Manage contacts, track deals, automate follow-ups, and sync your pipeline with projects and invoicing - all in one connected system.
Free to use with any plan
Manage complex sales cycles, track touchpoints, and forecast revenue accurately.
Keep track of client retainers, project briefs, and communication history in one place.
Access contact info on the go, log meeting notes instantly, and schedule follow-ups.
Drag and drop deals through stages. See your entire sales funnel at a glance.
Store every interaction, note, and email. Build stronger relationships with your clients.
Never forget a follow-up. Link tasks directly to deals and contacts so nothing falls through the cracks.
Systematic follow-ups ensure leads never go cold.
Automate task creation and instantly access client history.
Keep your team operating from a single source of truth.
Unlike standalone sales software, Entifly connects your customer data directly to the rest of your operations.
Connect your CRM with:
Yes, you can easily rename, add, or remove pipeline stages to match your exact sales process.
Absolutely. Entifly uses a relational database, so you can link multiple people, deals, and projects to a single Company record.
Because it is connected natively to Billing, Projects, and Inventory. When a deal closes, it automatically triggers the next operational steps.
Install the CRM Lite Module in seconds and start organizing your business today.
Install CRM Lite