Stop losing leads in spreadsheets and inboxes
4softcrm keeps every contact, lead, deal and quote in one place, so you can see who to follow up today and which open deals are worth the most.
Organize your sales in one shared pipeline.
- UK GDPR and PECR consent rules for marketing email
- PECR soft opt-in for sole traders and partnerships
- VAT at 20% standard rate on quotes and invoices
“All your sales, at a single glance.”
Fewer spreadsheets, more contracts signed.
CRM for SMEs — pipeline, deals and automations
4SoftCRM brings your team's sales into one place: a visual pipeline with configurable stages and drag-and-drop, deals with weighted value and flags for the ones going stale, and contacts, companies and leads in a shared database, with lead-to-deal conversion. Activities, the calendar and the activity inbox keep track of every follow-up, and custom fields fit your process. Lead and deal scoring runs on rules you define yourself, so the result is always easy to follow. Rule-based automations, webhooks and API keys connect the CRM to your other systems, and CSV import brings in existing data with column mapping and deduplication. You send email, SMS or WhatsApp straight from the record, and every message stays logged as an activity. Your data is stored in the EU, GDPR-compliant. You pay per subscription: every plan includes a fixed number of users (5, 25, 50 or 100).
Transparent plans for your sales team
Start with a basic plan and scale as your pipeline and team grow. No hidden costs, no long-term contracts — change your plan anytime.
- 25 users
- 2 companies
- 250 MB storage
- 500 emails/month
- Presentation website included
- 50 users
- 5 companies
- 1 GB storage
- 2,000 emails/month
- Presentation website included
- 100 users
- 25 companies
- 5 GB storage
- 10,000 emails/month
- Presentation website included
Send email, SMS and WhatsApp straight from the customer record
Every message goes out from the CRM and stays on the contact and the deal as an activity — nobody has to dig through a rep's phone to find what was agreed. One-to-one email goes through the ecosystem mail gateway, SMS and WhatsApp through the 4notify service, and the whole team sees the same history. From the company and people lists, the contact button opens a lead, and the conversation is attached to the opportunity it creates.
SMS and WhatsApp are sent through 4notify, the notification service of the 4b2b ecosystem.
What is 4SoftCRM
4SoftCRM is a CRM platform for B2B sales teams. It centralizes contacts, companies, leads, quotes and the sales pipeline in one place, with rule-based automations and lead scoring, and data hosted in the European Union, GDPR-compliant. It is an alternative to HubSpot, Pipedrive, Salesforce and Zoho, priced per subscription rather than per user.
What you can do with 4SoftCRM
With the 4SoftCRM platform you can:
Pros and cons
✓Pros
- Priced per subscription, not per user: each plan includes 5, 25, 50 or 100 users.
- Data hosted in the EU, GDPR-compliant — no export to the US.
- Rule-based automations and lead scoring, included in every plan.
- CSV import with field mapping and deduplication for data exported from another CRM.
- The same features on every plan — only the number of users differs.
- Linked to the 4b2b ecosystem: invoices are issued via 4invoices, SMS and WhatsApp go out via 4notify.
!Cons
- No native mobile apps yet — available as a responsive web app.
- No ready-made connectors to other apps — integration is done through webhooks and API keys.
- No artificial intelligence features and no large-scale email campaigns: scoring and automations are rule-based.
How it works (3 steps)
- 1
Create an account and import your data
Sign up, export your contacts and deals from your old CRM or spreadsheet, and import them from a CSV file with field mapping and deduplication.
- 2
Set up your pipeline and rules
Define your sales stages, automation rules and scoring rules for leads and deals.
- 3
Your team works the deals
The team moves deals through the pipeline, plans activities in the calendar, and the weighted value shows what is coming in.
4SoftCRM vs HubSpot, Pipedrive, Salesforce and Zoho
A comparison on the criteria that matter to a sales team:
| Criterion | 4SoftCRMRecommended | HubSpot | Pipedrive | Salesforce | Zoho |
|---|---|---|---|---|---|
| Pricing model | Per subscription (5/25/50/100 users) | Per seat | Per seat | Per seat | Per seat |
| Data hosting | EU (GDPR) | US / global | EU | US / global | Global |
| Lead scoring | Rule-based, included | Higher tiers | Limited | Higher tiers | Higher tiers |
| Migration from another CRM | CSV import with mapping and deduplication | Import | Import | Import | Import |
| Invoicing from a quote | Via 4invoices (4b2b ecosystem) | Third-party add-on | Third-party add-on | AppExchange | Zoho Suite |
| Features per plan | Same on every plan | Vary by tier | Vary by tier | Vary by tier | Vary by tier |
Frequently asked questions about 4SoftCRM
What is 4SoftCRM?
How does 4SoftCRM differ from HubSpot, Pipedrive, Salesforce and Zoho?
How much does 4SoftCRM cost?
Can I migrate data from another CRM?
Where is my data hosted?
Does 4SoftCRM have artificial intelligence features?
Does it integrate with invoicing?
Do I need programming skills?
Affiliate program
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