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. 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. 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 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 Videos [TEST] Guides [TEST]