October 2024

No updates for October. Please check back in November.


September 2024

No updates for September, please check back in October.


August 2024

New
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.

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New
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.

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July 2024

Enhancement
@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. 

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Enhancement
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. 

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Enhancement
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. 

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Enhancement
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.

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Enhancement
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.

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June 2024

Enhancement
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.

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Enhancement
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.

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May 2024

New
Business card scanner

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

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Enhancement
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. 

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April 2024

Enhancement
Account 360

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

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Enhancement
Note templates

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

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Enhancement
Enhancements in Web Forms

Customize web forms by adding your brand logo.

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Enhancement
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.

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March 2024

New
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.

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Enhancement
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.

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New
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. 

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February 2024

Enhancement
Simplified admin experience

You can now access the newly introduced menu bar for Admin settings.


Enhancement
Account hierarchy

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

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Enhancement
Territory hierarchy

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

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Enhancement
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.

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Enhancement
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.

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January 2024

There are no Freshsales updates for January. Check back in February.


December 2023

Enhancement
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.

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Enhancement
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.

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Enhancement
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. 

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November 2023

Enhancement
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.

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Enhancement
Edit files names on the mobile app

Mobile users can change the file name when they upload a file from the mobile app.


October 2023

New
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.

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Enhancement
Products in deal cards

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

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Enhancement
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.  

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Enhancement
UI enhancements for import contacts

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

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September 2023

Enhancement
Web forms with attachments

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

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Enhancement
Field edit history for deals

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

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Enhancement
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.

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Enhancement
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.

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Enhancement
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.

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Enhancement
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.

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Enhancement
UI enhancement for Import data

Freshsales automatically maps each column to the corresponding contact field, ensuring lists are uploaded in a matter of seconds and users no longer waste time mapping fields manually. The system-generated mapping is displayed for users to review and confirm, ensuring utmost accuracy.


August 2023

Enhancement
Bulk addition of choices

Create up to 300 choices in the CRM fields. You can also import choices directly and automatically identify duplicate entries.


July 2023

Enhancement
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.

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New
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.

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New
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.

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New
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.

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Enhancement
Share reports

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

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Enhancement
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

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June 2023

Enhancement
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.

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Enhancement
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.

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New
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.

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Enhancement
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.

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Enhancement
Trigger actions on look up fields

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

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May 2023

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.

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New
Custom Sorting

Users can sort values based on the values available in a column or row.


April 2023

Enhancement
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.

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Enhancement
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.

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March 2023

New
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.

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Enhancement
Module-wise data export

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

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Enhancement
Custom metrics & attributes

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

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Enhancement
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.

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Enhancement
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.

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Enhancement
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.

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Enhancement
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.

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Enhancement
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.

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February 2023

New
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.

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Enhancement
Webforms UI enhancements

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

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January 2023

New
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.

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New
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.

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December 2022

Enhancement
Colored Tags

Choose tag colors and better manage records.

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Enhancement
Outbound Sequence

Automate engagement with prospects across channels.

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November 2022

Feature
Announcements

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

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Marketplace app
Gong Integration

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

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Feature
Modern Views

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

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October 2022

Enhancement
Customer 360 on mobile app

The Freshsales mobile app on Play Store and App Store now supports Customer 360 view for contacts, accounts, and deals.


Enhancement
Improved visibility of tags

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

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September 2022

ENHANCEMENT
Duplicates and Connections Pills

View the number of duplicates and connections from the Summary View

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ENHANCEMENT
Additional Highlight Cards

Add highlight cards to view upcoming tasks or meetings. Add Zoom links to the meeting highlight card.


August 2022

Feature
Queue Transfer

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

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Feature
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.

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July 2022

Feature
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.

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June 2022

Enhancement
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.

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May 2022

Enhancement
Search

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

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April 2022

Enhancement
Workflow Templates

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

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March 2022

Feature Update
Freshdesk Integration

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

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Feature Update
Agent Inbox

View contact information to get full context about their purchase history, their device property, and other custom properties.


February 2022

Feature Update
Unified Bot Builder

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

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January 2022

Feature Update
Customer 360

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

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December 2021

Feature Update
Analytics for products

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

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November 2021

New Feature
Shared Caller

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

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Feature Update
Global Search

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

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October 2021

New Feature
Activity Goals

Set and track Activity Goals for your teams and drive productivity

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September 2021

Feature Update
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

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August 2021

Feature Update
Sales Activity Fields

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

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July 2021

New Feature
Left Nav Bar Permissions

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

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June 2021

New Feature
Auto-number Field

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

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May 2021

New Feature
HubSpot Migration

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

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New Feature
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.

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New Feature
Mobile: Custom Apps

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

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April 2021

Marketplace App
Zoom Integration

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

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March 2021

Feature Update
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.

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Marketplace App
Segment Integration

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

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Feature Update
Connect Email

Allow or deny users from connecting their mailbox with Freshsales.

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February 2021

Feature Update
Slack Integration: Add notes 

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

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New Feature
DocuSign Integration

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

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January 2021

Feature Update
Email Template Management

Configure access to manage email templates using roles

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New Feature, Beta
Configure, Price, Quote

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

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December 2020

New Feature
Mobile App: SMS Integration

Send SMS to contacts using the mobile app. 

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New Feature
Sales Forecasting

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

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November 2020

Marketplace App
Freshdesk integration: Account sync

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

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Marketplace App
Jira integration

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

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October 2020

Marketplace App
Slack Integration

Engage in deal-related conversations on dedicated Slack private channels

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New Product
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.

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