Your CRM.
Filled in automatically.

Every call, chat and email lands in the right contact, on its own.
Your team sells. Staffify keeps the record.

Book a Demo See Features
AutoContact capture
12Languages
0Manual entry
AI captured
Deal created
Task set
0 manual entry
Staffify CRM
Live
Dashboard
Contacts
Deals
Tasks 2
Recent Contacts auto-captured
SM
Sophie Martin
Solaris Group
Newvia AI Call
JC
James Cooper
TechFlow Inc
Prospectvia AI Call
AP
Anika Patel
Nova Legal
Customervia Chat
MS
Marco Silva
Bright Media
Leadvia AI Call
TK
Thomas Klein
Alpine AG
Prospectvia AI Call
Stats
847
Contacts
+12 this week
23
Open Deals
+3 today
€48k
Pipeline
+8% vs last
Pipelinelive
Lead
34
Qualified
23
Proposal
15
Won
8
Search contacts...
SM
Sophie Martin
Solaris Group
Newvia AI Call
JC
James Cooper
TechFlow Inc
Prospectvia AI Call
AP
Anika Patel
Nova Legal
Customervia Chat
MS
Marco Silva
Bright Media
Leadvia AI Call
TK
Thomas Klein
Alpine AG
Prospectvia AI Call
Open Deals23 total
Meridian Viewing Package
Sarah Mitchell
€2,400Qualified
TechFlow License Q2
James Cooper
€8,000Proposal
Nova Legal Suite
Anika Patel
€5,500Won
Alpine Onboarding
Thomas Klein
€1,200Lead
My Tasks2 overdue
Follow up with Sophie Martin
Solaris Group - auto-created from call
Overdue
Send proposal to James Cooper
TechFlow Inc
Today
Schedule demo for Thomas Klein
Alpine AG
Friday
Confirm viewing with Sarah Mitchell
Meridian Properties
Done

Click around.
See what your team gets.

Every tab is real Staffify CRM, pre-filled with sample data.
No signup, no card. Just click.

Demo
Contacts
847 total · +12 this week
Search contacts…
NameEmailPhoneStageSourceLast touched
SM
Sophie Martin
Solaris Group
sophie@solaris.fr+33 6 12 34 56 78NewAI Call4 min ago
JC
James Cooper
TechFlow Inc
james@techflow.io+44 20 7946 0123ProspectChat2 hours ago
AP
Anika Patel
Nova Legal
a.patel@novalegal.co+44 20 7183 4402CustomerEmailYesterday
MS
Marco Silva
Bright Media
marco@brightmedia.pt+351 21 800 4522LeadAI Call2 days ago
TK
Thomas Klein
Alpine AG
t.klein@alpine.ch+41 44 668 1200ProspectWhatsApp3 days ago
RH
Ravi Hendricks
Meridian Properties
ravi@meridian.nl+31 20 700 4801CustomerChat1 week ago
Search companies…
CompanyWebsiteCountryContactsOpen value
SG
Solaris Group
Renewable energy
solaris.frFrance4€18,000
TF
TechFlow Inc
SaaS
techflow.ioUnited Kingdom7€8,000
NL
Nova Legal
Law firm
novalegal.coUnited Kingdom3€5,500
MP
Meridian Properties
Real estate
meridian.nlNetherlands6€24,200
BS
Bauhaus Studio
Design agency
bauhaus.deGermany2€3,400
NV
Nordic Ventures
Venture capital
nordicvc.seSweden3€12,000
AA
Alpine AG
Manufacturing
alpine.chSwitzerland5€1,200
BM
Bright Media
Marketing agency
brightmedia.ptPortugal2€2,800
March 3 to 9, 2026
Mon
3
Tue
4
Wed
5
Thu
6
Fri
7
Sat
8
Sun
9
09:00
Sophie Martin
09:00 · Demo
Team standup
09:00
10:00
Liv Bergman
10:00 · Nordic
Ravi Hendricks
10:30 · Meridian
11:00
James Cooper
11:00 · Discovery
Alpine follow-up
11:30
13:00
Anika Patel
13:00 · Contract
Elena Fischer
13:30 · Proposal
14:00
Meridian sync
14:00
15:00
Marco Silva
15:00 · Intro
Nova Legal QBR
15:30
16:00
TechFlow renewal
16:00
Sophie recap
16:30
Sales pipeline · €48,300 open
New
3
Alpine onboarding
Thomas Klein
€1,200via AI call
Nordic scoping
Liv Bergman
€12,000via AI call
Bauhaus refresh
Elena Fischer
€3,400via email
Qualified
2
Meridian viewing
Sophie Martin
€2,400demo booked
Solaris annual
Sophie Martin
€18,000call booked
Proposal
2
TechFlow license Q2
James Cooper
€8,000viewed
Meridian expansion
Ravi Hendricks
€21,800awaiting
Won
2
Nova Legal suite
Anika Patel
€5,500paid
Meridian Q1
Ravi Hendricks
€2,400paid
Follow up with Sophie Martin
Solaris Group · Auto-created from AI call
Overdue 1d
TB
Send proposal to James Cooper
TechFlow Inc · Deal moved to Proposal
Today · 16:00
TB
Confirm viewing with Ravi Hendricks
Meridian Properties
Today
EF
Prepare demo for Alpine AG
Thomas Klein · Reminder from WhatsApp
Fri · 10:00
JT
Review Bauhaus quote before sending
Elena Fischer · Draft ready
Mon · 09:00
EF
Confirm viewing with Sophie Martin
Meridian Properties
Done
TB
Campaign
Sent
Open
Click
Status
Post-call follow-up (7 days)
Flow, triggered by AI call
1,247
this month
62%
open rate
28%
click rate
Live
Real estate quarterly update
118 recipients
118
delivered
54%
open rate
19%
click rate
Sent
Cold-lead reactivation
34 recipients
…
queued
…
Tue 09:00
…
…
Scheduled
Meeting no-show recovery
Flow, 2 steps, triggered on missed booking
312
this month
71%
open rate
44%
reschedule
Live
Invoice payment reminder
Flow, 3 steps, auto-stops on payment
84
this month
88%
open rate
73%
paid rate
Live
Sales, March · €42,300 collected
Quotes
6 open
Q-2043
Solaris annual
Sophie Martin · Solaris Group
€18,000
Sent
Q-2042
TechFlow license Q2
James Cooper · TechFlow Inc
€8,000
Accepted
Q-2041
Meridian expansion
Ravi Hendricks · Meridian
€21,800
Sent
Q-2040
Bauhaus refresh
Elena Fischer · Bauhaus Studio
€3,400
Draft
Invoices
€42,300 paid
INV-1109
Nova Legal suite
Anika Patel · via Wero
€5,500
Paid
INV-1108
Meridian tour Q1
Ravi Hendricks · via card
€2,400
Paid
INV-1107
TechFlow license Q2
James Cooper · auto from quote
€8,000
Sent
INV-1106
Alpine setup fee
Thomas Klein
€1,200
Overdue
See the full picture
This is a click-through demo. In the real Staffify CRM you get the full detail panel, timeline, notes, and quick actions.
Book a demo Free, no card required
A day with Staffify CRM
A Tuesday with the CRM

