Documentation
How to set up and use 4softcrm — pipeline, contacts, automations and migrating from another CRM.
Getting started
Account, contacts and your first pipeline
Open a free account, invite your team, and import your existing contacts. From the portal you configure your sales pipeline stages and add your first deals — no card required at sign-up.
Pipeline & deals
Stages, rule-based scoring, weighted value
Customizable pipeline stages, deals with a full activity timeline (calls, emails, notes), and rule-based lead scoring on rules you define. The weighted pipeline value is recalculated as deals move through stages, and stalled deals are flagged.
Customer communication
1:1 email, SMS and WhatsApp from the record
Send 1:1 emails straight from the contact or deal record, while SMS and WhatsApp messages go out from the record via 4notify. Every message sent is logged as an activity on the linked record.
Automations & integrations
Rule-based automations, webhooks, API keys
Rule-based automations, for example on a deal stage change, started from templates. To connect other apps you use webhooks and API keys, and activities are planned in the CRM's internal calendar.
Migrating from another CRM
HubSpot, Pipedrive, Salesforce, Zoho
Export contacts, companies and deals to CSV from HubSpot, Pipedrive, Salesforce or Zoho, then import them into 4softcrm with field mapping and deduplication. Data stays hosted in the EU, GDPR-compliant.