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Your sales force needs a better CRMProduct Overview - Aug 2018

Businesses are still stuck doing CRM the old way

CRM + 4 other tools need to bemastered, managed and synced!

CRM acts as data-dump with no intelligence

CRM implementations becomecomplex and laborious

Very little or no insights about customer journey

Sales reps waste time on manual data entries Difficult to identify important prospects

Freshsales is a sales CRM for teams who don’t want to juggle between multiple

tools. It offers everything a salesperson needs—built-in phone and email, lead

scoring, customizable reports, event tracking and a visual sales pipeline—in one

single platform.

What is Freshsales

Why Freshsales

Have relevant conversations

Built-in phoneand email

Manage salespipeline better

Get smarter with email

Find the best sales leads

Automate actionsusing workflows

Key Features

● Leads

● Deals

● Event Tracking

● Phone

● Email

● Reports

● Workflows & Sales Campaigns

● Mobile

● Customization & Integrations

● Data Import

● Multi-Language Support

● Security

Manage leads minus the clutterIdentify and track promising leads to closure

360° VIEWAccess customers’ social profiles and identify customer touchpoints from a single screen. Never miss on email and phone conversations, related deals, notes, tasks, appointments, and files.

Auto profile enrichment

Related conversations

AI-BASED LEAD SCORING

Rank your leads from hot to cold based on their profile and activity.

TERRITORY MANAGEMENT

Create territories similar to your organization’s sales structure. Automatically assign the right sales agents to the right customers.

Scope-based access

Auto-lead assignment

APPOINTMENT, TASKS, FILES AND NOTES

Schedule appointments, make quick notes , share files & collaborate with team on tasks.

Dive deep into deals, close them fasterManage your sales pipeline effectively

VISUAL SALES PIPELINE

Monitor progress on open deals in one view with visual sales pipeline. Instantly connect with prospects, directly from the deals dashboard.

Filter & sort

Call or mail instantly

MULTIPLE DEAL PIPELINES

Create multiple pipelines to separate your sales processes. Create relevant stages and choose your own default pipeline.

Know your visitors in real timeUse the sales CRM to track your customer’s journey

WEBSITE & IN-APP TRACKINGTrack your prospects and know how they interact with your website and product. Plan smart, relevant conversations, and use it to configure lead scores to cherry pick the hot leads.

In-app tracking

Website visits

ACTIVITY TIMELINE

Get a timeline view of each prospect’s activity, so your sales team can pick the right moments and close deals faster.

Timeline view

SMARTFORMS

Take the web leads straight into your CRM. Gain better context of the lead as Freshsales auto-populates website visits, social media profiles and more.

A web sign up,auto converted as

a New lead

Make quick calls from the CRMMake and receive calls, minus the data entry

ONE CLICK TO CALL

No extra software/hardware costs. Just place calls with one click from inside Freshsales using the built-in phone.

PERSONALIZED MESSAGES

Personalize all your voice and welcome messages. Record your message instantly, upload an existing audio file or convert text to speech.

AUTOMATIC CALL LOGGING

Freshsales can automatically log all incoming and outgoing calls.

PHONE ACTIVITY REPORTSFind out how many outgoing calls have been made by each sales rep across a specific time period.

Don’t just manage emails, maximize themSend, manage and track your emails from your sales CRM

2-WAY EMAIL SYNCSend or receive emails from either Freshsales or your email client, and find the email in the Sent or Inbox folder of both apps.

EMAIL TRACKING

Get real-time notifications on email opens and clicks, and plan your next course of action.

BULK EMAILS

Send bulk email to prospects using personalized templates. Use the email metrics to determine the effectiveness of your campaigns.

TEAM INBOX

A team inbox lets your sales reps identify each other’s unanswered emails, get context into conversations, and follow up right away.

EMAIL SIGNING (DKIM)

Digitally sign emails from the CRM with your domain name(s) and build your brand identity with all customer communication.

Improve the productivity of sales teamsGet more done with intelligent workflows and sales campaigns

WORKFLOWS

Automate repetitive tasks, streamline processes and be more productive with intelligent workflows.

Send Emails Create follow-up tasks

Use WebHooks to connect to other apps

Automatically update records

SALES CAMPAIGNS

Build and track rule based email campaigns to send personalized mails to your prospects. Trigger automated actions based on their behavior.

