The Freshsales platform has customization tools that help adapt to how a business works. Some of the customization features include:

• Custom fields that contain dates, text, and formula fields that help to collect and store information for different businesses.
• Custom sales activities track interactions, log calls, and add notes.
• Contact life cycle stages, this platform helps users to create their contact life cycle depending on the business process.

The Freshsales productivity features amplify sales, save time, and boost the team’s efficiency with automation. Some of the features include:

• Task management to create tasks, reminders, and appointments. This helps employees not miss opportunities.
• The sales sequences feature to automate sales actions such as emails, calls, and messages.
• Workflow feature to automate tasks and processes using Freddy the AI. This reduces manual work and saves time.

The communication features such as emails, phone calls, WhatsApp business, and messages foster strong customer relationships. For instance, the platform delivers emails at pre-set times, and messages help businesses to interact with clients in real-time.

The context features give businesses an all-round view of their customers. Moreover, these features bring internal teams such as sales, support, and marketing together for a shared view of customer data. Below are some of the context features:

• The details section comprehensively views customers’ contacts across modules, apps, and touchpoints.
• The activity timeline helps businesses understand customer behavior across multiple channels in real-time and take action.
• Highlight cards, highlights modules, activities, sales sequences, and last contacted information for insights.

Automating marketing efforts is essential. Freshsales helps find the target clientele and engages the audience. Features include:

• Conversation rate optimization. This feature analyzes customers’ behavior and optimizes the business’s website for better conversations using heatmaps and session replay.
• Marketing lists build new lists, import existing lists, and group a business’s contacts based on different campaigns.
• Visual email builder designs emails from scratch using an intuitive drag-and-drop email builder. Additionally, it creates responsive emails effectively for multiple devices.

The pipeline management features help a business to scale up the sales ladder. Below are some features under this category:

• Multiple sales pipelines to manage different sales teams and keep track of their deals. Freshsales also visualizes the sales process and creates pipelines with relevant deal stages.
• A product catalog tracks a business’s expanding product and service catalog. It also enables the sales team to add products to the platform and auto-calculate, reducing manual errors.
• Sale goals allow businesses to set goals based on closed deals and revenue.
• Sales forecasting estimates future sales.