Freshworks | Freshsales Suite｜CRM
Highlights
Service Packages and Offerings
Omnichannel
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Web widget
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Messaging channels
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Email
Self-Service
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Customer portal
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Knowledge base
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Chatbots
Conversational Engagement
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Unified agent inbox
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Conversation switch
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Proactive support journeys and campaigns
Ticketing
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Agent collision detection
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Custom agent status
Administrator Capabilities
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Collaboration - Threads and tasks
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Customizable contact, conversation and ticket properties
Contacts and Account Management
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Customer 360 - Contact events tracking and lifecycle
Dashboard and Analytics
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APIs - Report extraction, conversations, tickets
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Reports - Curated and custom
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Standard real-time dashboard
Security and Privacy
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Role-based access control
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Single sign-on
Everything in Growth, plus:
Omnichannel
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Bring your own channel (BYOC)
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Bring your own telephony (BYOT)
Self-Service
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Multilingual knowledge base
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Article versioning
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Full portal customization
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Community forums
Conversational Engagement
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Multilingual conversations
Ticketing
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Ticket templates
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Canned forms
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Dynamic ticket fields (sections)
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Advanced custom fields
Contacts and Account Management
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User targeting
Administrator Capabilities
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Multilingual CSAT
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Business hours - Global, multiple, group specific
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Assignment - Intelliassign, round robin, and load balanced
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Multiple SLA policies
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Parent-child ticketing
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Dynamic email notifications
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Multiple products
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Custom objects
Dashboard and Analytics
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Custom real-time dashboards
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Agent availability dashboard
Everything in Pro, plus:
Self-Service
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Approval workflow
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Flexible knowledge base hierarchy
Ticketing
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Agent shifts
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Out of office scheduler
Administrator Capabilities
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Audit logs
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Skill based assignment
Dashboard and Analytics
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Custom object analytics
Security and Privacy
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JWT authentication
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Allowed domains
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IP whitelisting
Details
Freshsales Suite includes the functions of Freshmarketer and Freshsales, providing a centralized platform for sales teams to manage their operations effectively.
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1） Freshsales Suite centralizes customer data from various channels, serving as a single source of truth. With Freddy AI, users accurately capture and prioritize potential customer data, seizing business opportunities.
(Photo provided by Freshworks）
2）Real-time communication through voice calls, emails and messaging tools facilitates seamless customer interactions.
(Photo provided by Freshworks）
3) Create sales pipelines based on business and stages, set up follow-up notifications according to sales sequences.
(Photo provided by Freshworks）
4) Nurture leads with targeted campaigns to strengthen connections. Personalize email templates for different contacts in the mailing list and send relevant messages. Gain comprehensive market and audience insights through detailed campaign analytics.
(Photo provided by Freshworks）