EngageBay CRM + Freshworks CRM (Freshsales Suite) Integration

Integrate EngageBay CRM to Freshworks CRM (Freshsales Suite) in one click, or tell Integrately AI how you want each contact handled. Enrich leads, update your pipeline, alert your sales team, and trigger follow-up sequences automatically.

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1.
  • EngageBay CRM
    Contact is created in EngageBay CRM
  • EngageBay CRM
    Contact is updated in EngageBay CRM
  • EngageBay CRM
    Owner is created in EngageBay CRM
  • EngageBay CRM
    Deal is created in EngageBay CRM
  • EngageBay CRM
    Deal is updated in EngageBay CRM
  • EngageBay CRM
    Form is submitted in EngageBay CRM
  • EngageBay CRM
    List is created in EngageBay CRM
  • EngageBay CRM
    Company is created in EngageBay CRM
  • EngageBay CRM
    Company is updated in EngageBay CRM
  • Freshworks CRM (Freshsales Suite)
    Contact is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Contact is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Task is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is updated in Freshworks CRM (Freshsales Suite)
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2.
  • EngageBay CRM
    Create a contact in EngageBay CRM
  • EngageBay CRM
    Update contact in EngageBay CRM
  • EngageBay CRM
    Search contact by email in EngageBay CRM
  • EngageBay CRM
    Add tag to a contact in EngageBay CRM
  • EngageBay CRM
    Remove tag from contact in EngageBay CRM
  • EngageBay CRM
    Search contact in EngageBay CRM
  • EngageBay CRM
    Add contact to a form in EngageBay CRM
  • EngageBay CRM
    Create a company in EngageBay CRM
  • EngageBay CRM
    Search company in EngageBay CRM
  • Freshworks CRM (Freshsales Suite)
    Create product in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by email in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by phone number in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get contact by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Delete contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get deal by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search deal by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create or Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get account by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search account by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Mark task as completed in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get task by id in Freshworks CRM (Freshsales Suite)

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Ready Workflows Ready Workflows for EngageBay CRM + Freshworks CRM (Freshsales Suite) Integration

Sync new contacts, update deals as they progress, log company details, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
EngageBay CRM + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) deal for new EngageBay CRM contact

This automation makes it easy to create new deals in Freshworks CRM (Freshsales Suite) when a new contact is created in EngageBay CRM. Just connect your accounts, and every time a new contact is created in EngageBay CRM, a new deal will automatically be created in Freshworks CRM (Freshsales Suite).

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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EngageBay CRM + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) contact for new EngageBay CRM contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Freshworks CRM (Freshsales Suite) contact and EngageBay CRM contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Freshworks CRM (Freshsales Suite) + EngageBay CRM Integration

Create EngageBay CRM contact for new Freshworks CRM (Freshsales Suite) contact

If you're using Freshworks CRM (Freshsales Suite) to manage your sales leads, it's important to also use EngageBay CRM to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Freshworks CRM (Freshsales Suite), a corresponding contact will automatically be created in EngageBay CRM.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
See more
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Connect more apps to your EngageBay CRM + Freshworks CRM (Freshsales Suite) flow

Connect email marketing, form builders, and scheduling tools to extend your sales pipeline and team alerts. Pick a combination and activate it in one click.

EngageBay CRM
Freshworks CRM (Freshsales Suite)
+
MailchimpMailchimp (3)
+
TypeformTypeform (3)
+
HubSpotHubSpot (3)
+
CalendlyCalendly (3)
+
ZoomZoom (3)
+
SlackSlack (3)
E
M
F
Add every new EngageBay CRM contact to Mailchimp, and create a contact in Freshworks CRM (Freshsales Suite)
New EngageBay CRM contacts appear in Mailchimp and Freshworks CRM (Freshsales Suite) instantly, eliminating manual data entry across marketing and sales tools.
E
F
M
When a deal is created in EngageBay CRM, update the contact in Freshworks CRM (Freshsales Suite) and add a tag in Mailchimp
New deals in EngageBay CRM update your Freshworks CRM (Freshsales Suite) contacts and tag the corresponding subscribers in Mailchimp automatically.
E
M
F
If a contact is updated in EngageBay CRM, sync the details to Mailchimp and create a note in Freshworks CRM (Freshsales Suite)
EngageBay CRM contact updates instantly sync across Mailchimp and Freshworks CRM (Freshsales Suite) to maintain accurate customer records.

