From lead tracking to team performance, Notifi’s Sales CRM keeps your sales process organized, efficient, and customer-focused. Built for flexibility, it connects your team with tools to close deals faster and improve the customer experience.
Tailored for Teams
Give each salesperson their own phone number while keeping all customer communication centralized and easy to access. Maintain transparency, organization, and great customer experiences.
Lead Management
Bring all your leads into one system, assign them to team members, and control visibility. Easily monitor team performance with built-in reporting tools.
“Helped us quote jobs right away, on the phone. AMAZING!
We use texting quote significantly for our jobs and streamlining it into 1 place for quotes, invoices and regular texting is a game changer for us”
Sam Malhotra
Owner, Accounting Bridge
Field Sales
Use the built-in canvassing tool to create and assign territories to your team. Track their progress, run performance reports, and optimize your field sales strategy.
Simplified Workflows
Adapt Notifi’s CRM to your business with flexible status settings and workflows. Whether you’re managing short sales cycles or long-term deals, we’ve got you covered.
Your questions answered about Notifi’s Sales CRM.
Yes, Notifi allows each team member to have a dedicated phone number.
All communication—texts, calls, and emails—is stored at the customer level for seamless access.
Yes, you can run performance reports for individuals or teams directly from the CRM.
Absolutely. Assign leads, control access, and track results with ease.
Yes, you can customize statuses and sales processes to suit your workflow.
The CRM includes a canvassing tool to create territories, assign them to team members, and track their progress.
Notifi’s Sales CRM helps you organize leads, track team performance, and streamline your sales process with tools tailored for growth.
