This one solution accompanies your team in their daily work to get the most out of themselves and their customers with the support of artificial intelligence.
Freshsales
Freshsales is a dynamic CRM system for sales and marketing teams of all sizes. Its core function is lead management software for high velocity sales teams, packed with features such as integrated phone, integrated email, user behavior tracking, deal management, reporting and much more.
Adaptive
Create your own activities or fields for checklists and formulas. Design entire life cycles of your contacts to adapt them optimally to your business processes.
Detailled
Create a detailed customer journey through intelligent segments. Ensure better conversions by reading important information on the website through the use of heatmaps, session replays, A/B testing and much more.
Simple
Maintain an overview of your product/service catalog and visualize the sales processes by creating pipelines with relevant deal phases. You can also set sales targets in terms of turnover and closed deals.
Your Freshsales Benefits
Mobile Productivity
Manage your deals, tasks and reports from anywhere with the mobile version of Freshsales In addition, you can improve your team's workflow with automatic assignment rules.
Communication
By using multi-channel communication, you can build strong customer loyalty - for example, link your CRM with the chat on the website and generate high-quality leads in real time.
Analysis
Gain actionable insights with visual reports and analyze team performance across regions and territories to get all the metrics. This allows you to identify sources that contribute to your company's growth.
KI-Engine Freddy
Freddy proactively searches for duplicate leads in the CRM by name, e-mail address or mobile phone number and displays them once they have been found.
Increase your productivity with Freddy, the power of artificial intelligence.
Automate mundane tasks that usually take a lot of time with modern technology. Create workflow automations with Freshsales that save salespeople time they can spend on more important things.
The integration of company tools in Freshsales increases sales. The CRM helps to use data from your favorite apps and create synergies. Only the best under one roof with Freshsales.
Follow-up-Tasks
Follow-up tasks can be created for important events. For example, when a customer's subscription is due for renewal, an appointment is immediately set for your sales staff.
Automatic E-Mails
A customer signs up for a newsletter and appears in your CRM tool. Custom templates are used to define workflows to automatically send a welcome email.
Connect to other apps
Help desks and accounting tools can be connected to Freshsales via webhooks. This allows customer support to be offered and invoices to be sent directly in the CRM tool.
Google Workspace
Within a few minutes and without writing a single line of code, you can automatically exchange information between Freshsales and Google Chat. A ready-made bot makes this possible without any problems.
Zapier
Automate defined workflows by connecting your Freshsales with applications such as MailChimp, Google Sheets and others via Zapier. Data is synchronized and can be managed from one place.
HubSpot-Marketing
Even if sales and marketing are not always of the same opinion, it is advantageous to combine the two forces. By integrating HubSpot Marketing into Freshsales, this is exactly what happens. You synchronize leads, plan campaigns and much more.
As a partner of Freshworks and with certified cloud experts in its own ranks, CLOUDPILOTS is happy to help customers explore further possibilities with Freshworks applications. Our services include: Analysis of the IT infrastructure to set up a customized plan, the joint and professional implementation of the migration to the cloud and further support to help customers with the successful implementation.