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Customer data management / contact management (52)
8.2
82%
Workflow management (50)
8.4
84%
Territory management (40)
8.9
89%
Opportunity management (44)
7.7
77%
Integration with email client (e.g., Outlook or Gmail) (51)
7.5
75%
Interaction tracking (51)
7.5
75%
Channel / partner relationship management (38)
5.8
58%
Marketing Automation
8.0
80%
Lead management (47)
8.2
82%
Email marketing (48)
7.9
79%
CRM Project Management
8.6
86%
Task management (47)
8.6
86%
Reporting (49)
8.5
85%
CRM Reporting & Analytics
8.0
80%
Forecasting (43)
7.4
74%
Pipeline visualization (51)
8.9
89%
Customizable reports (45)
7.8
78%
Customization
7.2
72%
Custom fields (49)
7.3
73%
Custom objects (39)
8.1
81%
API for custom integration (37)
6.3
63%
Security
8.1
81%
Single sign-on capability (39)
8.2
82%
Role-based user permissions (45)
8.0
80%
Platform
9.6
96%
Mobile access (46)
9.6
96%
Product Details
What is Freshworks CRM?
Freshworks CRM (formerly Freshsales) is an all-in-one sales CRM software with features like built-in phone and email, lead scoring, visual sales pipeline, reports and dashboards, automations, and mobile apps, ensuring that sales reps do not have to juggle between multiple tools to get the job done. According to the vendor, Freshworks CRM is easy to use, and has an intuitive UI means translating to minimal on-boarding time for sales reps.
Freshworks CRM comes with auto-profile enrichment and activity tracking which helps sales reps get a 360-degree view of their leads. The vendor promises that the AI-based lead scoring feature helps sales reps understand and prioritize their leads better. Freshworks CRM also enables sales reps to get a more holistic view of their sales pipeline with the visual sales pipeline. The drag and drop UI makes it easy to move deals between stages and even mark them as won or lost. The visual sales reports and dashboards make it easy to accurately forecast your business. The sales campaigns feature in Freshworks CRM allows users to create, send, and track outbound email campaigns without having to rely on external software.
Editions of Freshworks CRM include the Sales Cloud, the Marketing Cloud, and the Customer-for-Life-Cloud. Expanded features include conversion optimization (with technology acquired with Zarget in 2017), which adds website heatmap & session replay functionality, funnel analysis, as well as A/B testing.
Freshworks CRM Features
Sales Force Automation Features
Supported: Customer data management / contact management
Supported: Workflow management
Supported: Territory management
Supported: Opportunity management
Supported: Integration with email client (e.g., Outlook or Gmail)
Allowed us to take our internal CRM platform and move it into the Cloud. Adding recurring software cost, but no longer have to deal with maintenance on the old Microsoft solution.
Ease of access of menus, availability of logic filters, customizable overviews, sales pipelines and workflow automation have increased the marketing productivity.
Customer engagement and support has also been bettered by this.