For marketing agencies and relationship led small businesses

Just ask. Your CRM answers.

Ask Ifarlo
Which clients haven't I spoken to in 30 days?
You've gone quiet with 4 clients: Northwind Studio, Bell & Vine, Carter PR and Maple Health. Northwind's last reply was 41 days ago. Want me to draft a check-in?
Ask Ifarlo anything…

You don't need an instruction manual for your phone, why would you need one for your CRM?

Ifarlo sets itself up around your business, then gets out of your way. Ask it a question in the app, by voice, from Claude, or by email. It doesn't just tell you the answer, it shows you, right there on screen, ready to act on.

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Free forever plan · No card required · Up and running in one session

A unique setup for your unique business

Use your CRM how you want to

Most CRMs only give you something back when you go to them.
Ifarlo works from where you already are.

Send it an email

Email Ifarlo a few lines about your week, or forward something on. It works out the companies, people, meetings and deals behind it and hands them back for you to confirm. Nothing is filed until you say so.

An email about the week's activity turned into people, deals and activities ready to confirm

Chat and voice

A chat bar on every screen, and your voice on mobile. Ask for a briefing between meetings, or talk your notes in from the car. Plain English in, plain English out.

Ifarlo giving a spoken briefing between meetings

From Claude

Connect Ifarlo to Claude, the AI assistant you already use. Ask it who has gone quiet or what is closing this month, and it answers straight from your Ifarlo data, without you opening Ifarlo at all.

Ifarlo connected to Claude and answering a question about the pipeline

Ifarlo reads your calendar and can send from your own email account when you approve a message. It never reads your inbox. Everything else, you hand it, and nothing lands in your CRM until you confirm it.

Set it up in the time it takes to make a coffee

Answer a few questions, connect your calendar, and Ifarlo does the rest.

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What changes in your week

Features are easy to list. Here is what actually changes in your week.

Outcome
What actually changes
Stop losing an afternoon a week to admin
Every meeting in your calendar is logged automatically against the right person, with no write up and nothing to remember. The Friday admin is already done by Friday.
Never walk into a meeting cold
A briefing lands before every meeting: who they are, what you last discussed, what is open, what to lead with.
Follow up without writing the email
Ifarlo drafts the follow up using what was actually discussed. You review it, and it sends from your own account, so it lands like any other email you send.
Catch the client going quiet before they leave
Ifarlo tracks how warm every relationship is and tells you who has stopped replying, while you can still do something about it.
Know your revenue without building a report
Recurring revenue, run rate and revenue at risk are on screen, and every figure traces back to the deals behind it.
Start with what you already have
Bring your people, companies, deals and past activity across from a spreadsheet or an export from your old CRM. Ifarlo tells you what to import first and maps your columns for you.
Have a CRM your team actually uses
Nothing to configure, no training day, no fields anyone has to remember to fill in. If it is not used, it is not worth paying for.

Built with agencies in mind

Ifarlo works for any business that runs on relationships. We built it alongside marketing agencies first, because agencies have the hardest version of the problem: retainers to keep, new business to win, and a dozen client relationships that all need attention in the same week.

Client accounts flagged at risk based on falling engagement

Retainers, not just deals

Recurring revenue is a first class thing in Ifarlo, so a retainer is tracked as monthly income rather than a one off sale that closed a year ago.

See a client cooling before renewal

Every relationship is scored on real activity. The client who has stopped replying shows up as at risk while there is still time to do something.

Revenue at risk, in a number

Not just which clients are quiet, but what they are worth. Ifarlo shows the monthly revenue sitting behind the relationships that have gone cold.

A whole client, not a single contact

Several people at one client, tracked together, so the account tells you what is happening even when your usual contact goes on holiday.

New business beside the client work

Pipeline and retainers in one place, so you can see whether this month's wins cover this month's churn.

Running by Friday

No consultant, no implementation fee, no rollout plan. Set it up yourself in an afternoon.

Ifarlo is new, and we are building it alongside the agencies using it. If something is missing that your agency needs, tell us, right now that goes straight into the roadmap rather than into a queue.

See how agencies use Ifarlo →

Your business runs.Your CRM keeps up.

However busy your week gets, you're never caught out. Ifarlo stays current in the background, so the details are ready the moment you need them.

A CRM that comes to you

Ask Ifarlo
Brief me on my meeting with Northwind
Meeting in 20 mins. Last spoke 41 days ago about the Q3 retainer. Open deal: £12k, stage Proposal. They asked about reporting — worth leading with that.

Answer a few questions

Tell Ifarlo about your business in your own words. It builds your CRM automatically, with the right fields, stages and structure.

Just ask

Skip the report builder. Ask a question, get an answer in plain English, instantly.

It works around your day

Connect your calendar and Ifarlo briefs you before meetings and logs them automatically afterwards.

