Whether you are starting a business, looking for a CRM or simply need a new tool, there are several great options for you to choose from. One of the best is Freshworks. It is designed for businesses of all sizes, and it is easy to use. Here are some of the features you will find:

CRM software for small and medium-scale businesses

Choosing the best CRM software for your small or medium-scale business can be daunting. However, the right CRM can help your business streamline customer relationships between you and your customers. It also can automate your daily tasks. With the help of a CRM, you can better understand your customers and how they respond to your products and services.

crm software monday is an essential tool for any company that wants to organize the sales process. These software packages combine sales, marketing, and stock-keeping data into one centralized database. The software allows you to pull reports and customize them. The data is accessed over the internet or through a local network.

One of the more important functions of a CRM is lead scoring. This feature allows you to analyze and prioritize your leads. The CRM should also offer basic integration with third parties. These include email marketing services.

Another important CRM feature is contact management. The CRM should provide you with a detailed view of all your contacts. It should also allow you to store all their information. The CRM should also provide you with an easy-to-use contact manager.

The CRM software should also be able to pull reports on the sales process and your contacts. These should include lead scoring, custom reporting, and lead tracking. You should be able to customize these reports and make them fit your business needs.

Built-in phone and email

Thousands of businesses around the world are using Freshworks. Freshworks is a sales and marketing automation software provider that helps businesses deliver better customer experiences. Freshworks offers a complete suite of solutions for different business teams, including Freshsales, Freshdesk (omni-channel customer support), Freshmarketer (marketing automation), and Freshservice (IT service management).

Freshsales is a leading CRM platform that provides sales leaders with insights about their team's workload. Freshsales also provides robust reporting capabilities and enables sales leaders to create visual dashboards. Using this tool, sales leaders can quickly determine which deals should be ranked higher and which deals should be moved up in the sales pipeline.

Freshsales offers built-in phone and email features that enable sales reps to communicate effectively with customers. These tools allow users to interact with customers on the go, record calls, and track calls. Those using Freshsales can also replace their business phone number with a personal one. They can make calls from their laptops, mobile devices, and even a smart speaker.

Freshsales is also designed to provide full context about every contact. This includes the details of previous calls, the status of current conversations, and the past activities of each contact. Freshsales also offers a number of other features to help sales teams maximize their productivity. For example, Freshsales users can purchase virtual phone numbers in 90 countries, allowing them to make calls from any location.

Lead scoring

Using lead scoring tools like Freshworks, sales teams can quickly determine which leads are most likely to convert. The software can also help align incoming leads with company goals. By understanding how your leads are engaging with your company, sales teams can better target their efforts and focus on the most important opportunities.

To begin, your team needs to identify the most important criteria for judging a lead. This could be a simple question that requires input from both the sales and marketing departments. For example, is a lead interested in your products and services? Or is a lead interested in a particular demographic?

Another important component to lead scoring is determining which leads are likely to buy. This could be determined by analyzing your lead history. Leads that have shown interest in your products and services should be given a higher score than those that have not.

Your lead scoring model should include "readiness to buy," or a simple test to determine whether or not a prospect is ready to make a purchase. You may also consider a lead scoring system that includes customer segments. These groups can be created from existing customer data or based on overall observations of sales.

To determine the most important criteria for lead scoring, you'll need to determine your own unique objectives. For example, do you want to increase sales revenue?

Visual sales pipeline

Creating a visual sales pipeline is a great way to track your sales process. It allows you to see what your prospects are doing at any given time and where they are in the buying process. This helps you to determine what steps need to be taken to close a deal.

Visualizing a pipeline can be done with a variety of tools. Some offer a funnel-like view of the pipeline. Others display color-coded icons for each deal task. You may also find an interactive tool like Pipedrive to be helpful. It lets you complete activities, check them off as you go, and make phone calls from within the tool.

Another way to visualize a pipeline is to use a CRM. These tools allow you to set up goals, assign them to your team, and monitor their progress. They can also show you the value of your deals. They can also be used to optimize your sales process.

One of the best ways to visualize your sales process is by using a CRM. This can help you optimize your sales efforts, and make your team more productive. Freshworks offers an all-in-one CRM tool to help you do this. It also allows you to build and manage multiple pipelines.

Another way to visualize a sales pipeline is to create a simple Excel spreadsheet. This will allow you to track the number of deals in each stage of the pipeline. You may also want to color-code your pipeline to show which deals are cold and which are hot.

Reports and dashboards

Using dashboards, you can quickly identify and track problems, bottlenecks, and trends. It helps you make data-driven decisions. You can also customize your dashboards to share with your team, decision-makers, or other internal groups.

Freshsales offers a variety of ready-to-use report templates that you can use to customize and create dashboards. The suite also provides robust analytics functionality. These reports allow you to measure churn, campaign success, and revenue metrics. It can also help you improve the success rate of your sales team.

Using analytics, you can create customized widgets and filters for your dashboard. These widgets can include text, charts, or other data widgets. You can also create widget filters using ticket properties or ticket status. These filters can be applied to all widgets in a report or to specific widgets. These filters can be discarded or saved before changes are reflected.

You can also use a widget library to monitor data in real time. These widgets will automatically send reports on a weekly, monthly, or quarterly basis. The widget library also offers live widgets that pull data from ticket views. You can customize widgets using filters, tags, or styles.

You can also create custom reports to track sales activities. These reports allow you to track the sales efforts of your team, predict the closing date of a deal, or compare efforts across a month. These reports are also useful for tracking which reports are used the most.

Mobile app

Whether you are managing a sales team or keeping track of customer interaction, the Freshworks Mobile app will help you stay up to date with your customers. It can be used to make calls, send email, schedule meetings, upload documents, and scan documents. It also provides important metrics, helping you understand your customer's journey.

Freshworks is a cloud-based CRM and marketing software company that has been used by over 150,000 companies worldwide. The software offers AI-based lead scoring and marketing automation features. It is also suitable for businesses of all sizes. It supports Ecommerce, manufacturing, hospitality, insurance logistics, and SaaS businesses.

Freshworks CRM is a complete CRM solution that includes dashboards, reports, and automations. It is easy to set up, and the UI is intuitive. It also offers auto-profile enrichment and sales campaigns. It is best suited for sales management.

Freshworks CRM also integrates with Zoom meetings, which allows you to schedule meetings from the mobile app. You can also log calls on the go. Freshworks CRM also features a visual sales pipeline, allowing you to move deals from one stage to another. You can also add call logs to your deals and leads.

The Freshworks mobile app features a home screen with notifications cards, lead scoring, and key metrics. You can use the floating action button to create new contacts and tickets. It also provides a solution article library, and canned responses.