Supercharge Your Sales Process with Powerful CRM Features
From capturing leads to closing deals, Salesfresh gives your team the tools to move faster, sell smarter, and hit revenue goals with confidence.
Supercharge Lead Generation with Smart Enrichment
Stop using spreadsheets and entering lead data by hand. With Salesfresh, you can find, collect, and qualify leads from LinkedIn and other trusted sources. Get the lead details your team needs to start conversations and close deals faster.
Capture prospect details from LinkedIn with our browser extension.
Find lead data from directories, websites, and public databases in real time.
Verify emails, phone numbers, job titles, and other key details automatically.
View company details such as industry, size, revenue, and technology used.
See social media activity and interests to create more personal outreach.
Send lead data to your CRM fields based on your sales process.
With Salesfresh, your team spends less time finding lead details and more time selling. Get the right information when you need it and move deals forward faster.
AI-Powered Personalized Email Generation for Leads
Send personalized emails to leads at scale with smart automation.Salesfresh uses AI to create messages based on each lead and their needs. Your team spends less time writing emails and more time closing deals.
Automated Outreach
Create personalized emails for each lead using AI. Use lead activity, interests, and past conversations to make every message more relevant.
Boost Engagement
Write emails that match the lead's needs and interests. Create clear messages that stand out in the inbox and encourage more replies.
Smart Follow-Ups
Send AI-written follow-up emails based on lead activity, such as opens, clicks, or no response. Stay consistent without writing each follow-up by hand.
Seamless Email Integration
Connect and manage your email conversations in Salesfresh, whether you use Gmail, Outlook, Zoho, Yahoo, or another provider. Sync emails automatically, track activity, and keep every conversation connected to your CRM. Your team can stay organized and follow up without switching between tabs.
Sync incoming and outgoing emails with your CRM automatically.
Link conversations to the right leads, contacts, or deals.
Add files, notes, and tasks without leaving the platform.
Get AI-powered suggestions to write better replies faster.
View and manage all your emails in one place.
Track opens, clicks, and engagement in real time.
Set reminders and schedule follow-ups with ease.
Organize messages by pipeline stage, priority, or tags.
Connect with major email providers for a smooth workflow.
Salesfresh keeps your email activity in one workspace. Messages are organized, linked to your CRM records, and ready for follow-up, whatever email service your team uses.
Call Scheduling, Logging & Follow-up Tracking
Manage sales calls with tools for scheduling, call logs, and follow-ups. Keep your team organized and make sure every lead gets the right follow-up at the right time.
Easy Scheduling
Let prospects book calls in one click. They can choose a time that works for them, so your team avoids long email exchanges.
Automatic Call Logging
Log every call with its outcome and notes in real time. Your team spends less time on manual updates and more time selling.
Follow-up Reminders
Get reminders for pending follow-ups and next steps. Your team can stay on schedule and respond to leads on time.
Real-time Notifications
Get alerts for missed calls, upcoming meetings, and follow-up deadlines. Stay aware of important tasks and never miss the next step.
Quote PDF Generation
Create client-ready quote PDFs in a few clicks. Customize the template with your brand, fill in CRM data, and reduce manual work. Your team can create quotes faster and keep them professional.
Create polished PDF quotes with your logo, colors, and brand style.
Choose from ready-to-use quote templates and customize them.
Fill lead and product details from your CRM fields.
Download or email quotes directly from the CRM.
Track when a quote is opened, downloaded, or viewed.
Add product recommendations or upsells when needed.
Support discounts, taxes, and multiple currencies.
Set custom terms for different products or services.
Manage quote updates with built-in version control.
Your sales team can create, send, and track professional quotes faster and with less manual work.
Easy Data Import with Field Mapping and Validation
Import data from spreadsheets, CRMs, or CSV files in minutes. Use field mapping, reusable templates, and data checks to keep your CRM clean. Reduce duplicate records, data errors, and manual corrections.
Quick Uploads
Upload CSV files or connect external platforms to import leads, contacts, or deals in a few clicks.
Smart Field Mapping
Map fields with AI suggestions or set them manually to place each data field in the right place.
Built-in Validation
Find formatting errors, duplicates, and mismatched data before it enters your CRM.
Reusable Templates
Save your field and validation settings to make future imports faster and more consistent.
Flexible Integrations
Connect data from different systems without technical skills. Import your data with ease.
Role-Based Access Control (RBAC)
Manage user access with clear roles and permissions. Give each team member the access they need and keep sensitive data protected. Keep your CRM secure and ready for audits.
Create roles with access to modules such as leads, quotes, and admin settings.
Set view, edit, create, and delete permissions for each module and feature.
Control data access by team, location, department, or business unit.
Track permission changes and user access with detailed audit logs.
Update roles as your team grows or responsibilities change.
Support internal security rules and data governance requirements.
Connect with SSO platforms for simple, central user management.
Manage access across multiple organizations or tenants with enterprise control.
With Salesfresh RBAC, you can keep CRM access secure as your organization grows and teams change.
Data Sharing Policies
Control how data is shared across your organization. Choose visibility settings that fit your teams and workflow.
Company-Wide
Make data visible to everyone in your organization. This works well when the whole team needs access.
Team-Based
Share data only with users on the same team. Keep each team focused and its data separate.
Owner Only
Keep records private so only the person who created them can access them. Useful for sensitive data.
Owner and Team
Give access to the record owner and their team. Share data while keeping control over who can see it.
Audit Logs and Activity Tracking
See what users do across your CRM with clear activity logs. Track changes, improve security, and support your compliance needs with an easy-to-review record of user activity.
Log user actions across all CRM modules, including logins, edits, deletions, and exports.
Filter logs by user, module, time, or action to find specific events quickly.
Detect unusual activity and access issues with real-time alerts.
Store audit trails in a secure format that helps prevent changes or tampering.
Export reports for internal reviews, external audits, and compliance teams.
Support key standards such as SOC 2, ISO 27001, and GDPR.
Track permission changes, including role updates and access changes.
Keep a clear and secure record of activity across your CRM.
Browser Extensions for Real-Time Insights
Give your sales team live insights from LinkedIn, Twitter, GitHub, and more. Enrich CRM data, score leads, and engage with prospects right from your browser.
Real-Time Social Data Capture
Use browser extensions to get live insights from LinkedIn, Twitter, GitHub, and more. Sync prospect data to your CRM with one click.
Lead Intelligence and Enrichment
See company details, job titles, mutual connections, and activity in your browser. Map this data to CRM fields and enrich lead profiles.
Behavior-Based Lead Scoring
Analyze posts, comments, and reactions to score lead engagement. Use the score to focus on the leads most likely to need follow-up.
Available for Chrome Browser Extension, Firefox Browser Extension and Edge Browser Extension.
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