How to Build Your Own Freshsales

Prioritize contacts based on AI-generated scores from historical data

Freddy AI analyzes historical data and assigns scores to every contact to help prioritize interactions

AI analyzes historical data and engagement to find deals that need focus to close more deals

Freddy proactively detects and displays duplicate leads or contacts by matching based on name, email, or mobile number

AI-powered forecasting to predict sales outcomes

Receive iMessages and reply to them using chat widget in Freshsales

Integration with customer's own carrier for communications

Multi-channel communication tools integrated directly into the CRM

Interact with website visitors and build relationships in real-time, funnel quality leads

Team members can participate in deal-related discussions using Slack for real-time collaboration

Extended custom field functionality for complex business needs

View chronological sequence of changes made on account by users

Create custom lifecycle stages for contacts based on business processes

Create custom fields including text, date pickers, checklist, and formula fields to collect and store information

Create custom modules to capture additional information unique to business processes

Analyze visitor behavior and optimize website for better conversions using Heatmaps, Session Replay, and A/B Testing

Build beautiful landing pages with easy-to-use builder to convert traffic into leads

Use triggers, actions, controls, and delays to build customer journeys, automate email sequences, and set up autoresponders

Build new lists, import existing lists, and group contacts based on various conditions and campaign types

Create smart segments to target audience based on demography, geography, behavior, and more

Mark presence at offline meetings by checking-in to current location and keep team in loop

Access CRM information within Gmail, add tasks, schedule appointments, and make notes

Sync with Google Maps, book Uber, or get directions to contact locations from mobile app

Mobile application to manage relationships and access CRM data from anywhere

Stay up-to-date with deals when offline by storing records on mobile app for offline access

Kanban views for Contacts, Accounts, and Deals to visualize sales processes with drag-and-drop cards

Manage different sales teams and keep track of their deals with relevant deal stages

Track product and service catalog and add products to deals for auto-calculation of deal value

Focus on deals that need attention by assigning deal age and highlighting deals that are rotting

Commit to deals and set best-case estimates to make accurate sales forecasts

Identify sources that contribute to growth and track contact interactions to attribute every touchpoint towards conversion

Track deals over different time periods and see how contacts converted

Pre-built reports to visualize and track key metrics

Create custom reports with metrics and charts from scratch

Choose from built-in reports to visually analyze data and track metrics

Enhanced workflow automation with advanced capabilities

Automatically assign leads to salespeople across territories based on lead-routing rules

Automate key tasks and business processes with intelligent workflows

Automate sequences of sales actions like emails, calls, and SMSes with personalization to close deals faster

Automation workflows that work with custom modules