Track leads, deals and contacts on a drag-and-drop pipeline, connect your email and keep every conversation in one place.
What you get
The features small sales teams use every day, ready on day one.
Every deal sits in a stage on a board. Drag it forward, add the value and expected close date, and open it for notes, tasks and emails.
Capture a lead, convert it to a deal and the contact and organization are created for you. Records are unlimited on every plan.
Connect a Nefisa Mail mailbox or any IMAP and SMTP account, send from the record and reuse email templates.
Attach tasks and notes to any record, follow each deal's activity timeline and keep follow-ups on one calendar.
Growth routes new leads and deals to the right person automatically. Enterprise adds SLA policies and custom field layouts.
Growth includes a REST API, Postman collection, outbound webhooks and exports. Enterprise adds Twilio and Exotel calling.
Three deals moved forward in the pipeline.
Every deal sits in a stage on a board. Drag it forward as the conversation moves, and open it for notes, tasks, emails and the full activity timeline.
Connect a Nefisa Mail mailbox or any IMAP and SMTP account. Messages with your contacts appear on their record, and you can reply without leaving the CRM.
Growth adds automatic assignment so new leads and deals reach the right person, plus a REST API and webhooks. Enterprise adds SLA policies, custom field layouts and calling.
How it works
No consultant, no migration project.
Choose an address for your company and we set up a dedicated CRM workspace for you.
Link a Nefisa Mail mailbox or any other mailbox so conversations are saved against contacts.
Add leads, convert the good ones to deals and move them across the board as they progress.
Plans
Flat monthly prices. Leads, deals, contacts and organizations are unlimited everywhere.
Starter, $4.95/mo
One user, the full pipeline, tasks, notes, calendar, 3 email templates and 500 MB of files.
Growth, $8.95/mo
Up to 5 users, automatic assignment rules, REST API, webhooks, exports, unlimited templates and file storage.
Enterprise, $14.95/mo
Up to 10 users, SLA policies, custom field layouts, Twilio and Exotel calling and early access to new features.
Product Tour
A quick tour of the pipeline, contacts and email.
Loved by Sales Teams Everywhere
See why growing revenue teams close faster and stay aligned with Nefisa CRM.
Nefisa CRM gave our reps instant clarity. Deals move faster and our pipeline forecasting accuracy improved by 40%.
The direct sync with Nefisa Mail eliminates all manual data entry. Every proposal, follow-up, and meeting is automatically cataloged.
From a solo founder to a ten-person team.
Every deal sits in a stage on a board. Drag it forward, set the value and expected close date, and open it for notes, tasks, emails and a full activity timeline. Leads, deals, contacts and organizations are unlimited on every plan.
Connect a Nefisa Mail mailbox, or any mailbox over IMAP and SMTP, and see messages on the contact. Reply from the record and reuse templates: 3 on Starter, unlimited on Growth and Enterprise.
On Growth and Enterprise, rules assign new leads and deals to the right person so nobody waits. Enterprise adds SLA policies for response targets and custom field layouts so each form shows only what your team needs.
Growth and Enterprise include a REST API with a Postman collection and outbound webhooks, so you can send in leads from a website form or notify another system when a deal changes. Lists and reports can be exported.
Enterprise includes telephony integration with Twilio and Exotel, so you can call from the CRM and keep the calls on the record. Enterprise also gets early access to new features.
Questions
Quick answers about Nefisa CRM. The full FAQ has 19 answers.
Nefisa CRM is a straightforward sales CRM. It keeps your leads, deals, contacts and organizations in one place, shows deals on a drag-and-drop pipeline, and connects to your email so conversations are saved against the right person automatically.
Starter is $4.95 per month for 1 user, Growth is $8.95 for up to 5 users and Enterprise is $14.95 for up to 10 users. Prices are flat per month for the plan, and leads, deals, contacts and organizations are unlimited on every plan.
Every plan starts with a 30-day free trial. You enter a card at checkout so the plan can continue when the trial ends, but you are not charged during the trial. Cancel before day 30 and you pay nothing.
Every deal sits in a stage on a Kanban board. Drag it forward as the conversation progresses, add the value and expected close date, and open the deal to see its notes, tasks, emails and a full activity timeline.
In Settings, Email, connect a Nefisa Mail mailbox with its address and password, or use the Custom option to connect any other mailbox over IMAP and SMTP. Messages with your contacts then appear on their records and you can reply from inside the CRM.
Growth and Enterprise include the REST API with a Postman collection and outbound webhooks, so you can send new leads in from a website form or push deal changes to another system. Starter does not include API access.
Starter is for you alone, Growth supports up to 5 users and Enterprise up to 10. You, as the owner, are the super admin, and teammates are added by invitation.
Start a 30-day free trial and have your pipeline set up before your next sales call.
