Contacts

European CRM · 4softcrm

Contact and company management with 360° records — every client's history in one place

Every contact and company has its own record: contact details (including multiple phones and e-mails), custom fields, activity timeline, and the linked deals, leads and quotes. Unlike HubSpot or Salesforce, you don't pay per seat but by user tier.

A 360° record for every client

Complete contact record

Name, role, e-mail, phone and address — several on the same record — plus the custom fields your team needs.

Company records

Link contacts to companies and see the firm's deals, quotes, tasks and activities on its record.

Activity timeline

Calls, meetings, notes, e-mails and the SMS/WhatsApp messages sent from the record appear chronologically on the timeline.

Custom fields

Add your own fields on contacts, companies and deals so the record follows your sales process.

CSV import with deduplication

Import contacts from a CSV file, map columns to fields, and duplicate records are detected on import.

Company registry

Search the built-in registry (Romania and Estonia) by name, tax ID, county or activity code and bring companies into the CRM.

Instead of scattered spreadsheets, every team member works on the same record. When a colleague logs a call or sends an e-mail from the record, the activity lands on the timeline and the whole team sees it — no double entry.

Frequently asked questions about contact management

Plans are chosen by number of users (tiers of 5, 25, 50 and 100), not per seat.

Bring every contact and company into one European CRM

Export your client base to CSV and import it with field mapping and deduplication.