From cold call to closed deal.
Automatically.

09:14

A lead calls. AI picks up.

Sarah Mitchell from Solaris Group calls about your enterprise plan. Your AI agent qualifies her in real time. No hold, no missed call.

Incoming call · AI
Sarah Mitchell
"Hi, I'm looking at your enterprise plan..."
09:15

Contact auto-created. CRM updated.

The call ends. A contact is born with full transcript, intent, and company data. No data entry. Nothing typed by a human.

Contact created
Sarah Mitchell · Solaris Group
11:42

Deal lands in the pipeline.

AI flags strong intent and creates a deal at €18,000 ARR. It moves straight to Qualified. A follow-up task lands on your rep's calendar.

Pipeline · Qualified

Solaris Group · €18,000 ARR. Demo task assigned to Tom.

14:00

Follow-up sequence fires.

3 warm leads from this morning enter an email sequence. Personalized openers from the call transcript. Sent without anyone clicking a button.

Sequence fired
3 contacts · 78% open rate
16:30

Demo booked. Calendar updated.

Sarah replies to the sequence and books a demo herself through the embedded link. Deal moves to Demo Booked. Tom gets a Slack ping.

DEAL-2026-1247 Demo Booked
€18,000
Solaris Group · Sarah Mitchell
18:00

End of day. Manager view.

Every call logged. Every deal updated. Every follow-up sent. Your manager sees pipeline movement, not a CRM that hasn't been touched.

PIPELINE +€48k today
100%
Calls logged · 0 manual entries
Two days later

Quote accepted. Paid online.

Sarah e-signs the quote from her inbox. Invoice fires automatically. She pays online in two hours. Deal closes at €18,000 with zero chasing and zero manual reminders.

INV-2043 Paid · 2h
€18,000
Solaris Group · paid online
The input

Every call ends.
A contact begins.

AI calls and chats log contacts the moment a conversation ends. Manual entry still works. Your team chooses how.
AI Phone Call
Active call Live
SM
Sophie Martin
02:14
"When can I book a viewing?"
auto-captured
SM
Sophie Martin
Solaris Group
New via AI Call
Transcript saved Task created
Chat Widget
Staffi
I need help with pricing
Happy to help. What kind of plan are you looking for?
Something for a small sales team
Perfect. I can walk you through that. Want to start with calls or chat?
auto-captured
JC
James Cooper
TechFlow Inc
New via Chat
Chat logged Follow-up queued
Manual Entry
Name Clara Weber
Company BrightCo GmbH
Phone +49 30 1234 567
manual entry
CW
Clara Weber
BrightCo GmbH
Added via Manual
Contact saved Ready to use

Every conversation. In one timeline.

