Freshworks CRM helps you unify sales and marketing, giving you a 360° view of the customer and a single source of truth between all customer facing teams.With Freshworks CRM app for Slack you can:• Manage your time better by eliminating constant switching between tools, as all deals are created as channels inside Slack • Automatically sync all your conversations between Slack and CRM enabling teams to streamline communication and have contextual conversations• Get instant notifications in the designated Slack channel, triggered by a change in deal information ensuring that your team is always in the know. • Receive timely updates on CRM to stay on top of the deal whenever you are mentioned in a channel or have unread messages.• Amplify your sales team’s productivity, by collaborating with other team members in the organization on opportunities, right within Slack.Freshworks is trusted by hundreds of thousands of businesses worldwide.
Freshworks CRM will be able to view:
Freshworks CRM will be able to do:
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The default retention setting for Customer Data is to keep everything for as long as the app is not uninstalled. As soon as the app is uninstalled, the data is deleted.
Data archiving and removal policy
Upon customer deletion, Freshworks deletes customer data from our production environments within 24 hours, and backups are deleted in 7 days.
Data storage policy
Customer Data is stored at multiple locations in our hosting provider’s data centers to ensure availability. Customer Data and our source code are automatically backed up nightly. The Operations team is alerted in case of a failure with this system.
We enable data controllers to ensure information remains accurate, valid, and fit for purpose. Freshworks acts in the capacity of Data Processors providing SaaS products. Accordingly, it supports customers acting as Data Controllers to meet its obligations with regards to processing Subject Access Request (SAR). Product administrators have the ability to fulfill the subject’s right to rectify and other rights around data accuracy.
While this app may offer HIPAA compliance, Slack does not have a business associate agreement with any third-party application providers, including those in the Slack App Directory, so you are responsible for validating the provider's compliance and executing an appropriate agreement before enabling.
Date of latest pen test
Executive summary is available to potential customers upon request
Supports Single Sign On (SSO) with the following providers
Supports Security Assertion Markup Language (SAML)