Nefisa CRM FAQ

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.

Solo founders, freelancers and small sales teams who want to stop tracking deals in spreadsheets and inboxes, without the cost and setup time of a large CRM.

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.

A lead is a person or company you have not qualified yet. When they show real interest you convert the lead into a deal, which creates the contact and organization for you and moves the work onto the pipeline.

Yes. Tasks and notes attach to any lead or deal, each record has an activity timeline, and the calendar shows events and follow-ups in one view so nothing slips.

Yes. Starter includes 3 templates; Growth and Enterprise have unlimited templates, so repeat messages such as a proposal follow-up take a click instead of a rewrite.

Growth and Enterprise add automatic assignment rules, which route new leads and deals to the right person so they are not left waiting. Enterprise also includes SLA policies for response and resolution targets and custom field layouts, so each form shows only the fields your team needs.

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.

Enterprise includes telephony integration with Twilio and Exotel for calling from the CRM and logging the calls against the record.

You can add records by hand and through connected email. If you have an existing list, email support@nefisa.co with the file and we will help you load it. Growth and Enterprise can also export lists and reports.

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.

Each customer gets a dedicated CRM workspace with its own address and its own database, not a shared table with everyone else's records.

Open the CRM from your Nefisa dashboard without a second password. Each person can turn on an authenticator-app second step in the CRM's own Settings, and that is available on every plan.

Starter includes 500 MB of attachments. Growth and Enterprise have unlimited file storage.

Yes, any time from the dashboard. The CRM runs until the end of the period you paid for. After that your workspace may be deleted within 30 days, so export your lists beforehand (Growth and Enterprise) or ask support for a copy.

You can ask on any plan. We cannot promise to build everything, but requests are read and the ones that help many customers are prioritised. Enterprise customers also get early access to new features.