4softcrm connects to the rest of your tools through webhooks, API keys and CSV import — and email, SMS and WhatsApp are sent straight from the customer record.
Send 1:1 emails straight from the contact, company or deal record, and every message stays in that record's history.
Email sent from the CRM is saved as an activity on the contact or deal, so your team sees what was said without digging through personal mailboxes.
Meetings, calls and tasks are planned in the CRM's internal activity calendar, with an activity inbox for what is due today.
SMS and WhatsApp messages are sent from the customer record via 4notify, and every message sent is logged as an activity.
Sending goes through 4notify, the notification service of the 4b2b ecosystem, so you never copy numbers into another app.
Your team sees the activity history — emails, SMS and WhatsApp messages sent, calls and notes — in one place, on every contact.
Webhooks and API keys connect 4softcrm to your website, shop or apps, so they can push leads and data into the CRM automatically.
Migrating from HubSpot, Pipedrive, Salesforce or Zoho: export your data to CSV from that tool, then import it into 4softcrm with field mapping and deduplication.
Rule-based automations (for example on a deal stage change) run natively in the CRM, with no external integration service.
