Everything Ifarlo does

A CRM that builds itself, keeps itself current, and answers in plain English. Here is the full picture.

Setting up

AI CRM setup

Enter your website and Ifarlo builds your CRM around your business, with your services, pipeline stages and existing clients all ready to go. The right objects, stages, fields and structure for how you actually work. No blank system to configure.

A structure that keeps improving

As you use it, Ifarlo notices what is missing and suggests improvements. Your CRM gets a better fit over time rather than slowly going stale.

Bring what you already have

Starting a new CRM should not mean starting with an empty one. Import from a CSV, an export from your old CRM, or a spreadsheet you have been keeping. Ifarlo handles people, companies, deals and past activity, up to 500,000 rows at a time. It also tells you the right order: people and companies first, because deals and activities link back to them. Activities match to the right person by email address. Every imported record is tagged to the import it came from, so a batch is easy to find again afterwards.

The import screen, listing the objects you can bring in and the order to do it in, with Accounts and People first

Getting information in without typing it

Calendar connection

Connect Google or Microsoft and Ifarlo reads your upcoming meetings, prepares briefings, and logs each one automatically. It never reads your inbox.

Meetings log themselves

Every meeting in your calendar is logged as an activity against the right person, automatically. Your contact history builds itself, so when you open a record six months later the whole story is there, without anyone having typed it up.

Voice on mobile

Talk your notes in between meetings instead of typing them.

Email it your week

Send Ifarlo a note about your week in your own words, or forward an email. It reads it and creates the people, deals and activities for you to confirm.

An email about the week turned into people, deals and activities ready to confirm

Nothing lands without you

Everything Ifarlo works out is shown to you first, as a list you can edit, approve or throw away.

New records worked out from an email, with companies, contacts, meetings and a deal ready to confirm

Getting information back out

Ask Ifarlo

A chat bar on every screen. Ask who has gone quiet, what is at risk, or for a brief before a meeting. You get an answer from your own data in a sentence or two, not a table to interpret.

Meeting briefings

Before every meeting, a summary of the contact, recent activity, open deals and anything else worth knowing, in the app and in your inbox.

A pre-meeting briefing summarising a contact and open deals, shown in the app
The same pre-meeting briefing delivered by email

Reports without a report builder

Ask for the report you want and Ifarlo builds it. No object to pick, no filters to set, no chart type to choose. Keep changing it in the same conversation until it is right.

Connect from Claude

Link Ifarlo to Claude, the AI assistant you already use, and ask it about your clients and pipeline directly. Your CRM answers without you opening it.

See how warm your whole base is

A live read on engagement across everyone you track, hot, warm and cold, so you always know where your attention is best spent, and export it in a click.

Know your recurring revenue, and what's at risk

See monthly recurring revenue, your annual run rate, and the clients whose revenue is at risk because they've gone quiet. Every figure traces back to the lines behind it, with no black box.

Recurring revenue report showing current MRR, annual run rate, revenue at risk and MRR by client

Keeping on top of relationships

Engagement temperature

Every contact is scored hot, warm or cold based on real activity, so the ones cooling off are easy to spot.

Pipeline

Drag deals through your stages or work in a list. Open value, weighted value and totals update as you go.

Follow up email drafting

Ifarlo drafts the follow up after a meeting, personalised to what was actually discussed. Review it, change anything you want, and send: it goes out through your own Gmail or Outlook and appears in your Sent items. The email is logged against the contact automatically.

A drafted follow up email ready to review and send

Data quality detection

Stale records, missing information and duplicate contacts are flagged for you, so your data stays trustworthy without an audit.

Email campaigns

Send a broadcast to a segment of your contacts, with opens and results tracked back onto the records. Verify your sending domain once and campaigns go out from your own domain, the same setup any email tool asks for, and the reason your messages land rather than get filtered.

Keep delivery on track

Track work against the budget

Set an allowance for a project or retainer and see how much of it has been used as the work progresses.

See what the work is costing

Record the days your team has worked and see the agency cost alongside anything you have rebilled to the client.

Keep an eye on your margin

See the indicative margin as the work progresses, based on the contract value and costs recorded.

A delivery tracking record showing days used, agency cost, logged weeks, project costs, absorbed and rebilled costs, indicative margin, contract value and cost rate

What Ifarlo does

Feature
What it means for you
Calendar connection
Connects to your Google or Microsoft calendar. Ifarlo reads your upcoming meetings and acts on them automatically.
Weekly summary
Tell Ifarlo about your week in a quick note and it reads it, then creates the people, deals and activities for you to confirm.
AI chat
A chat bar on every screen. Ask anything, like "who haven't I spoken to in 30 days?", and get an instant answer.
Pre-meeting briefings
Before every meeting, Ifarlo sends a summary of the contact, recent activity, open deals and anything worth knowing.
AI CRM setup
Enter your website and Ifarlo builds your CRM around you, with your services, pipeline stages and existing clients all ready to go.
Follow-up email AI
Ifarlo drafts follow-up emails after meetings, personalised to the conversation. Review, edit if needed, and send.
Data quality detection
Ifarlo flags stale records, missing information and duplicate contacts, so your data stays trustworthy without manual audits.
Data import
Bring in your existing contacts from a spreadsheet, or an export from your old CRM. Up to 500,000 rows at a time. Ifarlo maps the fields and clears duplicates as it goes.
Automatic meeting logging
Every meeting in your calendar is logged as an activity against the right person, so your contact history builds itself.
Send from your own email
Approve a follow up and it goes out through your own Gmail or Outlook, appearing in your Sent items. Ifarlo never reads your inbox.
Email campaigns
Send a broadcast to a segment of your contacts from your own verified domain, with results tracked back onto the records.
Connect from Claude
Ask Claude about your clients and pipeline, answered straight from your Ifarlo data.
Delivery tracking
Set an allowance for a project or retainer, log the days worked, and see the agency cost, rebilled costs and indicative margin as the work progresses.

See it for yourself

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