01
See the customer 360°
Contact card brings notes, calendar, deals, tasks, files and past interactions onto one screen. Which project, which stage, last conversation — all crystal clear at a glance.
Feature · CRM
Customer relationships — not in a spreadsheet, in a flow.
Customer card, sales pipeline, quotes, contracts and forms — all inside Managelify. No HubSpot setup; Mana AI catches risk and opportunity signals early.
360°
customer view
Single flow
sales + quote + contract
Mana AI
for risk & opportunity
CRM PREVIEW
Screenshot slot ready
When the visuals arrive they'll snap into these frames — sized and proportioned for the product UI.
Customer cardSales pipelineQuote & contract
Live system · Real-timeDon't just read about it —
Don't just read about it —
use Managelify.
No sign up, no card, no setup. One click opens the real dashboard with projects, tasks, Mana AI and the calendar — exactly as if it were your own account.
No sign up requiredNo credit card neededAll modules unlocked
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PROBLEM
The customer lives across 6 tools — nobody on the team sees the whole picture.
List in Excel, pipeline in HubSpot, chat in WhatsApp, quote in Drive, contract in email. The customer speaks once — the team starts from scratch every time.
EXCEL & SHEETS
Customer list lives in a spreadsheet; who called, what was discussed, current status — nobody knows. Data ages, one delete and it's gone.
HUBSPOT / PIPEDRIVE
Powerful but a separate system; project, task, calendar, files in another tool. Opportunities live in CRM — production team has no clue.
WHATSAPP & EMAIL
Customer conversations scattered across channels; no record, history isn't searchable, knowledge vanishes when ownership changes.
WORD PROPOSALS
Every quote from scratch; inconsistent pricing, off-brand, no follow-up. Customer asks 'did you send it?' — panic.
PDF CONTRACTS
Separate tool for signatures; process drags for days; unclear who signed; archive is messy.
CUSTOMER HANDOVER
Account manager changes — the new person can't answer 'what did the customer want?'; relationship restarts from zero.
Single flow · WRM
Customer + sales + quote + project — in one context.
Classic CRMs collect data; they're disconnected from the delivery team. Managelify CRM links the customer card to projects, the call to a task, the quote to a contract, the contract to the calendar. We call this Work Relationship Management (WRM) — relationship and work live in the same system.
Customer 360°
Sales pipeline
Quote
Contract
Product catalog
Form & lead
Tag & segment
Mana AI
02
Run sales on the pipeline
Manage opportunities through Lead → meeting → quote → won/lost stages with drag-and-drop. Every deal links to a customer card and a task; follow-ups never slip.
03
Build quotes, contracts, products
Pick line items from your product catalog, create the quote, convert it to a contract. Collect leads via forms; they drop into CRM automatically. Whole process in one system, one brand.
04
Let Mana AI surface risk & opportunity
Mana AI reads messages, meetings and activity data to detect customer signals. Dissatisfaction, risk, buying intent — caught early, follow-up tasks proposed automatically.
DEPTH
Customers, sales, AI and settings.
CRM is not a list. In Managelify every customer lives with their history, opportunities, quotes and projects. Relationship is no longer a record — it becomes a system.
CustomerSales & quotesAI signalsScenariosSettings
Customer features
- 360° customer card
- Notes, calendar, deals, tasks
- Customer history & interaction logs
- Customer segmentation
- Tags & custom fields
- Files attached to customer
- Customer channel / conversation
- Account owner assignment
Sales & quotes
- Sales pipeline (drag-and-drop)
- Stage customization (Lead → Won)
- Quote builder & templates
- Product & service catalog
- Form builder & embed
- Contract management
- Deal value & probability
- Conversion funnel report
AI signals
- Customer risk & sentiment signals
- Buying intent detection
- Auto follow-up task suggestion
- Quote drafting assistant
- Customer summary (history + status)
- Email reply draft
- Pipeline priority suggestion
- Auto actions from messages/meetings
Use scenarios
- Freelancer customer & quote management
- Agency account management
- Startup B2B sales pipeline
- Consulting & project-based sales
- B2B e-commerce customer relations
- Training & workshop participant management
Settings & security
- Pipeline stages & automation
- Customer custom fields
- Quote & contract templates
- Brand identity (logo, color)
- Form & lead source mapping
- Permissions & sharing roles
- Data retention & GDPR/KVKK
- Tag & segment rules
ENHANCERS
Not just storing data — turning the relationship into a thinking system.
CRM + project + chat in one context
From the customer card open a project, start a call, assign a task. No bridge between CRM and delivery — same system.
Quotes & contracts in one place
Add line items from the catalog, generate the quote, convert to contract. Every document lives on the customer card; no more 'which version?'.
Role-based, GDPR compliant
You decide who can see, edit, export which customer. Data retention, audit trails and right-to-be-forgotten fully under control.
Mana AI = a live sales team
Mana AI reads messages, meetings, activity; suggests risk/opportunity signals. Not a passive CRM — a thinking, reminding, action-producing layer.
Let it listen to the customer — and surface the opportunity.
Mana AI analyzes messages, meetings and activity history. It extracts risk signals (dissatisfaction, silence) and opportunity signals (buying intent, additional requests). It proposes follow-up tasks, email drafts and quote suggestions — turning CRM from a passive database into a thinking system.
