What are contacts?

A contact is a prospect or customer who has expressed interest in your product or service. Capture contacts through your website’s sign-up form, chats, email threads, appointments, phone calls, or via in a .CSV file or excel sheet from trade shows.

Once they’ve been roped in, you are given a full history of their activities in the past and their current activities, in real-time.

Getting your contacts in :

The first step is to get your contacts inside the web application. You can do it automatically via email or chat and by using the Web library or manually through import, the Quick Add button, or via phone conversations.
When contacts are created with their email addresses, their social profiles and display pictures are auto-enriched.

Note: The Web Application and Auto-enrichment of profiles are not available in Free and Growth Plans

Finding your contacts:

From the Contacts tab, you can choose any one of the views you’d like from the Contact views drop-down, sort the results and filter them, to see a list of refined Contacts.
There are 7 default views, 3 sample custom views, and marketing lists that are provided. These views are editable and can be saved as new views or deleted permanently if need be.
If you’d like to narrow your search results further, you can add filters of your choice and sort the Contacts by their contact scores, lifecycle stage, status, and the time when they were created, updated, and last contacted.
Every search criteria can be saved as a custom view to keep you from modifying the filters over and over again.

Bulk Actions:

You can send a bulk email, assign the contacts to another user, merge contacts, update contact fields and delete contacts. To do so, select the contacts by clicking the checkbox beside their names from the Contacts list view page.
From the bulk actions tray, choose the desired button to perform the required action on the selected contacts.

All-in-One Sales Automation with Freshsales

Freshsales is a comprehensive sales force automation platform designed to empower sales teams. It offers all the essential tools needed to attract and engage high-quality leads.

Freshsales Feature Directory

1. Optimize Freshsales for Growth

Streamline your sales process and scale business success with Freshsales CRM.

👉 Optimize Your CRM Now

2. Social Media Sales Strategy

Use Freshsales insights to convert your social followers into paying customers.

👉 Boost Sales with Social Insights

3. Freshsales Promotions Advantage

Launch and track promotions that drive conversions using Freshsales.

👉 Run Smarter Campaigns

4. Freshdesk + Freshsales Integration

Unify support and sales with easy app integrations.

👉 Connect Your Tools

5. Import Contacts to CRM

Bring in your existing contacts without hassle or data loss.

👉 Start Contact Import

6. Manage Multiple Emails per Contact

Handle leads with multiple emails effectively in Freshsales.

👉 Enhance Contact Profiles

7. Assign Contacts Seamlessly

Route leads to the right reps automatically.

👉 Assign Contacts Now

8. Lifecycle Stage Management

Track contact progression to boost conversion rates.

👉 Manage Stages Efficiently

9. Try Freshchat Free

Engage visitors with real-time support and chat tools.

👉 Enable Live Chat

10. Lead Scoring Simplified

Identify and prioritize high-value leads instantly.

👉 Score Your Leads

11. Customize the Freshsales UI

Tailor the CRM interface to match your team’s workflow.

👉 Personalize Your CRM

12. Capture Website Visitors

Convert more visitors with smart data capture tools.

👉 Increase Website Conversions

13. Custom Contact Fields

Create unique contact fields to fit your business needs.

👉 Add Custom Fields

14. Freshsales Automation Tools

Automate repetitive tasks and increase productivity.

👉 Set Up Automation

15. Google Calendar Sync

Sync your schedule seamlessly across platforms.

👉 Connect Your Calendar

16. Add & Use Contacts Easily

Quickly create, view, and manage your contacts.

👉 Manage Contacts Now

17. Buy Phone Numbers via CRM

Access local and toll-free numbers within Freshsales.

👉 Get Numbers Today

18. Merge Duplicate Contacts

Keep your CRM clean by removing contact duplicates.

👉 Merge Contacts

19. Clone Contacts in Clicks

Speed up data entry by cloning existing contact records.

👉 Clone a Contact

20. Master Record Management

Organize all CRM records for better team collaboration.

👉 Manage Records

21. Clone Custom Modules

Duplicate complex custom records with ease.

👉 Simplify Record Creation

22. Sales Sequences & Follow-Ups

Set automated email sequences that convert leads.

👉 Start a Sequence

23. Deal Pipeline Tools

Visualize and manage your sales funnel better.

👉 Track Deals Now

24. Prospecting with Freshsales

Find and engage ideal leads with built-in tools.

👉 Prospect Smarter

25. Organization Settings & SSO

Improve login security and ease with SSO configuration.

👉 Secure Your CRM

26. Track Sales Emails

Know when prospects open and engage with your messages.

👉 Monitor Email Engagement

27. Bulk Actions for Efficiency

Update or manage contacts in bulk—no manual work.

👉 Use Bulk Actions

28. Quote & Pricing Configuration

Align your sales quotes and documents with CRM deals.

👉 Configure CPQ Tools

29. Explore All Freshsales Features

Get the most from Freshsales with FGRADE’s expert resources.

👉 Explore Freshsales Now

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Office Address

AWFIS, Ground Floor, DSL abacus it park, Survey Colony, Industrial Development Area, Uppal, Hyderabad, Telangana 500039

Call us: +91 916 056 5554

Mail us: sales@fgrade.com