Configure your own CRM

At SoClose, we provide flexible pricing for your CRM. Choose the features that suit your needs and budget. Take control and boost your productivity with ease!

Leaderboard

Ranking of users based on their performance and contributions, fostering motivation and competitiveness within the team.

Features

individually leaderboard
teams leaderboard
gamification leaderboard
gamification

Features

individually leaderboard
teams leaderboard
gamification leaderboard
gamification

Features

individually leaderboard
teams leaderboard
gamification leaderboard
gamification

Features

individually leaderboard
teams leaderboard
gamification leaderboard
gamification

Calendar

Plan and manage your important meetings, events and tasks with a shared and synchronized calendar for the whole team.

Features

calendar management
category creation
availibilty settings
meeting link
meeting list

Features

calendar management
category creation
availibilty settings
meeting link
meeting list

Features

calendar management
category creation
availibilty settings
meeting link
meeting list

Features

calendar management
category creation
availibilty settings
meeting link
meeting list

Project Requests

Manage and track project requests, assigning leads and setting priorities for better organization.

Features

add project
add category
assign individually
assign in group

Features

add project
add category
assign individually
assign in group

Features

add project
add category
assign individually
assign in group

Features

add project
add category
assign individually
assign in group

Leads

Track and manage your leads, identifying potential opportunities and optimizing conversion efforts.

Features

add prospect
assign individually
convert leads to client
dispatcher features
assign per team

Features

add prospect
assign individually
convert leads to client
dispatcher features
assign per team

Features

add prospect
assign individually
convert leads to client
dispatcher features
assign per team

Features

add prospect
assign individually
convert leads to client
dispatcher features
assign per team

Client

Centralize your customer information, including contact details, preferences, and transaction history, to improve customer relationship management.

Features

add client
suivie pedagogique
assign individually
assign by team

Features

add client
suivie pedagogique
assign individually
assign by team

Features

add client
suivie pedagogique
assign individually
assign by team

Features

add client
suivie pedagogique
assign individually
assign by team

FicheUp

Create and manage detailed records for each contact, recording key information for easy follow-up and communication.

Features

add ficheUp
add category
assign individually

Features

add ficheUp
add category
assign individually

Features

add ficheUp
add category
assign individually

Features

add ficheUp
add category
assign individually

ToDo

Organize and track to-do items for each team member, prioritizing them for better time and workload management.

Features

add task
filtering
assign individually
assign per team

Features

add task
filtering
assign individually
assign per team

Features

add task
filtering
assign individually
assign per team

Features

add task
filtering
assign individually
assign per team

Form

Create custom forms to capture your prospects' information and automatically add it to your database.

Features

add form
add category
assign indivually
assign per team

Features

add form
add category
assign indivually
assign per team

Features

add form
add category
assign indivually
assign per team

Features

add form
add category
assign indivually
assign per team

Bill

Create and manage your quotes and other financial documents with an integrated invoicing system.

Features

add bill
add service
add product
assign individually
tags
console log
assign per team

Features

add bill
add service
add product
assign individually
tags
console log
assign per team

Features

add bill
add service
add product
assign individually
tags
console log
assign per team

Features

add bill
add service
add product
assign individually
tags
console log
assign per team

Invoice

Generate and send personalized invoices to your customers, tracking their payment status to ensure optimal financial monitoring.

Features

add invoice
add service
add product
assign individually
tags
console log
assign per team

Features

add invoice
add service
add product
assign individually
tags
console log
assign per team

Features

add invoice
add service
add product
assign individually
tags
console log
assign per team

Features

add invoice
add service
add product
assign individually
tags
console log
assign per team

Payments/Receipts

Record and track payments and receipts for simplified and transparent financial management.

Features

add payement/receipt
add tags

Features

add payement/receipt
add tags

Features

add payement/receipt
add tags

Features

add payement/receipt
add tags

Provider

Centralize information about your suppliers, including contact details, products and services, to facilitate relationship management.

Features

add fournisseur
assign individually
tags
assign by team

Features

add fournisseur
assign individually
tags
assign by team

Features

add fournisseur
assign individually
tags
assign by team

Features

add fournisseur
assign individually
tags
assign by team

Users

Manage user accounts, assigning roles and permissions to control access to various CRM features.

Features

add user
infos user
edit user
add roles
edit roles
tracking management user
tracking activity user

Features

add user
infos user
edit user
add roles
edit roles
tracking management user
tracking activity user

Features

add user
infos user
edit user
add roles
edit roles
tracking management user
tracking activity user

Features

add user
infos user
edit user
add roles
edit roles
tracking management user
tracking activity user

Team

Create and manage teams, assigning responsibilities and tracking performance to optimize collaboration and efficiency.

Features

add user
infos user
edit user

Features

add user
infos user
edit user

Features

add user
infos user
edit user

Features

add user
infos user
edit user

Total Price

0 € HT/Month

1 month free
See Detail

Details of your offer

Features Plan Rate
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