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Learn to set up your freshsales account and get started by bringing your team onboard

Get a good understanding of how email works on Freshsales and dive deep into email management

Get an idea of how phone works- learn how to configure your phone and buy a phone number

Learn how deals work and setup multiple sales pipelines to suit your business

Get an idea of how layout customization works on Freshsales

Learn how to set up a workflow and automate repetitive tasks

Automate your email marketing with Sales campaigns

Convert website visitors into leads by integrating Web forms on your website

Set up your account, connect email, add users, define roles and scopes, configure territories and more

Create and manage leads, contacts and accounts

Create multiple sales pipelines, track and manage deals with tasks, appointments and more

Customize layout, configure territories, lead score and workflows, manage users, create sales activities and more

Connect your email, modify your profile and customize notifications

Send and receive emails individually or in-bulk, create email templates, run campaigns and view email metrics

Get access to a phone, customize your phone number and assign numbers to your team

Create tasks, schedule appointments, take notes, and sync your Google Calendar to the CRM

Migrate from other CRMs and import leads, deals, contacts, and accounts through CSV files

Integrate with business apps such as MailChimp, Quickbooks install libraries and set up web forms

Generate and schedule reports and use dashboards to view select reports

Explore features available across plans and manage your billing and payments