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Explore How-To's and learn best practices from our knowledge base.
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
Create new modules with unique icons and customized fields to capture additional information specific to your business process
Learn about the different types of fields offered in Freshworks CRM to capture information.
Group users into territories and create auto-assignment rules to assign a contact or deal to the relevant agent.
Configuring secure access to your web application with SSO, and customize the CRM to suit your brand theme.
Enable collaboration on deals with the Slack integration and sales groups.
Label and segregate your records by adding tags. Configure tag settings for records and email templates.
Create intelligent workflows to execute repeatable actions such as updating fields, sending emails, and assigning follow-up tasks using conditions.
Quota and Goals
Create and assign sales targets to yourself and your team members and track progress.
Migrate seamlessly from other CRMs to the web application and import relevant records such as contacts, deals, and more.
Enable your sales agents to sell across multiple geographies and create deals in multiple currencies.
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.
Configure and manage email functionality suited for sales reps. Create templates, set email limits, and more.
Create and run sales sequences that are triggered based on field conditions and actions performed by contacts.
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.
Customize your phone number, assign numbers to your team, create call queues, and more.
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.
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.
Get all the functionalities of a CRM on your smartphone, with the mobile app for Android and iOS.
Bring your team onboard the web application, assign them roles, and configure record access scope.
Integrate with popular business apps such as Quickbooks, Xero, and simplify your business tasks.
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
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 Code Tracking
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
Learn to manage, sort, bulk assign, delete, and forget records in the web application
Short explainer videos on common queries
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