FreshworksOverview, Comparison, & Features
Overview, Comparison, & Features
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.
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