CRMUSThe Freshworks sales CRM: contacts, deals and calls in one place, kept in step with your other systems
Freshsales keeps contacts, companies, deals, tasks and meetings together, and has its own phone built in. We connect it to your other systems so new clients arrive in the CRM on their own, calls land on the right card, and routine follow-ups are set up by the CRM instead of by a manager's memory.
Before a manager copies the request into Freshsales by hand and sometimes creates the same client twice.
After the contact lands in Freshsales on its own, and if the client already exists, their card is updated instead.
Before after moving a deal, the manager has to remember to warn the warehouse or accounts.
After a Freshsales workflow notices the change and passes it to the other system at once, with a follow-up task for the manager.
Before the team calls from another service, and Freshsales never learns that the conversation happened.
After each call is logged on the right contact's card, so the history is complete.
Before follow-ups before a contract date live in someone's notebook.
After on the Pro plan and up, a date-based workflow creates the task in Freshsales by itself when the time comes.
For those who want to check: each point links to the official documentation page it comes from.
Freshsales (Freshworks CRM) has a public API; every user gets a unique API key that authorises requests.
Source: developers.freshworks.com ↗ checked 2026-09-25The API supports upsert — it looks up a record by a given value, updates it if found and creates it otherwise; contacts can also be upserted in bulk.
Source: developers.freshworks.com ↗ checked 2026-09-25A manual call log can be created through the API and linked to an existing contact.
Source: developers.freshworks.com ↗ checked 2026-09-25Workflows run on an event or at a date/time and can update fields, send email alerts, create follow-up tasks and notify third-party apps via webhooks.
Source: crmsupport.freshworks.com ↗ checked 2026-09-25Webhooks are a workflow action that sends HTTP requests to an outside app when conditions are met, and can also create new records inside the CRM.
Source: crmsupport.freshworks.com ↗ checked 2026-09-25The API limit in Freshsales is 1000 requests per hour per account; above it the API returns status 429.
Source: developers.freshworks.com ↗ checked 2026-09-25Workflows that react to changes in a record are available from the Growth plan up, and date-based workflows only from the Pro plan up. The connection can make up to 1000 requests per hour per account, so very large imports are spread over time rather than done in one go.
Three steps from a first message to work on your project.
Describe the task in the form — in text or by voice. Budget and timing are optional.
A developer studies the brief, asks about anything unclear and sends an estimate.
Once scope and price are agreed, the work begins.
or write to info@coreviaflow.space
Describe the task in text or a voice message. We look at your setup and reply with a plan.
Four services people come to us for most often. Each page explains what we do, how the work goes and where to start.
Choose the system, set up the pipeline, migrate data, train the team.
Learn more →Accounting, telephony, website, payments and messengers feed the CRM on their own.
Learn more →Orders, requests and answers around the clock, straight into your CRM.
Learn more →Flows between CRM, email, spreadsheets, payments and AI, on your own server.
Learn more →
CRMEUThe deal-focused CRM: connect it once, and deals, contacts and follow-ups keep themselves in sync
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CRMUSUS CRM with built-in calling and no-code automation, ready to plug into the tools you already run
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CRMUSEnterprise CRM with a live event feed and no-code automation across every record type
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CRMUSUS CRM with a dedicated bulk data channel and a step-by-step process enforcer, built to plug into your existing tools
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CRMUSBuilt-for-calling sales CRM — with a notification channel that keeps retrying for three days if a system on the other end goes quiet
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CRMUSAn enterprise CRM you can connect without writing code: point, click, and data starts moving between systems
See scenarios →Implementation · Development · Integrations →
Freshsales is a trademark of its owner. CoreviaFlow is not affiliated with it unless stated otherwise. Screenshots are taken from public vendor materials; the source is shown under each one.
