Frequently Asked Questions

Most teams are up and running in under 30 minutes. Salesfresh comes with a guided onboarding flow that walks you through connecting your email (Gmail or Outlook), importing your existing contacts, and configuring your first pipeline - all in one place, step by step.

Our built-in import templates let you bring in data from CSV files with smart field mapping and validation, so your data lands clean and ready to use. For teams migrating from platforms like Zoho, HubSpot, or Salesforce, we support structured import workflows that significantly reduce setup time. No developer work required.

Yes. Salesfresh supports CSV-based data imports with customizable field mapping and built-in validation to catch errors before they enter your system. You can import leads, contacts, accounts, deals, and more. Our import templates let you define which columns map to which CRM fields, preview the results, and correct any mismatches before committing.

For teams migrating from Zoho, HubSpot, or Salesforce, we provide structured import guidance to make the transition smooth. All imports are validated and logged so you always know exactly what came in, what was updated, and what was skipped - giving you full confidence in your data from day one.

Yes - and Salesfresh goes well beyond basic rules. You get two powerful automation layers: Flows and Automation. Flows let you build multi-step follow-up sequences made up of emails, tasks, and calls that run in the background automatically. Each step fires on a configurable schedule with delays and conditions, so the right action always happens at the right time without anyone having to remember.

The Automation engine handles CRM-level rules: auto-assigning leads the moment they're created, triggering actions when a stage changes, sending SLA alerts when deals go quiet, auto-downgrading stale pipeline stages, and even creating a deal automatically when a quote is accepted. All of this runs without writing a single line of code.

Salesfresh takes data security seriously at every layer. Your data is protected with end-to-end encryption both in transit and at rest. Every user action - including logins, edits, deletions, and permission changes - is captured in tamper-evident audit logs, giving you complete traceability at all times. Access is governed by role-based permissions and field-level controls, so sensitive data is only visible to the users who need it.

On top of that, Salesfresh maintains compliance with SOC 2, ISO 27001, and GDPR standards. Our Data Share Policies let you control exactly who within your organization can see each record - from company-wide access down to strict owner-only visibility - giving you security that scales with your team.

Yes. Salesfresh includes a granular role-based access control (RBAC) system that lets you define exactly what each user or role can see and do inside the CRM. You can set permissions at the module level - controlling who can view, create, edit, or delete records across every part of the platform.

Teams and sub-teams can be organized with their own permission sets, and managers can be given broader visibility into their team's records while individual reps see only what's relevant to them. This ensures sensitive data - like deal values, commission details, or VIP accounts - stays protected without disrupting day-to-day workflows.

Yes. Salesfresh's Data Share Policies give you precise, record-level control over visibility across your organization. There are four policy levels to choose from: Company Wide (any user in your CRM can see the record), Team Based (visible to all members of the owner's team), Owner and Team (visible to the owner plus their direct team members only), and Owner Only (strictly private - visible only to the record owner).

Policies can be set per record and changed at any time - the new visibility takes effect immediately. This makes it easy to protect sensitive deals or negotiations while keeping shared accounts accessible to the right people, all without creating separate workspaces or duplicate records.

Yes. Salesfresh includes live dashboards and customizable reports that let you track KPIs, pipeline trends, and team performance in real time. You can monitor activity metrics like calls made, meetings booked, and tasks completed, alongside pipeline metrics like revenue closed, deal win rates, and pipeline value added.

The User Targets feature takes this further - managers can set individual or team targets across 17 built-in metrics covering Activity (calls, meetings, tasks), Leads (created, converted, scored), Deals (won, pipeline value), and Commercial outcomes (quotes sent, contracts signed, subscriptions created). Every rep sees their own live progress, and managers get a consolidated view across the entire team.

Salesfresh is built for connected sales teams. You can link Gmail or Outlook directly - once connected, every email thread with a lead or contact syncs automatically into the Salesfresh inbox, filtered to only the conversations that matter. The built-in email client shows AI sentiment badges (Positive, Neutral, or Negative) and tracking status (Delivered, Opened, Clicked, Replied) on every message, so reps can triage their inbox without opening each email.

