CaseFy for Sales
The deal doesn't end when the pipeline says.
Proposals, contracts, approvals, signatures, onboarding — everything that happens after "Closed Won" needs orchestration. Not more emails.
Free for up to 3 users. No credit card required.
The deal closed. Now what?
You celebrated Closed Won on Friday. On Monday, the client needs to send documents, legal needs to review the contract, finance needs to approve the discount, and CS needs to start onboarding. All of this happens over email.
Two weeks later, nobody knows where the contract stands. The client calls asking. You open the CRM — but the CRM only shows "Closed Won." The rest of the story is scattered across 47 emails, a shared Drive, and a WhatsApp thread.
The biggest deal of the quarter is running late. Not because someone dropped the ball, but because nobody can see the whole process.
What if the deal had a complete story — from first contact to go-live?
From pipeline to go-live. Without losing the thread.
The deal doesn't stop at Closed Won.
Proposal, contract, signature, onboarding — every stage has an owner, a deadline, and a status. The process continues with the same clarity as the pipeline.
Your client follows everything.
Exclusive portal via link. The buyer sees the status, sends documents, and signs contracts — no account needed, no calling to ask.
Approvals without bottlenecks.
Discount needs approval? Contract needs legal? Formal decisions with justification and deadline — no email, no Slack.
AI that works for the deal.
Agents review contracts, enforce overdue deadlines, and generate summaries for the manager. Automatically, inside the case.
Where the CRM stops, CaseFy starts.
What CRM does well
What it doesn't do
In complex sales, the pipeline is 30% of the story. The other 70% lives in email, WhatsApp, and spreadsheets.
Every deal becomes a complete case.
With stages, versioned documents, chained approvals, client portal, and AI agents — all in one traceable place.
Everything the CRM lacks. Everything the deal needs.
Stages with SLA
Every phase has a deadline. Automatic alerts before the deal goes cold.
Versioned documents
Proposal v1, v2, v3 — in the case history, not in email.
Traceable decisions
Who approved the discount, when, and why. In the timeline.
Buyer portal
Status, documents, and signature — all via link, no login.
Digital signature
Contract signed inside the process, at the right stage.
AI Agents
Review contracts, enforce deadlines, and summarize the deal for the manager.
Complete timeline
Every action recorded. For audit, forecast, or peace of mind.
Stage automations
Entered "Contract"? Legal notified. Automatically.
Start in minutes.
Build your sales process
Define stages, fields, approvers, and automations. Use a ready-made template or build from scratch.
Open a case for each deal
Each opportunity gets its own life: documents, tasks, decisions, and timeline.
Involve the buyer
Portal via link to follow along, submit documents, and sign — no account needed.
Let the platform work
Automations move stages, AI reviews contracts, alerts enforce deadlines.
Start with one click.
Complex B2B Sale
8 stagesFrom qualification to signature. Fields, SLAs, automations, and AI pre-configured.
Post-Sale Onboarding
7 stagesFrom handoff to go-live. Continue the story after Closed Won.
Renewal & Expansion
7 stagesTreat renewal as a process. Reduce churn, accelerate upsell.
Proposals & RFPs
7 stagesRFPs with heavy docs, strict deadlines, and multiple approvers.
CRM vs. CaseFy — side by side.
Use with your CRM. Not against it.
CaseFy doesn't replace your CRM — it complements it. CRM manages the pipeline. When the deal needs real operations, CaseFy takes over.
Integration via webhooks + Zapier/Make. Native integrations coming soon.
The deal that closes is the deal nobody let go cold.
Free for up to 3 users. B2B Sale template ready to use.
The right process is already waiting for you.
Start free. No credit card, no migration, no hassle.