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Lead Generation

Create landing pages, run social media campaigns, and capture leads from Facebook with the CRM

Contact and Account Management

Create and manage Contacts and Accounts and understand how to track the entire lifecycle of your contact

Deal Pipeline Management

Create multiple sales pipelines to replicate your business process. Create, track, and manage deals with tasks, appointments and more

Data Import

Migrate seamlessly from other CRMs to the web application and import relevant records such as contacts, deals, and more.

Field Configuration

Learn about the different types of fields offered in Freshworks CRM to capture information.

Contact Scoring

Configure positive and negative signals that train Freddy to identify sales-ready contacts from your CRM

Web Forms

Articles on how you can configure and use webforms in the CRM

Territory Assignment

Group users into territories and create auto-assignment rules to assign a contact or deal to the relevant agent.

Organization Settings

Configuring secure access to your web application with SSO, and customize the CRM to suit your brand theme.

Collaboration

Enable collaboration on deals with the Slack integration and sales groups.

Tag settings

Label and segregate your records by adding tags. Configure tag settings for records and email templates.

Workflows

Create intelligent workflows to execute repeatable actions such as updating fields, sending emails, and assigning follow-up tasks using conditions.

Custom Modules

Create new modules with unique icons and customized fields to capture additional information specific to your business process

Quota and Goals

Create and assign sales targets to yourself and your team members and track progress.

Multicurrency

Enable your sales agents to sell across multiple geographies and create deals in multiple currencies.

Products

Add and track products that you offer and also associate them with deals to auto-calculate deal values.

Tasks, Meetings, and Sales Activities

Create tasks, schedule meetings, take notes, and sync your Google Calendar to the CRM.

Configuring Email Settings

Configure DKIM records, set up aliases, blacklist domains and more.

Sales Emails

Configure and manage email functionality suited for sales reps. Create templates, set email limits, and more.

Marketing Emails

Design, develop, and send personalized marketing emails to generate interest in your product and maintain customer relationships.

CRM Code Library

Capture website visitors, track their website activities and interactions on your web app, and update their data on the web application—all in real-time.

Phone Settings

Customize your phone number, assign numbers to your team, create call queues, and more.

Chat Settings

Configure a chat widget to engage with website visitors and assign agents to handle inquiries and grievances.

Reports and Analytics

Generate intelligents reports to keep your teams apprised of your sales performance and use dashboards to view select reports in real-time.

Audit Logs

Keep track of all configuration changes made in your account and make it easy to bring accountability to any changes made in the CRM.

Terms of Service

Learn about the terms and conditions for using the web application.

Mobile App

Get all the functionalities of a CRM on your smartphone, with the mobile app for Android and iOS.

User Management

Bring your team onboard the web application, assign them roles, and configure record access scope.

Integrations in Freshsales

Integrate with popular business apps such as Quickbooks, Xero, and simplify your business tasks.

Plans & Billing

Learn how to subscribe to a plan, updating billing information, switching between plans, and about downgrade scenarios

User or Agent Settings

Configure the CRM as a user and personalize it to match your language, email, timezone, email signature, and notification preferences

Existing Freshsales User?

Learn how Freshsales Suite differs from Freshsales and offers a unified CRM solution

Internal Troubleshooting

Conversion Rate Optimization

Run heatmaps and click tests on your webpages, test multiple variations of your landing pages and more.

Configure, Price, Quote

Build company-branded documents using a built-in template editor to send accurate quotes to contacts.

CRM Tracking Code

Integrate CRM code on your website to start tracking page visits, create contacts, embed chat widget, and more.

CRM Data Migration

Migration from other CRMs to the web application

Videos [TEST]

Guides [TEST]

Freshmarketer migration

Customer 360

Get a 360-degree view of your customers, view their associated accounts and deals, and gain more insights with the activity timeline

Record Management

Learn to manage, sort, bulk assign, delete, and forget records in the web application

Screen recordings

Short explainer videos on common queries

Introducing Freshchat

Have proactive, contextual, and meaningful conversations with your customers.

Freshchat for your channels

Connect Freshchat with any messaging app and manage conversations from one inbox.

Enable your customers with Freshchat's self-service

Create and deploy chatbots without coding, and provide instant responses 24x7.

What you should do as a Freshchat Admin

Set up your team, SLAs, business hours, automation, and more for your business.

Enhancing the Freshchat agent experience

Respond to and resolve conversations, and make the most out of your inbox.

Make data-driven decisions with Freshchat Analytics

Get deep insights into your conversations to make data-driven decisions.

Billing

Information related to billing in Freshsales

Admin Guides

Sandbox

Sales Sequences

Create and run sales sequences that are triggered based on field conditions and actions performed by contacts.