AI-Agents working with Freshsales Suite

Choose a ready-to-run Agent that connects to Freshsales Suite and handles recurring work for you.

Send Sales Pipeline Report

Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.

Works with47 tools
Answer Sales Pipeline Questions

Get a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.

Works with33 tools
Compile CRM Lead List

Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.

Works with25 tools
Flag Quote Differences

Your reviewer sees what changed in a forwarded quote before deciding whether to approve it, without digging through the deal.

Works with20 tools
Reply to Sales Prospects

Get a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.

Works with23 tools
Send Sales Follow-Ups

Your quiet deals get personal follow-ups based on recent conversations, with a clear report on what was sent and what needs your review.

Works with23 tools
Email Morning Prospect Queue

Give your reps a morning queue for outbound sales lead generation. They get fresh companies, buying signals, and roles to research.

Works with16 tools
Answer Pipeline Questions

Get answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.

Works with34 tools
Attach Approved Scope

Your draft quote carries the scope version your team signed off, so approvers can review the right file.

Works with15 tools
Compare Deal Terms

See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.

Works with27 tools
Published by Approvals Essentials
Annotate Quote Differences

See how a quote differs from the deal your team approved, right in the file comments your reviewer can read.

Works with18 tools
Compare Quote Totals

See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.

Works with18 tools
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