CRM that automates and systematizes your business

Complete and easy-to-use CRM for automating business processes and customer relationship management. We have the perfect solution for you! The friendly interface, secure system and premium functionalities make this Soft CRM the ideal choice for managing and efficiently organizing your business.

Trusted over 2300+ companies.
How CRM helps you

The CRM we provide is a customer relationship management software that is perfect for almost any business, freelancer, or any other use of it. With its clean and modern design, CRM can help you look more professional to your customers and at the same time help you improve your business performance.

Dashboard widgets

User-friendly dashboard with powerful widgets that provide an overview of everything happening in your company.

Features

Projects

Manage and invoice projects to customers with the help of project management functionality. Track time spent on tasks and bill your customer. You can record the hours worked by staff members on each project and then generate invoices for customers based on those hours. This allows you to bill clients for services rendered based on the actual work time dedicated to their project. The CRM offers the ability to be able to assign multiple staff members per task and track timer per assigned staff.

Invoices

Create professional invoices and send them directly to customers via email, including invoice PDF. You can set up the invoice recurrence and it will be automatically created after the set period. The recurring period can be days, weeks, months or years. Also, each customer will be able to view their invoices in the customer dashboard.

Subscription

Bill your customers faster with our awesome Stripe Subscriptions feature. Create the subscription, send the subscription to your customer and let CRM Software and Stripe do all the work while you focus on more important tasks.

Quotes (Estimates)

Create quotes (Estimates) in minutes. Send quotes to customers and wait for them to accept. The CRM offers the ability to automatically convert the quote into an invoice after the customer accepts it. Your customer can also view and take action on the quote, such as accepting or declining it, from the customer dashboard.

Proposals

Create beautiful proposals and impress your leads or customers. Include images, tables, articles with the help of the awesome editor features. Your customer can also view and take action on the proposal, such as accepting or rejecting it, from the customer dashboard.

Expenses

Record the expenses of the company. You can set up a recurring expense and the expense will be created automatically after the set period. The recurring period can be days, weeks, months or years. You have the ability to set billable expenses for customers or for certain specific projects.

Payments

Register and receive payments in different currencies. PDF file automatically generated and sent to the client. Ability to add partial payments to invoices is available.

Leads

Keep track of leads in one place and easily monitor their progress. The CRM allows you to automatically import leads from emails, add notes, create proposals, and attach files. Organize your leads by stages and effortlessly change stages with drag and drop.

Support

An excellent customer support system that helps you track and quickly resolve issues with the ability to automatically open tickets from emails, insert knowledge base links, and add predefined responses.

Calendar

You have a clear view of all your company's upcoming events, invoice payments, contract expirations, quotation expirations, task deadlines, reminders. You will never miss anything from your calendar.

Tasks

You can create tasks for staff members, add followers, and attach files. Staff members can add comments to tasks and upload files. Tasks can be linked to various important functions within the company.

Knowledge base

You can create articles in the knowledge base and organize them into groups. This will help you assist your customers and build trust with them.

Contracts

You can easily create a contract and send it directly to the customer's email address. The customer can review the contract in their dedicated dashboard and electronically sign it using the CRM's digital signature functionality.

Goal tracking

By using the goal tracking feature, you can keep track of your sales targets and other objectives. This functionality allows you to inform your staff about their progress and achievements in meeting the set goals, helping you stay on top of performance and provide feedback as needed.

To Do List

Each staff member has their own To Do List with board items to increase productivity. Easily change To Do Item status by dragging and dropping.

E-Signature

Let's forget about the documents that need to be printed for signing. The CRM we provide has the functionality for electronic signature (E-Signature). With this feature, the contracts, proposals, and quotes you create in the CRM can be electronically signed. Let your customer easily sign those documents and make your life easier.

Customer dashboard

The customer area is completely separate from the administration area. Each customer has their own portal where they can track: invoices issued by your company, contracts, quotes (estimates), and proposals. Also, from the Dashboard, the customer can open tickets to your company, attach files, and follow the events in the calendar.

Reports

CRM reports provide you a clear view of everything that’s happening in your company. Track income vs. expenses and lead conversions.

Sales report

Expense Report

Sales vs. Expenses Report

Report Timesheet

Leads Report

Short description of the features
Customers

Easily manage your customers and their contacts, create multiple contacts for your customers, and set appropriate permissions. The Customer Area is completely separate from the Administration Area. Customers have their own customer portal with all the financial data of your company presented clearly.

Invoices

CRM software allows you to track your invoices, products/services and generate reports. New currencies can be added and different currency can be set for each customer so that invoicing can be done according to the currency set to each customer. Invoicing with different fees depending on the fee set for each product/service.

Recurring invoices

Create recurring invoices that will be automatically re-created without lifting a finger based on the period specified for the recurring invoice. The time period for the recurrence can be set in days, weeks, months, or years.

Recurring expenses

Set up a recurring expense and the expense will be automatically re-created after the specified period. The time period can be days, weeks, months or years.

Quotes (Estimates)

Create an quote (estimates) in one minute, send it to the customer, and wait for them to accept it. Add notes for better organization for future actions, create reminders. The ability to automatically convert the quote into an invoice after the customer accepts it.

