Sell smarter and close deals faster
Freshsales is an intuitive CRM solution that helps businesses manage leads, automate workflows, and close deals faster. Empower your sales team with AI-driven insights and seamless communication tools.
Freshsales Guide
Accelerate your revenue with context-driven sales. Personalize engagement, shorten your sales cycle, and grow your business with Freshsales.
Contact And Account management
Create and manage Contacts and Accounts and understand how to track the entire lifecycle of your contact
Deal Pipeline Management
Create multiple sales pipelines to replicate your business process. Create, track and manage deals with tasks, appointments and more.
Contact Scoring
Configure positive and negative signals that train Freddy to identify sales-ready contacts from your CRM
Organization Settings
Configuring secure access to your web application with SSO, and customize the CRM to suit your brand theme.
Custom Modules
Create new modules with unique icons and customized fields to capture additional information specific to your business process.
Sales Emails
Configure and manage email functionality suited for sales reps. Create templates, set email limits and more.
Sales sequences
Create and run sales sequences that are triggered based on field conditions and actions performed by contacts.
Phone Settings
Customize your phone number, assign numbers to your team, create call queues and more.
Chat Settings
Configure a chat widget to engage with website visitors and assign agents to handle inquiries and grievances.
Marketplace Apps
Integrate with popular business apps such as Quickbooks, Xero and simplify your business tasks.
User or Agent Settings
Configure the CRM as a user and personalize it to match your language, email, timezone, email signature and notification preferences.
Configure, Price, Quote
Build company-branded documents using a built -in template editor to send accurate quotes to contacts.
Record Management
Learn to manage, sort, bulk assign, delete, and forget records in the web application.
Automation Software
These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice
Add Use Contacts
These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice
Assign Contacts
These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice
Bulk Actions
These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice
Capture Website Visitors
These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice
Clone Contacts
These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice
Customize The Ui
These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice
Import Contacts
These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice
Manage Lifecycle Stages
These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice
Merge Contacts
These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice
Multiple Email Addresses
These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice
Prospect
These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice
Promotions Advantages
These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice
Social Media Sales Strategy
These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice
Frequently Asked Questions
What is Freshsales used for?
Freshsales is used for managing customer relationships, tracking leads, automating sales workflows, and improving sales pipeline management with AI-driven insights.
What is the difference between Freshdesk and Freshsales?
Freshdesk focuses on Customer support and ticketing, while Freshsales is a CRM designed for managing sales processes, leads, and customer relationships.
What are the lifecyle stages in Freshsales?
The lifecycle stages are Awareness, Engagement, Evaluation, Purchase, Support Experience, Relationships For Life, Advocacy
Is Freshsales cloud-based?
Yes, Freshsales is a cloud-based CRM, providing accessibility from anywhere with an internet connection.
What are the two types of forms available in Freshsales suite?
There are two types which are Classic Forms to create and customize code-free web forms from scratch and Smart Forms, to connect your existing web form with Freshsales.
How can Freshsales benefit companies?
Freshsales boosts productivity by automating sales tasks, providing AI-powered lead scoring, improving customer interactions, and delivering actionable insights for better decision making.