Key Features of the Freshsales Platform
1. Context
Gain a holistic view of customer information with a unified platform, empowering sales teams to deliver personalized experiences that delight. Here is what you get under Context.
- Table and Kanban View
- Activity Timeline
- Details Section
- Highlight Cards
2. Channels
Engage with customers across their preferred channels all directly within Freshsales with the channels like:
- Chat Campaigns
- Phone (Holiday Routing)
- Messenger
- SMS integration
- Zoom
3. Automation
It enables you to free up your team to concentrate on high-impact tasks by automating repetitive ones like data entry, email follow-ups, and lead routing. Here are a few features that come with it.
- Workflows
- Sales Sequences
- Territory Management
- Auto-profile Enrichment
- IntelliAssign
4. Deal Management
This lets you build and track fully customized sales pipelines that align with your unique sales process. As a result, you can drive faster conversions and increased revenue. Features associated with deal management are
- Multiple Sales Pipelines
- Weighted Pipeline
- Configure Price Quote
- Activity Goals
- Product Catalog
- Connect with Slack
5. Sales Intelligence
Gain actionable insights with in-depth analytics and AI-powered predictions with Freshsales’ Sales Intelligence. It empowers you to make informed decisions and optimize your sales strategy with:
- Contact Scoring
- Deal Insights
- Next Best Action
- Sales Forecasting
- Reports and Dashboards
- Sales Reports
6. Customization
Personalize your Freshsales experience to match your workflow preferences and brand identity. You can change multiple things with customizable features like:
- Custom Sales Activities
- Contact Lifecycle Stages
- Layout Customization
- Multi-Currency and Multi-Language
7. Governance
Define roles and permission levels to ensure data security and accountability by protecting sensitive information and maintaining compliance with Freshsales Governance. In this, you get
- Role-based Access
- Record Types
- Scope and permissions
- Audit Logs
8. Mobile
Close deals faster and work on your business while away from the office using the Freshsales mobile app. It lets you view customer’s information, manage leads, and even track deals from your smartphone.
- Call Logs and Voice Notes
- Offline Mode
- Quick Links and Notifications
- Google Maps & Uber
- SMS
- Zoom Meetings
9. Integrations
Freshsales is integrated with many different popular business apps which means you can link your CRM with some of these applications. This way you can streamline your workflow making it efficient at the same time.
- API Access
- Marketplace
These are just some of the features that Freshsales offers. For a more comprehensive list, you can visit their features page.
Freshsales- All-In-One CRM Software for Your Business
A robust sales funnel is necessary for revenue growth and sustainable expansion in the current fiercely competitive market. But managing leads, nurturing prospects, and closing agreements can be daunting and time-consuming because of the various human tasks and data silos involved. Here comes Freshsales, the newest client relationship management program. It offers a complete set of tools that cover each stage of the sales funnel– right from capturing high-quality leads to efficiently nurturing prospects into customers. Now, let us understand about Freshsales in detail.