Beyond email, Salesfresh supports WhatsApp and telephony integrations for call logging and tracking. Our Chrome browser extension lets your team create leads directly from LinkedIn, Outlook, and Gmail with a single click, so your reps can capture prospects wherever they find them.

Yes. Salesfresh maintains comprehensive audit logs that capture every significant action taken inside the CRM - including logins and session activity, record creation and edits, field-level changes, deletions, permission updates, and data exports. Each log entry is timestamped and attributed to the specific user who performed the action.

Admins can review audit logs at any time to investigate changes, resolve disputes, or demonstrate compliance to auditors. Combined with real-time activity tracing on individual records - which shows who viewed, updated, or interacted with each lead, deal, or contact - you always have a full, accountable picture of what's happening across your team.

Yes. Salesfresh is designed to handle complex organizational structures. You can configure multiple teams and sub-teams within a single organization, each with their own data visibility rules, permission sets, and individual user targets - all managed from a single admin panel.

The Data Share Policies ensure records are scoped to the right group - from company-wide shared accounts down to strictly private owner-only records. For businesses operating across divisions, regions, or product lines, Salesfresh's team hierarchy and access control features give you the flexibility to reflect your real org structure without creating messy workarounds or separate accounts.

We offer hands-on support at every stage of your journey. New customers get a guided onboarding experience to help them configure their pipeline, import existing data, and connect their email accounts. Our in-app support team is available for questions during business hours, and we maintain detailed product documentation for self-serve answers whenever you need them.

Partners and enterprise customers receive priority support with dedicated response times and access to a named customer success contact. We also offer professional services for teams that need advanced workflow configuration, custom field setup, or integration implementation beyond the standard out-of-the-box experience.

Yes. Salesfresh offers a Chrome browser extension that lets your sales team create leads directly from LinkedIn, Outlook, and Gmail - without ever leaving the browser. The extension surfaces contact details like name, job title, and company information right in the sidebar, and lets you push them into the CRM with a single click.

All data is auto-mapped to the correct CRM fields, so there is no manual entry needed. This means your reps spend less time copy-pasting between tabs and more time actually engaging with prospects.

Salesfresh's Lead Score Configuration lets you define a multi-dimensional scoring model that evaluates every lead on a 0–100 scale. You choose which dimensions matter to your business - such as lead source, industry, seniority level, company size, and geography - and assign a quality tier (Poor, Average, Good, or Excellent) to each possible value within that dimension. Each tier automatically translates into a numeric point value.

You then assign a weight to each dimension, with all weights required to total 100, so more important attributes carry greater influence on the final score. Every lead is scored automatically against your configuration the moment it enters the CRM, giving your team a clear and comparable quality indicator to confidently prioritize outreach on the leads most likely to convert.

Yes. Salesfresh includes a built-in email client that connects directly to your Gmail or Outlook account. Once linked, every email conversation you have with a lead or contact syncs automatically into the Salesfresh inbox - filtered to show only the conversations that matter, with no noise from newsletters or internal threads.

What makes it different from a regular inbox is the intelligence layer on top. Every message shows an AI sentiment badge - Positive, Neutral, or Negative - so reps can prioritize warm conversations at a glance. For sent emails, tracking badges show whether the message was Delivered, Opened, Clicked, or Replied to, all without opening the email itself.

Yes. Salesfresh's Flows feature lets you build automated multi-step sequences made up of emails, tasks, and calls. Once a lead is enrolled in a flow, each step fires automatically based on the schedule and conditions you define - so the right action always happens at the right time, without anyone having to manually track or trigger it.

You can mix and match step types in any order. An email step sends a templated message and tracks opens and clicks. A task step creates an assigned action for the rep to complete. A call step schedules a call with a defined purpose and duration. Flows run entirely in the background, keeping your pipeline moving even when your team is focused elsewhere.

