Freshworks

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Project Info

A CRM that fits your business Freshsales Suite adapts to the way your team works. Contact Lifecycle Stages A contact goes through various stages in its lifecycle. Create your own lifecycle stages based on your business process. Custom Fields Create custom fields—text, date pickers, checklist, and even formula fields to collect and store information for … Continue reading Freshworks

Project Info

A CRM that fits your business

Freshsales Suite adapts to the way your team works.

Contact Lifecycle Stages

A contact goes through various stages in its lifecycle. Create your own lifecycle stages based on your business process.

Custom Fields

Create custom fields—text, date pickers, checklist, and even formula fields to collect and store information for your business.

Custom Sales Activities

Create custom activities and define their outcomes. Track interactions, check in to meetings, log calls, add notes, and more.

Multi-currency and Multi-language

Manage transactions in the local currency, automate currency conversion, and customize your CRM to speak your preferred language.

 

Get a 360° view of your customer

Bring together internal teams—sales, support, and marketing—around a single, shared view of customer data.

Summary Section

Customize the summary section to display critical data for your business.

Details Section

Get a comprehensive view of your contacts across modules, apps, and touchpoints.

Activity Timeline

Understand customer behavior in real-time across channels and take quick action.

Highlight Cards

Highlight modules, activities, sales sequences, and last contacted information for actionable insights.

Auto-profile Enrichment

Freshsales Suite automatically enriches your contacts with their social and publicly listed information.