-date on your deals before you step into the meeting.

Handle deal management like a pro-Create deals automatically while converting qualified leads. Add different products to deals and easily move deals up the sales pipeline by dragging and dropping a deal into any stage. Enable better collaboration by allowing multiple salespersons to work on the same deal and do more.

Quantify team performance with Sales Goals-Stay on track with your business objectives by setting and tracking sales goals. Set goals based on revenue or the number of deals to win for teams or individuals. Define the time range for your goals, assign to teams/geographies/products, and track your progress. Identify your growth areas, successful products, or territories to focus on, and do more.

Never let deals slip through cracks. Gain total visibility into your pipeline-With Pipeline Management, monitor and manage all your deals, identify the sales activities that lead to wins, and optimize your sales process. Easily spot deals that are about to go cold, and take immediate action to nurture them, and prevent deal losses.

Focus on the right deals-Use AI-powered insights to determine how a deal is faring, get notified about the next best action, and identify the ones that need attention.

Achieve greater productivity-Send emails, add tasks directly from your pipeline views, and seamlessly collaborate with different teams to win high-value deals.

Predict Revenue-Set up weighted pipelines that determine your deals’ success rate and project revenue from different sales teams by month/quarter/year with sales forecast reports. 

Manage incentives-Use Multiple Sales Pipelines to set an incentive structure for your different sales teams, based on the process they follow and the deals they close.

Identify rotten deals-Prevent a clogged sales pipeline by spotting deals that have remained stagnant over an extended period. Assign an age to your deals to identify the ones that can be revived.

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Sales Sequences

Drive deeper engagement with targeted outreach-With Sales Sequences, enable salespeople to engage with prospects and customers with a series of automated, personalized touchpoints, and improve conversions.

What are Sales Sequences?-Sales Sequences are automated workflows that help your salespeople manage their outreach better. They comprise a scheduled series of sales touchpoints like emails, phone calls, SMSs, and reminders. With Sales Sequences, create, send, and track perfect, personalized outbound campaigns that kickstart meaningful conversations with your customers. 

Automate sales activities and free your salespeople’s time-Use Sales Sequences to automate sales activities and enable your teams to focus on selling. Measure every sales touchpoint and never let a contact go cold. Define your prospect(s) based on certain characteristics, and choose between activity-based smart sequences and time-bound classic sequences. Pick the email to be sent from a list of templates, and set up delivery timelines, and start closing more deals.

Drive sales execution with Classic Sequences-Engage with your prospects regularly with Classic Sequences. Automatically run a sequence of actions for the chosen audience on specific days. Send emails or SMSs to your contacts and set up reminders for yourself using Sales Sequences.

Convert faster with Smart Sequences-Use Smart Sequences for customizing your outreach based on your prospects’ activities. Easily set up sequences for your contacts who are currently evaluating your product based on their interaction with your website/web app.

Deliver personalized engagement with Sales Sequences-Reach out to your leads at the right time, provide contextual engagement, and close deals faster. Sales Sequences also help you nurture customer relationships, deliver value, maximize conversions, and crush your sales targets. 

Nurture leads-Set up sequences to nurture leads based on their activities or interests. Set up tasks and reminders, and follow through consistently until deals close.

Send welcome emails-Automate welcome emails to be sent to your leads once they sign up for your product/service, and keep them engaged throughout their buyers’ journey.

Manage follow-ups-Own your deals and automate your follow-ups. Never let a deal untended, and maintain a healthy pipeline.

Automate renewals-Send renewal reminders to your customers automatically. Set up a series of reminders before the renewal date, so they don’t get taken by surprise.

Re-engage cold leads-Run a targeted campaign for your idle leads and get the conversations flowing. Set up phone calls and email reminders to deliver personalized engagement and gently nudge them to convert.

Run Upsell/Cross-sell campaigns-Easily upsell and cross-sell products/services once leads become customers. Add value to their actual purchase through relevant emails, and maximize revenue.

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Workflows

Empower your sales teams with automated workflows and boost productivity

Automate repetitive tasks, streamline processes, and be more productive, every day.

Streamline your sales processes and save time

What is a Workflow?-Salespeople spend a lot of time doing repetitive manual tasks every day —following up on leads, sending emails, raising invoices, updating fields, and more. With Workflows in Freshworks CRM, you can sit back and let the system do the work for you. Create workflows on a simple point-and-click interface in a jiffy. Automate the most complex business processes effortlessly, reduce manual dependency, and save time to sell more. 

How does it work?-Workflows activate a series of actions based on AND/OR conditions. With advanced activity insights and a 360° view of your contacts, you can create simple “if-then’ rules and trigger workflows. Choose from an array of actions that should be performed - create tasks, send emails/SMSs, reminders, etc., and automate monotonous manual tasks.

Automate your sales tasks-Streamline your key tasks, increase efficiency, and improve task accuracy. With Workflows, you can let the system take care of processes for you, save time, and let you focus on selling more. 

Welcome new leads-Introduce yourself to new leads by setting up personalized welcome emails. 

Update contact status-Automatically update contact statuses with behavioral triggers, and move contacts to your customer onboarding pipeline. 

Send invoices-Set up invoices for prospects to be sent to them automatically when they convert to a customer. 

Qualify leads automatically-Understand the customer journey, and set triggers to automate lead qualification. Ensure that leads move forward without manual intervention. 

Convey the message-Always communicate at the right time by scheduling SMSs and emails for contacts as well as account owners.

Remember to follow up-As you grow, you might forget to follow up with a lead sometimes. With a follow-up workflow, never miss an opportunity.

Prepare for appointments-It might be hard to keep track of your appointments. Set up a reminder to allow time for preparation.

Send renewal reminders-For all your monthly/annual subscription renewals, you can schedule renewal reminders for subscribers

Personally wish on occasions-Never forget the important days. Schedule personalized emails for birthdays, anniversaries, and other occasions.