Meet Alfred

View and Manage Leads

Keep track of your contacts' recent activity, effortlessly organize them with tags, and include useful notes.

CRM Features: Tags, Notes, & Activities

View and manage excluded leads that avoid unwanted interactions.

Exclude Contacts from Meet Alfred Campaigns

Organize your contacts by creating and using tags that reflect their needs, interests, and other essential information.

Tag Manager 📹

Manage Your Replies

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here's our videos to learn how to manage your leads

Lead & CRM Management

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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