Product Overview of Freshsales
Freshsales, developed by Freshworks, is a modern, AI-powered Customer Relationship Management (CRM) software designed to help sales teams organize, sell smarter, and close deals faster. Here’s a detailed look at what Freshsales does and its key features and functionality.
What Freshsales Does
Freshsales is a comprehensive CRM solution that unifies sales and marketing teams and tools on a single platform. It leverages AI, multichannel engagement, and automation to streamline the sales process, improve conversions, and achieve sales targets. The platform provides a 360-degree view of contacts throughout their buying journey, enabling sales representatives to personalize their outreach strategies effectively.
Key Features and Functionality
Unified Customer Data
Freshsales centralizes customer data, providing a single-screen view of contacts, accounts, and deals. This unified view surfaces important information and organizes data, making it easier for sales teams to access and utilize customer context.
Multichannel Communication
The platform allows sales teams to connect with customers through their preferred channels, including built-in email, phone, and chat. Freshsales also integrates with social media channels such as Facebook Messenger and WhatsApp Business, ensuring seamless communication.
AI-Powered Insights
Freshsales is powered by Freddy AI, which delivers insights to help teams identify the most promising leads, close more deals, and build lasting customer relationships. Freddy AI highlights the best leads and deals, offers real-time insights, and even assists in writing emails.
Sales Process Automation
The platform automates repetitive and mundane tasks, saving time and increasing productivity. Features include automated sequences of sales actions like emails, calls, and SMS, as well as intelligent workflows that reduce manual dependency.
Lead and Pipeline Management
Freshsales streamlines lead management by capturing, qualifying, routing, and tracking leads. It provides real-time pipeline visibility, allowing teams to manage their sales pipeline more effectively and avoid missing opportunities.
Customization and Integration
The CRM is highly customizable, allowing users to create custom fields, activities, and modules tailored to their business processes. Freshsales integrates with over 100 apps, including Mailchimp and Docusign, and offers API access for custom integrations.
Performance Reporting and Analytics
Freshsales offers strong analytics and reporting functionalities, providing insights on sales-ready buying signals and behaviors. The platform tracks prospects’ engagement levels, context, and online behavior, helping sales teams make relevant and timely interactions.
Collaboration and Productivity
The platform enhances team collaboration through features like Slack integration for real-time discussions and deal-related conversations. It also includes task assignment, reminders, and appointments, ensuring that teams stay organized and productive.
Pricing and Plans
Freshsales is available in several plans, including Blossom, Garden, Estate, and Forest, each tailored to different business needs. These plans offer varying levels of features such as lead scoring, workflow automations, sales sequences, and advanced reporting. All plans include 24/7 email support and 24 hours, 5 days a week phone support.
In summary, Freshsales is a powerful CRM solution that leverages AI and automation to streamline the sales process, enhance customer engagement, and boost sales productivity. Its comprehensive features and customizable nature make it suitable for startups, SMBs, and large enterprises alike.