Irish sales leads lost in spreadsheets and WhatsApp threads

Every missed follow-up is a job that went to a competitor in Cork, Galway or Dublin. 4softcrm puts leads, contacts, quotes and tasks in one pipeline built for Irish SMEs, with euro pricing and GDPR-aware records.

Organize your sales in one shared pipeline.

  • Your data in the EU, GDPR-compliant — no export to the US
  • CSV import with field mapping and deduplication — export from your old CRM, import here
  • The same features on every plan — only the number of users differs
Client management
Sales pipeline
Rule-based automations
Software CRM

“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).

Won62%
In negotiation38%
Acme Inc.D-218
€12,800
Globex TechD-215
€8,400
Vertex MediaD-211
€21,500
82
Rule-based score
147
Active accounts
9
Automations
CSV importDone
Email / SMS / WhatsAppFrom the record
WebhooksActive
View CRM plans
Pricing

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.

Start
€1/month
  • 5 users
  • 1 company
  • 10 MB storage
  • 100 emails/month
Choose plan
Plus
€5/month
  • 25 users
  • 2 companies
  • 250 MB storage
  • 500 emails/month
  • Presentation website included
Choose plan
Premium
€20/month
  • 100 users
  • 25 companies
  • 5 GB storage
  • 10,000 emails/month
  • Presentation website included
Choose plan

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.

One shared history
Attached to Contact and Deal
See integrations
Messages on the recordAOCOActivity loggedCRM PipelineNew leadAoife · €4,200QualifiedConor · €7,800WonNiamh · €12,500Logged automatically
About 4SoftCRM

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.

EU data · GDPRRule-based automationsPriced per subscription, not per user

What you can do with 4SoftCRM

With the 4SoftCRM platform you can:

Manage contacts, companies and leads in a single database and convert leads into deals.
Track your sales pipeline visually, with drag-and-drop stages and weighted value.
Automate tasks and lead scoring with rules you configure.
Issue numbered quote documents and send the invoice via 4invoices with the “Issue invoice” button.
Send 1:1 email, SMS and WhatsApp (via 4notify) from the record, logged as activities.
Import your data from a CSV file, with field mapping and deduplication.

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. 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. 2

    Set up your pipeline and rules

    Define your sales stages, automation rules and scoring rules for leads and deals.

  3. 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:

Criterion4SoftCRMRecommendedHubSpotPipedriveSalesforceZoho
Pricing modelPer subscription (5/25/50/100 users)Per seatPer seatPer seatPer seat
Data hostingEU (GDPR)US / globalEUUS / globalGlobal
Lead scoringRule-based, includedHigher tiersLimitedHigher tiersHigher tiers
Migration from another CRMCSV import with mapping and deduplicationImportImportImportImport
Invoicing from a quoteVia 4invoices (4b2b ecosystem)Third-party add-onThird-party add-onAppExchangeZoho Suite
Features per planSame on every planVary by tierVary by tierVary by tierVary by tier

Frequently asked questions about 4SoftCRM

What is 4SoftCRM?
4SoftCRM is a CRM platform for B2B sales teams, with data hosted in the EU and GDPR-compliant. It is an alternative to HubSpot, Pipedrive, Salesforce and Zoho, priced per subscription rather than per user.
How does 4SoftCRM differ from HubSpot, Pipedrive, Salesforce and Zoho?
4SoftCRM is priced per subscription, not per user, hosts data in the EU, includes rule-based automations and lead scoring on every plan, and sends invoices through 4invoices in the 4b2b ecosystem.
How much does 4SoftCRM cost?
4SoftCRM offers monthly plans for 5, 25, 50 or 100 users, with the same features on every plan. Current pricing is on the Pricing page.
Can I migrate data from another CRM?
Yes. Export your contacts, companies and deals from HubSpot, Pipedrive, Salesforce, Zoho or a spreadsheet to a CSV file and import it into 4SoftCRM, with field mapping and deduplication.
Where is my data hosted?
Data is hosted in the European Union and is GDPR-compliant, with no export to the US.
Does 4SoftCRM have artificial intelligence features?
No. Lead scoring and automations run on rules you configure, so you always know why a lead received a given score.
Does it integrate with invoicing?
Yes. From a quote document, the “Issue invoice” button sends the invoice through 4invoices in the 4b2b ecosystem. For other apps, you use webhooks and API keys.
Do I need programming skills?
No. 4SoftCRM is configured visually: drag-and-drop pipeline, custom fields and automation rules, no code required.

What companies ask before choosing a CRM

Twenty real questions, each with its own answer page: a short step-by-step answer, examples from Irish companies and the mistakes that cost the most.

CRM calibrated to your sales sector

Pipelines, custom fields, automations and rule-based lead scoring configured differently for each sector — from field B2B reps to accounting practices with active portfolios. Data hosted in the EU, GDPR-compliant.

CRM DashboardlivePIPELINE100%68%43%24%PORTFOLIOShamrock LtdWonLiffey LtdStalledCashel LtdQuoteBoyne LtdLead

Accounting practices & client retention

Your accounting firm runs its own sales pipeline: new service proposals, clients looking to switch firms, expanding existing engagements.

Rule-based automations create follow-up activities when a deal stalls, so no proposal goes unanswered.

See details →

Professional services, agencies & freelancers

Agencies and consultancies run the pipeline on their own stages, with probability-weighted value, to see what can start in the coming months.

Numbered quotes are issued from the products and services in the catalogue. Custom fields keep each client's specific details.

For small teams, the 5-user plan covers deals, activities, calendar and quotes, without modules you don't need.

