Naya CRM
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Tutorials

See exactly how Naya CRM works.

No sign-up, no sales call. Each walkthrough runs itself — watch the cursor, read the caption, and you'll know which buttons to press before you ever log in. A lead is "successful" when it reaches Closed Won: signed, paid and counted against your target.

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The board in 60 seconds

Where your deals live, what each column means, and how a card moves right.

Pipeline
R 486 000 · 74% of target
New Lead
Sasol Mining
92
Naya Researching
Action Required
Verbal Agreement
Closed Won
1. Open the Board

Everything starts here. One card = one company you want to sell to.

  1. 1. Open the BoardEverything starts here. One card = one company you want to sell to.
  2. 2. New LeadFreshly imported or mined. Nobody has touched it yet — assign an owner.
  3. 3. Naya ResearchingNaya finds contacts, emails, phone numbers and buying signals. You wait.
  4. 4. Action RequiredHomework is done and a draft is ready. A human must approve and send.
  5. 5. Verbal AgreementThey said yes. Naya drafts the agreement and a payment link automatically.
  6. 6. Closed WonSigned and paid. This is what success looks like — it counts to your target.

Working a single lead

Open a card, read Naya's research, approve the email, log the outcome.

Pipeline
R 486 000 · 74% of target
New Lead
Sasol Mining
92
Naya Researching
Action Required
Verbal Agreement
Closed Won
1. Click any card

Cards are sorted hottest first, so the top card is your best use of time.

  1. 1. Click any cardCards are sorted hottest first, so the top card is your best use of time.
  2. 2. The side drawer opensContacts, past emails and calls, Naya's research and the deal value — all in one place.
  3. 3. Check the heat scoreBuilt from opens, clicks, replies and recency. A red flame means call today.
  4. 4. Approve the draftNaya writes the email for the right persona. You edit, then send. It never sends alone.
  5. 5. Log the outcomeEvery call and email becomes an interaction. If it isn't logged, it didn't happen.

Asking Naya for help

The chat bubble that researches companies, finds decision makers and drafts outreach.

Pipeline
R 486 000 · 74% of target
New Lead
Sasol Mining
92
Naya Researching
Action Required
Verbal Agreement
Closed Won
1. Open Naya

The bubble sits bottom-right on every screen.

  1. 1. Open NayaThe bubble sits bottom-right on every screen.
  2. 2. Ask in plain English"Who makes the buying decision at this company?" — no query language, no filters.
  3. 3. It researchesCompany registry, website, maps listings and people search — with a source trail.
  4. 4. You approveNew contacts and field changes arrive as tasks you accept or reject.

Closing and getting paid

From verbal yes to a signed agreement and money in the bank.

Pipeline
R 486 000 · 74% of target
New Lead
Sasol Mining
92
Naya Researching
Action Required
Verbal Agreement
Closed Won
1. Drag to Verbal Agreement

One drag triggers the whole closing sequence.

  1. 1. Drag to Verbal AgreementOne drag triggers the whole closing sequence.
  2. 2. Agreement draftedNaya writes the MSA from your template with the correct amounts and terms.
  3. 3. Quote or invoiceSend a branded PDF with a public approval link the customer can sign online.
  4. 4. Payment linkPaystack link attached. When it clears, the card advances by itself.
  5. 5. Closed WonSuccess = signed and paid, with the deal value recorded against your goal.

Approving Naya's research

Naya proposes, you approve. Flag a wrong Google match and it never comes back.

Pipeline
R 486 000 · 74% of target
New Lead
Sasol Mining
92
Naya Researching
Action Required
Verbal Agreement
Closed Won
1. Open the lead

Naya has filled the gaps: address, phone, website, socials — each as a proposal, not a fact.

  1. 1. Open the leadNaya has filled the gaps: address, phone, website, socials — each as a proposal, not a fact.
  2. 2. Read the proposalEvery value carries a confidence score and a source link. An exact Google match in the right town lands by itself; the rest wait for you.
  3. 3. Approve or rejectApprove writes it to the lead. Reject asks why: wrong business, wrong country, wrong value, or a note.
  4. 4. Wrong businessOne click drops the Google profile, withdraws everything from it, and blocks that match for this lead forever.
  5. 5. Discovered leadsNeighbours Google returned along the way are parked for a person to add or dismiss. Nothing enters the board on its own.

Send an email with one clear ask

Hook, body, button. Book a call, start a trial, or receive a call — in the campaign's brand.

Pipeline
R 486 000 · 74% of target
New Lead
Sasol Mining
92
Naya Researching
Action Required
Verbal Agreement
Closed Won
1. Open the Send tab

Naya's draft follows the campaign's Conversation DNA: one specific hook, a short body, one ask.

  1. 1. Open the Send tabNaya's draft follows the campaign's Conversation DNA: one specific hook, a short body, one ask.
  2. 2. Pick the askBook a call, Start a trial, or Receive a call from an agent. One button, never three.
  3. 3. Sent in the brandLogo, the hook large, the body, the button, the signature, support line, legal footer and a working unsubscribe.
  4. 4. They book a callThe booking page shows real slots from your calendar. Picking one creates the Zoom meeting, the calendar invite and a confirmation.
  5. 5. Heat goes upA booked call is the strongest signal there is. The lead jumps to the top of Triage with a task due at call time.

Let the sequence do the follow-ups

Switch the drip on for a campaign and Naya sends touch two, three and four on schedule — until they reply.

Pipeline
R 486 000 · 74% of target
New Lead
Sasol Mining
92
Naya Researching
Action Required
Verbal Agreement
Closed Won
1. Start the sequence

In the Send tab, press Start. Day 1 email, Day 2 WhatsApp, Day 4 email, on through Day 8, inside working hours.

  1. 1. Start the sequenceIn the Send tab, press Start. Day 1 email, Day 2 WhatsApp, Day 4 email, on through Day 8, inside working hours.
  2. 2. Fresh every timeEach touch is written from the campaign's DNA and the lead's research. Naya knows what was already sent, so nothing repeats.
  3. 3. They replyThe moment they answer on any channel, book, ask for a call, or unsubscribe, the sequence stops on its own.
  4. 4. You take it from hereThe reply lands in Action Required with the whole thread on the lead. Every touch is on the timeline.

Your first morning

The five-minute routine that keeps a pipeline healthy.

Pipeline
R 486 000 · 74% of target
New Lead
Sasol Mining
92
Naya Researching
Action Required
Verbal Agreement
Closed Won
1. Start in Triage

One ranked worklist across every campaign. Always work it top-down.

  1. 1. Start in TriageOne ranked worklist across every campaign. Always work it top-down.
  2. 2. Clear your inboxEmail, SMS and WhatsApp replies land in one thread per lead.
  3. 3. Empty Action RequiredIf this column is empty by lunch, you had a good morning.
  4. 4. Check your numberTargets update live, so you always know if you're on pace.

Ready to run your own pipeline?

Every new account gets the same walkthrough inside the app, plus a written guide and glossary for anyone who has never used a CRM before.

Create an accountSee pricing