Streamline your data management process with the CSV Online File + FreshSales integration

A CSV file is a type of file used to store your contacts data from different sources, such as your email marketing software, CRM, etc. For example, by downloading a CSV file of your leads, you can upload these data on other tools in order to better manage your follow up and sales processes. CSVs contain information separated by commas, saved in a .csv format.

CSV files can be used with any spreadsheet program, such as Microsoft Excel, Open Office Calc, or Google Spreadsheets. However, with CSVs you can’t define or save cells, columns, or rows. Moreover, you can’t save formulas.

CSVs are also used for managing ecommerces for importing and exporting product, customer, and order information.

FreshSales is an all-in-one CRM solution strongly focused on Sales Management which provides several tools and features, including Email Marketing, Automation, advanced Lead Management system, Logged Phone Calls and a robust Event Tracking system.

FreshSales’ Lead Management system helps you to easily turn your website visitors to new leads, segment them based on their activities/engagement with your website, and assign each one to the right salesperson of your organization, based on location. In fact, you can group your sales team by territories, in order to automatically pass them the leads. It’s a great feature that can be useful to close more deals. In the meantime, Freshsales will enrich their profiles with social media information and photos. Then you can assign a score to each lead and schedule tasks and appointments with leads and customers as well.

The main focus of this CRM are sales, as its name suggests. Freshsales offers a stunning visual sales pipeline, that allows you to easily identify the your leads and deals in each stage of your pipeline, getting crucial insights and follow-up them directly from the dashboard. Freshsales also provides a phone call and voicemail system, with tracking and logged phone calls, an email marketing solution with dozens of templates, reports and insights, and a common inbox for the entire sales team.