Resource center for sales teams
CRM guides and practical notes on setting up your pipeline, quotes and imports.
CRM guides
Step-by-step explanations of contacts, leads, pipeline stages and quotes.
Sales practice
Practical notes on qualifying leads, following up and closing deals with a clear pipeline.
Written 4softcrm documentation
How to add contacts, move deals through the pipeline and read your reports, step by step.
CSV import guide
How to prepare a CSV file and map its columns before you import.
Import and data migration
CSV import with column mapping and duplicate checks, so your contact and deal history comes with you.
4softcrm support
Write to us through the contact form or by email and we will get back to you.
CRM resource center
Detailed guides and materials for every stage — pipeline & deals, sales playbooks, CRM migration, templates, rule-based lead scoring and integrations.
Pipeline & deals guides →
Build a predictable sales pipeline with stages, probabilities and weighted deal value.
Sales playbooks →
Repeatable processes for prospecting, qualification, follow-up and closing deals.
CRM migration guides →
Step-by-step guides to migrate from HubSpot, Pipedrive, Salesforce or Zoho via CSV export and import with mapping and deduplication.
Guide: what is a CRM →
What a CRM does, which problems it solves and how to choose between HubSpot, Pipedrive, Salesforce and Zoho.
Rule-based lead scoring →
Prioritize leads with a score calculated from your own rules and focus your team on the hottest opportunities.
Integrations & API →
Connect your CRM to your stack via webhooks and API keys, with email, SMS and WhatsApp sent from the record and data hosted in the EU.
Use cases
Resources tailored to your type of sales team and pipeline complexity.
Freelancers & consultants
Manage contacts, deals and follow-ups in one place, without manual spreadsheets.
See plansSales teams
Collaborative pipeline, rule-based lead scoring and weighted pipeline value for the whole team.
Explore featuresHigh-volume companies
API and webhook integration, rule-based automations and custom fields for large pipelines.
Talk to salesRegistrul firmelor din România în cifre
1.188.948 de firme active, agregate pe 42 de județe și 1.104 de coduri de activitate. Date publice din ANAF și ONRC, instantaneu din 2026-08-22, doar agregate.
Vezi toate statisticile →Need help setting up your pipeline?
Get in touch and we will go through your team's sales process with you.