Freshsales Integration with


Automatically import the clients, deals, and revenue of your consulting firm from Freshsales

About is a financial planning software tailored for professional services. Control profitability, rates, cash flow, hours and utilization from your CRM, project management, time tracking and finances software without any workflow changes.


About Freshsales

With Freshsales CRM, your team can now use AI-based lead scoring, built-in phone, email, activity capture and more. 360° customer view Lead scoring Auto profile enrichment Auto lead assignment Appointments, tasks, notes and files Web forms

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