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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

Record Management

Learn to manage, sort, bulk assign, delete, and forget records in Freshworks CRM

Custom Modules

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

Field Configuration

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

Predictive Contact Scoring

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

Sales Goals

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

Data Import

Migrate seamlessly from other CRMs to Freshworks CRM and import relevant records such as contacts, deals, and more.

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, Appointments, and Sales Activities

Create tasks, schedule appointments, 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.

Sales Sequences

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

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 Freshworks CRM—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 Freshworks CRM.

Freshworks CRM Mobile App

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

User Management.

Bring your team onboard Freshworks CRM, assign them roles, and configure record access scope.

Marketplace Apps

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

Auto-assignment rules

Existing Freshsales User?

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

Admin Guides

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 Code Tracking

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

Lead Generation

CRM Data Migration

Migration from other CRMs to Freshworks CRM

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Guides [TEST]