What's new with Freshsales

Deal collaboration

Tag team members on essential records to foster collaboration and drive alignment. Freshsales enables contextual discussions within the CRM, ensuring teams stay on the same page with clear ownership and progress tracking to close deals efficiently.

LinkedIn Sales Navigator

The Freshsales and LinkedIn Sales Navigator integration allows sales professionals to access LinkedIn's rich data and insights directly within Freshsales, enhancing lead profiling, streamlining workflows, and enabling personalized outreach.

AI-powered sales battle cards

Freddy AI can now analyze keyword mentions in the notes section and highlight available battle cards, allowing sellers to get contextual guidance, and additional insights right within the CRM.

LinkedIn Marketing Forms integration

With the Freshsales-LinkedIn Marketing Forms Integration; whenever a form is submitted on LinkedIn, a new contact will automatically be created in Freshsales, streamlining the lead management process.

@mentions in notes

Seamlessly loop in team members or deal teams to keep stakeholders updated on progress with @mentions in notes. Quickly tag and invite colleagues to discussions for input to move the deal forward. 

Updates to contact data import

Designate a specific email address as the primary ID during the contact import process. This primary address will be used by default for bulk emails, sales sequences, and workflows. Assign labels for each email ID during import, categorize them effectively, and organize contact information better. 

Changes to API request limits

We are upgrading the underlying data section of reports to improve the analytics experience. Select and view columns that are most relevant to their analysis using filters and rearrange the columns for a personalized layout. 

Changes to API request limits

To improve the Freshsales experience with greater speed and responsiveness, we've upgraded API request limits from hourly to per-minute access per account. There is now a limit of 400 requests/minute across all plans.

Selective Outlook email sync

Sync and curate custom folders from Outlook. Maintain a clean and relevant record while safeguarding sensitive information by only syncing emails from selected folders.

Custom sales activities

Easily capture progress on custom sales activities with ready-to-use note templates. Provide collaborators with complete context on the activity’s goals, timeframe, and other relevant information with descriptions for custom sales activities.

Workspace switcher

Sales and marketing users can access workspaces with features relevant to them in standalone environments to simplify in-app navigation and improve feature discoverability. 
Note: Currently available only for new sign-ups.

Business card scanner

Scan business cards from your mobile device and quickly capture prospect details directly in the CRM.

Unique fields in Custom modules

Maintain data hygiene and prevent duplicate records with unique fields in custom modules. Admins can add up to 2 unique fields per custom module. 

Account 360

The refreshed Accounts Details page gives an in-depth context of business customers with enhanced cards and customization options.

Note templates

Easily document sales interactions like calls, meetings, and follow-up tasks using the ready-to-use templates in Notes.

Enhancements in Web Forms

Customize web forms by adding your brand logo.

Freshsales API Add-on

You can now avail a limit extension if you exceed the API limits offered in your plan by opting for the API add-on.

Sales sequence templates

Create and publish your sales sequences in minutes with ready-to-use sales sequence templates. Get started with templates for high-touch and low-touch outreach across email, SMS, LinkedIn tasks, and more.

LinkedIn tasks in sales sequences

Set up and execute LinkedIn tasks for actions like viewing a contact’s profile or sending a LinkedIn message. Upon clicking, the task automatically opens up the related LinkedIn profile so you can take action easily.

Sales Essentials Dashboard

Leverage an out-of-the-box, comprehensive dashboard to easily track all the key sales metrics and make quick business decisions without having to create or juggle between multiple independent reports. 

Account hierarchy

You can get a holistic view of customers’ company structures, engage with specific divisions, and make informed decisions on an account.

Territory hierarchy

You can structure sales efforts into broad Parent Territories and more specific Child Territories.

Auto-assign territories to records

The CRM automatically updates records(contacts, accounts, and deals) with a user's main territory, reducing manual effort and ensuring data consistency.

Updates to quotes creation flow

When a new quote is created, the products associated with a deal will be auto-populated in the Pricing table of the quote eliminating manual effort.

Spark UI for custom modules

Custom module list views have been upgraded to align them with the intuitive interfaces of other modules. With this update, users can access Kanban views, an improved slider, and extended support for custom apps.

Auto-assignment advanced rules

Users can now group rules together with AND or OR conditions with advanced conditions in auto-assignment rules. The CRM will check for multiple conditions before assigning the records to the assigned users.

Updated scopes for roles

The default scopes have been updated for the different CRM users, and are available in the Enterprise plan. With this update, admins can specify granular access for every action at the module level in the CRM. 

New Email domains

Customers can choose from 4 email domains for all incoming and outgoing emails based on their region to improve email deliverability and reputation.

Freddy AI for Sales (public beta)

We have opened up Public Beta for the Gen AI capabilities for Freddy AI on the Pro and Enterprise plans for Freshsales and Freshsales Suite products. Users can now enable the features from Freddy settings in the Admin Settings.

