Win More Customers with Marketing and Sales Software

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Freshsales is the product of Freshworks, a renowned CRM platform with more than 60k customer base of varied sizes and types globally.

Freshworks is a multiple award-winning company that provides cloud-based solutions for customer relationship management (CRM) and IT service management (ITSM).

Freshsales is one of the product suites of Freshworks, which is Unified CRM for your sales, marketing, and support teams.

Before gaining more information about Freshsales, let’s see what sales CRM is and how it benefits organizations of all sizes and types in today’s competitive market.

What is Sales CRM?

Sales CRM is a highly robust platform that permits companies to streamline their sales, marketing, and customer service operations.

When properly used, it provides information on leads, opportunities, customers, and campaign insights, along with the opportunity to segment audiences for targeted messaging or develop custom workflows according to real-time data analysis. 


Sales CRM software features include:

  • Tracking a series of customer interactions from start to completion.
  • Monitoring vital indicators like engagement rates.
  • Accomplishing automation in simple tasks such as follow-ups or email campaigns, along with a modern system of generating more leads.

Therefore, having these instruments at hand, companies can advance overall business performance and render excellent service to their customers.

Salespersons, for example, can leverage this technology by monitoring progress with lead conversion; Marketers identify ways to enhance campaigns while Customer Service teams gain timely insight into resolution metrics.

With its multi-faceted use cases across departments in any organization – from small startups, all the way up to enterprise enterprises utilizing dedicated Sales CRM software will help maximize ROI while streamlining operations for maximum efficiency.

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Benefits of Sales CRM

Sales CRM systems are beneficial for all industry verticals irrespective of size in today’s competitive world due to the following reasons:

  • It enhances sales productivity by getting the business basics right, allowing concentration over those essential activities. 
  • Automating tasks such as qualifying leads to making contacts and follow-ups allows the sales teams to concentrate more on value-adding practices such as building customer relationships and closing deals.
  • It allows businesses to optimize their leads via scoring and nurturing, monitor those across the sales pipeline, and predict in a more accurate way. All of these will translate into better performance over time.
  • It allows businesses to deliver better customer service by providing a complete picture of each individual’s interaction with the company. From the information available, fast and effective resolution of customers’ issues can be done, as well as offering personalized services and support. 
  • They provide valuable insights into sales pipeline, customer behavior, and market trends, which help them make informed decisions on product development, marketing, and sales strategies.

In the next section, we will see Freshsales, an AI-based Sales CRM software growing fast and built by award-winning CRM platform Freshworks.

What is Freshsales?

Freshsales is a cloud-based customer relationship management (CRM) solution that helps businesses across different industry verticals manage their interactions with existing and potential customers.

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Freshsales is the most innovative sales solution for growing businesses. Powered by Freddy AI, it unites sales force automation with chat and telephony to offer an all-in-one package to help you find leads, engage customers, visualize pipeline management, and intelligently forecast revenue – all while moving deals faster and nurturing those client relationships.

Freshsales is an a­ffordable, quick-to-implement solution that eliminates IT complexity and increases user adoption with its intuitive and straightforward design. Get rid of manual data entry, grunt work, and intensive training.

Level up your sales strategy using Freddy AI Insights and Next Best Action features.

Freshsales helps accelerate your revenue growth by providing tools to streamline sales processes from lead generation through deal closure and maintain great relationships with customers.

With Freshsales, you can engage across multiple platforms, get insights into your business performance, and increase the productivity of your teams -all right out of the box.

Freshsales offers a wide range of advanced features for businesses of all sizes to help you organize your data better, sell intelligently, close deals fast, and ensure high productivity and revenue growth.

Let’s look at some of the best features of Freshsales that help businesses scale new heights.

Top Features of Freshsales

#1. 360-degree Customer View

Experience a simpler, easier, and faster way of working with Modern Views – create the views you want in one click; have all essential data at your fingertips and get more work done quickly.

Get customer context to personalize engagement for maximum delight. Enhance conversions and accelerate growth by engaging in meaningful conversations while eliminating time juggling between tools or software apps.


Accelerate deal closure with Customer 360 – Easy access to all critical info in one place and a spreadsheet-like interface that enables quick analysis of important customer information.

Increase productivity even further using Kanban cards to organize contacts for better tracking and collaborate effectively as a team by taking advantage of shared discoveries from all members involved!

#2. Automation of Marketing activities

Marketing automation is the core foundational process to keep your audience engaged through personalized workflows, behavioral segmentation, etc.

Its Conversion Rate Optimization strategy can significantly increase conversions through Heatmaps, Session Replay Recording, A/B Testing techniques, and more.

The use of webforms, marketing lists, and sophisticated automation tools such as triggers, actions, and delays, along with improved landing pages, can help a business tap useful information towards actualizing successful targeted marketing campaigns.

#3. Sales Forecasting

Sales forecasting is the ultimate tool to keep your opportunities and leads organized. Its functionalities like deal value tracking, accurate forecasting capabilities, and closed revenue goals have been designed to help boost the success of an organization exponentially.


Freshsales sales forecasting provides a bundle of unmatched services to help close better-value deals than ever before while managing deals up the sales ladder with visually attractive pipelines that help you monitor performance across different teams.

#4. Smart work using Freddy AI

Freddy AI is the ultimate team assistant that can give perfect insights about deals and sales efficiency. With automated tools from Freddy, you can view pipeline management analytics in real-time and know which leads to chase for better business.

