FreshsalesCRM

FreshsalesCRM enables you to manage sales processes by creating, updating, and tracking contacts, accounts, deals, and activities within workflows.

Actions

Add Note to Contact: Adds a note to an existing contact record.
Create Account: Creates a new company or account in the CRM.
Create Contact: Adds a new contact to the CRM.
Create Deal: Creates a new sales deal or opportunity.
Create Meeting: Schedules a meeting activity in the CRM.
Create Note: Adds a note to a record.
Create Task: Creates a task for follow-up or action.
Search Account: Finds accounts based on specified criteria.
Search Deals: Searches for deals using filters.
Update Account: Modifies details of an existing account.
Update Contact: Updates information of a contact.
Update Deal: Updates details of a deal.
Update Note: Edits an existing note.
Update Task: Updates task details or status.