Freshworks CRM Implementation & Optimisation
We implement and optimise Freshsales so your sales team benefits from built-in AI insights, automated sequences, and a unified view of every customer interaction.
Service Overview
Freshworks CRM (Freshsales) is a modern AI-powered sales CRM from Freshworks that brings together contact management, deal tracking, email, phone, and AI insights in one intuitive platform. Its built-in Freddy AI provides lead scoring, deal insights, and next-best-action recommendations without additional configuration. Delphi WebTech provides Freshsales implementation, data migration, automation setup, and integration services to help your sales team close more deals faster.
Key Business Benefits
Freddy AI Built In
AI lead scoring, predictive deal insights, and next-best-action suggestions out of the box.
Unified Communication
Email, phone, SMS, WhatsApp, and live chat managed from a single CRM inbox.
360° Customer View
Complete interaction history, website visits, and engagement data for every contact.
Fast Implementation
Freshsales is designed for rapid deployment — go live in days, not months.
Affordable Pricing
Competitive pricing with generous features across all tiers, ideal for SMB growth.
Freshworks Suite Integration
Native integration with Freshdesk, Freshchat, and Freshservice for unified operations.
Core Features & Capabilities
CRM & Pipeline Setup
Custom contact fields, deal stages, and sales pipeline configuration.
AI Lead Scoring
Freddy AI automatically prioritises leads based on engagement and fit.
Sales Sequences
Automated multi-step email and call sequences for lead nurturing.
Phone & Email Integration
Built-in VoIP calling, two-way email sync, and email tracking.
Workflow Automation
Trigger-based automations for follow-ups, assignments, and notifications.
Custom Reporting
Dashboards and reports tracking key sales metrics and team performance.
Industries We Serve
Our Implementation Process
Discovery & Assessment
We analyse your current systems, goals, and requirements to build a tailored roadmap.
Strategy & Planning
We design a solution architecture and project plan with clear milestones and KPIs.
Implementation
Our certified experts configure, build, and integrate the solution to your specification.
Testing & QA
Rigorous testing ensures everything works flawlessly before going live.
Launch & Support
We go live with your solution and provide ongoing support, training, and optimisation.
Frequently Asked Questions
Freshsales (now Freshworks CRM) is an AI-powered sales CRM from Freshworks that includes contact management, pipeline tracking, built-in email and phone, AI insights, and workflow automation in one platform.
Freshsales is ideal for small to mid-sized businesses, particularly in technology, SaaS, and professional services, that want a modern, AI-powered CRM with a fast implementation timeline and affordable pricing.
Freddy AI analyses your contact engagement data, email open rates, and website activity to automatically score leads, predict deal outcomes, and recommend the next best action for each opportunity.
Yes. We migrate contacts, companies, deals, activities, and notes from HubSpot, Salesforce, Zoho, or any other CRM to Freshsales with full data integrity.
A standard Freshsales implementation takes 2–4 weeks, including CRM configuration, data migration, email and phone setup, workflow automation, and team training.
Ready to Get Started?
Book a free 30-minute strategy call and discover how Delphi WebTech can transform your business with Freshworks CRM.
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