Management of service and product invoices
Simplification of accounting management
Customer follow-up and management
Effective vendor management
Efficient quote creation
Internal thematic discussions
Real-time news feed
The dashboard module to analyze your results.
Sales tracking by employee and team
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!
Ranking of users based on their performance and contributions, fostering motivation and competitiveness within the team.
Plan and manage your important meetings, events and tasks with a shared and synchronized calendar for the whole team.
Manage and track project requests, assigning leads and setting priorities for better organization.
Track and manage your leads, identifying potential opportunities and optimizing conversion efforts.
Centralize your customer information, including contact details, preferences, and transaction history, to improve customer relationship management.
Create and manage detailed records for each contact, recording key information for easy follow-up and communication.
Organize and track to-do items for each team member, prioritizing them for better time and workload management.
Create custom forms to capture your prospects' information and automatically add it to your database.
Create and manage your quotes and other financial documents with an integrated invoicing system.
Generate and send personalized invoices to your customers, tracking their payment status to ensure optimal financial monitoring.
Record and track payments and receipts for simplified and transparent financial management.
Centralize information about your suppliers, including contact details, products and services, to facilitate relationship management.
Manage user accounts, assigning roles and permissions to control access to various CRM features.
Create and manage teams, assigning responsibilities and tracking performance to optimize collaboration and efficiency.