FsFreshsales + Klayara
Freshsales dashboards and reporting beyond the built-in views. Connect Freshsales to Klayara and turn contacts, deals and sales sequences into dashboards your managers open every week. Combine them with your support desk and billing to see the whole customer journey, from first contact to renewal. Ask our team to connect it for you.
Scheduled importCloud or self-hostedPermissions applied everywhere
Your Freshsales data, readable by everyone who should see it.
- Deals and contacts by owner and stage
- Sequence results against meetings booked
- Sales next to support tickets per customer
- Weekly team reports to email or Slack
- Connect — tell our team which Freshsales account to use, and we connect it with you.
- Choose tables — pick what to make available, and how often to refresh.
- Build — drag and drop charts, set who sees what, schedule the reports.
Our BI developers can connect Freshsales and build your first dashboards as part of onboarding. About the service.
Want Freshsales in Klayara? Ask our team about connecting Freshsales — tell us what you report on and we will set it up with you.
What teams build on Freshsales.
Sales sequences
Emails sent, replies and meetings booked per sequence.
Deal pipeline
Value and count by stage and owner.
Customer journey
Deals, tickets and renewals per account.
Weekly team review
This week against last for every rep.
Connect these alongside Freshsales.
How do we connect Freshsales to Klayara?
Ask our team about connecting Freshsales. Tell us which account to use and what you report on, and we set it up with you — usually as part of onboarding, so your first dashboards are ready when you start.
Can I ask which sequences book the most meetings?
Yes. Ask in plain words and get a chart ranking sequences by meetings booked. Klayara AI comes with the Growth and Enterprise plans (Growth includes 150 AI credits a month for the whole workspace) and runs only when someone clicks.
Can Freshsales data sit next to Freshdesk tickets?
Yes. Relate the two by account once and see sales and support for each customer together.
See your Freshsales data in Klayara.
Bring the report you rely on most. We'll rebuild it live on the call, from your own data, and show you what comes next.
Prefer to see plans first? See pricing