Naffes CRM
Help center
Short articles that walk through each task in Naffes CRM step by step, grouped by category.
50 pages · Last updated
Each article covers one task: the prerequisites if any, the steps with the screen names as they appear in the product, then fixes for common problems.
Browse the categories below, or write to the support team at hello@naffes.net if you cannot find what you need.
Getting started5
- Find a contact, deal or settings page with the command palettePress Ctrl+K or Cmd+K in Naffes to reach any contact, company, deal or settings page by name, plus the other keyboard shortcuts worth knowing.
- Install Naffes CRM on your phone or desktopInstall Naffes as a web app (PWA) on Android, iPhone or desktop straight from the browser, so it opens full screen and notifies you while closed.
- Sign up for Naffes CRM and create your company's workspaceSign up for Naffes in four short steps (email, code, name and password, company) and get 14 days of the Pro plan with no card.
- Use the Start guide, and add or remove sample dataHow the Naffes Start guide orders your first steps by goal and ticks them off itself, and how to add sample records, then remove them in one click.
- Switch the Naffes CRM interface between Arabic and EnglishSwitch the Naffes interface between Arabic and English from the header, the account menu or your profile, and see what changes with it and what does not.
Deals6
- Configure stuck-deal thresholds, speed-to-lead alerts and loss reasonsSet the watch, stuck and frozen multiples, the speed-to-lead owner alert and manager escalation, and the loss-reason list and rules in Naffes.
- Manage deals on the Kanban board in Naffes CRMShow one pipeline's deals as a Kanban board in Naffes, drag them between stages, and narrow the board with owner scope, quick filters and the metrics rail.
- Map the buying committee on a deal in Naffes CRMTag each person's role in the buying decision in Naffes (champion, decision maker, economic buyer and more) and spot missing key roles early.
- Mark a deal as won or lost in Naffes CRMClose a deal as won or lost in Naffes: the two win conditions, picking a loss reason, and the after-win card that tracks invoice, renewal and delivery.
- Create a quote and get it accepted onlineCreate a quote from a deal in Naffes, set lines, discount and tax, send a link the customer accepts or declines, and see what follows acceptance.
- Set up a sales pipeline and its stages in Naffes CRMCreate a pipeline in Naffes, add stages with Arabic and English names, win probability and usual days, then order them and choose who sees it.
Contacts4
- Assign new contacts automatically with territory rulesCreate territory rules in Naffes that give every new unowned contact an owner, a named rep or a round-robin team, by lifecycle stage or source.
- Convert a lead into an opportunity in Naffes CRMTurn a qualified contact into an opportunity in Naffes in one step: a new deal, a linked company, and the lifecycle stage moved to Opportunity together.
- Import contacts and companies from a spreadsheet into Naffes CRMMove customers from an Excel or CSV sheet into Naffes with keyword then AI column mapping, and avoid duplicates and plan limits before you start.
- Find and merge duplicate contacts in Naffes CRMRun a duplicate scan on contacts in Naffes, review suggested pairs in Data Quality, and choose which value survives for each field before merging.
Inbox4
- Answer customers from the unified inbox in Naffes CRMLearn the Naffes inbox channels and its six views, when to use each one, and how to reply with the customer's record and deal beside you.
- Claim, assign or close a customer conversation in Naffes CRMClaim an unassigned thread, hand it to a teammate, return it to the queue or close it with a reason in Naffes, and see what happens to deal ownership.
- Turn a customer conversation into a deal or a support ticketFrom an inbox thread, create or link a deal, attach the contact, and open a support ticket whose replies reach the customer on the same channel.
- Set inbox silence rules for quiet conversations in Naffes CRMDecide when the assignee and managers are alerted about a waiting customer, when a follow-up goes out, and when a quiet thread closes and its deal is lost.
WhatsApp6
- Build a WhatsApp bot in Naffes CRM from a ready-made templateCreate a WhatsApp bot in Naffes from a booking or sales-qualification template, edit its flow, set persona and hours, and take over chats.
- Connect your Twilio account to Naffes CRM for WhatsApp and SMSConnect your company's own Twilio account to Naffes: credentials, the calling number, the optional app step, and fixes for common setup errors.
- Import approved WhatsApp templates into Naffes CRMBring Meta-approved WhatsApp templates into Naffes in one click or by Content SID, see why some are skipped, and learn where reps can use them.
- Register a WhatsApp number in Naffes CRM and wire the inbound webhookRegister your Twilio WhatsApp sender in Naffes, paste the inbound webhook URL, backfill missed messages, and read the setup readiness banner.
- Reply to a WhatsApp customer before and after the 24-hour windowWhen free-form WhatsApp replies are allowed, when you need an approved template, and how to reply from the Naffes inbox, plus common failure codes.
