The simple sales CRM for small teams
Salefy is a simple sales CRM: pipeline, follow-ups and deals for small teams.
14-day free trial of Team. No card needed.
Pipeline and deals
Keep every deal in one list with its close date, owner, company and budget. Link deals to the contacts and accounts they belong to, so the whole story of a sale is a click away.
Follow-ups that don't slip
Add tasks to an account with a due date and an owner. Open follow-ups sit right on the account, so you see what is next the moment you open it.
Quotes and invoices
Build a quote from line items on a deal and ask a manager to approve it before it goes out. Create invoices with line items and totals for any account, then send them by email as a PDF. Reports show how your sales are going.
Email and documents in one place
Email sync and uploaded files live with the contact or account they relate to. Your team finds the last message or contract without searching three tools.
Simple pricing
14-day free trial of Team. No card needed.
Starter
$19 / month
Up to 3 users
Team
$49 / month
Up to 10 users
Business
$99 / month
Up to 25 users
Questions
What is Salefy for?
Salefy is a simple sales CRM for small teams. You keep contacts, accounts and leads, move deals through a pipeline, and track follow-ups so nothing slips.
How does the free trial work?
You get 14 days of the Team plan, free. No card is needed to start. Sign in to create your workspace and invite your colleagues.
How many people can use it?
Each plan has a seat limit: Starter 3, Team 10, Business 25. Pick the plan that fits your team and change it later.
Can I send quotes and invoices from Salefy?
Yes. Add line items to a deal to build a quote, and ask a manager or admin to approve it before it goes to the client. You can create invoices with line items for any account and send them by email as a PDF. Salefy also includes reports, email sync and document storage next to each contact and account.
Where is my data kept, and is it backed up?
Salefy is hosted on DigitalOcean. Your data is backed up daily and backups are kept for 30 days.
How do I get help?
Write to hello@salefycrm.com and a person will answer.
Try Salefy with your team
14 days of Team, free. No card needed.
Start free trial