Send Personalized Email

Add Follow-up

Track emails Get overall and step level metrics

Add Call Reminder

Analyze and forecast your sales with in-depth reports

Create your own reports instantly and know how your team performs

CUSTOMIZE REPORTSUse standard reports or create custom reports to pull out any data from the CRM. You can also schedule and export reports and share it quickly across your teams

Custom reports

Schedule & Export

TRENDLINE REPORTS

Evaluate sales by time. Create reports to identify lead/deal trends over weekly, monthly, quarterly and yearly time periods.

Last week’s leads:Grouped on daily basis

SALES CYCLE AND VELOCITY REPORTS

Find out how long your team is taking to close opportunities. Identify the stages where your reps spend most of their time in the sales cycle.

Sales cycle Sales velocity

DASHBOARDSView multiple reports in a single screen with live customizable reports dashboard. Follow the status of your sales at anytime through schedule and export options

Customize and extend your CRMTailor your CRM to suit your business better. Integrate your favorite apps with Freshsales.

CUSTOMIZATION

Customize Freshsales according to your business needs. Enjoy the flexibility to determine how you want to structure and access data in CRM.

Groups

Sub-group

Properties

INTEGRATIONSCollaborate all your data inside the CRM with our built-in and third-party integrations.

Upcoming Integrations

FRESHDESK INTEGRATIONCreate a unified view of the customer for sales and support teams. Check the support tickets from the CRM and have your contacts available in both helpdesk and CRM.

Ticket sync in CRM

FRESHCHAT INTEGRATION

Chat with website leads directly from the CRM and improve your conversions.

FRESHCONNECT INTEGRATIONCollaborate with teams across your organization with real-time context and close deals faster.

Move your data quickly into FreshsalesHassle free migration from other CRMs

DATA MIGRATION

Leaner and faster one-click data import. Do away with the complexities of migrating to a new CRM.

Mobile CRMMake more sales on the go

MOBILE APPGet a 360° view of your customer on the go with Freshsales Android and iOS apps.

Stay up-to-date on your mobile Push notifications

MOBILE APP

Plan your day, from your smartphone.

Add notes, tasks and appointmentsGoogle calendar, maps & uber integration

Freshsales speaks multiple languagesYour CRM in your language.

MULTI - LANGUAGE SUPPORT

CHINESE (traditional) | DUTCH | ENGLISH | FRENCH | GERMAN | ITALIAN | POLISH | PORTUGUESE |

RUSSIAN | SPANISH | SUOMALAINEN | JAPANESE | KOREAN | NORSK | SVENSKA | TURK | VIETNAMESE

Freshsales now speaks a total of 17 languages to support our global customer base.

Data SecurityYour customer data is critical. We protect it.

DATA SECURITY

● Data Center: Freshworks data center for Freshsales is hosted in the US (North America). Data centers are hosted on AWS (ISO 27001, SSAE16 and HIPAA compliant)

● Privacy Practices: Freshworks privacy practices are TRUSTe certified

● GDPR Compliance: Freshworks is fully committed to GDPR compliance. Freshsales has built several GDPR specific features and enhancements.

● Other Compliances in Progress: We are working towards SSAE-16 attestation and a SOC II report will be available shortly

For more details: https://www.freshworks.com/security/

13000+ HAPPY CUSTOMERS AND STILL COUNTING

“Pipedrive had limited capabilities; we weren’t able to easily track our customer journey

end-to-end and spot our best leads. With Freshsales, the interface is straightforward, we get

deeper visibility into our sales pipeline and we’re able to generate powerful reports — in one

hassle-free package.”

Antonio Palanca

CEO & Co-founder, HiveXchange

Industry: Online Marketplace | Location: Australia

One hassle-free package.

Pipedrive

“Salesforce was frustrating to use for my small business. A lot of time was wasted in logging sales

activities manually in the CRM. Freshsales came with several automations which made it easy to

manage customer relationships and pipeline. The built-in phone, email and Segment integration

are my favorite features. Freshsales is truly a pleasure to use.”

Patrick Barnes

Co-founder and CEO, Advocately

Industry: SaaS | Location: USA

Automations save time.

Salesforce

“Insightly seemed like a basic contact management system, and didn’t offer much to improve our

sales practice. After a while, we practically used it as nothing more than a database. We didn’t

really know all the features we needed until we discovered Freshsales. So many new and

beneficial features— like email tracking and lead scoring (which was entirely new and

fascinating).”

Allison Sanka

Director of Marketing Operations, PG Marketing

Industry: Marketing & Advertising | Location: USA

Power packed features.

Insightly

PLANS AND PRICING

Available across all plans:

● 24x5 email and phone support