Salespeople don't update CRMs.
We fill it for them.

Every call and chat auto-creates a contact, logs the conversation, and sets follow-up tasks.
Your team focuses on selling. Staffify handles the rest.

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
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
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
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
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
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
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