Set up Freshsales user’s way—personalize user’s account to reflect their business terminology, create and edit fields across modules, and more.
- Personalize the CRM by renaming the core modules of Freshsales—Leads, Contacts, Accounts, and Deals—based on client’s business nomenclature.
- Create custom fields—text, date pickers, checklist and even formula fields to collect and store information for client’s business.
- For teams selling across the globe, choose from 150+ currencies for the deals. Users can also set up Freshsales to speak their language.
- Create unlimited custom sales activities and define outcomes for each. Users can confirm their presence at an activity by using the check-in option.
Boost sales productivity with real-time notifications, easy data import, and access to relevant information in one place.
Engage with the leads across channels— email, call, and SMS— directly from Freshsales.