Supported triggers and actions for EngageBay CRM and Freshworks CRM (Freshsales Suite)

Mix and match to build the exact automation you need

EngageBay CRM
EngageBay CRM Triggers & Actions
Contact is created in EngageBay CRM
Triggers the automation when a new contact is created
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Contact is updated in EngageBay CRM
Triggers the automation when a contact is updated
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Owner is created in EngageBay CRM
Triggers the automation when a new owner is created
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Deal is created in EngageBay CRM
Triggers the automation when a deal is created
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Deal is updated in EngageBay CRM
Triggers the automation when a deal is updated
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Form is submitted in EngageBay CRM
Triggers the automation when a form is filled
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List is created in EngageBay CRM
Triggers the automation when a new list is created
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Company is created in EngageBay CRM
Triggers the automation when a new company is created
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Company is updated in EngageBay CRM
Triggers the automation when a company is updated
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Create a contact in EngageBay CRM
Adds a new contact to the contact list
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Update contact in EngageBay CRM
Updates contact information with new details
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Search contact by email in EngageBay CRM
Finds and retrieves contact information using their email address
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Add tag to a contact in EngageBay CRM
Adds a tag to a contact
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Remove tag from contact in EngageBay CRM
Untag the contact
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Search contact in EngageBay CRM
Finds and retrieves contact information
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Add contact to a form in EngageBay CRM
Adds a new contact to a form
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Create a company in EngageBay CRM
Creates a new company record
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Search company in EngageBay CRM
Finds information about a company
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Freshworks CRM (Freshsales Suite)
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
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Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
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Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
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Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
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Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
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Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
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Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
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Create product in Freshworks CRM (Freshsales Suite)
Adds a new product to the CRM
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Search contact in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information
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Create contact in Freshworks CRM (Freshsales Suite)
Adds a new contact to the database
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Search contact by email in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information using their email address
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Update contact in Freshworks CRM (Freshsales Suite)
Updates contact information with new details
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Search contact by phone number in Freshworks CRM (Freshsales Suite)
Finds information about a contact using the phone number
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Get contact by id in Freshworks CRM (Freshsales Suite)
Retrieves a contact's information based on their id
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Add note to a contact in Freshworks CRM (Freshsales Suite)
Adds a note to a contact
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Create task for contact in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a contact
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Delete contact in Freshworks CRM (Freshsales Suite)
Removes a contact from the address book
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Create deal in Freshworks CRM (Freshsales Suite)
Generates a new deal with
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Get deal by id in Freshworks CRM (Freshsales Suite)
Retrieves a deal by its id
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Search deal by name in Freshworks CRM (Freshsales Suite)
Searches for a deal by its name with
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Create task for deal in Freshworks CRM (Freshsales Suite)
Creates a new task for a particular deal
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Add note to a deal in Freshworks CRM (Freshsales Suite)
Adds a note to a deal
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Update deal in Freshworks CRM (Freshsales Suite)
Updates deal information based on new criteria or changes
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Create or Update contact in Freshworks CRM (Freshsales Suite)
Adds or update contact information
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Create account in Freshworks CRM (Freshsales Suite)
Generates a new account
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Create task for an account in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a account
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Get account by id in Freshworks CRM (Freshsales Suite)
Retrieves account information based on the account id
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Search account by name in Freshworks CRM (Freshsales Suite)
Searches for an account using the name
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Add note to an account in Freshworks CRM (Freshsales Suite)
Adds a note to the account without manual input
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Mark task as completed in Freshworks CRM (Freshsales Suite)
Marks the task as completed
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Get task by id in Freshworks CRM (Freshsales Suite)
Retrieves a task using its id
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What can you automate with EngageBay CRM + Freshworks CRM (Freshsales Suite)?

Streamline your sales workflows, eliminate duplicate data entry, and keep your customer records perfectly synchronized.

