• Territory Management System

    Create territories similar to your organization sales structure. Ensure the right sales reps are assigned to the right customers.

Customer Segmentation, made easy

Group your sales team by geographic locations, deal size, industry, or any field (basic, additional and application data) in the leads module. Divide and conquer your sales pipeline by allocating users by their sales expertise and automatically assign leads to them. Organizing your sales teams by territory helps you identify the ones that are making profit, the sales reps who are meeting targets and the potential sales areas to focus on in the coming quarters.

Match the right sales rep with the right lead

Collaborate with your team on a big deal. Salespeople in a territory have access to all the territory records (based on their role), making it easier to work together, keeping the team in loop and closing deals faster. With the right sales expertise in a territory, you can be assured that the right sales rep is assigned to the right lead, and your team can start following up as soon as the leads are in.

Setting territory rules and assigning sales reps

Allocate responsibilities

Allocate sales reps to access records in a territory and those who are automatically assigned to leads in round robin manner. A sales rep can have either of these roles in different territories, if allocated.

Territory-wide sales reports

Pull out revenue metrics from your Freshsales database by territory, sales reps and more. Pinpoint the territories that are meeting targets, identify the key potential regions and star performers in your team.

Role-based access

Set roles to define what actions your sales reps can take in a territory, whether they can add, edit and delete records, and what they can see in Freshsales.

Over 3000 Happy Customers

  • "I really like that this CRM tool integrates with Freshdesk and I am a fan of the "open email alert". I am also impressed with the service that I have received at Freshsales; I had a suggestion for the software and the support team immediately jumped on a call with me to figure out a solution."
    Dylan T Eagle
    Business Development, PRO Lighting Group, INC.
  • "For the past several years, it's been difficult to get our sales team to use our clumsy, difficult to understand CRM (myself included). In less than an hour, I had all of our leads imported and the system figured out. It actually makes sales fun again."
    Julie Brant Simbro
    Managing Partner of ACE Mystery Shopping
  • "Freshsales allows us to focus on converting our leads. The interface is so intuitive that our new sales staff do not require training on how to use Freshsales, they just hit the ground running."
    Chris Gaulin
    President / Chair at The Gaulin Foundation