Proposals

Create beautiful proposals for leads (potential customers) or existing customers and increase your sales. Receive a notification when the proposal is accepted/rejected and automatically send a thank-you email to the customer after the proposal is accepted. Send a delayed reminder for the proposal before X days are available.

Online payments

Receive online payments through integrated payment processors such as Paypal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money, and Braintree. We have implemented payment gateways that are available in most countries.

Projects

You can manage projects and track the time spent on each project for every staff member. Record project expenses and invoices and bill your clients faster. You can record the hours worked by staff members on each project and then generate invoices for clients based on those hours. This allows you to bill clients for services rendered based on the actual work time dedicated to their project. A professional Gantt chart is included for each project and staff member.

Leads

Leads or potential clients are a crucial part of any company. Every company strives each day to acquire new potential clients. It has very often happened that a potential customer calls and asks for a certain service that your company provides, and then sometimes this is forgotten. With this Soft CRM that we provide you will never forget your potential customers again and you will be able to manage them all in one place. Keep your leads in one place and easily track their progress. Ability to automatically import leads from email, add notes, create proposals. Organize your leads into stages and easily change stages with drag and drop. CRM software also offers the ability to automatically import leads from Web forms that you can create in CRM and place on your website, import leads from CSV file. is also included.

Web Forms for Leads

Create unlimited web forms for leads and embed them on your website. This feature allows you to import leads into CRM directly from the form. Use web forms to gather more leads, ask for information about potential customers, and let them request quotes directly from your website.

Contracts

You can add new contracts based on your customers. Adding contracts is very simple, you can set the start date and end date and have a clear view of all your company’s contracts in one place. You will no longer need to search through your office documents. Create PDF contracts and send to your customers from CRM. The function of setting reminder about the contract delay is available.

Tickets

Excellent ticketing system with automatic responses, private notes for ticket personnel, ticket assignments, attachments, predefined ticket responses, linking to the knowledge base, ticket priorities, ticket statuses.

Departments

Assign staff to specific departments and have the ability to automatically import tickets through the email designated for each department.

Custom fields

In addition to the fields already defined in the CRM, you can create additional custom fields according to your company’s needs to fully cover the necessary information required by your company. You can create custom fields for customers, leads, tickets, companies, quotes, and many others.

Reminders for staff

Set up reminders for staff members with the ability to be notified by email and in CRM Software. Reminders are available for all important features in CRM.

Events

You can create both private and public events within the Soft CRM. Private events will only be visible to the individuals or teams designated to have access, ensuring confidentiality. Public events, on the other hand, can be viewed by all relevant staff members, providing transparency and visibility across the organization.

Email templates

Configure predefined email templates from the text editor. Merge available fields and options in in several languages available.

Staff roles and permissions

You can grant specific permissions to the staff for what they can or cannot do. Role permissions can be revoked/replaced for each staff member.

Goal tracking

Set the objectives and track the achievements. Use the goal tracking feature to keep track of the established sales and other objectives, not just sales-related ones.

Personal "To Do"

Each staff member can have their own dashboard with personal “To Do” items, which will allow them to easily organize their work.

Personal

Manage all of your staff from one place.

Newsfeed Company

Share great company events, upload documents, easy communications with employees.

Tasks of the staff

Assign tasks to multiple employees, add followers, comments and attachments to tasks. Connect tasks to many CRM software features and stay organized.

Recurring tasks

By creating recurring tasks, they will be automatically recreated for a certain period.

Surveys

Create surveys with one click. Send to staff, leads or to current customers by email. Increase customer retention with embedded surveys.

Reports

Sales reports
Expense reports
Customer reports
Custom date selector
Lead conversion
Knowledge base articles (Track if your article is helpful to customers, improve the text based on votes)

Knowledge base

Add articles to the knowledge base in the text editor. Vote included in the customer area “Did you find this article helpful?”.

Media library

Upload files to your media library. Each non-admin staff member has their own folder for uploading files.

Great Product Analytics With Real Problems.
GEMs are robotics algorithm for modules that built and optimized for NVIDIA Jetson AGX platform. Data should underlie every business decision.
No hidden costs! Choose your plan.

All CRM packages are without limit of: storage space, number of connections, number of services, customers and suppliers, number of quotes created, contracts generated, invoices issued or receipts. There are NO setup costs or other hidden costs.

Package 1 user

30 9,99 / Per month
  • Initial account configuration
  • 1 company
  • 1 user
  • Access to all functionalities
  • No data limit
  • Support

Package ≤ 5 users

50 29,99 / Per month
  • Initial account configuration
  • 1 company
  • 5 users
  • Access to all functionalities
  • No data limit
  • Support

Package ≤ 10 users

100 59,99 / Per month
  • Initial account configuration
  • 2 companies
  • 10 users
  • Access to all features
  • No data limit
  • Support
Custom package

Do you need a customized package for your company/companies? Contact us by filling out the following form and we will get back to you as soon as possible with an offer adapted to your needs

GEMs are robotics algorithm for modules that built and optimized for NVIDIA AGX Data should underlie every business decision. Data should underlie every business Yet too often some very human cultural artifacts really lead the business down the certain routes.

Alison Burgas

Product Designer @Divi

Getting Connected With Us!
Yet too often some very cultural artifacts really lead the business down the certain routes.