CRM

Keep the next conversation connected to the last.

Connect events, contacts, and referrals. Keep attachments, next steps, and Stripe invoice payments with your network.

Get started

Part of Adverfly. Built around your business. View plans

adverfly / crm
YOUR WORKSPACE

CRM

Sample
See the relationship

Connect contacts, events and referrals in your network.

Keep the next step visible

Keep attachments and next steps with your contacts.

Bring payment context along

Keep Stripe invoice payment information with your network.

One connected workspaceIllustrative preview
Illustrative preview · Sample content
Explore CRM

The Adverfly platform is trusted by growing brands worldwide

… and many more brands & agencies

See all case studies
Compared

CRM, in one connected workspace.

See how CRM brings the work together, compared with managing the same tasks manually.

Capability

CRM

All in one platform

All apps work together

Manual workflow

Spreadsheets & separate tools

Managed by hand
CRM at a glance
See the relationship

CRMConnect contacts, events and referrals in your network.

✕

Manual workflowMaintain separate contact lists and event notes.

Keep the next step visible

CRMKeep attachments and next steps with your contacts.

✕

Manual workflowSearch messages for the commitment made in a previous conversation.

Bring payment context along

CRMKeep Stripe invoice payment information with your network.

✕

Manual workflowCheck payment records separately from the relationship history.

Workflow comparison with a manual setup. Availability depends on your plan, connected services and app access.

Highlights

A closer look at CRM.

For teams managing contacts, events, referrals and relationship context.

CRM
See the relationship
Keep the next step visible
Bring payment context along
ILLUSTRATIVE PREVIEW

See the relationship

Connect contacts, events and referrals in your network.

CRM
See the relationship
Keep the next step visible
Bring payment context along
ILLUSTRATIVE PREVIEW

Keep the next step visible

Keep attachments and next steps with your contacts.

CRM
See the relationship
Keep the next step visible
Bring payment context along
ILLUSTRATIVE PREVIEW

Bring payment context along

Keep Stripe invoice payment information with your network.

← Swipe →

How it works

Make CRM part of your workflow.

Start with your workspace, shape the setup around your business and put the app to work.

ADVERFLY WORKSPACE

CRM

1See the relationship
2Keep the next step visible
3Bring payment context along
Connect your workspace

ILLUSTRATIVE PREVIEW

Connected apps

One platform. More possibilities.

Build on CRM with the other apps in your Adverfly workspace. Explore the tools that fit the next part of your workflow.

Notes

A simple freeform notepad to jot down ideas, reminders, and observations for your workspace.

Explore Notes

Workflows

Multi-step automation workflows: chain triggers → conditions → waits → actions across all Adverfly apps.

Explore Workflows

Adverfly AI

AI assistant that answers questions and surfaces insights across your entire workspace — pixel events, MMM, surveys, recommendations.

Explore Adverfly AI

← Swipe →

FAQs

Questions about CRM?

The details before you get started. For your specific setup, talk to our team.

Made in GermanyGDPR compliantEU hosting

Put CRM to work for your business.

See how CRM fits your customers, your data and the way your team works.

Get started