Know what needs attention today
Overdue tasks, due-today follow-ups, and upcoming activity are visible before records go cold.
Sales CRM for daily follow-up clarity
Sales operations that feel cleaner, faster, and easier to trust.
Appefi CRM helps teams capture leads, plan follow-ups, qualify opportunities, and understand pipeline health without spreadsheet chaos.
2 min
to log a lead
100%
follow-up visibility
Multi-brand
one workspace
app.appefi.com - Leads
Lead pipeline
+ New leadLead
Status
Value
POS for Astorion
Qualified
$24k
eCommerce for Netlexer
Working
$18k
Website redesign
New
$9k
Open pipeline
$84,200
Trusted by 40+ sales teams
BrightlineAstorionNetlexerCoreviaFablewoodMontage & Co
Move leads with clearer intent
Track status, source, product interest, owner, and next activity without turning the CRM into clutter.
See pipeline value faster
Keep deal value, stage, probability, expected close date, and next follow-up in one operational view.
Sales workflow
From first lead to tracked deal, every step has a place.
Simple enough for daily use, structured enough for managers to understand what is moving.
Capture lead
Log details, source, and product interest in seconds.
Assign owner
Every lead has a clear owner and brand context.
Plan follow-up
Next action and due date are always visible.
Qualify opportunity
Status and intent stay readable at a glance.
Convert to deal
Value, stage, and close date carry over cleanly.
Track pipeline
Managers see movement without chasing updates.
Daily agenda
Start the day knowing which leads and deals need attention.
The dashboard is designed around today's work: overdue activities, due-today follow-ups, upcoming next actions, stale leads, and pipeline movement.
Overdue follow-ups
12
Due today
8
Open pipeline
$84k
Stale leads
5
Features
Everything needed to keep sales work organized.
Practical CRM records, activity history, permissions, and focused list views your team can use every day.
Lead management
Capture lead details, product interest, brand ownership, source, status, and assigned salesperson.
Deal pipeline
Manage deal stages, expected value, probability, close dates, and lost reasons with less noise.
Activity tracking
Log calls, meetings, emails, demos, notes, and follow-ups directly from the lead or deal.
Multi-brand workspace
Separate records by brand so owners and managers understand who each lead or deal belongs to.
Role-based access
Keep users, roles, brand access, and tenant boundaries aligned with your operating structure.
Reliable CRM records
Keep leads, deals, activities, and ownership structured for reporting, search, and operational clarity.
31%
of stale leads recovered in the first month
-80%
missed follow-ups after switching from sheets
2 min
average time to log a new lead
3x
faster weekly pipeline reviews for managers
Testimonials
Teams that stopped losing follow-ups.
★★★★★
"We stopped losing leads the week we moved in. The morning agenda changed how our team starts the day."
RK
Rashed Karim
Head of Sales, Brightline Agency
★★★★★
"Finally a CRM my team actually opens. Logging a call takes seconds, and I can see the whole pipeline without asking anyone."
SA
Sara Ahmed
Founder, Corevia
★★★★★
"Running three brands in one workspace with clean ownership was the feature we could not find anywhere else at this price."
JM
Jonas Meyer
Managing Director, Montage & Co
Use cases
Built for teams that need sales follow-up to be visible.
Appefi CRM fits teams that have outgrown scattered notes and spreadsheets but still want a focused, readable sales workspace.
Sales CRM for small and growing teams
Lead follow-up tracking software
CRM for multi-brand businesses
Deal pipeline management system
Activity-first CRM for service businesses
Sales workspace for product-led teams
Why move from spreadsheets
A spreadsheet stores rows. Appefi CRM manages sales work.
The difference shows up when ownership, follow-up, permissions, and reporting need to stay reliable as records grow.
Need
Appefi CRM
Spreadsheet
Lead ownership
Clear owner, brand, and tenant context
Often hidden in notes or columns
Follow-up control
Agenda, activity history, and next action
Manual reminders and missed updates
Pipeline visibility
Deal value, stage, probability, and close date
Hard to summarize reliably
Access control
Role and brand-aware workspace
Shared files with weak boundaries
Reporting readiness
Structured records for future reports
Inconsistent values and duplicates
Customer story
How Brightline Agency recovered a stalled pipeline in 30 days.
Before Appefi, leads lived in three spreadsheets and follow-ups depended on memory. After moving in, every lead got an owner, a next action, and a due date.
Stale leads recovered31%
Missed follow-ups-80%
Time to log a lead2 min
Pricing
Simple plans that grow with your pipeline.
No credit card required to start. Cancel anytime.
Starter
$0/mo
For solo operators getting organized.
Up to 200 leads
1 user, 1 brand
Activities and follow-ups
Morning agenda
Team
$29/user/mo
For sales teams that follow up daily.
Unlimited leads and deals
Up to 3 brands
Roles and permissions
Pipeline reports
Priority support
Business
$59/user/mo
For multi-brand operations at scale.
Everything in Team
Unlimited brands
Advanced access control
Data export and API
Onboarding assistance
Integrations
Connects with the tools your team already uses.
Bring leads in from forms and sheets, keep conversations flowing through email and WhatsApp, and export data whenever you need it.
Email
WhatsApp
Web forms
Sheets import
Calendar
CSV export
Trust and structure
Designed for CRM data that should stay clear and controlled.
Built around organized records and role-based access, so ownership and boundaries stay reliable as your team grows.
Tenant-safe access
Every record scoped to your workspace boundary.
Brand ownership
Each lead and deal clearly tied to the brand it belongs to.
Team roles
Access aligned with how your team actually operates.
FAQ
Questions teams ask before choosing Appefi CRM.
Short answers for buyers, managers, and operators comparing sales CRM options.
What is Appefi CRM?+
Appefi CRM is a sales CRM for managing leads, follow-ups, deals, activities, brands, and team access in one focused workspace.
Who is Appefi CRM for?+
Sales teams, service businesses, product sellers, and multi-brand teams that need clearer lead ownership and follow-up tracking.
Can Appefi CRM manage multiple brands?+
Yes. Appefi CRM is designed around tenant and brand-aware records, so teams can see which brand owns each lead, deal, company, contact, or product.
Does Appefi CRM support deal pipeline tracking?+
Yes. Deals can include stage, value, probability, expected close date, assignee, company, contact, product, activity, and lost reason details.
How is Appefi CRM different from spreadsheets?+
Spreadsheets can store records, but Appefi CRM adds ownership, activity history, follow-up workflow, permissions, and structured pipeline visibility.
Ready to make sales follow-up easier to trust?
Keep leads, deals, activities, brands, and team ownership organized from the first conversation.
Encrypted data at rest and in transitDaily automated backups99.9% uptime targetRole-based access control