Custom Freshworks CRM dashboards
Import your data directly from Freshworks and build customized dashboards that visualize your Freshworks KPIs in real time.
Sales
Partner website
About Freshworks CRM
Freshworks is a cloud-based CRM solution that helps businesses to manage their interactions with existing and potential customers.
Additional help
Tier
Create real-time Freshworks CRM dashboards with Plecto
Create fully customized Freshworks dashboards with Plecto and add value to your KPIs through meaningful visualizations. Import data directly into Plecto and track your KPIs on real-time dashboards.
Display your Freshworks CRM metrics on a variety of widgets, including graphs, speedometers, charts, tables, and more. You can also add conditional colors to help you easily identify the progress towards your goals.
With Plecto's unique gamification features, you can create leaderboards and contests that spark motivation among your team. Set up custom notifications that trigger every time an employee achieves a goal like reaching a new milestone or closing a sale. Our integration to Freshworks CRM allows you to create and configure dashboards focused on your accounts, contacts, deals, and more!
With Plecto, you can easily display your KPIs on dashboards on TV screens in the office, on your computer, or access them from your mobile device with our iOS and Android apps.
What types of data can you import from Freshworks CRM?
Accounts
Update frequency
Every 2m
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Supports relations? (BETA)
Yes
Contacts
Update frequency
Every 2m
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
Deals
Update frequency
Every 2m
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
How it works
1. Connect your data sources
One-click real-time integration with our dashboards to the most popular CRM, support and other business systems.
2. Build dashboards
Use our prebuilt KPI dashboards or customize your own by using formulas to calculate more advanced metrics.
3. Boost team performance
Share real-time insights with your team and boost performance by 20% with visualizing data on dashboards.
Boost performance with real-time insights
Plecto is a data visualization software that helps you motivate your employees to reach new limits and stay on top of your business.
