Feature
AI in Naffes CRM
Ask Naffes Smart about your CRM data in Arabic or English, and get deal summaries, next-step ideas and voice-note transcripts. Deal edits wait for your OK.
Naffes CRM
Naffes CRM features
Each feature has a page on the job it does, how it works and where it stops.
18 pages · Last updated
Every feature page follows the same order: the job the feature does, how it works in Naffes CRM, its details, its limits and what to expect, then related features.
Pick a feature below to read its page.
- Feature
Workflow automation in Naffes CRM: follow-ups nobody has to remember
Build visual workflows in Naffes CRM: 27 triggers and 20 step types, including WhatsApp templates and AI, with waits, if/else branches, retries and pacing.
- Feature
WhatsApp bots that qualify, book and hand off to your team
Build WhatsApp bots that qualify leads, book appointments and hand off to a rep, using native WhatsApp buttons, AI replies and a visual flow editor.
- Feature
Calendar and booking in Naffes CRM: meetings without the back-and-forth
Public booking pages, two-way Google and Outlook sync, automatic Meet and Teams links, and WhatsApp or email reminders, all inside Naffes CRM.
- Feature
Calls in Naffes CRM: dial from the browser, log to the deal
Call customers from the browser in Naffes CRM through your own Twilio account. Every call logs to its deal, with optional recording and transcripts.
- Feature
WhatsApp and email campaigns built on your CRM data
Send approved WhatsApp templates and email campaigns to audiences built from CRM data, split them into A/B variants and read the results.
- Feature
Contacts and companies in Naffes CRM
One record per contact and company that collects emails, calls, notes, WhatsApp threads and deals, with spreadsheet import, dedup and enrichment.
- Feature
Dashboards and reports in Naffes CRM
A home dashboard with pipeline and win-rate KPIs, 8 one-click dashboard templates, and a report builder with CSV export and scheduled email delivery.
- Feature
Deals and sales pipelines in Naffes CRM
Run several sales pipelines with bilingual stages, six deal views, stuck-deal alerts, deal health scores and quotes your customers accept online.
- Feature
Email in Naffes CRM: Gmail and Outlook, filed on every customer
Connect Gmail, Microsoft 365 or any IMAP mailbox to Naffes CRM. Mail syncs every 3 minutes, files itself on the right records and tracks opens and clicks.
- Feature
Sales forecasting in Naffes CRM: quotas and stage-based forecast categories
Set a quota per rep, track attainment, and let each deal fall into Commit, Best Case or Pipeline by its stage, with manager overrides when needed.
- Feature
The Naffes CRM help desk: tickets from every channel, with deadlines
Turn your support mailbox and WhatsApp chats into tickets with priorities, SLA timers, auto-assignment, macros, a public help center and CSAT.
- Feature
An omnichannel inbox for every customer conversation
Answer WhatsApp, email, SMS, Instagram and Messenger from one queue, with an owner on every thread and the customer's deal open beside it.
- Feature
Lead management in Naffes CRM
Capture leads from web forms and WhatsApp, route them to reps by rule, get alerted when nobody follows up, and convert qualified leads into deals.
- Feature
Majlis: your team's chat and calls, inside the CRM
Majlis is the team chat inside Naffes: direct messages, groups, a company-wide channel, voice and video calls, and file sharing tied to your deals.
- Feature
Video meetings that live on the deal, from booking to outcome
Run client video meetings inside Naffes with recording, a live Arabic and English transcript, a waiting room and outcomes saved to the deal.
- Feature
The Naffes CRM customer portal: one shared space after the deal is won
After a won deal, clients follow delivery stages, approve deliverables, see invoices and documents and message your team in a branded portal.
- Feature
Quotes in Naffes CRM: from deal products to an accepted price
Build quotes from a deal's products with per-line discount and tax, send a bilingual accept link, and turn every acceptance into a draft invoice.