Territory pipelines
Organize opportunities by territory, with an owner on every account. Weighted pipeline value shows where each area stands.
CRM tailored to your industry
Sales pipelines, rule-based lead scoring and rule-based automations configured for each industry — from distribution and eCommerce to medical, manufacturing and services. 4softcrm is an alternative to HubSpot, Pipedrive, Salesforce and Zoho, with plans by number of users.
Distribution
Reorder follow-ups
A rule-based automation creates a follow-up task when an account goes quiet, so recurring orders are not forgotten.
Visits as activities
Reps log visits, calls and meetings as activities on the account and plan the next one in the activity calendar.
Numbered quotes
Build numbered quote documents with products, discounts and payment terms, linked to the deal.
Rule-based account scoring
Scoring rules you define rank accounts and deals by value and stage, so reps visit the right accounts first.
Manufacturing
RFQ pipeline
Each request for quote becomes an opportunity with custom fields for specs, quantities and deadlines, tracked stage by stage.
Long-cycle deals
Make-to-order opportunities get their own stages and a win probability per stage. Rotting deals stand out when they stall.
Buying committee
Link the contacts involved in each deal (engineering, procurement, management) and keep every interaction on the timeline.
Technical quotes
Numbered quote documents with products and prices, attached to the deal; when the order is won, issue the invoice via 4invoices.
Weighted pipeline value
Deal value multiplied by stage probability shows a realistic view of the pipeline. Intervene early on deals that stall.
Retail
Multi-store leads
Every location feeds the same pipeline, with leads labelled by store through custom fields and assigned to an owner.
Lead assignment
Each lead has an owner on the local team and its own activity history, with no separate spreadsheets per outlet.
B2B wholesale pipeline
Wholesale accounts get a dedicated pipeline, with numbered quotes and negotiated prices, separate from store traffic.
Customer segments
Group customers into categories and saved views, then reach them with 1:1 email or SMS/WhatsApp sent via 4notify.
Rule-based customer scoring
Scoring rules separate high-value and wholesale customers from one-off shoppers, so the team knows who to call first.
eCommerce
Leads from your shop
Through webhooks and API keys, your shop can push leads and orders into the CRM, with products and value in custom fields.
CSV import and API
Import contacts and orders from CSV with field mapping and deduplication; webhooks and API keys keep the data flowing.
Post-purchase pipeline
After the first order the customer becomes a contact with full history; a dedicated pipeline tracks reorders and upsell.
Rule-based buyer scoring
Scoring rules raise the priority of high-value buyers and separate wholesale accounts from one-off ones.
Follow-up automation
Rule-based automations create tasks when a lead comes in or a deal changes stage, so no buyer is left without a reply.
Services
Retainer renewals
Each retainer is a deal with a renewal date; a rule-based automation creates a follow-up task before it expires.
Pipeline per owner
See every owner's open deals and their weighted value, so the team does not promise more than it can deliver.
Proposal tracking
Each proposal is a numbered quote document linked to the opportunity, with status and follow-up activities.
Upsell pipeline
A separate pipeline for additional services to existing clients, with goals to track the results.
Rule-based expansion scoring
Scoring rules highlight the clients with the most expansion potential, based on the criteria you set.
Projects
Milestone pipeline
Each opportunity moves through stages — qualification, proposal, negotiation, signing — with activities that carry deadlines.
Complex proposals
Each deal keeps its linked contacts and numbered quote documents. The team works on the same opportunity, with full history.
Opportunity collaboration
Notes, files, activities and emails sent from the record stay on the deal timeline, in one place.
Weighted value per quarter
Deal value multiplied by stage probability gives management a realistic picture of the pipeline.
Rule-based deal scoring
Scoring rules rank opportunities by value, stage and the criteria you choose, so effort goes where it matters.
Medical
Clinic and hospital accounts
Each clinic or hospital is an account with its history of visits, opportunities and decision-makers.
Follow-up campaigns
Lists of accounts that need a follow-up enter a dedicated pipeline with clear stages and deadlines.
Rep visit plans
Reps plan visits in the activity calendar and work through the activity inbox without missing a follow-up.
Contact history
Every call, email and visit is logged on the contact timeline; custom fields hold the details your team must record.
Rule-based account scoring
Scoring rules highlight the clinics with the highest order potential, based on the criteria you define.
Accounting
Client acquisition pipeline
Every enquiry becomes a lead with its source and service of interest, then converts to a deal tracked to signing.
Account portfolio
Existing clients become accounts with their full interaction history. Quickly see each one's status and next activity.
Retention pipeline
Flag accounts at risk of leaving and upsell opportunities in a dedicated pipeline.
Onboarding automation
Rule-based automations create onboarding tasks and follow-ups for each new client.
Rule-based prospect scoring
Scoring rules rank prospects by potential value and fit, so the team spends time on the right leads.