Frequently asked questions

Straight answers about what Ifarlo can see, importing your data, pricing and how long setup takes.

About the product

Is Ifarlo a proper CRM?

Yes. Contacts, companies, deals, pipeline, activities, reporting and email campaigns, everything you would expect. The difference is that it sets itself up and keeps itself up to date, rather than waiting for you to do it.

Who is Ifarlo for?

Small businesses that run on relationships: agencies, consultancies, recruiters, professional services, and anyone who has tried a big CRM and quietly stopped using it.

How is this different from HubSpot or Salesforce?

Those were built years ago and have had AI added on top. Ifarlo was built with AI underneath everything. In practice that means no configuration stage, no admin to maintain it, and no report builder. You just ask.

How long does setup take?

Minutes. Answer a few questions about your business in your own words and Ifarlo builds your CRM around the answers. There is no configuration stage.

Do I need training?

No. If you can send an email you can use Ifarlo.

Does it work on my phone?

Yes, including voice notes.

What Ifarlo can see

Does Ifarlo read my email?

No, never. Ifarlo can send an email from your account once you have approved it, but it has no access to read your mail.

How does Ifarlo know about my meetings?

From your calendar. Every meeting is logged automatically as an activity against the right person, so your contact history builds itself.

What does Ifarlo connect to?

Google or Microsoft. Ifarlo reads your calendar and can send email from your account. It cannot read your mail.

Where do emails Ifarlo sends come from?

Your own account. They go out through your Gmail or Outlook, appear in your Sent items, and replies come back to you like any other email.

Does Ifarlo send anything without asking?

No. Every one to one email is shown to you first. You edit it if you want to, and nothing goes out until you send it.

What if it gets something wrong?

Nothing is filed until you confirm it. Everything Ifarlo works out is shown to you first, as a list you can edit, approve or throw away.

Getting your data in and out

Can I import my existing data?

Yes, from a file. Export a CSV from your old CRM or save your spreadsheet as CSV, and bring across people, companies, deals and past activity.

Can Ifarlo connect directly to my old CRM?

No. Ifarlo imports files rather than connecting to other systems. Every CRM worth leaving lets you export a CSV, which is all you need.

How much can I import at once?

Up to 500,000 rows in a single file. Most small businesses are importing a few thousand, so there is a lot of headroom.

Do I need to import in a particular order?

Ifarlo tells you as you go. People and companies first, because deals and activities link back to them. Activities match to a person by email address.

Will importing create duplicates?

Ifarlo matches as it imports and clears duplicates rather than stacking them up.

Can I export my data?

Yes, any time. Any list, or your whole workspace. No fee and no notice period.

Privacy and security

Is my data used to train AI?

No. Your customer data is never used to train any AI model.

Where is my data stored?

In the EU, encrypted in transit and at rest.

Are you GDPR ready?

We are a UK company and we handle access, export and erasure requests as GDPR requires. A data processing agreement is available on request.

Are you ISO 27001 or SOC 2 certified?

Not yet. We are a young company and certification is on the roadmap. In the meantime, email hello@ifarlo.com with any security question and you will get a real answer from a person.

Pricing and plans

Is the free plan really free?

Yes, for as long as you want it. One user, 50 contacts, ten AI questions a day.

What does the paid plan cost?

£35 per seat per month, with unlimited contacts and unlimited AI questions.

Can I cancel whenever I like?

Yes, in a click from your settings, and export your data on the way out.

What if I have more than ten people?

Email hello@ifarlo.com and we will agree a price that works.

Do you offer annual billing?

Not yet. Monthly only for now.

Campaigns and email

Do campaign emails come from my own domain?

Yes. Verify your domain once, the same way you would with any email tool, and campaigns send from you. One to one emails are handled separately, through your own Gmail or Outlook.

What does verifying my domain involve?

Adding a couple of DNS records, which takes a few minutes. Ifarlo shows you exactly what to add and checks it for you. You only need it for campaigns. Everything else works straight away.

Working with Ifarlo

Can I use Ifarlo from Claude?

Yes. Connect Ifarlo to Claude and ask it about your clients and pipeline directly.

Is there a limit on how much I can ask?

Ten questions a day on the free plan. Unlimited on the paid plan.

How do I get help?

Email hello@ifarlo.com. You will get a real person, usually the founder.