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The embedded CRM platform

The CRM that runs your business — and embeds into the one you already have.

Fifteen integrated modules, a real inbox, and an AI coach — plus a signed-token embed mode that drops McNif straight into your own product.

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15
integrated modules
Postgres
RLS-isolated tenants
SendGrid
domain-authenticated email
Anthropic
powered AI assistant

What McNif is

One platform, three jobs

Everything a growing team needs to operate, communicate, and grow — without stitching ten tools together.

Operate

Pipeline, deals, tasks, and a live dashboard keep the day-to-day moving — with a cascade that keeps everything in sync as work advances.

Communicate

A real inbox, per-contact calls, SMS, and WhatsApp, plus sequenced outreach — every conversation lands back in the CRM.

Grow

Lead capture, market intel, branded sites, and an AI coach grounded in your own data turn activity into revenue.

Fifteen modules

Built to do the whole job

Explore the full tour →
D

Dashboard

Your whole business at a glance.

A live command centre — pipeline value, today’s tasks, recent activity, and revenue trends in one view. Built to answer “what needs me right now?” the moment you sign in.

P

Pipeline

Move every deal forward.

A drag-free, stage-based pipeline with colour-coded stages and a deal cascade that updates contacts, tasks, and outreach as a deal advances. Nothing falls through the cracks.

C

Contacts

Every relationship, in context.

Rich contact profiles with lead scores, service history, vehicles, tags, and a full activity timeline. Per-contact dial, SMS, WhatsApp, and email are one click away.

D

Deals

Close with clarity.

Track value, stage, and owner across every opportunity. Stage changes ripple through the cascade so the rest of the CRM stays in sync automatically.

T

Tasks

Get the right things done.

A focused task list with priorities, due dates, overdue surfacing, and a bookings calendar view. Complete a task and the timeline updates instantly — no busywork.

L

Leads

Capture and qualify, fast.

An inbound lead inbox with sources, prospecting, referrals, and paid-acquisition views. Capture a lead and a scoring cascade kicks off the moment it lands.

M

Mail

A real inbox, inside your CRM.

Send from your own verified domain or the platform sender, with a Gmail-style Inbox/Sent split, threaded conversations, templates, and reply routing that lands replies right back in the CRM.

C

Comms

Call, text, and chat in one place.

A unified comms panel for per-contact calls, SMS, and WhatsApp — launched straight from a contact or deal so a conversation never means switching tools.

O

Outreach

Sequence your follow-ups.

Build multi-step outreach that advances as contacts respond, wired into the deal-stage cascade so the next step fires at the right moment.

I

Intel

Know your market.

A market-intelligence surface for tracking signals around your contacts and deals — context that helps you reach out at the right time with the right message.

S

Sites

Publish pages that convert.

Build and publish lightweight landing and booking pages tied to your CRM, so a visitor becomes a tracked lead the instant they fill in a form.

S

Studio

Your brand, applied everywhere.

Set your brand once — logo, colours, email signature — and Studio applies it across branded emails, pages, and customer-facing surfaces.

C

Coach

AI that knows your pipeline.

An Anthropic-powered assistant for deal coaching, briefings, and suggested replies — grounded in your actual CRM data, not generic advice.

A

Analytics

Measure what matters.

Revenue, conversion, and activity analytics across the whole platform, so you can see what’s working and double down on it.

S

Settings

Run it your way.

Team and permissions with role-based access, department routing, email-domain authentication, and billing — fine-grained control with sensible defaults.

The differentiator

Embed McNif into your own product

Most CRMs make your customers leave to use them. McNif goes the other way: a signed-token embed mode renders a chrome-less McNif view right inside your admin panel — your users never switch tools.

  • ◆ Host mints a short-lived HMAC-signed token
  • ◆ Iframe loads a chrome-less view, scoped to your tenant
  • ◆ Same role-based access as the full app
How embedding works
crm.mcnifglobal.com/embed

Built for scale

Secure, multi-tenant, by design

Row-level isolation

Every tenant's data is isolated at the database with Postgres RLS — not just filtered in app code. One tenant can never reach another's records, even at the data layer.

Verified senders only

Mail sends only from addresses verified on your own domain, with replies routed back into the CRM. Addresses that were never set up are refused — nothing can send as you without permission.

Account-aware access

Access follows your account's status. A paused or suspended account is locked out at the database, not just the app — there's no back door around the block.

Role-based access

Department routing and fine-grained permissions, enforced on the server and mirrored in the UI.

Ready to grow with McNif?

Start free in minutes. Bring your team, your domain, and your pipeline.

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