McNif CRM is a customer relationship management platform for small businesses and growing teams. It combines contact and customer records, deal pipelines, tasks, and a dashboard for tracking leads, work due, and pipeline value. Customer profiles can include interaction history, notes, vehicles, and related calls, messages, and emails. The platform includes an inbox, email and SMS communication, WhatsApp messaging, calls, sequenced outreach, lead capture, market intelligence, branded websites, and an AI coach that uses the business’s data. As deals advance through pipeline stages, related contacts, tasks, and follow ups are updated. Teams can use these tools to manage customer relationships, coordinate work, and track sales activity in one system. McNif CRM also offers an embedded mode for businesses that want to provide CRM features within their own product. This mode uses a short lived HMAC signed token issued by the host application to load a tenant scoped interface in an iframe. The embedded view omits the platform’s standard navigation and uses the same role based access controls as the full application.