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Sales Activities | Freshsales

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</li> <li class="nav-sub-item"> <a tabindex="-1" class="nav-sub-label" href="/es/company/careers/" rel=" " > <span class="label"> Carreras profesionales </span> </a> </li> <li class="nav-sub-item"> <a tabindex="-1" class="nav-sub-label" href="https://blog.freshworks.com/?utm_source=freshworks&amp;utm_medium=referral" rel=" " > <span class="label"> Blog </span> </a> </li> <li class="nav-sub-item"> <a tabindex="-1" class="nav-sub-label" href="/newsroom/press-releases/" rel=" " > <span class="label"> Comunicados </span> </a> </li> <li class="nav-sub-item"> <a tabindex="-1" class="nav-sub-label" href="/es/contact/" rel=" " > <span class="label"> Contacto </span> </a> </li> </ul> </li> <li class="nav-main-item caps-heading-12 " > <a class="nav-label" href="/support/" rel=" " >Soporte</a> </li> <li class="nav-main-item caps-heading-12 " > <a class="nav-label" href="https://www.freshworks.com/es/freshsales-crm/iniciar-sesion/" rel=" " >Iniciar sesión</a> </li> <li class="nav-main-item caps-heading-12 " > <a class="nav-label" href="https://www.freshworks.com/es/contacto/" rel=" " >Contáctanos</a> </li> <li class="nav-main-item caps-heading-12 lang-selector fworks-language-selector hide-in-desktop"> <form id="lang-switch" action=""> <label for="language-selector-label" class="sr-only">Language:</label> <select id="language-selector-label" class="lang-options"> <option value="English" data-link="/">English</option> <option value="Deutsch" data-link="/de/freshsales-crm/">Deutsch</option> <option value="Español" data-link="https://www.freshsales.es">Español</option> <option value="Français" data-link="https://www.freshsales.fr">Français</option> <option value="Dutch" data-link="https://www.freshsales.nl/">Dutch</option> <option value="Portuguès" data-link="https://www.freshsales.com.br">Portuguès</option> <option value="Pусский" data-link="https://www.freshsales.com.ru">Pусский</option> </select> </form> <!-- <span class="nav-label lang-choice" data-lang="">English</span> <i class="icon-arrow-down"></i> --> </li> </ul> </div> </div> <script type="text/javascript"> FW.onLoad(function () { if (window.innerWidth <= 960) { FW.$('.nav-label:not(.nav-secondary-item .nav-label), .hide-in-mobile a, .lang-selector select, .nav-secondary-item .nav-sub-label').attr('tabindex', -1); }; }); </script> </nav> <script type="text/javascript"> // Activate the navigation elements FW.onLoad(function () { FW.navigation.navLoader(); }); </script> </header> <a class="main__anchor" id="main-content"></a> <section class="banner-right first-fold section-light-bg " id ="118321835810144" > <div class="l-page container pb-lg l-home banner-right-image"> <div class="row "> <div class="col-md-6 mobile-center-desktop-left-align mb-lg banner-text-content "> <p><span class="pre-text product-pre-text">sales activities</span></p> <h1 class="h2">Track and manage your sales activities</h1> <p class="sub-text">With default and custom sales activities, plan your engagements and appointments with customers, get reminders, and track your performance. </p> <div class="mt-md"> <a title="" class="button button--solid " rel="" role="button" target="_self" href="/crm/signup/"> SIGN UP FOR FREE</a> <a title="" class="button button--ghost " rel="" role="button" target="_self" href="/crm/demo-request/"> REQUEST DEMO</a> </div> </div> <div class="col-md-6 "> <div class="lazy-image-wrapper " style=""> <img class="lazy-image " data-src="" data-srcset="" src="" srcset="" alt="" /> <img class="original-image fadeIn " alt="" title="" src="" srcset="" /> </div> </div> </div> </div> </section> <section class="l-page container mt-md breadcrumb-section" data-scroll-target="" id =""> <a href="/crm/" class="breadcrumb-item">Freshsales</a> <i class="icon-arrow-right breadcrumb-arrow"></i> <a href="/crm/features/" class="breadcrumb-item">All Features</a> <i class="icon-arrow-right breadcrumb-arrow"></i> <a class="breadcrumb-item breadcrumb-current" aria-current="page" href="#">Sales Activities</a> </section> <section class="l-section " data-scroll-target="" id =""> <div class="l-page container align-center"> <h2 class="align-center">What are Sales Activities?