Freshsales CRM

Freshsales, the CRM thought to give better answers to sales teams 

Built to give to salespersons a powerful and integrated tool to manage their relationships with customers and making simpler their marketing work, this responsive CRM was conceived from the necessity of incorporating the advantages of traditional interactions with clients (emails, chat and phone calls) to the website

Freshsales, the Unified CRM Platform

The answer, simple and innovating, was the key to boost marketing and sales labor: Integrating email and chats to the CRM, and giving to the salesperson the capability of doing phone calls directly from it.

This solution gave to salespersons the sufficient motivation to do better what they knew to do, and stopped wasting time in checking information before giving answers. Now, Freshsales is here to stay, and giving you the opportunity to experience it by yourself


Freshsales CRM Advantages

freshsales crm phone email

Built-in Phone and email

Connect from Freshsales; make more calls, send targeted emails, and get in touch with your prospects, in just a click

freshsales lead

Find Best Lead

Lead scoring; surface your high potential leads — those who exhibit sales-ready buying signals and behaviors

freshsales crm email

Smarter e-mail

Email notifications; stay on your toes with real-time alerts on email opens, link clicks and new emails

freshsales pipeline

Sales Pipeline

Visual sales pipeline; track the progress of your deals and take smart decisions to move them up the sales ladder

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Freshsales CRM email

With the email Feature you have the ability to:

  • Know who has opened and clicked links on your email, when and how many times. Effectively engage with your best prospects by targeting the next set of email actions.
  • Quit wasting time sending follow up emails to each prospect on your list. Reach out to them within seconds by sending personalized bulk emails right from Freshsales.
  • Create and save your well-crafted personalized emails as templates and send emails faster.
  • Know which email templates are performing well and which ones to discard using the open and click rates.


Make and Receive Calls

  • Just click the phone number to place calls directly from Freshsales
  • View all your phone and email conversations in one place
  • Purchase local and toll-free numbers for any country and state, right from Freshsales
  • Freshsales automatically logs the incoming and outgoing calls for you
  • Greet your customers and leave voicemails by simply typing your message. Leave it to Freshsales to convert it to audio


Freshsales CRM Phone
freshsales track events

Track customer’s journey, end-to-end

  • Plan smart relevant conversations with prospects by knowing the web pages that piqued their interest and their interactions on your product.
  • Give your sales team invaluable insights about every touchpoint your customers experience in a chronological timeline view
  • Know how engaged a contact is with your company by segmenting their activities based on the data collected by Freshsales
  • Rank leads by their characteristics and behavior, and easily prioritize follow-ups on those who are sales-ready and those who require nurturing




Get complete details about your customers

Conversations, deals (open, won or lost), touchpoints with your company, and the tasks and appointments scheduled with them

  • Easily spot and focus on leads who matter the most using scores. Prioritize follow-ups by those who are sales-ready and those who require nurturing
  • Get profiles automatically enriched with invaluable social profile information and photo. So long to manual data entry
  • Group your team by geography, deal size, product divisions, and more. Focus on the territories that are making the most sale and have potential business
  • Freshsales auto-assigns leads to the right salesperson. No waiting; your team can start following up as soon as the leads are in
freshsales CRM manage leads
freshsales CRM deals pipeline

Manage your sales pipeline effectively

  • Get complete visibility of your deals across stages. Quickly see how many deals are in each stage, sort and filter by their expected close date, and make smart decisions to guide actions and move them up the sales ladder.
  • Identify the deals you need to focus on each day. Know how much business you’re likely to close in the coming months, spot bottlenecks, and drive them to closure.
  • Easily move deals up the sales pipeline by dragging and dropping a deal into any stage
  • Instantly connect with potential prospects by phone and email — directly from the deals dashboard. Non-interruptive workflow is our goal
  • Access your important deals while on the go. Using Freshsales mobile apps, you’re up-to-date on your deal’s details before you step into the meeting.

