Expedify CRM

Expedify CRM — AI-Powered CRM for Modern Sales Teams Manage your entire sales pipeline, automate repetitive tasks, and close deals faster with Expedify — the intelligent CRM built for growing businesses. Contacts & Companies Organize all your contacts and companies in one place. Track communication history, add custom fields, and segment your audience with powerful filters. Link contacts to companies, deals, and tasks for a complete 360° view of every relationship. Deals & Pipeline Management Visualize your sales pipeline with drag-and-drop Kanban boards. Track deal stages, values, and expected close dates. Never miss a follow-up with automated reminders and activity tracking. AI-Powered Workflows Build powerful automations without code. Expedify's visual workflow builder lets you create multi-step automations triggered by database changes, schedules, webhooks, or manual actions. Use AI nodes for email drafting, lead scoring, data enrichment, and more. Task Management Stay on top of your work with built-in task management. Create task types with custom statuses, assign tasks to team members, and track progress across Board, List, and Calendar views. Subtasks and filters keep complex projects organized. Knowledge Base & AI Search Upload documents, FAQs, and internal guides to your Knowledge Base. Expedify uses advanced RAG (Retrieval-Augmented Generation) to deliver accurate, context-aware answers from your own data — no hallucinations. Custom Analytics & Dashboards Build custom dashboards with charts, tables, and KPIs. Query your CRM data with a visual query builder, create shareable reports, and track the metrics that matter most to your business. Email & WhatsApp Campaigns Reach your audience where they are. Send personalized email campaigns and WhatsApp messages directly from the CRM. Track opens, clicks, and replies in real time. Team Collaboration Built-in team messaging with channels, direct messages, threads, and file sharing. Keep your team aligned without switching between apps. Integrations Connect Expedify to the tools you already use — Google Workspace, Microsoft 365, WhatsApp Business, and more. Extend functionality with custom webhooks and API integrations. Why Choose Expedify? • AI-first: Automate workflows with AI nodes — summarize, classify, generate content, and analyze data • No-code automations: Visual workflow builder with 50+ node types • Mobile-ready: Full CRM access on the go • Secure: Enterprise-grade encryption, role-based access control, and data isolation per organization • Scalable: From solo founders to growing teams Download Expedify and transform how your team sells.