Freshworks

Freshworks is a cloud-based suite of customer engagement and business management tools designed to streamline operations across sales, marketing, and customer support. The platform encompasses several integrated solutions, including Freshsales for CRM, Freshdesk for customer support, Freshmarketer for marketing automation, and Freshchat for live chat and messaging. Freshworks offers a unified interface that facilitates seamless management of customer interactions, sales pipelines, and marketing campaigns. Key features include AI-driven insights, automated workflows, multi-channel communication, and customizable reporting. Built on a scalable and secure cloud infrastructure, Freshworks ensures high performance and reliability. It also provides extensive integration capabilities via APIs and pre-built connectors, enabling businesses to tailor the platform to their specific needs and enhance operational efficiency. Advanced security measures and compliance standards are implemented to protect data and ensure secure access.

Freshdesk Contact Center - Receiving a call
When you receive a call the widget will open up with the name of the contact, if saved, and the number. Viewing recent tickets of the contact  Once you...
Tue, Oct 5, 2021 at 5:22 PM
Freshdesk Contact Center - Setting your availability status
Your current status can be seen as a colored dot on the top right corner of the widget. Set your most convenient status of availability to help route calls ...
Tue, Oct 5, 2021 at 5:08 PM
How to connect my email to Freshsales?
Connect your email and receive all mails related to your prospects directly into Freshsales. This saves you from having to juggle between your mailbox and ...
Mon, Jul 11, 2022 at 3:15 PM
How to measure the performance of bulk emails?
The ability to schedule and send bulk emails is one of the cornerstones of success for Freshsales. However, without the insights that help users determine t...
Mon, Jul 11, 2022 at 3:18 PM
How to send bulk email to leads and contacts?
Get the most out of your business emails by using Freshsales’ bulk email feature. Narrow your recipients using filters and list views, select them and use c...
Mon, Jul 11, 2022 at 3:16 PM
How to send tracked emails from Freshsales?
When you connect with leads and contacts over email, it isn’t wrong to expect them to reply promptly. But how would you know if the emails have been receive...
Mon, Jul 11, 2022 at 3:17 PM
How to use the Freshsales Activities Dashboard
Activities dashboard in Freshsales is the one-stop for all your to-dos and scheduled appointments. The page helps you track and stay on top of what sales ac...
Mon, Jul 11, 2022 at 3:16 PM
Merging two or more tickets together
Sometimes, a customer might try to get your attention regarding a particular issue by contacting you through separate channels. Sometimes, the same issue mi...
Mon, Jul 11, 2022 at 3:19 PM
Understanding the views in the Conversations tab
The Conversations tab lists all the email and phone conversations you have had with your prospects and customers. Rather than scrolling through unorgan...
Mon, Jul 11, 2022 at 3:17 PM
Using To-Do Lists
Often your agents will need to perform a series of tasks - such as reproducing an error within 24 hours, or downloading issue logs - before they can resolve...
Mon, Jul 11, 2022 at 3:23 PM