Sales agents who work in the field need reliable smartphone access to a CRM that closely mirrors the desktop CRM experience. Many businesses have pivoted to remote sales teams to meet changing markets and bolster new sales strategies. Freshworks CRM ports existing phone numbers, but users can purchase mobile and vanity numbers if they wish. Freshworks' communication features complement other productivity features, like automated workflows and automatic lead routing. The phone system includes standard features like call transfer, call masking and Caller ID for easy call management.Īdditional tools include email sync and tracking, real-time chat and integration with WhatsApp Business. Integrated features like automatic call recording and logging provide additional context around customer interactions, and custom greetings and voicemail messages add a personal touch to inbound calls.
Sales professionals can initiate a call with a single click while simultaneously reviewing customer notes and logs displayed in an onscreen widget without leaving the application. What differentiates Freshworks from other CRMs is its built-in phone system. Freshworks CRM is designed to help businesses manage their sales without having to juggle multiple platforms. It offers an intuitive user interface, expansive feature set, AI-based lead scoring, visual deal pipelines, intelligent workflow automation, and customizable visual reports and dashboards. Read Keap CRM Reviewįreshworks CRM makes it easy for businesses of all sizes to attract, manage, close and nurture leads. Additional CRM reports track daily, weekly and monthly sales for easy performance comparisons over time. Revenue and payment analytics provide insight on cash flow and track weekly and monthly activity to monitor overall growth. Use Keap to create customer invoices, process single or recurring payments, and link transaction details with individual customers or organizations.
Create triggers using simple commands, or use the software's templates that include an editable email message to simplify many of your team's processes and communications. Keap also features built-in sales and marketing automation tools to streamline digital processes further. Custom phone numbers, dates and text fields allow users to make changes to capture the data they need most. There's also a user community, where you can troubleshoot issues, as well as access to 24/7 chat support with Keap's service team.Ĭustomers can use the software as is or tap into customizable features for dashboards and landing pages. Keap offers 60-minute webinars for new customers who want to learn more about its features, like lead capture and automation, and Keap has an extensive self-service knowledgebase. Keap is a comprehensive, easy-to-use solution for businesses that want a CRM that works with minimal setup. offers a comprehensive set of CRM features that help companies stay on top of customer commitments even after the sale is closed. Projects often generate many files, and 's document repository stores everything in one place, which is accessible from anywhere. A real-time workload tracker helps you manage and allocate resources to help you meet deadlines and milestones. To help give teams complete visibility into a project, offers several ways to display and analyze data, such as Gantt charts and Kanban boards. There's no need to give up the processes you already have in place, because integrates with several popular business apps, including Slack, Google Calendar and Microsoft Teams. The company offers dozens of ready-made templates in a range of categories, including sales, marketing and office operations, so you can follow through on your strategy with minimal delays and disruptions. has many project management features to keep sales professionals and teams on the same page, so nothing is missed. Sales strategies require a road map to ensure everything stays on track and runs according to schedule.