Up-to-date, reliable customer service metrics can make all the difference for business owners looking to gauge their performance over time, and make improvements to boost customer retention. Sourcetable allows users to query and cross-reference key data from Freshsales and other platforms in one simple, accessible spreadsheet – ideal for analyzing rep performance, building Activity and Campaign Reports and understanding user churn at a glance.
Syncing Freshsales data to Sourcetable keeps it centralized and accessible to everyone on your team, letting you track your business’ customer support data quickly and easily, with no knowledge of SQL required.
Sourcetable brings together key data from over 30 different platforms and databases, including Freshsales, allowing users to gauge their ongoing performance at a glance, informing next steps while saving time for what matters most – selling your products.
Use out of the box, tried and tested templates in order to merge sales and customer data, and enhance data collaboration across your entire organisation
Analyze your Freshsales CRM data alongside findings from separate apps and platforms, to generate cross channel reports in the blink of an eye
Compile and query all your Freshsales data in one spreadsheet to identify the business insights behind the numbers, and improve customer service
Online businesses integrating Freshsales with Sourcetable have access to all relevant data.
Software as a Service(SaaS) companies
Retail online stores(eCommerce)
Connect, sync and query CRM data from Freshsales with insights from 30+ other sources, regardless of your level of tech skills.
Use Sourcetable to automate manual work like adding tickets to your team's project management app, or creating tickets from form entries.
Create workflow templates and share with your team, to drive decisions and improve customer experience based on your Freshsales customer history.