</h2> <p class="align-center">Every salesperson plans multiple steps to engage with a prospect and convert them into a customer—the back-and-forth emails, phone calls, texts, lunches, meetings, etc. And, there’s more. With Sales Activities, track every kind of activity you take to carry a deal forward. Link activities to contacts, sync appointments to your calendar, predict meeting outcomes and keep track of your performance.</p> <div class="lazy-image-wrapper " style=""> <img class="lazy-image " data-src="" data-srcset="" src="" srcset="" alt="" /> <img class="original-image fadeIn " alt="" title="" src="" srcset="" /> </div> </div> </section> <section id="3480053994422" class="section-bucket section-text-media l-section "> <div class="l-page container align-center mb-lg"> <h1 class="h2">Optimize your sales process with Sales Activities</h1> <p class="sub-text">Start tracking sales activities and identify the ones that increase conversions with powerful reports. Get all the insights that you need to streamline your process and start closing deals faster than ever.</p> </div> <div class="feature-screenshot-left "> <div class="l-page container"> <div class="row "> <div id="feature-content-132242051788036" class=" feature-screenshot-left__content col-md-6"> <h2 class="feature-heading">Tailor activities based on your sales process </h2> <p>Add and track custom sales activities like events, training attendance, offline meetings, etc. according to your sales process. Spot the activities bringing in more conversions, and constantly improve your sales process for optimal performance.</p> </div> <div class="feature-screenshot-left__media feature-screenshot__media-container col-md-6"> <div class="lazy-image-wrapper " style=""> <img class="lazy-image " data-src="" data-srcset="" src="" srcset="" alt="" /> <img class="original-image fadeIn " alt="" title="" src="" srcset="" /> </div> </div> </div> </div> </div> <script type="text/javascript"> FW.onLoad(function () { const $featureContent = FW.$('#feature-content-132242051788036'); const $featureHeading = $featureContent.find('.feature-heading'); const heading = $featureHeading.length > 1 ? $featureHeading[1].textContent : $featureHeading[0].textContent; const $link = $featureContent.find('p.forward--link a'); const ariaLabel = heading + " - " + $link.text(); if($link.length && ariaLabel){ $link.attr('aria-label',ariaLabel); } }); </script> </section> <section id="64380998896844" class="section-bucket section-text-media l-section section-light-bg "> <div class="feature-screenshot-right "> <div class="l-page container"> <div class="row "> <div id="feature-content-102661592835508" class=" feature-screenshot-right__content col-md-6"> <h2 class="feature-heading"> Work smarter with</h2> <h2 class="feature-heading">AI-based insights</h2> <p>Leverage Freddy AI to accomplish sales tasks efficiently. Use Freddy’s intelligent calendar suggestions based on your CRM data to set up sales activities. Know your prospects who aren’t available with Out-Of-Office detection, and gain insights on the next best course of action.</p> </div> <div class="feature-screenshot-right__media feature-screenshot__media-container col-md-6"> <div class="lazy-image-wrapper " style=""> <img class="lazy-image " data-src="" data-srcset="" src="" srcset="" alt="" /> <img class="original-image fadeIn " alt="" title="" src="" srcset="" /> </div> </div> </div> </div> </div> <script type="text/javascript"> FW.onLoad(function () { const $featureContent = FW.