Business Suite
CRM
Leads, customers, pipelines and follow-ups in one workspace.
What is included
Leads and contactsCompany and customer profilesLead source trackingPipeline stagesFollow-up remindersNotes and activitiesAssigned team membersQuotation linkageCustom fieldsTags and segmentationImport and export toolsActivity historyDashboard and reports
Works with the rest of the suite
Softmatic modules share customer, employee, product and operational data, while access stays controlled by role and responsibility. Start with this module and add others as your team adopts them.
Feature availability, user limits, storage and branch capabilities depend on the scope agreed in your proposal. We confirm them in writing and show them in a demo.
See CRM in a demo
Tell us about your team and we will walk you through the module.