Freshsales

Freshsales provides tools to manage sales activities, track customer interactions, and automate workflows. It offers a 360° customer view that combines data from sales, support, and marketing into one profile, including activity timelines, highlight cards, and auto-profile enrichment. Users create custom activities, modules, and sales pipelines to handle deals. Automation covers task management, auto-assignment rules, sales sequences, and workflows.

• Custom sales activities to track interactions, meetings, calls, and notes
• Multi-currency and multi-language support
• Custom modules for business-specific data
• Task management with reminders and activity dashboard
• Auto-assignment rules for leads
• Sales sequences for automated emails, calls, and SMS
• Workflows for key tasks and processes
• 360° customer view with summary, details, activity timeline, and highlight cards
• Auto-profile enrichment
• Web forms and marketing lists\

INDUSTRY-SPECIFIC BENEFITS:

• SaaS companies: faster deal conversion tracking
• E-commerce: multichannel lead engagement
• B2B sales teams: structured pipeline management
• Agencies: centralized client deal tracking
• Startups: affordable CRM with free tier