Freshsales setup
Modules, pipelines, territories and assignment rules.
🟧 Freshsales (Freshworks)
Freshsales and Freshdesk, set up to work together
Freshworks gives you sales and support tools at a friendly price. We configure Freshsales for your pipeline, Freshdesk for your support team and connect them so both teams see the same customer.
CRM
Freshsales
A good fit for
- Small and mid-size companies
- Teams using Freshdesk for support
- Businesses wanting built-in phone and chat
7+ years
building and fixing CRM systems
4.99 rating
from 969 reviews on Fiverr
Top 1%
of talent on Upwork
🧰 What we do
What we do on Freshsales
Sequences
Email sequences and tasks for outbound and follow-up.
Freshdesk
Ticket forms, SLAs, automations and canned responses.
Sales and support sync
Contacts and accounts shared, tickets visible on the CRM record.
Integrations
Accounting, e-commerce and other systems through Marketplace apps or the API.
Migration
Data moves into Freshworks or out to another CRM.
🗺️ How we work
Plan, build, then stay with you
Every Freshsales project starts with a short call and a written scope. You know what will be built, by when and for how much before any work starts.
We learn how your business really works, then map out a CRM roadmap that fits your goals, your team and your budget.
What you get
- Discovery workshop
- Process and data audit
- Roadmap with a clear quote
Setup, data migration, automation and integrations, configured so your team spends less time on admin and more time with customers.
What you get
- Configuration and data migration
- Automation and integrations
- Testing and a smooth go-live
Training, improvements and ongoing support after go-live, so your system keeps up as your business grows.
What you get
- Team training and how-to videos
- Reports and dashboards
- Ongoing admin and support
🔗 Integrations
Freshsales connected to the rest of your tools
- Freshdesk
- Freshcaller
- Shopify
- QuickBooks
- Slack
- Zapier
💬 FAQ
Freshsales questions, answered
Something else on your mind? Ask us on a free call.
Yes. With the right setup, sales sees open tickets on each account and support sees deal context.
Yes. Some companies keep sales in Salesforce and support in Freshdesk; we connect them.
Yes. It is affordable and includes phone and chat, which saves extra tools.
We use the Freshworks APIs and serverless apps when a Marketplace app does not fit.