VIDEO: Freshsales CRM Demo

This video offers an overview of a popular CRM tool, Freshsales CRM. Check out our Freshsales CRM overview to learn more, or see our full list of the best CRM software.

Jul 12, 2023
1 minute read

Transcription

fresh sales is an online crm from fresh works and easy-to-use solution fresh sales lets you and your team manage leads deals and customers from a single application you can quickly access comprehensive customer information communicate with them using built-in tools and review performance and other metrics with advanced reports if you're in the market for a CRM solution you'll want to consider fresh sales but if you want to expedite your search use our product selection tool we'll send you a free short list of CRM software recommendations that we think you'll love click the link in the description to get started fresh sales gives you effective lead management starting with a 360-degree view of your customers you get complete information on every customer including your conversations past deals tasks and scheduled appointments and more the system automatically enriches customer profiles with available professional and social information so you don't have to manually do the work furthermore the sales CRM application features customizable lead scoring that you can apply to your specific business objectives score your email social media or phone interactions adding or subtracting points to help identify and prioritize the right beads no need to worry if you don't have a VoIP system fresh sales lets you place calls to your prospects and customers in one click right from inside the application you can purchase local and toll-free numbers assign them to your team and empower them to make calls easily record a voicemail message or type out a message to convert it to audio the software automatically logs calls so you can view conversation histories and generate activity reports with charts and tables fresh sales also comes with email integration you can easily check all the emails you sent from your crm software then track metrics and performance with fresh sales you can analyze data with reports and make accurate forecasts to grow your revenue the system comes with several default reports to offer quick overviews of general business performance you can further customize these reports for insights into your leads contacts accounts and opportunities the crm lets you choose between simple or advanced logic summary or matrix layout and you can add bar graphs or pie charts for easy visualization automation within the CRM allows you to spend less time on repetitive low-impact actions and intelligent workflows automate tasks such as updating fields sending e-mails or generating and voices you can also specify events to trigger automatic field updates fresh sales offers custom email templates and workflows for things like welcome emails and subscription renewal reminders you can integrate fresh sales with other fresh works products or third-party apps and web hooks allow you to connect with the help desk or accounting systems you already use there are many pros of using fresh sales crm let's go over a few of them fresh sales already offers a rich feature set and being easy to use makes those features even more valuable the centralized design of the application lets you complete most tasks using a single screen and automations keep you from wasting time on simple repetitive tasks fresh sales gives you complete visibility of your efforts and opportunities with visual tools get information at a glance using a visual sales pipeline and zero in on the most important deals with filters a deal stage bar lets you know where your deals are and how much they're worth you can also access interactive navigation behavior based segmentation and report dashboards to speed up processes and decision making fresh sales does offer seamless integration with other fresh works products like fresh color for its built-in phone application but it still supports fewer integrations with third-party apps and services than other crm solutions some users may also need to upgrade their plans for a higher email sent limit still not sure if fresh sales is right for you use our product selection tool to get your free list of CRM software recommendations click the button on the left to get started you

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This video offers an overview of a popular CRM tool, Freshsales CRM.

Check out our Freshsales CRM overview to learn more, or see our full list of the best CRM software.

TS

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