$('#feature-content-102661592835508'); const $featureHeading = $featureContent.find('.feature-heading'); const heading = $featureHeading.length > 1 ? $featureHeading[1].textContent : $featureHeading[0].textContent; const $link = $featureContent.find('p.forward--link a'); const ariaLabel = heading + " - " + $link.text(); if($link.length && ariaLabel){ $link.attr('aria-label',ariaLabel); } }); </script> </section> <section id="80041241871798" class="section-bucket section-text-media l-section "> <div class="feature-screenshot-left "> <div class="l-page container"> <div class="row "> <div id="feature-content-170522645726874" class=" feature-screenshot-left__content col-md-6"> <h2 class="feature-heading">Identify key sales activities and replicate for success</h2> <p>Create reports to track a sales activity and learn about its performance. If your sales process involves custom activities, you can use these reports and make decisions on optimizing the process. Managers and admins can obtain analytics on different sales activities and get a holistic perspective of their sales teams. </p> </div> <div class="feature-screenshot-left__media feature-screenshot__media-container col-md-6"> <div class="lazy-image-wrapper " style=""> <img class="lazy-image " data-src="" data-srcset="" src="" srcset="" alt="" /> <img class="original-image fadeIn " alt="" title="" src="" srcset="" /> </div> </div> </div> </div> </div> <script type="text/javascript"> FW.onLoad(function () { const $featureContent = FW.$('#feature-content-170522645726874'); const $featureHeading = $featureContent.find('.feature-heading'); const heading = $featureHeading.length > 1 ? $featureHeading[1].textContent : $featureHeading[0].textContent; const $link = $featureContent.find('p.forward--link a'); const ariaLabel = heading + " - " + $link.text(); if($link.length && ariaLabel){ $link.attr('aria-label',ariaLabel); } }); </script> </section> <section id="10440161983284" class="section-bucket section-text-media l-section "> <div class="feature-screenshot-right "> <div class="l-page container"> <div class="row "> <div id="feature-content-146162267765976" class=" feature-screenshot-right__content col-md-6"> <h2 class="feature-heading">Track activities on the go</h2> <p>With the Freshsales mobile app, instantly record and track sales activities. Use the Check-in feature while on offsite locations to keep your team informed. Set notification alerts for event reminders, email opens, or reminders for upcoming tasks or appointments. You can also log calls, add notes, and map them to the record. </p> </div> <div class="feature-screenshot-right__media feature-screenshot__media-container col-md-6"> <div class="lazy-image-wrapper " style=""> <img class="lazy-image " data-src="" data-srcset="" src="" srcset="" alt="" /> <img class="original-image fadeIn " alt="" title="" src="" srcset="" /> </div> </div> </div> </div> </div> <script type="text/javascript"> FW.onLoad(function () { const $featureContent = FW.$('#feature-content-146162267765976'); const $featureHeading = $featureContent.find('.feature-heading'); const heading = $featureHeading.length > 1 ? $featureHeading[1].textContent : $featureHeading[0].textContent; const $link = $featureContent.find('p.forward--link a'); const ariaLabel = heading + " - " + $link.text(); if($link.length && ariaLabel){ $link.attr('aria-label',ariaLabel); } }); </script> </section> <section id="" class="section-content-grid l-section section-light-bg " data-scroll-target=""> <div class="l-page container l-grid"> <div class="l-section-heading"> <h2 class="align-center">Track sales activities to boost sales success</h2> <p class="align-center">With sales activity in Freshsales, you can create action items, schedule calendar meetings, get reminders and notifications, track team performance, and more. </p> </div> <div class="row"> <div class="l-col-widget col-sm-4"> <div class="icon-big " style="margin: 0 auto; background-image: url(https://website-assets-fw.freshworks.com/attachments/ckgl7ugfe014kznfz9ulwsqmg-icons-01.svg);" role="img" aria-label=""></div> <div class="align-center "> <h6>Monitor email &amp; chat engagement</h6> <p>Know how your audience is engaging with your emails and chat messages with sales activity reports.