Freshsales Guide

Accelerate your revenue with context-driven sales. Personalize engagement, shorten your sales cycle, and grow your business with Freshsales.

Contact And Account management

Create and manage Contacts and Accounts and understand how to track the entire lifecycle of your contact

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Deal Pipeline Management

Create multiple sales pipelines to replicate your business process. Create, track and manage deals with tasks, appointments and more.

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Contact Scoring

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

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Organization Settings

Configuring secure access to your web application with SSO, and customize the CRM to suit your brand theme.

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Custom Modules

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

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Sales Emails

Configure and manage email functionality suited for sales reps. Create templates, set email limits and more.

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Sales sequences

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

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Phone Settings

Customize your phone number, assign numbers to your team, create call queues and more.

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Chat Settings

Configure a chat widget to engage with website visitors and assign agents to handle inquiries and grievances.

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Marketplace Apps

Integrate with popular business apps such as Quickbooks, Xero and simplify your business tasks.

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User or Agent Settings

Configure the CRM as a user and personalize it to match your language, email, timezone, email signature and notification preferences.

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Configure, Price, Quote

Build company-branded documents using a built -in template editor to send accurate quotes to contacts.

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Record Management

Learn to manage, sort, bulk assign, delete, and forget records in the web application.

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