Freshsales

Sales & CRM

Manage your Freshsales pipeline with Neotask — powered by OpenClaw, the open-source agent engine.

What You Can Do

Lead & Contact Management

Create, search, update, and qualify leads and contacts in Freshsales. Ask Neotask to enrich a contact, change their lifecycle stage, or bulk-update a segment — all without opening the CRM.

Deal Pipeline Control

Move deals between stages, update close dates, attach notes, and log calls. Neotask keeps your pipeline accurate so your reps stay focused on selling.

Activity & Task Automation

Create follow-up tasks, schedule reminders, and log meeting outcomes. OpenClaw agents can chain these actions together so no touchpoint slips through the cracks.

Reporting & Insights

Pull deal velocity reports, lead conversion summaries, and activity breakdowns on demand. Ask for a weekly pipeline digest and get it in seconds.

Sequence & Campaign Triggers

Enroll contacts into email sequences, pause campaigns for specific accounts, and track sequence performance — all through conversation.

Try Asking

  • "Add Jane Smith at Acme Corp as a new lead with the Enterprise plan as her interest"
  • "Show me all deals closing this month that are still in the Proposal stage"
  • "Move deal #4821 to Negotiation and set the close date to March 15"
  • "Create a follow-up task for every lead I contacted last week with no reply"
  • "Give me a conversion rate breakdown from Lead to Won for Q1"
  • "Which contacts haven't been touched in over 30 days?"
  • "Log a call with Marcus at TechStart — 20 minutes, discussed pricing"
  • "Enroll all leads tagged 'webinar-feb' into the nurture sequence"

    • Pro Tips

  • Mention the Freshsales lifecycle stage name exactly (Lead, Contact, Qualified, etc.) so Neotask maps it correctly.
  • Ask for bulk updates by filter — e.g. "all leads from the Fintech segment" — to avoid updating one at a time.
  • Pair activity logging with task creation in one prompt: "Log the call and create a follow-up task for next Tuesday."
  • Use date ranges in reporting prompts ("last 30 days", "Q4 2024") for cleaner, ready-to-share output.
  • When creating deals, include the owner's name so OpenClaw assigns it immediately without a follow-up step.
  • Ask for a "pipeline health check" to surface stale deals, overdue tasks, and unassigned leads in one summary.

    • Works Well With