Salefy docs
Guides for Salefy, the simple sales CRM for small teams. Set up your company, work your pipeline, and manage your team, plan and billing.
Salefy is a simple sales CRM for small teams: companies, contacts, leads, deals, tasks, quotes and invoices, and your email, in one place. These guides show how to use it.
Getting started
New to Salefy? Sign in, create your company, invite your team and learn what the free trial includes.
Using Salefy
Day-to-day work for everyone on the team.
- Companies and contacts
- Leads and opportunities
- Activities and tasks
- Documents
- Invoices
- Reports
- Profile and settings
For admins
For owners and admins who run the company.
Ready to try it? Sign in and start your 14-day free trial. No card needed.