</p> </div> </div> <div class="l-col-widget col-sm-4"> <div class="icon-big " style="margin: 0 auto; background-image: url();" role="img" aria-label=""></div> <div class="align-center "> <h6>Track sales calls and SMSes</h6> <p>Manage phone calls and SMS, and log customer interactions that can provide future context to your teams.</p> </div> </div> <div class="l-col-widget col-sm-4"> <div class="icon-big feature-description-icon-d" style="margin: 0 auto; background-image: url();" role="img" aria-label=""></div> <div class="align-center feature-description-text-d"> <h6>Identify and track activity success</h6> <p>Set tasks and reminders, measure the ones that lead to favorable outcomes, and replicate them for future success.</p> </div> </div> </div> <div class="row"> <div class="l-col-widget col-sm-4"> <div class="icon-big feature-description-icon-d" style="margin: 0 auto; background-image: url();" role="img" aria-label=""></div> <div class="align-center feature-description-text-d"> <h6>Stay on top of important meetings</h6> <p>Sync your sales activities to your calendar. Manage all your appointments in one place and avoid the frequent meeting conflicts of the sales world.</p> </div> </div> <div class="l-col-widget col-sm-4"> <div class="icon-big feature-description-icon-d" style="margin: 0 auto; background-image: url();" role="img" aria-label=""></div> <div class="align-center feature-description-text-d"> <h6>Set up workflows</h6> <p>Use workflows to automatically create tasks when a new lead signs up, add a follow-up activity for the emails sent, and more with Freshsales.</p> </div> </div> <div class="l-col-widget col-sm-4"> <div class="icon-big feature-description-icon-d" style="margin: 0 auto; background-image: url();" role="img" aria-label=""></div> <div class="align-center feature-description-text-d"> <h6>Track custom sales activities</h6> <p>Monitor custom sales activities based on your business and sales process to identify the ones bringing in the maximum conversions.</p> </div> </div> </div> <div class="row"> <div class="l-col-widget col-sm-4 col-sm-offset-2"> <div class="icon-big feature-description-icon-d" style="margin: 0 auto; background-image: url();" role="img" aria-label=""></div> <div class="align-center feature-description-text-d"> <h6>Record social media interactions</h6> <p>Monitor the conversations that you have with your leads on social media, including Twitter &amp; LinkedIn, and set a better context for your future engagement.</p> </div> </div> <div class="l-col-widget col-sm-4"> <div class="icon-big feature-description-icon-d" style="margin: 0 auto; background-image: url();" role="img" aria-label=""></div> <div class="align-center feature-description-text-d"> <h6>Plan activities in advance</h6> <p>Check scheduled and overdue tasks in the sales pipeline view. Set up activity notifications on desktop and mobile, and get reminders sent to your inbox.</p> </div> </div> </div> </div> </section> <section class=" pt-xl pb-lg" id =""> <div class="l-page container" data-scroll-target=""> <h2 class="align-center l-section-heading">Need just the Sales or the Marketing Cloud?<br /> We've got you covered too.