Products in deal cards

The deal cards now display the products associated with the deal so users can get a holistic view.

Email compose window enhancements

We have improved discoverability of email templates and placeholders and made it easier to link emails with the right record from the static toolbar. Edit your signature from the pane and schedule your emails for upcoming dates.  

UI enhancements for import contacts

Experience a smoother, more intuitive contact import process with CSV files.

Web forms with attachments

Webforms now support file attachments. You can attach upto 5 files of 30 MB when submitting forms.

Field edit history for deals

Use field edit history to see the changes made by users or the system and when they were made.

Deal pipeline UI enhancements

We have introduced a central interface that makes it easy to switch between Table, Kanban, Forecast, and Freddy AI views. The deal card shows quick actions on hover and also shows the products associated with the deal.

Customer 360 view enhancements

The new Overview tab and simplified cards provides a 360° view of the contact at a glance. You can seamlessly switch between categories (like activities, contact details, accounts, deals, and more) for improved information access.

Auto-assignment rules enhancements

We’ve introduced default auto-assignment rules that you can enable immediately or further customize to ensure incoming records are assigned to the designated sellers automatically, ensuring better lead management and faster response time.

Email compose rules enhancements

The email compose window has been redesigned with a persistent menu for easy access, allowing users to select templates and placeholders for personalized emails and follow-up tasks and link emails to the right records to maintain context.

Bulk addition of choices

Users can add up to 300 choices in the custom fields that they create. This is applicable to radio button, dropdown and multi-select fields.

Rephrase text with Freddy AI

The rephrase text feature, powered by Freddy AI, allows you to generate new versions of existing content. You have the option to substitute casual vocabulary with more formal words while maintaining accurate grammar and punctuation.

Expand text with Freddy AI

The expand text feature, powered by Freddy AI, generates expanded copy for existing text. You have the option to choose their preferred tone and Freddy will generate the text with added information.

Enhance tone of text with Freddy AI

The tone enhance feature, powered by Freddy AI, helps enhance the tone of the existing content. Users can choose their preferred tone, and Freddy will rewrite the text in the required tone.

Share reports

Share reports with teams and territories. This ensures that you can share the report with multiple users in one click.

Number formatting for reports

When the number of digits exceeds a set threshold, we display numbers with a thousand and a decimal separator. In addition, we also support Display units which would let users view values in K, M, B, and T. Example: Total Accounts count of 10000000 will be displayed as 1,000,000 or 1M

Workflows for custom modules

Set up workflows for custom modules to automatically update field properties, send email alerts, and send notifications to third-party apps via webhooks.

Hyperlinks in webforms

Add hyperlinks in the opt-in checkbox section of webforms. Add, modify, or remove links related to the terms and conditions or privacy policy, thus offering users supplementary information.

Field edit history

Managers and admins can now get a birds-eye view of all edits and changes made to Contacts and Accounts fields made by users or by the system. Secure your CRM account, audit changes and adapt to the changing needs of your customers with Field Edit History, powered by UCR.

Account field validation

Associate contacts and accounts based on a unique account field of your choice. If you have multiple unique account fields, you have the flexibility to select one for the association. Additionally, all required fields for an account will be displayed during the import process, ensuring accurate data mapping.

Trigger actions on look up fields

Set up workflows to trigger actions for the related records linked by lookup fields.

Spark UI for deals

Spark UI for the Contacts and Accounts modules makes managing customer information more flexible and accessible. Customers gain instant access to summary information, perform bulk actions, and switch between table and kanban views to organize contacts and accounts better visually. The redesigned view for Deals provides a more customizable and efficient way for teams to manage Deals, saving them time and increasing productivity.

Field Dependency Enhancement

Default dependencies are now displayed on the field settings page on the CRM. With this update, customers have better control over the(contact, account and deal) fields and can now mark dependent fields as required from the dependency settings page.

Graph API support

Microsoft has deprecated support for basic authentication and by default, we have disabled SMTP and moved to Graph API so emails can be connected in a more secure and stable manner.

Web Form enhancements

Create accounts from Web Forms and associate them with contacts on the CRM. This update enables you to collect company information and store it as accounts within the CRM.

Sandbox for Enterprise (Beta)

Enterprise customers can now evaluate features, run tests on the product, integrate with business apps, train employees, and customize user experiences in a test environment without impacting their business.

Module-wise data export

Export data from individual modules up to 5 times, view export history, and back up data periodically.

Custom metrics & attributes

Create custom metrics and attributes using single arithmetic operations and complex functions to get deeper insights into team performance.

Event-based automation

When a SaaS product event is performed by a user, Freddy automatically assigns a task to the salesperson and also sends them a notification to alert them about the event occurrence.

Element customization for data labels

Customize the look & feel of your reports including titles, data labels, legends, axes, and more. Change the colors of the elements to reflect your brand palette or assign colors to indicate positive/negative trends.

