4softcrm — CRM for sales teams

Sales pipeline, contacts and automations in one place — the alternative to HubSpot, Pipedrive, Salesforce and Zoho, with plans sized by team (5, 25, 50 or 100 users).

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.

Выставление счетов + Бухгалтерия

Комплексное решение, объединяющее выставление счетов и бухгалтерию в единый цифровой процесс по одной подписке. Создавайте счета за секунды, отправляйте их автоматически по email или через e-Factura и отслеживайте платежи в реальном времени, пока документы синхронизируются с бухгалтерскими журналами, регистрами НДС и оборотно-сальдовой ведомостью. Получаете автоматическую банковскую сверку, готовые к подаче налоговые декларации и годовую финансовую отчётность. Общаетесь напрямую с бухгалтером через встроенный чат, а все документы хранятся в электронном виде 10 лет. Меньше времени на операции — больше контроля над бизнесом.

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
Посмотреть тарифы Выставление счетов + Бухгалтерия
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
Messages on the recordAOCOActivity loggedCRM PipelineNew leadAoife · €4,200QualifiedConor · €7,800WonNiamh · €12,500Logged automatically

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

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