What's new with Freshsales

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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Modern Views

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

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October 2022

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.

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

Queue Transfer

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

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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

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

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

Search

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

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April 2022

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

Freshdesk Integration

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

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Agent Inbox

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

February 2022

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

Customer 360

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

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December 2021

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

Shared Caller

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

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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

Activity Goals

Set and track Activity Goals for your teams and drive productivity

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September 2021

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

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

Left Nav Bar Permissions

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

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June 2021

Auto-number Field

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

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May 2021

HubSpot Migration

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

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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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Mobile: Custom Apps

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

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April 2021

Zoom Integration

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

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March 2021

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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Segment Integration

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

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Connect Email

Allow or deny users from connecting their mailbox with Freshsales.

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February 2021

Slack Integration: Add notes

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

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DocuSign Integration

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

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January 2021

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

Mobile App: SMS Integration

Send SMS to contacts using the mobile app.

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Sales Forecasting

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

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November 2020

Freshdesk integration: Account sync

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

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Jira integration

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

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October 2020