Your CRM manages the pipeline.
CaseFy orchestrates the operation.
From qualification to signed contract and onboarding, orchestrate every deal with documents, approvals, client portal and AI agents.
Free for up to 3 users. No credit card required.
The CRM stops here.
After the pipeline, your deals enter no man's land.
What CRM does well
What CRM does NOT do
In complex sales, the pipeline is only 30% of the story. The other 70% lives in email, WhatsApp, Drive and spreadsheets.
Sound familiar?
“The contract has been with legal for 8 days and nobody knows the status.”
“The client sent documents by email and the rep can't find them.”
“The proposal needs 3 internal approvals and the deal went cold.”
“The deal closed but onboarding became a black hole.”
Every deal becomes a case.
A case is much more than a pipeline card. It's the complete lifecycle of the sales operation — with everything connected.
Everything the CRM lacks. Everything you need.
Stages with SLA
No more deals stuck without anyone noticing.
Documents + Versions
Proposal v1, v2, v3 — all in history, no email.
Formal decisions
Discount approval with justification and audit trail.
Client portal
Buyer follows the deal without calling to ask.
Digital signature
Contract signed within the process, not in separately platforms.
AI Agents
Doc Reviewer reviews contracts. Deadline Guard tracks deadlines. Summarizer summarizes for the manager.
Auditable timeline
"Who approved this discount?" — it's in the timeline, with date and time.
Automations
Deal entered "Contract"? Legal is notified automatically.
4 steps to orchestrate sales
Create your sales template
Define stages, fields, SLAs and automations for your sales process.
Open a case for each deal
Each opportunity becomes a case with its own lifecycle: docs, tasks, decisions, timeline.
Involve the client
External portal for the buyer to track, submit documents and sign contracts.
Let AI work
Agents review proposals, monitor deadlines and generate executive summaries automatically.
Start in 5 minutes with ready-made templates
Complex B2B Sale
8 stagesFrom qualification to signature. With pre-configured fields, SLAs, automations and AI agents.
Post-Sale Onboarding
7 stagesFrom handoff to go-live. Continue the deal story after Closed Won.
Renewal & Expansion
7 stagesTreat renewal as an orchestrated process. Reduce churn, accelerate upsell.
Proposals & RFPs
7 stagesRFPs with heavy documentation, strict deadlines and multiple approvers.
CaseFy vs. traditional CRM
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.
Complex sales need more than a pipeline.
Start free with the Complex B2B Sale template. No credit card, no migration.
Free for up to 3 users. Template ready to use.