- Send a WhatsApp broadcast campaign from Naffes CRMCreate a WhatsApp campaign in Naffes: build the audience with filters, add message variants from approved templates, send, and track each recipient.
Automation3
- Build and activate a workflow in Naffes CRMCreate a workflow in Naffes CRM: pick a trigger, add steps, gates and waits, save, run a dry test, then watch the run history or pause it.
- Add AI summary and classification steps to a workflowUse the AI summary and AI classification steps in Naffes CRM workflows to write summaries into a field or label messages, and test prompts for free.
- Send a WhatsApp template automatically from a workflowFire an approved WhatsApp template from a Naffes CRM workflow when a deal moves or a contact is created, with variables filled from the record.
Reports4
- Build a custom dashboard in Naffes CRMBuild your own dashboard in Naffes CRM from 7 widget types, set each widget's metric, grouping and time window, and filter the whole board at once.
- Create, export and schedule a report in Naffes CRMBuild a custom report on deals, contacts or activities in Naffes CRM, download it as CSV, and email it to your team on a cron schedule.
- Install a ready-made dashboard in Naffes CRMInstall one of 8 ready-made report dashboards in Naffes CRM, from Sales performance to Finance & receivables, in one click, then reshape it.
- Track your brand's visibility in AI answer engines (AEO)Set up AI Visibility (AEO) in Naffes CRM to see how often Perplexity mentions your brand against competitors on buyer questions, and read the results.
Service4
- Send a CSAT survey when a ticket is solvedSwitch on the solved notice with a 1–5 rating in Naffes CRM so customers rate support by email or on their chat, then read scores from the ticket export.
- Publish a public help center from your knowledge baseBuild a knowledge base in Naffes CRM with categories and published articles, then share the public help center where customers search and send requests.
- Set up SLA policies, macros and customer notificationsSet first-response and resolution targets per priority in Naffes CRM, save canned replies as macros, and choose what customers hear on open and solve.
- Turn a support mailbox into a ticket inboxMake a mailbox like support@ a ticket source in Naffes CRM: each new email opens a ticket, and customer replies thread back without duplicates.
Settings & team4
- Review and export the audit log in Naffes CRMSee who changed which record in Naffes CRM and when, export the audit log as CSV with old and new field values, and analyse it in a spreadsheet.
- Create a custom role and hide sensitive fieldsDesign a Naffes CRM role with own, team or all-level permissions, then block a role from viewing or editing specific sensitive fields.
- Invite users and assign roles in Naffes CRMInvite teammates to your Naffes CRM workspace by email, give each a role from Owner to Viewer, and accept join requests from your company domain.
- Turn on two-factor authentication in Naffes CRMTurn on two-step sign-in in Naffes CRM with an authenticator app, save your 8 recovery codes, and know what to do if you lose your phone.
Billing4
- Cancel or resume your subscription in Naffes CRMCancel your Naffes CRM subscription at the end of the paid period, undo it before then, and see what stays available once you drop to the Free plan.
- Let customers pay invoices online with TapConnect your own Tap account to Naffes CRM so each customer invoice page carries a Pay now button and payments post to the invoice automatically.
- Manage the saved card and pay a due renewalCheck or remove the card your Naffes CRM subscription renews on, pay a due or overdue renewal, and download your subscription invoices as PDF.
- Upgrade or change your subscription plan in Naffes CRMMove your Naffes CRM workspace to Starter or Pro, monthly or yearly, apply a coupon, and pay on Tap's secure page in Saudi riyals.
Integrations6
- Connect Google or Microsoft 365 for email and calendar syncConnect a Google or Microsoft 365 account to Naffes CRM for two-way calendar sync, and add Google Meet or Teams links to meetings automatically.
- Connect your own OpenAI or Anthropic API keyAdd your company's OpenAI or Anthropic API key in the Marketplace, see exactly which AI helpers use it, and fix model and test errors.
- Create and revoke a personal API tokenCreate an access token for the Naffes CRM REST API, send it as a Bearer header, revoke it when done, and work around the token-display known issue.
- Sync deals and contacts with HubSpotConnect HubSpot to Naffes CRM with a private app token, pull contacts and deals 50 at a time, and push deals on demand and on every stage change.
- Create an outgoing webhook for contact, company or deal eventsSend contact, company and deal events from Naffes CRM to your own HTTPS endpoint, HMAC-signed and retried automatically up to 7 times.
- Send deal stage changes to a Slack channelA setup checklist for Slack in Naffes CRM: the chat:write scope, inviting the bot, testing the connection, and fixing not_in_channel or channel_not_found.