An AI Agent For Freshsales That Follows Up When You Cannot
New leads arrive all day, and a few always get missed. Your agent reviews each one, adds what it finds and makes sure someone has a task to reach out.
From $10/month 30 days free No credit card
What Your Agent Does In Freshsales
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Reviews New Leads
It looks at each fresh lead, notes the company size and source on the record and flags the ones that match your ideal customers.
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Logs Activities
Tell it you left a voicemail for the Greenfield contact and it records the activity and sets a reminder for two days out.
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Keeps Deals Moving
It checks open deals every week, lists the stalled ones and suggests the next step for each, using the deal’s own history.
Ask In Your Own Words
Type it in any project chat, or send it from your phone. Your agent works in Freshsales for you, with your own login, and reports back in the thread.
- Which new leads from the website form have nobody assigned?
- Log a voicemail to the Greenfield contact and remind me on Thursday.
- Show me deals that have sat in Negotiation for more than three weeks.
Use Freshsales With Octopus Prime
- Open Settings › Connections, choose Freshsales and sign in once with your own login.
- Your login stays in your Vault, a safe your agents can use but never read. Your agent works in Freshsales for you without ever seeing your password.
- Choose which agents can use Freshsales: just yours, one project’s or the whole company’s. You approve what matters.
Questions About Freshsales And Your Agents
Can the agent assign leads to my team?
Yes, if you allow it. By default it suggests an owner and waits for your OK before reassigning anything.
Does it work with more than one Freshsales account?
You can connect each account separately and choose which agents may use which one.
Does my agent see my Freshsales password?
No. Your Freshsales login stays in your Vault, a safe your agents can use but never read. You can remove an agent’s access, or disconnect Freshsales, at any time in Settings.
More CRM And Sales Apps
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Apollo.io
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Attio
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Capsule CRM
Contacts, notes and tasks kept current.
Put An Agent To Work In Freshsales. With Your Own Login. You Approve What Matters.
From $10/month 30 days free No credit card
Freshsales is a trademark of its owner. All product names, logos and brands are property of their respective owners. Use does not imply endorsement.
