CRM and pipelines

Every client on one record. From first enquiry to tenth order.

Leads, clients, companies and deals in one CRM, built around how you actually sell. Your team sees the full history before every call, and you see what the pipeline is worth.

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Dashboard
Conversations
AI agentAI
Opportunities
Calendars
Contacts
Payments
Automation
Marketing

Illustrative screen with invented names and figures.

What's included

CRM and pipelines, done properly.

One record per person

Every email, message, call, booking, invoice and note sits on the contact, so nobody has to ask what happened last.

Companies and contacts

Link people to the companies they work for, so you can see every stakeholder in a deal and every account at a glance.

Custom fields and tags

Store the details your sales process depends on, from funding stage to renewal date, and tag contacts as they move.

Segments

Build lists from fields, tags and activity, then use them for campaigns, reporting or handover to sales.

Pipelines that match your sales

Separate pipelines for new business, renewals or partnerships, with stages that reflect real decisions rather than wishful thinking.

Tasks, notes and dashboards

Tasks and notes keep follow ups on track. Dashboards show pipeline value, won and lost deals and where your leads come from.

How we build it

Designed with you. Then run with you.

You don't get a login to an empty account. Our team designs this part of your system around how you work, builds it, trains your people and keeps improving it.

01

Map how you sell

We sit down with your sales and marketing leads, map the journey from first touch to signed client, and cut the pipeline to the stages that matter.

02

Design the data

We define the fields, tags and segments your reporting needs, so the dashboards answer real questions from day one.

03

Move your data across

We migrate contacts, companies, deals and notes from your current CRM or spreadsheets, clean up duplicates and test the import before you switch.

04

Train, run and refine

We train your team on the records they use daily, then review the pipeline with you every month and adjust stages, fields and reports as you grow.

Connections

Plugged into the tools you keep.

Where a specialist tool earns its place, it stays and connects. Anything Afoofa already does gets retired, so there's one less login and one less bill.

Gmail
Outlook
Google Sheets
Zapier
Make
API
See every integration and AI connection
Works hand in hand with

FAQ

CRM, answered.

Contacts, companies, custom fields, tags, segments, pipelines, tasks, notes and reporting dashboards. Emails, messages, bookings and payments are logged against the right contact because they all run in the same system.

Ready for a system built for your business, and nobody else's?

No templates and nothing cookie cutter. Every Afoofa system is designed around how you work and what you need. Apply in two minutes and, if we're a good fit, we'll show you exactly what we'd build.