Calls, WhatsApp, email, deals, invoices. Auto-woven into one contact's story so nothing slips between tabs, tools, or teammates.

Timeline
AI Call, 2:47·4 minutes ago
Inbound call answered by AI agent Aura
Intent: viewing package pricing · Sentiment: positive · Language: French
Task auto-created·3 minutes ago
Send annual package quote within 24h
Assigned to Tom Baker · Priority: High · Due tomorrow 16:00
WhatsApp reply·Yesterday, 14:22
Sophie replied to your follow-up
Yes, tomorrow 10am works perfectly. Can you send the annual pricing beforehand?
Email opened·2 days ago, 09:12
Your viewing package quote for Solaris annual
Opened 3 times · PDF downloaded · Pricing link clicked twice
Quote sent·2 days ago, 08:47
Q-2043Solaris annual€18,000
Sent by Tom Baker · Expires in 14 days · auto-reminder set
Note by Tom Baker·3 days ago
CFO signed off on €20k budget
Sophie is real decision-maker. Push annual over monthly, she prefers one invoice per year.
Deal moved·5 days ago
Solaris annualQualified → Proposal
Auto-moved after quote sent · Deal value updated to €18,000
Invoice paid·2 weeks ago
INV-1094Q1 property tour€2,400
Paid online in 2 hours · auto-reconciled · receipt sent
Contact created·1 month ago
Auto-created by AI agent Aura
First inbound call · identity verified via phone match · enriched from company domain
The flow

Every deal, visible from first call to close.

Move deals through stages, track value in real time, and know exactly what needs attention today.
€68,400
Total pipeline
8
Active deals
63%
Win rate
New 3
SG
Solaris Group
Sophie Martin
€4,200 Via AI call
PH
PeakHomes BV
Lars van Dijk
€3,100 Via chat
AD
Apex Digital
Emma Clarke
€6,700 Via form
Qualified 2
TF
TechFlow Inc
James Cooper
€8,500 Email opened
BC
BrightCo GmbH
Clara Weber
€12,400 Call booked
Proposal sent 2
ML
Meridian Labs
Noah Bauer
€8,800 Awaiting reply
VR
Vertex RE
Hana Novak
€21,500 Proposal viewed
Won 1
NS
Nova Systems
Ravi Patel
€15,400 Closed
Add deal

Accepted quotes become invoices.
In one click.

Send a quote. When it's accepted, the invoice fires automatically. Customers pay online. Reconciled for you.

Accepted
Quote
Q-2042
James Cooper
TechFlow Inc
TechFlow License Q2
Annual seat pricing
1×
€6,800
Onboarding & setup
One-time fee
1×
€1,200
Subtotal€8,000
VAT 21%€1,680
Total€9,680
1 clickQuote becomes invoice
Paid, 2h
Invoice
INV-1107
James Cooper
Auto-generated from Q-2042
TechFlow License Q2
Annual seat pricing
1×
€6,800
Onboarding & setup
One-time fee
1×
€1,200
Subtotal€8,000
VAT 21%€1,680
Paid€9,680
The follow-up

Leads warm themselves.
You stay on revenue.

When a deal moves, a contact is created, or a segment changes, Staffify fires an email sequence automatically. You build it once and it runs on its own.
Triggered by CRM events
Sequences start automatically when a deal changes stage, a contact is created, or a segment condition is met.
Send from your own address
Connect your Gmail or Outlook account, or send from a verified custom domain. Your leads see your name, not a no-reply address.
Open and click tracking
See exactly who opened and who clicked, logged directly in the CRM. Know which leads are warm before you pick up the phone.
Multistep flows with conditions
Build sequences with wait delays, branching logic, field updates, and task creation. Each contact follows the right path.
3
send providers (SES, Gmail, Outlook)
0
manual effort per contact
12
languages supported
Post call follow up Active
Trigger Call ended with Sophie Martin · Solaris Group
1
Day 0 · 2 min after call
Great speaking with you, Sophie
Sent Opened
2
Day 2
Quick question about your timeline
Sent
3
Day 5
How we helped similar teams
Scheduled
4
Day 9
Last check-in before I close this out
Scheduled
Email opened. Follow up task created in CRM automatically.
The migration

Bring your old CRM.
Or start clean.

Import up to 50,000 contacts directly from HubSpot, Salesforce, Zoho or Pipedrive. Or upload a CSV. Duplicates are handled automatically.
HubSpot
HubSpot Direct import
Salesforce
Salesforce Direct import
Zoho
Zoho CRM Direct import
Pipedrive
Pipedrive Direct import
CSV file Field mapping
Staffify CRM
Import complete
Contacts imported
Duplicates merged
Fields mapped
47,382 contacts ready
50,000
Max contacts per import job
4 CRMs
Direct API import supported
Auto
Duplicate detection on every import

Ready to Transform
Your Customer Journey

See how Staffify handles your customer journey

Talk to usContact