A guide to Freshsales contract management

What is Freshsales?

Freshsales is a comprehensive customer relationship management (CRM) solution developed by Freshworks. It offers a range of features for managing sales processes, including lead management, contact management, email tracking, and workflow automation. 

Freshsales is designed to help sales teams streamline their activities and improve productivity by providing a unified platform for managing customer interactions and sales pipelines.

But how does it fare when it comes to managing sales contracts? Let’s find out.

Can you manage contracts in Freshsales?

While Freshsales excels in sales process management, it doesn't provide native contract management features. After all, Freshsales isn't a CLM system, it's a CRM.

However, by integrating Freshsales with Juro via Zapier, businesses can effectively manage contracts within the CRM. This integration allows users to automate the contract creation, approval, and storage processes, enhancing efficiency and reducing manual work.

How to manage contracts in Freshsales

1. Automatically create a contract in Juro when a new deal is created in Freshsales

When a new deal is created in Freshsales, Zapier can automatically trigger the creation of a contract in Juro. For example, a sales representative adds a new deal for a potential client in Freshsales, and Zapier uses this information to generate a contract in Juro with all relevant details.

2. Automatically create a contract in Juro when a deal is updated in Freshsales

Additionally, if a deal in Freshsales is updated to a specific stage, such as "Negotiation," Zapier can trigger Juro to create or update a contract based on the new deal information. This ensures that contracts are always up-to-date with the latest deal data.

3. Automatically create an account in Freshsales when a contract progresses in Juro

As contracts progress in Juro, you can set up Zapier to automatically create corresponding accounts in Freshsales. For instance, once a contract is signed in Juro, Zapier can create a new account in Freshsales, ensuring all customer data is synchronized between the two platforms.

4. Automatically update a deal in Freshsales when a contract progresses in Juro

As contracts move through various stages in Juro, Zapier can update the related deal in Freshsales. This maintains consistency and visibility across platforms, ensuring that everyone involved has the most current information

By integrating the two tools, you'll improve efficiency...

Integrating Freshsales with Juro streamlines contract workflows and enhances the way sales and legal teams work together.

For a start, automating contract creation and management reduces time spent on repetitive admin tasks. Instead of manually drafting contracts or searching for key details, sales teams can generate contracts in just a few clicks using data already stored in Freshsales.

This frees up valuable time, enabling teams to focus on high-value activities like building customer relationships and closing deals. The things that they were trained for.

Next steps...

These Zaps automate key aspects of contract management, reducing manual work for busy legal and sales teams, and improving accuracy in the process. By integrating Freshsales with Juro through Zapier, businesses can streamline their operations and ensure that their contract management processes are efficient and effective.

To find out more about Juro and how it can be integrated with 5000+ tools, including Freshsales, fill in the form below to book your personalized demo.