</h2> <div class="row"> <div class="col-md-6 divider-right mb-md"> <div class="migrate-wrapper align-center "> <div class="lazy-image-wrapper " style=""> <img class="lazy-image w-px-200" data-src="https://website-assets-fw.freshworks.com/attachments/ckgklxnwo02i5t4g18czl6idd-group-7-2x.one-half.png" data-srcset="https://website-assets-fw.freshworks.com/attachments/ckgklxnwo02i5t4g18czl6idd-group-7-2x.full.png 2x" src="https://website-assets-fw.freshworks.com/attachments/ckgklxnwo02i5t4g18czl6idd-group-7-2x.one-sixth.png" srcset="https://website-assets-fw.freshworks.com/attachments/ckgklxnwo02i5t4g18czl6idd-group-7-2x.one-sixth.png 2x" alt="group 7 2x" /> <img class="original-image fadeIn w-px-200 " alt="group 7 2x" title="" src="" srcset="" /> </div> <div class="lazy-image-wrapper " style=""> <img class="lazy-image w-px-200" data-src="https://website-assets-fw.freshworks.com/attachments/ckg6cn05g01pmxmfz5vpgmj7t-fw-crm-linear-lightbg.one-half.png" data-srcset="https://website-assets-fw.freshworks.com/attachments/ckg6cn05g01pmxmfz5vpgmj7t-fw-crm-linear-lightbg.full.png 2x" src="https://website-assets-fw.freshworks.com/attachments/ckg6cn05g01pmxmfz5vpgmj7t-fw-crm-linear-lightbg.one-sixth.png" srcset="https://website-assets-fw.freshworks.com/attachments/ckg6cn05g01pmxmfz5vpgmj7t-fw-crm-linear-lightbg.one-sixth.png 2x" alt="fw crm linear lightbg" /> <img class="original-image fadeIn w-px-200 " alt="fw crm linear lightbg" title="" src="" srcset="" /> </div> <h3 class="mb-lg">Sales Cloud</h3> <p>Surface the hottest leads, manage pipelines, automate sales activities, and get smart insights that can help close deals faster.</p> <a title="" class="button button--ghost button--small " rel="" role="button" target="_self" href="/crm/sales/"> Start Selling</a> </div> </div> <div class="col-md-6 mb-md"> <div class="migrate-wrapper align-center "> <div class="lazy-image-wrapper " style=""> <img class="lazy-image w-px-200" data-src="https://website-assets-fw.freshworks.com/attachments/ckgkm2qek01sr8lfzajf6oiya-group-7-copy-2x.one-half.png" data-srcset="https://website-assets-fw.freshworks.com/attachments/ckgkm2qek01sr8lfzajf6oiya-group-7-copy-2x.full.png 2x" src="https://website-assets-fw.freshworks.com/attachments/ckgkm2qek01sr8lfzajf6oiya-group-7-copy-2x.one-sixth.png" srcset="https://website-assets-fw.freshworks.com/attachments/ckgkm2qek01sr8lfzajf6oiya-group-7-copy-2x.one-sixth.png 2x" alt="group 7 copy 2x" /> <img class="original-image fadeIn w-px-200 " alt="group 7 copy 2x" title="" src="" srcset="" /> </div> <div class="lazy-image-wrapper " style=""> <img class="lazy-image w-px-200" data-src="https://website-assets-fw.freshworks.com/attachments/ckg6cn05g01pmxmfz5vpgmj7t-fw-crm-linear-lightbg.one-half.png" data-srcset="https://website-assets-fw.freshworks.com/attachments/ckg6cn05g01pmxmfz5vpgmj7t-fw-crm-linear-lightbg.full.png 2x" src="https://website-assets-fw.freshworks.com/attachments/ckg6cn05g01pmxmfz5vpgmj7t-fw-crm-linear-lightbg.one-sixth.png" srcset="https://website-assets-fw.freshworks.com/attachments/ckg6cn05g01pmxmfz5vpgmj7t-fw-crm-linear-lightbg.one-sixth.png 2x" alt="fw crm linear lightbg" /> <img class="original-image fadeIn w-px-200 " alt="fw crm linear lightbg" title="" src="" srcset="" /> </div> <h3 class="mb-lg">Marketing Cloud</h3> <p>Create personalized campaigns, attract the best leads, engage contextually, and deliver the best customer experience at scale.</p> <a title="" class="button button--ghost button--small " rel="" role="button" target="_self" href="/crm/marketing/"> Start Marketing</a> </div> </div> </div> </div> </section> <section class="banner-right section-light-bg " id ="69601079888840" > <div class="l-page container pb-lg l-home banner-right-image"> <div class="row "> <div class="col-md-8 mobile-center-desktop-left-align mb-lg banner-text-content "> <h2>¿Busca una solución completa de marketing y ventas? 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