In-app notification for reports

Download reports to your system and view it as a file in your local system. This is available for all reports in the Analytics module.

Automations based on contact score

Use contact score as a field to filter contacts for sales sequences & workflows. Create reports with contact score as a metric and group them by score and field values.

Test for workflows

You can test a workflow to check if it works as expected while creating a new workflow or while auditing existing workflows.

e-Signature in CPQ

Add signature blocks to document templates to generate quotes, proposals, NDAs, and other documents to send them out for e-sign.

Webforms UI enhancements

Webforms UI components were realigned and grouped for a better user experience.

Account activity timeline

Users can now get a complete list of historical activities or events that occurred on an account using the Account activity timeline.

Metrics & audits for workflows

Get a summary of actions executed by workflows and filter them by time period and status(Success/Failure). Identify what caused the error and fix them.

Colored Tags

Choose tag colors and better manage records.

Outbound Sequence

Automate engagement with prospects across channels.

Announcements

Admins can create, edit, and publish internal announcements for users.

Gong Integration

Gain insights from your sales team's conversations and convert more deals.

Modern Views

View and manage data better with an improved UI, and improve productivity.

Improved visibility of tags

Add tags upfront on Customer 360 pages. Admins can customize the page to show/hide tags.

Duplicates and Connections Pills

View the number of duplicates and connections from the Summary View

Queue Transfer

Reroute contacts to the right queue while they're on the call

Parallel Calling

While on a call with a contact, make another call to a teammate, gather the required context, and return to the contact when you're ready.

Record Types

Classify data in contacts, accounts, deals, and custom modules so users from different roles can consume and update data in the CRM in different ways.

User sessions management

Access the last login information of all users added to the account and track users’ CRM usage to set a Session timeout.

Search

Find records across Freshsales with ease and also search using field values.

Workflow Templates

Deploy a workflow with the click of a button instead of setting it up from scratch with Workfow templates

Freshdesk Integration

Create private notes from insides Freshsales to be viewed on Freshdesk and benefit from the new Customer360 UI.

Unified Bot Builder

Create multi-step bot flows with extensive workflows and integrate with 3rd party apps and engage in contextual conversations.

Customer 360

A 360° view of the customer that empowers sales and marketing teams to deliver delightful experiences.

Analytics for products

Get insights into the selling volume of your products and stay on top of deal performance with associated products.

Shared Caller

Connect your Freshsales Suite with a new Freshdesk Omnichannel account to unify calling functionality between the two products. 

Global Search

Search for records and such as contacts, deals, and sales activities and their field values through the search bar.

Activity Goals

Set and track Activity Goals for your teams and drive productivity

1-way Email Sync

Limit the number of emails that are sent to Freshsales Suite from your mailbox by opting 1-way sync and cut back on automatic sync of irrelevant emails

Sales Activity Fields

Configure and add fields to Sales Activities to capture more information pertaining to a given activity.

Left Nav Bar Permissions

Regulate access and configure visibility of sections on the Left Nav Bar.

Auto-number Field

Use auto-number fields to create unique system generated numbers to assign to records

HubSpot Migration

Migrate your user and customer data from HubSpot at the click of a button

Reordering Page Sections

Configure the layout of the details page to include or remove sections to suit business needs. This feature allows Admins to remove information that may not be relevant for users from the details page.

Mobile: Custom Apps

Use apps built exclusively for your organization within the Freshsales mobile app.

Zoom Integration

Schedule meetings and host virtual conferences with the Zoom integration for Freshsales.

Mobile App: Check-out

Sales reps can now check-out from the meeting place with the customer where they had checked-in using the Mobile App.

Segment Integration

Integrate with Segment to collect customer data from the web, server, cloud apps, or mobile.

Connect Email

Allow or deny users from connecting their mailbox with Freshsales.

Slack Integration: Add notes 

Post notes to deal channels on Slack from within Freshsales and assign action items to teammates.  

DocuSign Integration

Get your sales documents signed with secure electronic signatures from within Freshsales by integrating with DocuSign.

Email Template Management

Configure access to manage email templates using roles

Configure, Price, Quote

Create documents in a few clicks using pre-set templates, add products from the product catalog, and send it to prospects.

Mobile App: SMS Integration

Send SMS to contacts using the mobile app. 

Sales Forecasting

Plan your monthly/quarterly sales operations with insights  on predictions of which deals will be successful

Freshdesk integration: Account sync

Create, link, and access tickets related to accounts from Freshdesk within Freshsales

Jira integration

Create a Jira issue from Freshsales, link existing issues, and more.

Slack Integration

Engage in deal-related conversations on dedicated Slack private channels

Freshworks CRM launched

A unified solution for all sales and marketing needs. Brings together capabilities of Freshsales + Freshmarketer + Freshchat + Freshcaller + Freshconnect + Freddy AI in one platform.