A CRM built to start with your business.
A practical foundation for customer management and communication — ready to use from day one, and ready to adapt as your business grows.
Customer management and communication, organized.
Delfiy's CRM brings customer details, conversations and everyday sales activity into one organized workflow — so your team spends less time hunting for context and more time moving relationships forward.
Riverside Equipment Rentals
Priya Shah · Operations Lead
Conversation
What's included in the CRM foundation.
Customer management
Keep every contact, company and interaction organized in one place.
- Contacts and companies
- Customer profiles and notes
- Activities and tasks
- Tags for segmentation
- Customer timeline
Conversations
Bring customer communication into a shared, trackable view.
- Email and supported messaging channels
- Full conversation history
- Conversation assignment and ownership
- Internal notes on a conversation
Specific messaging channels are available by configuration; availability depends on provider setup.
Sales workflow
Track opportunities from first enquiry through to a closed deal.
- Leads and deals
- Follow-ups and reminders
- Statuses and pipeline stages
- Assignments and notifications
Platform foundation
The underlying structure that keeps data organized, secure and auditable.
- User roles and permissions
- File and attachment storage
- Notifications
- Audit logging
- API capabilities
From enquiry to next action, end to end.
A simple illustration of how a single customer enquiry moves through the CRM.
- EnquiryA new customer enquiry arrives through a connected channel.
- ConversationThe conversation is logged and assigned to a team member.
- Customer recordA customer record captures the details, company and history.
- Follow-upA follow-up task or reminder is scheduled against the record.
- Next actionThe team sees a clear next action and moves the relationship forward.
When the CRM foundation isn't enough on its own.
The CRM foundation covers the core of customer management and communication. When your workflow needs something more — a custom field, a new module, an integration or a different approval step — that's where customization and additional development come in.
Deployed independently, in your own environment.
Each CRM deployment can run independently in the customer's own AWS account, giving you control over your cloud environment and business data while Delfiy's team develops and manages the application.
CRM questions, answered.
Can I start with only the CRM?
Yes. The CRM is the starting point. Further customization or additional software can be considered as your needs become clearer.
Can the CRM be customized for our workflow?
The CRM foundation can be adapted through agreed configuration and development. The exact scope is identified during workflow discovery.
Can you integrate our existing tools?
Integrations can be assessed during discovery. Feasibility depends on the systems, available APIs, access and business requirements.
Where will our application be hosted?
The intended model supports independent deployment in the customer's own AWS account. The deployment arrangement and responsibilities are confirmed for each project.
Who owns our business data?
The model is designed to keep the customer's business data in the customer's environment. Data access, handling and responsibilities should be explicitly agreed.
Let's make your business workflows work better.
Tell us how your team works today and what you would like your software to do. We'll help you explore a practical starting point.
Discuss Your Business