Risk & sentiment signalsBuying intent detectionQuote & email draftsPipeline priority suggestions
SAMPLE SUMMARY
"ABC has been silent for 12 days; last meeting raised pricing concerns. Risk: medium. Want me to add a revised quote task for tomorrow?"
Customer signal analysis Pipeline prioritization Quote & email drafts One-click to a task
WHO IT'S FOR
From solo to team — every customer relationship lives in the system.
Freelancer
Solo customer management — nothing falls through the cracks.
A lead arrives via form; lands on a CRM card. Have the call, send the quote, sign the contract — all on the same card. When Mana AI says 'this customer's been silent for 7 days, want to follow up?', the opportunity doesn't slip.
Agency
Account management & delivery team speak the same language.
Account manager updates the customer card; the delivery team sees the same context. New quote, extra revision, contract renewal — all on the pipeline. Even if the account changes hands, history, notes and files stay put. Customer explains once, team always knows.
Startup & B2B team
Sales pipeline + product development in one system.
Build a Lead → demo → quote → won pipeline; the right task auto-generates at every stage. Mana AI brings high-intent customers to the front. Sales team works the pipeline, product team gets feedback — all from the same CRM. Growth happens in one flow.
COMPARISON
HubSpot, Pipedrive, Salesforce — each is a piece. Managelify is the whole.
The table below shows the strengths of popular CRM tools and the integrated single-flow Managelify CRM offers.
TOOLSTRENGTHGAP
HubSpotBroad ecosystem & marketingPricey tiers; project/task/chat separate; too much for small teams
PipedriveClean pipeline focusNo project, file or chat integration; limited AI delivery layer
SalesforceEnterprise powerComplex & costly; long setup; overkill for freelancer/agency
Excel / SheetsFlexible & freeNo automation, history vanishes, weak team sharing, no AI
Notion CRM templatesCustomizableNo pipeline automation, quotes, contracts or action AI
Managelify CRMWRMCustomer + sales + quotes + contracts + projects + Mana AI in one flow—
EXPLORE MORE
Discover CRM together with the rest of Managelify.
Project Management
Open a project right from the customer card; relationship ties to delivery.
Task Management
Pipeline stages map to tasks; follow-ups become automatic.
Built-in Meet
One-click customer calls; recordings attach to the CRM card.
Recording & Transcript
Customer conversations become a searchable memory.
Calendar
Appointments, follow-ups and meetings sync with the pipeline.
All modules
See Managelify's 8 categories and 33 modules in one panel.
FREQUENTLY ASKED
Clear answers about CRM.
What exactly does Managelify CRM do?
Managelify CRM is a built-in CRM system that handles customer relationships, the sales pipeline, quotes, contracts, the product catalog and forms in a single flow. It is not a separate tool like HubSpot or Pipedrive — it shares the same context as your projects, tasks, calendar, files and chat. Everything about a customer lives on a single 360° card.
Can it replace HubSpot, Pipedrive or Salesforce?
More than enough for small-to-mid teams and freelancers. HubSpot and Salesforce are enterprise-heavy CRMs; Managelify CRM, with its single-flow principle, runs natively integrated with project, task and chat. No separate subscriptions, integrations or data silos. And Mana AI turns the passive nature of classic CRMs into a delivery layer.
How does the sales pipeline work?
You define stages like Lead → meeting → quote → won/lost. Drag-and-drop opportunities between stages; every stage can auto-generate tasks or reminders. With deal value, probability and expected close date, you get a conversion funnel report — see what's coming before it lands.
Is there quote and contract management?
Yes. Define items in the product and service catalog; in the quote, drag items in and the system calculates price, discount and tax. Convert won quotes into contracts; every version is preserved on the customer card. Your brand identity (logo, color) stays consistent across all documents.
Can I collect leads via forms?
Yes. Build forms you can embed on your website; submissions drop straight into CRM as customer cards. Lead source, assigned owner and follow-up task can be triggered automatically. Form → CRM → task — manual data entry is over.
What does Mana AI do in CRM?
Mana AI analyzes customer messages, meeting transcripts and activity history. It surfaces risk signals (dissatisfaction, silence, tone shift) and opportunity signals (buying intent, additional requests). It proposes auto follow-up tasks, email drafts and quote drafting suggestions — turning CRM from a passive database into a thinking system.
Is my CRM data secure? Is it GDPR compliant?
Yes. Your data is encrypted end-to-end and stored with role-based access. You decide who can see, edit, export which customer. Fully GDPR and KVKK compliant; data retention period, audit trails, right to be forgotten and export under full control. A customer's 'delete my data' request is processed in one click.
Does information get lost during customer handover?
No — this is one of Managelify CRM's biggest differences. Every note, email, call transcript, quote, contract, task and file related to a customer lives on the card. Even if the account manager changes, the new person inherits the customer with full context, not from scratch. Mana AI generates a 'last 6 months' summary in one click.
MANAGELIFY
Don't take our word for it — try CRM today.
No sign-up, no card, no setup. Add your first customer; pipeline and actions start flowing automatically.