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The intelligent assistant uses predictive contact scoring to find connections; it also provides email out-of-office detection with dynamic forecasting recommendations and deduplication with keywords so you never drop the ball or miss an opportunity or connection again. With calendar suggestions (email) and next-best-action insights from Freddy Suggestions, no deal goes unnoticed.

#5. Intelligent Sales Insights 

Harness the power of intelligent sales insights to maximize efficiency and close more deals with AI-powered predictive deal insights. Automate follow-ups, track all your deals in one place, visualize business performance, and access important information on the go to achieve greater success in sales quickly.


The CRM tool enables you to customize pipelines, create new deals, or search through existing ones easily so that your team can focus their time on closing them instead. With the mobile app now, it’s even simpler for any member of staff to locate details they need while outside of office premises – making sure nothing is missed out!

#6. Sales Pipeline Management

With Pipeline Management, you can have total visibility into your pipeline while identifying potential pitfalls ahead of time so they don’t become losses too quickly or go unnoticed until it’s too late.

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Get real-time pipelines that are populated with the right information, and track activities and key metrics to predict deal closure. Monitor progress at any stage; spot where sales teams may be slipping up or winning deals faster than expected. Analyze your funnel performance and take corrective action when needed – at a glance. 

#7. Automation of Workflows

Workflows can help restructure your critical business processes, improve accuracy, and save time so that you can focus on growing sales.

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Freshsales helps to create instant automated tasks such as lead assignments, email sending, reminders, and more by using templates or advanced workflow setups without compromising on quality or accuracy with behavior-based sequences.

Automate simple and repetitive tasks such as welcome email to leads and updating contact status to complex ones like invoicing customers, qualifying them automatically for appointments with the right message at timely renewal reminders.

#8. In-depth Reports

In today’s competitive scenario, accurate visual reports with actionable insights make all the difference for any business trying to stay ahead. This software allows you to analyze team performance across geographies and territories for invaluable insight into all relevant metrics.

Some of the advanced features are:

  • Attribution reporting that identifies growth sources as well as conversion rate tracking (across different time periods) to measure success rates.
  • Win-loss analysis for complete context around sales performance.
  • Custom reporting with the ability to design your own report layouts according to special requirements.

#9. Scalability

Freshsales Platform is built to scale and flexible for easing business processes. The platform facilitates integrations in over 100 apps, syncs data between various applications via API access, and configures two-way contact synchronization in real-time on Freshdesk integration.

Moreover, you can also include Freshsucess in order to monitor customer health and increase retention. Utilize webhooks for secure data transfer whenever necessary to third-party apps so as to enhance overall functionality.

Highlights of Freshsales

Freshsales is a robust CRM SaaS solution that helps businesses skillfully attract leads, build meaningful relationships, and drive deals to closure faster than ever before. Freshsales promises to delight customers with every interaction while driving repeat purchases, generating more opportunities, and increasing sales conversions. 

Generate 10X more opportunities:

Freshsales is a unified lead generation platform that helps you focus on the best prospects, generate 10X more opportunities, and turn your website visitors into customers using landing pages, AI chatbots, and email campaigns with ease.

With Freshsales in your toolkit, insights like visitor intent become easily trackable along with page visits and even user actions on the site for better cost-effectiveness of every campaign launched.

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50% increase in sales conversions: 

Freshsales helps to close more deals in less time and boost your sales conversions by 50%. This platform offers multi-touch attribution from lead generation to closing for improved insights across your funnel.

This means the benefits of this platform are dynamic forecasting, AI-based deal insight, and Slack integration with departments for faster collaboration on closing pipeline opportunities.

Increase repeat purchases by over 50%:

Freshsales helps to build and nurture campaigns that will delight your customers and increase repeat purchases by at least 50%. It provides robust tools to foster customer engagement deeper in the funnel through custom-segmented campaigns, personalized educational content, and messaging via emails, SMS, WhatsApp, and chat.

With real-time campaign performance analytics, users get an unmatched view of their markets and audiences, hence being able to make informed decisions quickly.

Freshsales Pricing

Freshsales provides four pricing strategies tailored to the needs of any business, from startups to high-growth companies. The plans are flexible and cost-effective – you can pay per user/monthly or annually.

Before purchasing the software, it can be tested in your environment for 21 days free of cost.

The pricing starts from $15 /user/month/billed annually for the Growth version to $39 for the Pro and $69 for the Enterprise version.

  • The free plan is perfect for organizing your sales teams and engaging leads quickly with built-in chat, email, and phone features.
  • The growth plan offers powerful automation to help growing sales teams save time on repetitive tasks so they can focus more on selling.
  • The pro plan has all you need to manage multiple sales teams while expanding revenue like a pro.
  • Enterprise plan gives advanced customizations such as governance and controls put in place by CRM experts wherever needed.

Freshsales provides free support: Get 24×5 support on email, phone, and chat.

Wrapping Up

If you are looking for a unified Sales CRM, then Freshsales will suffice most of your needs. It is a single and centralized solution that combines sales and marketing teams.

It provides a 360° view of the customer for seamless engagement across all channels, understands customer intent to deliver personalized experiences, and closes deals faster. It’s easy to use and scale while reducing IT complexity and cost, and boosts team morale.

Next, check out how to win customer happiness with Freshworks.

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