Lead intelligence and sales operations, in one place.
From first inquiry to signed deal: capture the lead, let AI score the site and build the quote, and keep every next step in front of the team.
Accounts are provisioned by a Neffinity administrator.
A new inquiry is logged with site, budget and attachments.
Lead intake
Log inquiries with the website, budget, timeline and any attachments the prospect sent.
AI lead analysis
A server-side function audits the site and returns scoring, pricing and a closing plan.
Pipeline
Move every lead from New through Won or Lost, with activity logged automatically.
Proposals
Turn an approved plan into a branded, client-ready proposal PDF in a couple of clicks.
Access is role based
Sales users only see the leads they created or were assigned. Administrators see the whole agency, manage the team, and set pricing. These rules are enforced in the database, not just the interface.