What you can automate?
🔄
Sync new contacts across your sales platforms
Automatically create a contact in Freshworks CRM (Freshsales Suite) whenever a new contact is created in EngageBay CRM. Eliminate manual data entry and ensure your sales team has instant access to every new lead.
📝
Capture every submitted form field
Map all custom form answers from EngageBay CRM into separate fields in Freshworks CRM (Freshsales Suite). Your sales reps get complete context on every prospect without digging through multiple systems.
🔔
Alert your sales team in real time
Send instant notifications to your team channel in Slack the moment a high-value deal or contact is created in EngageBay CRM. Ensure rapid follow-up for every important inquiry.
🔀
Route deals based on submitted criteria
Create priority deals in Freshworks CRM (Freshsales Suite) when specific form conditions are met in EngageBay CRM, and assign standard deals for all other inquiries.
🔄
Keep deal stages synchronized
Automatically update deal stages and notes in Freshworks CRM (Freshsales Suite) whenever a deal is updated in EngageBay CRM. Maintain a single source of truth for pipeline health.
🔍
Prevent duplicate records with smart matching
Search existing contacts by email before creating new entries to avoid duplicate accounts across EngageBay CRM and Freshworks CRM (Freshsales Suite).
📊
Handle later status changes automatically
Update account records and log completion notes in Freshworks CRM (Freshsales Suite) whenever a company or task status changes in EngageBay CRM.
💬
Extend your workflow to team messaging
Connect EngageBay CRM and Freshworks CRM (Freshsales Suite) with Slack to broadcast deal wins and task reminders directly to your revenue channels.
And much more...

Who is EngageBay CRM + Freshworks CRM (Freshsales Suite) integration for?

Revenue teams, marketers, and sales leaders eliminate manual data entry and keep customer records synchronized across both platforms.

Sales operations managers
Sales operations managers
Account executives
Account executives
Agency account directors
Agency account directors
Inbound marketing teams
Inbound marketing teams
Business development reps
Business development reps
Customer success leads
Customer success leads
📈
Sales operations managers
You're managing pipelines across multiple platforms but your CRM records only update when someone manually exports contacts, so the conversion rates you're reporting are always outdated — automating both apps means every new contact and deal syncs instantly and your pipeline reporting stays accurate.
Account executives
You need to act fast on incoming leads, but waiting for manual handoffs means prospects wait hours for a response and look elsewhere — connecting these apps means every new submission triggers immediate CRM creation so you can reach out while interest is peak.
📋
Agency account directors
You answer to clients who expect real-time visibility into their campaign pipeline, but manual reporting leaves gaps in your progress updates — with this integration, every deal update flows straight into your client systems so stakeholders see accurate numbers.
🔄
Inbound marketing teams
The volume of incoming form submissions is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned leads — this integration means every form submission populates your sales CRM automatically without manual data entry.
🤝
Business development reps
You own the outreach stage and depend on marketers to hand over qualified contacts, but delayed handoffs stall your daily prospecting — automating both apps means qualified leads appear in your queue the moment they engage.
🗂️
Customer success leads
You need a reliable history of every client interaction, but fragmented tools keep leaving blind spots in customer accounts — integrating these apps means every company update and task is captured in one complete history.
Our team

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Why choose Integrately to automate EngageBay CRM + Freshworks CRM (Freshsales Suite)

Build and manage your EngageBay CRM + Freshworks CRM (Freshsales Suite) automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect EngageBay CRM + Freshworks CRM (Freshsales Suite) with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect EngageBay CRM to Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
You can connect EngageBay CRM to Freshworks CRM (Freshsales Suite) instantly using 1-click ready workflows on Integrately or by asking Integrately AI to build your custom automation.
Can I automatically sync contacts and deals between EngageBay CRM and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Can I connect EngageBay CRM, Freshworks CRM (Freshsales Suite), and Slack?
Frequently Asked Questions
What is a good Zapier alternative for EngageBay CRM and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
How does EngageBay CRM handle contact and deal updates in this integration?
Frequently Asked Questions
How does Freshworks CRM (Freshsales Suite) process incoming data from EngageBay CRM?
Frequently Asked Questions
Do I need coding skills to automate EngageBay CRM and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Is the EngageBay CRM and Freshworks CRM (Freshsales Suite) integration free?
Frequently Asked Questions
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You Can Also Connect EngageBay CRM or Freshworks CRM (Freshsales Suite) With 1500+ Other Apps

EngageBay CRM
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Connect EngageBay CRM to email marketing, form builders, and calendar tools to manage and qualify your leads.
Freshworks CRM (Freshsales Suite)
Popular Freshworks CRM (Freshsales Suite) Integrations
Sync Freshworks CRM (Freshsales Suite) with customer support, accounting, and messaging tools to keep data working across your stack.