Getting started
Sign up, find your way around and learn what your plan includes.
How can we help?
Welcome to the Salesfresh CRM documentation. Find practical instructions for getting started, organizing customer information, improving sales processes, and understanding your team's results.
Search for a specific task or browse the topics below to discover features, learn how they work, and follow the steps that match your workflow.
Start here
New to the platform? Begin with the fundamentals to understand your sales workspace, maintain customer records, move opportunities through the sales process, and keep statuses up to date.
Browse CRM guides by topic
Each topic groups related instructions so you can find the information you need without browsing every guide individually. Review the summaries, open a relevant article, or explore the complete collection when you need more detail.
Sales
Leads, contacts, accounts, deals, quotes and products.
Post-sale
Contracts, customer subscriptions and assets.
Activities
Tasks, meetings, calls and your calendar.
Connected mailboxes, the email client and signatures.
Working with records
Comments, files, views, tags, imports and handing records over.
Automation
Flows, assignment rules, reminders and follow-ups.
Capture and outreach
Web forms, the browser extension and announcements.
Insights
Reports and targets.
Administration
Users, roles, teams, sharing, settings and billing.
Need more help?
If you cannot find the answer in the documentation, use the additional resources below. You can browse support information, check common questions, or contact the team for assistance with your task.