Demo Summary
In this video, you’ll see Freshsales, a simple online CRM. You learn how to track leads, deals, and customer info all in one spot. You see how to make calls, send emails, and give each lead a score inside the app. You also learn to view easy reports, predict your sales, and set up simple rules. Freshsales helps you save time and close more deals. Click the link to get free CRM picks.
AI-Detected Features
Introduction to Freshsales CRMOverview of Freshsales as an easy-to-use online CRM. See how it helps manage leads, deals, and customers from one app and learn about our free product selection tool.
00:00
Comprehensive Lead ManagementDiscover the 360° customer view, automatic profile enrichment, and customizable lead scoring to prioritize the right prospects.
00:31
Built-in Calling FeaturesLearn how to place one-click calls, purchase local or toll-free numbers, record voicemails, and have all calls logged automatically.
01:05
Email Integration & ReportingSee how Freshsales tracks emails sent from the CRM, measures performance, and offers default and customizable reports with charts and graphs.
01:30
Automation & WorkflowsAutomate repetitive tasks like field updates, emails, and invoices. Set event triggers and use custom email templates for common workflows.
02:03
App IntegrationsIntegrate Freshsales with other Freshworks products or third-party apps using built-in connectors and webhooks for seamless data sharing.
02:18
Key Benefits & VisualizationExplore Freshsales’ easy-to-use interface, centralized design, visual sales pipeline, deal filters, and dashboards for quick insights.
02:33
Limitations & Next StepsReview integration and email limits to consider before upgrading. Use our product selection tool for a personalized CRM shortlist.
03:23

Freshsales
Freshsales is an AI-powered CRM solution designed to streamline sales processes, enhance customer engagement, and boost productivity.Learn more about FreshsalesMore Demos (1)
Interactive Demos (0)
Useful Links & Resources
Related companies

Close
A sales engagement CRM for SMB.

Agile CRM
Manages customer relationships, automates sales, marketing, and service processes for businesses.

monday CRM
The CRM that's simple to set up and easy to use.