Yes. Salesfresh has AI built into several parts of the platform. The AI email generation feature helps reps write personalized outreach emails for any lead in seconds - saving time while keeping messages relevant and human. The email client uses AI to analyze incoming replies and assign a sentiment score (Positive, Neutral, or Negative) to every conversation, so reps can instantly see who is warm and who needs a different approach.

Combined with lead scoring that evaluates lead quality across multiple dimensions, Salesfresh's AI features are designed to help your team work faster and make smarter decisions at every stage of the sales process.

Yes. Salesfresh includes a built-in Quote PDF generator that lets your team create professional, client-ready quotes directly from the CRM. You can choose from customizable branded templates, and lead and product details are auto-filled from CRM data - so there is no manual copy-pasting involved.

Quotes support discounts, taxes, and multi-currency formats, and you can customize terms and conditions per quote. Once sent, you can track when a quote has been opened or downloaded. When a quote is accepted, Salesfresh can automatically create a deal - keeping your pipeline moving without any manual steps.

Yes. Salesfresh has a built-in form builder that lets you create and publish lead capture forms without any third-party tools. Every form submission flows directly into your CRM as a new lead - automatically assigned and ready for your team to act on, with no manual imports or copy-pasting needed.

Forms are built and managed entirely inside Salesfresh, giving you full control over which fields to collect and how submissions are routed. This means fewer tools to manage, no data falling through the cracks, and a faster path from a website visitor to a qualified lead in your pipeline.

Yes. Salesfresh lets your team schedule calls directly against leads, contacts, and deals - with a defined purpose, agenda, and duration logged inside the CRM. Smart reminders ensure reps never miss a scheduled call, and completed calls are logged automatically to keep the activity timeline accurate.

Advanced call filters let you quickly view attended, missed, overdue, or rep-specific calls across your team. For teams using VOIP or telephony systems, Salesfresh supports integrations that bring call data directly into the CRM - so managers have full visibility into calling activity without chasing spreadsheets or manual updates.

Yes. Salesfresh is built to flex around your business. You can customize fields, modules, pipeline stages, and data views to match your specific industry requirements. Custom automation rules and Flows can encode your team's unique sales process - from how leads are assigned and qualified to how follow-ups are structured and how deals progress through each stage.

The platform's open API also allows you to integrate with industry-specific tools your team already relies on. For teams with more complex requirements, we offer professional customization services and can act as a long-term technology partner to configure the CRM around your exact business model, data workflows, and reporting needs.

Salesfresh uses transparent, user-based pricing with no hidden fees. Plans are available on a monthly or annual billing cycle, with a discount for annual commitments. Each plan includes a clearly defined set of features, with higher tiers unlocking advanced capabilities like Flows, Automation, User Targets, and premium integrations.

There are no surprise charges for standard usage - what you see on the pricing page is what you pay. For enterprise teams with specific volume, compliance, or customization needs, we offer custom pricing built around your exact requirements. Reach out to our team and we'll put together a plan that fits.

Yes - and you can start instantly. Salesfresh offers a 14-day free trial with full access to core features, no credit card required. Sign up and explore the platform, import your data, connect your email, and configure your pipeline - all before committing to a paid plan.

If you'd prefer a guided experience first, you can request a personalized demo where a member of our team walks you through the features most relevant to your business, answers your questions live, and helps you assess whether Salesfresh is the right fit. No pressure, no hard sell - just a clear, honest picture of what the platform can do for your team.

Basic customization - including pipeline stages, saved views, tags, and standard automation - is included in all paid plans. You can tailor these to fit your team's workflow without any extra charges or hidden add-ons.

For teams that need advanced customization such as custom modules, enterprise-grade data migrations, or dedicated implementation support, we offer add-on packages priced based on scope. We are transparent about what's included in each plan upfront, so there are no surprises after you sign up.