Simplify sales and support with customized Freshsales and Freshdesk CRM solutions. Trimurty Infotech ensures fast implementation and high user adoption.
Freshworks is a modern, highly intuitive CRM suite that includes Freshsales (for pipelines), Freshdesk (for support), Freshchat (for web messaging), and Freshservice (for IT desks).
Trimurty Infotech provides expert Freshworks consulting, implementing CRM pipelines, setting up telephony modules, designing SLA workflows, and training representatives.
Without structured platform integrations and automation, your team faces major data silo bottlenecks.
Sales representatives avoiding database entries because complex platforms make navigation tedious.
Customer tickets sitting unallocated in shared support inboxes without automated routing rules.
Sales representatives dialing clients manually on phones without automatic call logging or recording features in the CRM.
Support teams missing service targets due to a lack of automated priority alerts and warnings.
Sales representatives contacting leads without seeing active customer support tickets or past ratings.
Support delays because web chat, WhatsApp, and email queries remain scattered across different tools.
Manually copy-pasting customer records into invoicing engines after closing sales.
Managers lacking access to visual pipelines, activity schedules, and regional conversion rates.
Inability to automatically measure Net Promoter Scores (NPS) or client sentiment after closing tickets.
Sales representatives rejecting complex layouts and relying on stickies instead.
Outdated deals and manual pipeline logs preventing executive quarterly visibility.
Multiple representatives contacting the same account due to poor database deduplication.
From scoping and setup to customizations and migrations, we cover the full project cycle.
Process mapping and choosing the right modules (Freshsales vs Freshdesk) to optimize team workflows.
Layout configurations, deal routing rules, SLA targets, user profiles, and field mapping setup.
Securely clean and import offline spreadsheets or legacy CRM data into Freshsales profiles.
Set up auto-escalations, custom fields, automated email alerts, and trigger validation rules.
Connect Freshworks with ERP systems, WhatsApp Business APIs, Gmail, Outlook, and Shopify.
On-demand system tuning, custom dashboards, team training, and managed post-launch help.
Configure deals milestones, custom opportunity forms, and target dashboard reports.
Configure support channels, set ticket category options, and define team assignment loops.
Integrate virtual phone numbers, record greetings, and set up IVR routing pathways.
Activate Freddy AI chatbot responses, automate email summaries, and configure deal predictions.
Conduct interactive onboarding sessions, supply video guides, and draft workflow user SOPs.
Audit redundant fields, verify webhook logs, clean databases, and check integration queues.
We configure and customize these specific systems inside your business framework.
Sales pipeline mapping, automated telephony, and lead scores.
Ticket management, SLA tracking, support channels, and reviews.
Omnichannel live web messaging and AI chatbot triggers.
ITIL-aligned IT service desk and asset tracking tools.
Cloud telephony, call logging, and automated routing.
Marketing automation campaigns and drip sequence triggers.
HR onboarding tools, applicant tracking modules, and time logs.
Customer success health metrics, churn warnings, and logs.
Freddy AI co-pilot chats, text formatting, and predictive scoring.
Unify WhatsApp, social chats, calls, and email lists in one tab.
Define ticket prioritization rules and trigger managers escalation.
Custom IVR voice response lines and round-robin ring groups.
Establish client self-service FAQ knowledge hubs and ticket pages.
Generate customer satisfaction sheets and tickets resolution speeds.
Configure marketplace applications to add calendar and SMS tools.
Integrate custom systems via outbound HTTP request loops.
We setup configurations to address specific team bottlenecks rather than selling basic licenses.
Equip reps with automated follow-ups, mobile pipelines, and custom pricing templates.
Resolve issues faster with auto-routing cases, support panels, and knowledge databases.
Track customer journeys and capture analytics from web traffic to closing sales.
Arm field engineers with route planning, mobile catalogs, and order creation logs.
Provide dealers with portals to browse catalogs, check stock levels, and place bulk RFQs.
Secure portal where clients can download invoices, log issues, and track requests.
Real-time metrics, regional goals, margin indicators, and pipeline analytics.
Cross-departmental flow validations, auto discount emails, and approvals.
Integrate Freshworks CRM with enterprise ERP databases like SAP or Odoo for automated order sync.
We build custom pipelines, fields, and workflow automations tailored to your industry.
We connect your platform natively to all critical communications, billing, and ERP databases.
A highly flexible system designed to grow alongside your organization.
We focus on business metrics, optimizing your processes before writing code.
A structured 11-step technical sequence ensuring database sanitization and clean deployments.
See how we transitioned an enterprise from disorganized Excel tracking to clean automation.
Quick, direct answers addressing migrations and database integrations.
Book a free consultation to discuss your CRM goals and implementation roadmap with our engineers.
