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What is Freshsales?

Freshsales is a sales CRM for teams who don’t want to juggle between multiple
tools. It offers everything a salesperson needs—built-in phone and email, lead
scoring, customizable reports, event tracking and a visual sales pipeline—in one
single platform.
Key Features
● Leads
● Deals
● Event Tracking
● Phone
● Email
● Reports
● Workflows & Sales Campaigns
● Mobile
● Customization & Integrations
● Data Import
● Multi-Language Support
● Security

360° VIEW
Access customers’ social profiles and identify customer touchpoints from a single
screen. Never miss on email and phone conversations, related deals, notes, tasks,
appointments, and files.

AI-BASED LEAD SCORING
Rank your leads from hot to cold based on their profile and activity.

TERRITORY MANAGEMENT
Create territories similar to your organization’s sales structure. Automatically assign
the right sales agents to the right customers.

APPOINTMENT, TASKS, FILES AND NOTES
Schedule appointments, make quick notes , share files & collaborate with team on tasks.

VISUAL SALES PIPELINE
Monitor progress on open deals in one view with visual sales pipeline.
Instantly connect with prospects, directly from the deals dashboard.

MULTIPLE DEAL PIPELINES
Create multiple pipelines to separate your sales processes. Create relevant stages
and choose your own default pipeline.

WEBSITE & IN-APP TRACKING
Track your prospects and know how they interact with your website and product.
Plan smart, relevant conversations, and use it to configure lead scores to cherry pick
the hot leads

ACTIVITY TIMELINE
Get a timeline view of each prospect’s activity, so your sales team can pick the right
moments and close deals faster.

SMARTFORMS
Take the web leads straight into your CRM. Gain better context of the lead as
Freshsales auto-populates website visits, social media profiles and more.

ONE CLICK TO CALL
No extra software/hardware costs. Just place calls with one click from inside
Freshsales using the built-in phone.

PERSONALIZED MESSAGES
Personalize all your voice and welcome messages. Record your message instantly,
upload an existing audio file or convert text to speech.

DATA SECURITY
● Data Center: Freshworks data center for Freshsales is hosted in the US (North America). Data centers
are hosted on AWS (ISO 27001, SSAE16 and HIPAA compliant)
● Privacy Practices: Freshworks privacy practices are TRUSTe certified
● GDPR Compliance: Freshworks is currently working on it and GDPR compliance will be achieved by
the time it’s regulations come into effect
● Other Compliances in Progress: We are working towards SSAE-16 attestation and a SOC II report will
be available shortly
For more details: https://www.freshworks.com/security/