How Ifarlo helps your business

Real screens from Ifarlo, set up for a marketing agency, with clients, campaigns, deals and the daily to-do all in one place.

Home

Walk in knowing what to do today

Your home screen pulls the day together: a deal going stale, a reminder you owe someone, today's meetings and how your pipeline is looking. It refreshes the moment you open it, so nothing slips.

A pre-meeting briefing summarising a contact and open deals
People

See who's hot, warm and going cold

Every contact in one list, with how engaged they are and when you last spoke. The clients cooling off are easy to spot before they slip away.

People list showing temperature, email confidence and last activity
A contact

The whole story on one screen

Every meeting logged automatically, what is open, what was last said, and a plain English summary written for you. No tabs to dig through.

A single contact record showing logged meetings, open deals and a plain English summary
Pipeline

Your whole pipeline at a glance

Drag deals through your stages, or switch to a list. Open value, weighted value and totals update as you go, so your forecast is always current, never a week behind.

Pipeline kanban board with deals across Lead, Qualified, Proposal and Negotiation
Reporting

Know your recurring revenue, and what's at risk

See monthly recurring revenue, your annual run-rate, and the clients whose revenue is at risk because they've gone quiet. Every figure traces back to the lines behind it, with no black box.

Recurring revenue report showing MRR, ARR and revenue at risk
Reporting

See how warm your whole base is

A live read on engagement across everyone you track, hot, warm and cold, so you always know where your attention is best spent, and export it in a click.

Contact engagement report with a hot, warm and cold breakdown

See all features →

What Ifarlo does

Feature
What it means for you
Calendar connection
Connects to your Google or Microsoft calendar. Ifarlo reads your upcoming meetings and acts on them automatically.
Weekly summary
Tell Ifarlo about your week in a quick note and it reads it, then creates the people, deals and activities for you to confirm.
AI chat
A chat bar on every screen. Ask anything, like "who haven't I spoken to in 30 days?", and get an instant answer.
Pre-meeting briefings
Before every meeting, Ifarlo sends a summary of the contact, recent activity, open deals and anything worth knowing.
AI CRM setup
Answer a few questions about your business and Ifarlo builds your CRM around you, with the right stages, fields and structure.
Follow-up email AI
Ifarlo drafts follow-up emails after meetings, personalised to the conversation. Review, edit if needed, and send.
Data quality detection
Ifarlo flags stale records, missing information and duplicate contacts, so your data stays trustworthy without manual audits.
Data import
Bring in your existing contacts from a spreadsheet, or an export from your old CRM. Up to 500,000 rows at a time. Ifarlo maps the fields and clears duplicates as it goes.
Automatic meeting logging
Every meeting in your calendar is logged as an activity against the right person, so your contact history builds itself.
Send from your own email
Approve a follow up and it goes out through your own Gmail or Outlook, appearing in your Sent items. Ifarlo never reads your inbox.
Email campaigns
Send a broadcast to a segment of your contacts from your own verified domain, with results tracked back onto the records.
Connect from Claude
Ask Claude about your clients and pipeline, answered straight from your Ifarlo data.

See all features →

Built for today, not bolted on from yesterday

Most CRMs were built over a decade ago and have had AI layered on top. Ifarlo was built from scratch in 2026, so AI isn't a feature, it's the foundation.

Other CRMs
Ifarlo
Built 10 to 20 years ago, with AI added as an afterthought
Built in 2026 with AI at the core from day one
Requires a rollout plan, a project team and training
Up and running in a single session, no team required
Needs an admin to configure and maintain it
Configures and maintains itself around your business
You adapt to the CRM
The CRM adapts to you
Wants access to your whole inbox
Reads your calendar, never your mail
Answers questions by making you build a report
Answers in a sentence, in plain English
Only works when you log in
Works from your inbox, your phone, or Claude

Your data stays yours

No certificates to wave about yet, just plain answers about how your data is handled.

Ifarlo never reads your inbox

Ifarlo reads your calendar, and can send from your account when you approve a message. It has no access to read your mail, not one message.

Emails send from you, not from us

An approved follow up goes out through your own Gmail or Outlook and appears in your Sent items. Replies come back to you, exactly as they would otherwise.

Nothing is filed without you

Anything Ifarlo works out from a note or an email is shown to you first. You confirm it before it becomes a record.

Never used to train AI

Your customer data is not used to train any AI model.

Hosted in the EU

Encrypted in transit and at rest.

Yours to take away

Export any list, or your whole workspace, any time. No fee, no notice period.

Read the full security detail →

Start free, upgrade when you're ready

Free

Everything you need to get going

Free

1 user · 50 contacts

  • ✓10 AI queries per day
Start free
Full access

Per seat

The complete Ifarlo experience

£35/seat / mo

Unlimited contacts

  • ✓Unlimited AI queries
  • ✓Email & calendar
  • ✓Briefings & auto-logging
Get started

More than 10 people? Let's talk →

Full pricing detail →

Frequently asked questions

Is Ifarlo a proper CRM?

