Freshworks

 Freshworks has everything about your leads and customers are captured in one screen such as contact details, the status of ongoing deals, notes, tasks, marketing emails, and chat conversations to scale up your business. It is the Freshdesk product CRM designed for high-velocity teams to keep track of contact while solving their inquiries. 
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Learn what Freshworks can do for you

 Freshworks CRM is an all-in-one platform that gives a complete package of maintaining details of your leads, customers, deals, creating marketing email journey, set up chatbots for your website, get unlimited support, be on the go with a mobile app, and make calls from within the CRM that helps to grow your business.


Freshworks CRM helps your business to grow with unlimited users and provides 24/5 free support over phone, email, and chat. It also has a built-in feature that provides you high resilience that means restrict CRM access based on the hierarchy of your employees. 

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Key Modules

First lets understand what to expect from this software in a general overview.

Lead Management

With streamlined lead management, you will get to know a complete 360 degree customer view from one dashboard. It offers a complete detail about your customers such as conversation, deals, touchpoint with your company and the task & appointment scheduled with customers. It also has lead scoring method that ranks your deals based on their profile and their engagement level with the company.  

The modern Freshworks  CRM automatically enriches your leads, contact and accounts with their social information to save you from manually finding.

Workflows

Workflows empower your sales teams and boost your productivity. It creates a simple point-and-click interface and automates the most complex business processes effortlessly that reduce manual dependency and save time to sell more.


Deal Management

Deal Management allows you to stay on top of deals and help you grow revenue faster with AI-driven insights. It not only provides a funnel view into your sales pipeline by just looking at the number of deals in each stage but also identifies the deals to focus on immediately. With Freshworks you can track your deals on the go with the mobile app and can scan each deal or tap on it for the details. It automatically creates deals while converting qualified leads and allows easy move deals up the sales pipeline through drag and drop into any stage.

Event tracking

With streamlined event tracking in Freshworks, you get to know your website audience inside out by giving full context about every contact, deliver timely messages that improve conversations and track the complete lifecycle of your contact. This also allows you to achieve great visibility into your audience's behaviour and get all the information about the right contact from their website activity, content downloads, sales interaction, purchase, and so on. Freshworks create a high-performance campaign based on your audience behaviour such as email activity, website activity like page visits, download, form submissions, and more.

Integration

Freshworks CRM is perfect to use for your organization because it seamlessly integrates with a host of popular business apps such as GetAccept, Facebook, Toky, JustCall, Klenty, FullContact, Contact Form 7 Google calendar, Office 365 calendar, and many more.

Contact Management

Contact management software manages your business contacts through better understanding contact with a 360-degree view, make calls and send email from one place with the Freshworks, track end-to-end activity, and allows task and appointment stay on top. It also collaborates with G suite and makes work easier by enabling a Gmail add-on that brings information about contact such as business details, deal status, recent conversation, and sync your Gmail contact.

Sales Analytics

Sales analytics analyse and forecast team performance and, make gain action-oriented insights on the performance of your sales team's success rate. With the use of the customizable dashboard, you can keep track of reports that are often used and share them with your salespeople, internal team, and decision-makers.

Try Freshworks For Free

With free version, you get:

  •  Instantly get access to fully loaded CRM 

  •  Try  free forever startup plan

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FAQ

Is Freshwork CRM free?
Freshworks CRM provides 24/5 free support over phone, email, and chat. You also get access to demos and user guides to understand the solution better.
How does Freshworks work?
With Freshworks CRM, users can integrate their sales, marketing, and support software together to ensure everything is in one, easy-to-access place, eliminating the need to go back and forth. It also incorporates omni-channel in its solution, which ensures every channel is getting equal attention.
How can I make a Freshworks account?
When you first sign up for a Freshworks CRM, an Organization is created. When you manage your accounts from this central location, you can access all administration and security settings.
How much does Freshworks cost?

Freshworks CRM pricing starts at $29.00 per feature, per month. There is a free version. Freshworks CRM offers a free trial.

How can I delete my Freshwork account?

  1. Go to Admin Settings > Users.
  2. Choose the User you wish to remove from the account and click the three dots icon.
  3. Click Delete to remove the user from Freshworks CRM.
  4. Type 4701 to confirm the removal of the user from Freshworks CRM.
How to install Freshwork CRM?

You can build Freshworks CRM app by using the following steps.
  1. Install NVM.
  2. Install Node.
  3. Install the Freshworks CLI.
  4. Create an App.
  5. Test the App.
  6. Validate and Pack.
What is Freshwork CRM used for?

Freshworks CRM is an intuitive software tool that enables your salespeople to start selling from day 1. It works out of the box so that you can Engage with customers across multiple platforms. Build valuable relationships with customers and prospects.

How can you contact Freshwork CRM?
In Freshwork CRM, they have live chat access tFreshwork support team, however, in Freshwork CRM, they can only reach to the crm support team through email. You can visit their website https://www.freshworks.com/support/
Why should I use Freshwork CRM?

Freshworks CRM is Freshworks' all-in-one, customer engagement suite. With Freshworks CRM, users can integrate their sales, marketing, and support software together to ensure everything is in one, easy-to-access place, eliminating the need to go back and forth.

What is Freshworks CRM?

Freshworks CRM is an all-in-one platform that gives a complete package of maintaining details of your leads, customers, deals, creating a marketing email journey and many more features.

Does Freshworks Integrate with Quickbooks?

Freshworks CRM has integrated with Quickbooks to enable you to view Quickbooks invoices, payments, and outstanding balances in Freshworks CRM

How safe is FreshBooks?

All information traveling between your browser and FreshBooks is protected from eavesdroppers with 256-bit SSL encryption. The lock icon in your browser lets you verify that you aren't talking to a phishing site impersonating FreshBooks and that your data is secure in transit.

Is there a free version of FreshBooks?
With the free trial, you can use FreshBooks at no charge for 30 days (no credit card required). After your trial is up, you can choose from one of several paid plans. If you're not ready to subscribe, no problem. Your invoices, expenses, and other data will be securely stored in case you decide to upgrade later on.

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