See details →
CRM DashboardlivePIPELINE100%68%43%24%PIPELINEDesign · 84%StalledDev · 62%WonStrategy · 91%StalledSupport · 44%Open
CRM DashboardlivePIPELINE100%68%43%24%B2B DEALS#A2490 · €214Won#A2489 · €92Quote#A2488 · €140Stalled#A2487 · €187Won

eCommerce & post-purchase

Large orders or the store's B2B customers are tracked as deals, with value, stage and next activity.

With the API (keys generated in the panel) and webhooks you can push contacts from your platform into the CRM or receive events when a deal changes. Alternatively, CSV import offers column mapping and deduplication.

Rule-based automations create follow-up activities for the team, and email or SMS is sent from the customer record.

See details →

Retail multi-store & loyalty

Repeat customers live in the CRM as contacts, with custom fields for preferred store or segment and labels to filter them quickly.

Local campaigns are tracked as deals in a separate pipeline per store, with activities and deadlines in the calendar.

Messages to customers (1:1 email, SMS or WhatsApp via 4notify) are sent from the contact record and stay in its activity history.

See details →
CRM DashboardlivePIPELINE100%68%43%24%LOYALTYVIP · €280ActiveMid · €90ActiveInactive 90+ daysWin-backNew · this month+412
CRM DashboardlivePIPELINE100%68%43%24%ROUTE PLANRoute A – NorthDoneMurphy & Co.Late!Route B – SouthDoneKey Account North+deal

B2B distribution & field reps

A pipeline with configurable stages, deals assigned to each rep and probability-weighted value. Deals that sit too long in a stage are flagged as rotting, so you know who to call today.

Every key account has a company record with contacts, activity history and issued quotes. Visits and calls are scheduled in the calendar, and email, SMS or WhatsApp is sent straight from the record.

Quotes are numbered and their lines come from the product catalogue. Goals per rep and period show progress against target.

See details →

Manufacturing & B2B make-to-order

Requests from web forms or a CSV import (with column mapping and deduplication) arrive as leads, and a qualified lead converts into a deal in one click.

The contact record shows the full history: activities, notes and previous quotes. Technical specs live in custom fields you define on deals, contacts or companies.

When a deal reaches the "order" stage, a rule-based automation can create an activity for the responsible colleague or fire a webhook to another system.

See details →
CRM DashboardlivePIPELINE100%68%43%24%RFQ QUEUERFQ #2401 ValveWonRFQ #2402 FrameReviewRFQ #2403 ShaftWonRFQ #2404 GearNew
CRM DashboardlivePIPELINE100%68%43%24%MILESTONESDiscovery – M1DoneProposal – M2DoneContract – M378%Kickoff – M4Q2 →

Project sales & milestone tracking

Selling multi-month projects rather than stock products? The pipeline has configurable stages (e.g. discovery → proposal → negotiation → signed), and stalled deals are flagged.

Activities, meetings and deadlines are planned in the calendar and show up in each colleague's activity inbox.

Goals per period and the weighted pipeline value show how much of the target is secured and what is left to close.

See details →

Medical & clinics

Patients asking about packages or services arrive as leads from the web form, with the source recorded, and convert into deals when they confirm.

Reminder or confirmation messages are sent from the contact record by email, SMS or WhatsApp (via 4notify), with consent noted in a custom field.

For multi-doctor clinics, each user has their own deals and activities, and rule-based scoring prioritises leads.

See details →
CRM DashboardlivePIPELINE100%68%43%24%RECALLSDoyle · DentalRecallWalsh · AestheticConfirmedByrne V.RecallKelly I.Confirmed

Affiliate program

Earn recurring commissions by recommending the 4b2b.net ecosystem to your business partners

Sign up for free

Create your account and instantly receive your affiliate code and a unique referral link.

Share your code

Referred clients subscribe using your code or link.

Earn commissions

Receive a recurring commission of 10-30% from every payment made by clients who used your code.

See details
4b2b.net
Business Ecosystem
4conta.ro
Accounting
4invoices.net
Invoicing App
4expenses.net
Expense Management
4notify.net
Notifications
4hosting.net
Hosting
4database.net
Databases
4buildsite.net
Website Builder
4myapp.net
App Builder
4avatars.net
AI Avatars
4chaty.net
AI Chatbot
4webagency.net
Web Agency Software
4softedu.net
Education Websites
4softcrm.net
CRM Platform
4softerp.net
ERP System
4softhr.net
HR Management
4mystaff.net
Staff Portal
4myprojects.net
Project Manager
4mycontracts.net
Contracts
4docs.net
Document Management
4appointments.net
Appointments
4marketingonline.net
Marketing
4insurance.net
Insurance
4property.net
Real Estate
4lawyers.net
Legal Software
4mygarage.net
Auto Service
4driving.net
Driving Schools
4fleet.net
Fleet Management
4myevents.net
Events
4therapy.net
Therapy
4clinics.net
Clinics
4dental.net
Dental Practices
4restaurants.net
Restaurants
4beautify.net
Beauty Salon
4gym.net
Fitness Gyms
4guards.net
Security Companies
4softvet.net
Veterinary Clinics
4softauto.net
Automotive Business Software
4construct.net
Construction Companies
4marketplace.net
Marketplace
4shopy.net
Online Store
4pricing.net
Price Comparison
4salefood.net
Food Delivery
4rentify.net
Rentals
4transports.net
Transport
4agencytravel.net
Travel Agency
4hotel.net
Hotel Management
4ong.net
NGO Management