In retail, sales teams handle both store leads and wholesale accounts. 4softcrm brings them into one pipeline, with leads labelled by store through custom fields, an owner on every lead and rule-based scoring — an alternative to HubSpot, Pipedrive, Salesforce and Zoho.
Every location feeds the same pipeline, with leads labelled by store through custom fields and assigned to an owner. Set up for sales teams in Elveția, with pipelines, custom fields and reports for the sector.
Each lead has an owner on the local team and its own activity history, with no separate spreadsheets per outlet. Set up for sales teams in Elveția, with pipelines, custom fields and reports for the sector.
Wholesale accounts get a dedicated pipeline, with numbered quotes and negotiated prices, separate from store traffic. Set up for sales teams in Elveția, with pipelines, custom fields and reports for the sector.
Group customers into categories and saved views, then reach them with 1:1 email or SMS/WhatsApp sent via 4notify. Set up for sales teams in Elveția, with pipelines, custom fields and reports for the sector.
Scoring rules separate high-value and wholesale customers from one-off shoppers, so the team knows who to call first. Set up for sales teams in Elveția, with pipelines, custom fields and reports for the sector.
Yes. Every location feeds the same pipeline, and each lead carries its store in a custom field and has an owner. The manager filters and sees the situation per store.
Wholesale accounts get a dedicated pipeline, with numbered quotes, products and negotiated prices, separate from store leads.
Group customers into categories and saved views, then reach them with 1:1 email from the record or SMS/WhatsApp sent via 4notify. Every message stays as an activity on the contact.
The scoring rules you define (value, stage, source) give each lead and deal a score, so the team starts with the most valuable ones.
