Frequently asked questions

You start from a standard pipeline (prospecting → qualification → proposal → negotiation → won) and customise it right in the interface, with no code: add, rename and reorder stages and set the win probability of each one.

Yes, through CSV. Export your data from your current tool as CSV, upload the file to 4softcrm and map the columns to our fields (contact, company, deal value, stage, owner). The import deduplicates, so your database does not double. There is no direct connector to those apps.

You import your data from CSV, set up your pipeline stages and the custom fields you need, then invite your colleagues. How long it takes depends on the volume and quality of the data you bring.

Yes. You check the column mapping before importing and can rerun the process at any time. Deduplication detects records that already exist, so your contact base does not double.

Save your contacts and opportunities file as CSV, import it and map the columns. Everything scattered across spreadsheets becomes a single pipeline, with history, activities and an owner on every deal — visible to the whole team.

Plans are set by number of users: up to 5, 25, 50 or 100. You pick the plan that fits your team and move up when the team grows.

Scoring is rule-based: you define criteria (source, field values, recorded activity) that add or subtract points on leads and deals. The score is transparent — you know exactly why a lead has its score. We do not use AI for scoring.

Automations are “when X happens, do Y” rules: for example, when a new lead arrives, when a deal changes stage or when it sits still for too long, a follow-up activity is created automatically or a field is updated. You start from templates and adapt them.

The pipeline is a kanban board where each deal is a card you drag and drop through the stages. You see the value of each column, and deals that sit too long without activity are visually flagged.

Yes. Each deal’s value is multiplied by the probability of its stage, and 4softcrm shows you the weighted value of your pipeline. You can compare it with the goals set for the team.

Yes. You send 1:1 email from the contact or deal record, and SMS and WhatsApp messages go out through 4notify, the notification service of the 4b2b ecosystem. Every message sent is logged as an activity in the record’s history.

Yes. Every deal and contact has its own activity thread: calls, meetings, emails and tasks with due dates. Due activities appear in the activity inbox and the internal calendar, and the manager sees the full history in one place.

Yes. You see the pipeline by stage, won and lost deals, each user’s activity and progress against goals, so you can spot where opportunities are lost.

Beyond contacts and companies, you get a pipeline with weighted value, flagged inactive deals, rule-based lead scoring and automations, numbered quotes, custom fields and search in the Romanian and Estonian company registries — a sales process, not just an address book.

There is no mailbox sync. You send customer emails 1:1 from the contact or deal record and they stay saved in the history, while meetings are scheduled in the CRM’s activity calendar.

Yes. WhatsApp and SMS messages are sent from the customer record through 4notify and logged as an activity on the contact and the deal. There is no shared WhatsApp conversation inbox.

Through webhooks and API keys: other apps (an online shop, a form, an internal system) can push leads and data into the CRM, and 4softcrm can notify your systems when something changes. For existing data you use CSV import with mapping and deduplication.

Plans differ by number of users — up to 5, 25, 50 or 100. Current prices are on the pricing page. Payment is by card or bank transfer.

Yes. You manage several companies from the same account and switch between them, each with its own pipeline, contacts and team. You define roles and permissions per user, so every member sees only what they are allowed to.

Data is hosted in the European Union, in line with GDPR, and you can export it at any time (contacts, companies, deals). 4softcrm is part of the 4b2b ecosystem: SMS and WhatsApp messages go out through 4notify, and from a quote you can issue the invoice through 4invoices with the “Issue invoice” button.