Yes. Contacts, companies, deals, pipeline, activities, reporting and email campaigns, everything you would expect. The difference is that it sets itself up and keeps itself up to date, rather than waiting for you to do it.

How long does setup take?

Minutes. Answer a few questions about your business in your own words and Ifarlo builds your CRM around the answers. There is no configuration stage.

Does Ifarlo read my email?

No, never. Ifarlo can send an email from your account once you have approved it, but it has no access to read your mail.

How does Ifarlo know about my meetings?

From your calendar. Every meeting is logged automatically as an activity against the right person, so your contact history builds itself.

Can I import my existing data?

Yes, from a file. Export a CSV from your old CRM or save your spreadsheet as CSV, and bring across people, companies, deals and past activity.

Can I cancel whenever I like?

Yes, in a click from your settings, and export your data on the way out.

See all questions →

Ideas worth your time

Read the blog →
Ways of working

What is a CRM, and what can it actually do for your business?

A plain English guide to what a CRM is, what it does day to day, what it costs, and how to tell whether your business needs one yet.
Ways of working

Why CRM adoption fails, and how to get your team actually using it

Most CRM projects fail on adoption, not software. Here is why teams stop using the CRM, the warning signs to watch for, and how to fix it.
Industry

How marketing agencies use a CRM to improve client retention

Agencies rarely lose clients in a dramatic blow up. They lose them to silence. Here is how a CRM helps you spot the drift early and keep accounts longer.

Try the CRM that does the admin for you

Free to start. No card. Set up in minutes.

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Common questions

What is an AI CRM?

A CRM that uses AI to do the admin for you. Instead of building reports and typing up notes, you ask questions in plain English and Ifarlo answers from your own data. It shows you the records on screen, ready to act on. It also logs meetings, drafts follow ups and flags clients going quiet.

How do I talk to Ifarlo?

However suits you. Ask in the app on any screen, use your voice, message it through Claude, or just email it. Send Ifarlo a note about your week and it files everything for you. You don't have to be sat in the CRM to use the CRM.

How long does Ifarlo take to set up?

One session, usually under an hour. Answer a few questions about how your business works and Ifarlo builds your stages, fields and structure around you. There's no rollout plan and no admin to hire.

Can I import my contacts from another CRM?

Yes. Bring in a spreadsheet or an export from your existing CRM. Ifarlo maps the fields for you and cleans up duplicates as it goes.

Is Ifarlo a good HubSpot or Pipedrive alternative?

It's a good fit if you're a small, relationship led team who found those tools needed more setting up and maintaining than you bargained for. Both are capable, and both have added AI. The difference is how you actually use it day to day.

You ask; it shows you. Most CRMs treat AI as an assistant in a sidebar. You ask a question, you get a paragraph back, then you go and find the records yourself. Ifarlo turns the answer into the screen. Ask which clients have gone quiet and you get the list, filtered and in front of you. No report builder, no saved views, no digging.

Ask from wherever you already are. In the app, by voice, through Claude, or by email. Most CRMs have one front door. Ifarlo meets you where you already work.

It sets itself up. With HubSpot or Pipedrive you start with a blank system and decide the stages, fields, automations and reports yourself. That's why there's a whole industry of consultants who do it for you. Describe your business to Ifarlo in a few sentences and it builds that structure, then adjusts as you change.

Your AI isn't metered. Both competitors charge for AI on top of your seat price, through credits, higher tiers or per result fees, and cap how much you can ask each day. Ifarlo is £35 per seat with unlimited AI. You never have to weigh up whether a question is worth asking.

One plan, not a ladder. Pipedrive runs five pricing tiers, plus five more paid extras on top. HubSpot spreads features across hubs and tiers. Ifarlo has a free plan and a paid plan, and everything's in the paid one.

When they're the better choice. If you need full marketing automation, native calling or hundreds of app integrations, HubSpot or Pipedrive will serve you better. Ifarlo is built for small teams where relationships, not volume, drive the revenue.

Does Ifarlo connect to my email and calendar?

Yes, Google and Microsoft. Ifarlo reads your upcoming meetings, briefs you beforehand, and logs what happened afterwards.

Is my data safe?

Your data is yours. It's stored securely, never used to train AI models, and you can export it or delete it whenever you want.

What does Ifarlo cost?

There's a free plan for one user with 50 contacts and 10 AI queries a day. The paid plan is £35 per seat per month with unlimited contacts and AI. More than 10 people, get in touch and we'll sort out pricing.

Do I need a credit card to start?

No. Sign up free and upgrade whenever you're ready.

Pipedrive and HubSpot plan details checked against each provider's public pricing pages, July 2026. Plans and pricing change often, so check current rates before comparing.