Focus on delivering great support while we take care of your helpdesk

  • Modify our convenient default reports — or build your own custom reports on leads, contacts, accounts and opportunities. Use the insights to adjust course and grow your revenue!
  • Monitor your sales progress visually without any complex setups. Understand your sales results instantly with elegant, graphical tables and charts
  • Pull out revenue metrics from your Freshsales database by source, sales rep, territory, and more. Pinpoint the campaigns that work and the ones that don’t. Identify star performers on your team, and see which territories are leading sales
  • Apply filters to surface the data you want to see. Add your own logic and group the results. Create tabular, summary, and matrix reports with ease
  • Preview any report to verify the data and appearance before you run it. Include field columns to appear in the report, on the fly
freshsales CRM reports
freshsales mobile

Make more sales on the go

  • Everything you need to know about your leads, contacts, accounts and deals is just a tap away
  • Find out everything about your prospects — right from their details to their activities on your website, in-app and email
  • Keep your team in sync with the latest happenings by quickly adding meeting notes
  • Gave a demo to a prospect and you want to change the status? No problem. You can quickly move your leads up the sales ladder in a tap
  • Access your most important deals anytime, anywhere. Stay up-to-date on your deal’s details before you step into the meeting


Extend and get the most out of your CRM


Support tickets, in Freshsales

View the list of tickets, their details and the email conversation with agents from within Freshsales. Feel the pulse of your customers – whether they are likely to upgrade, renew or make a purchase – and plan your sales conversations accordingly.

Resolve tickets from the CRM

Change the ticket status, assign tickets, create tickets and update any field property from Freshsales. Add notes to keep your support team in sync with the latest happenings.


Send events to Freshsales

Freshsales tracks prospects’ activities on your website and in product. But if you’re using Segment to track events, you can instantly push that data into Freshsales.

Tracking events and beyond

With Freshsales for Segment, you can only not push the website an in-app events but also create leads and contacts, and update the existing ones.


Freshdesk integrations apps


Google Calendar

Never miss an appointment

Don’t juggle between your calendar and CRM. The Google Calendar integration syncs your appointments between your Google account and Freshsales.

Sync appointments. Anytime, anywhere

Schedule meetings and demo appointments from Google Calendar while you are on the go. Find the appointments synced and linked to the appropriate record in Freshsales

Purchasing Options

For licensing, subscriptions and renewals of CRM Freshsales software
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Premium Service Package for additional support on Freshsales CRM

The package consists of access to specialized technicians to work any additional requests of support that is not included in the current continuous software support. This support complements Freshsales standard support with version upgrades, configuration, advice, implementations and knowledge transfer.

installing premium services gb advisors

Installing Services

Our certified staff provides basic configurations tailored to our customers at the time of its deployment in its final location, also including with the basic configurations to adapt the tool to the use of each client.

configuration services premium


Our certified staff can help to configure and adapt the tool to the specific use of each client, in order to obtain the best performance from your tool.

personalization services


We offer customization services, adapting the functionality and appearance of our products to the individual specifications of each installation.

80premium-support40premium-support 24premium-support

The customer has up to a maximum number of support hours available for one year which can be consumed at least in blocks of 1 hour per request, until the total amount of hours purchased are consumed.  We have available additional Premium Support Packages for 24, 40, and 80 hours.

Freshsales - GB Advisors partner

Since 2004 GB Advisors has specialized in the development of integral technical solutions to solve business problems. We are an International Authorized Partner and Re-Seller for Freshsales in the American Continent. We currently serve customers in all countries of North America, Central America, south america, Latin America and the Caribbean. Countries like the USA, Mexico, Canada, Costa Rica, El Salvador, Guatemala, Honduras, Nicaragua, Panama, Argentina, Brasil, Bolivia, Chile, Colombia, Ecuador, Guyana, Paraguay, Peru, Suriname, Uruguay, Venezuela, Caribbean, Bahamas, Barbados, Bermuda, Cayman Island, Curacao, Dominican Republic, Jamaica, St. Lucia, St. Marteen, St. Kitts, Trinidad and Tobago, Turks & Caicos, Haiti and Puerto Rico.

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