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SoftCRM by SoftBillo

Every client, and everything you know about them

Contacts, history, documents and money owed on one profile you can actually act on.

SoftCRM keeps the relationship and the ledger in the same place, so context never lives in someone's inbox.

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Business owner shaking hands with a client in a bright workspace

Relationships with receipts

A CRM that knows who actually pays

Most CRMs track intent. SoftCRM tracks intent and outcome — because the invoice history tells you more about a client than any pipeline stage.

What you can do

With SoftCRM you can

  • Keep one profile per client
  • See bookings, estimates, invoices and payments together
  • Track client health and payment behaviour
  • Filter and export meeting history
  • Segment by value, industry or status
  • Send messages and documents from the record
Business owner smiling during a phone call with a client at her desk
One profile: bookings, quotes, invoices, notes and the health score behind them.

Who it's for

For businesses built on repeat clients

Service businesses where the same names come back, and losing one quietly costs more than winning a new one.

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FAQ

Questions people ask first

Can I import my existing contacts?

Yes, by CSV, with duplicate detection before anything is created.

What feeds the health score?

Payment behaviour, activity, meeting cadence and revenue trend across the relationship.

Is the client history shareable?

Export any client's history as CSV or a branded PDF summary.

Does it replace my inbox?

Client conversations can run through SoftBillo so replies and documents stay attached to the record.

Pricing

SoftCRM is part of your Business OS

Start with the essentials, then unlock the connected workflow and deeper automation as your business grows.

SoftCRM by SoftBillo

SoftCRM — Know your clients, not just their names.

Free to start. No card, no setup call, no lock-in.

Start freeSee pricing