One client record
Bookings, estimates, invoices, payments, notes and files on a single page.
SoftCRM
Every client, and everything you know about them.
Contacts, history, documents and money owed in one profile you can actually act on.
Client health score
See who is growing, who has gone quiet and who pays late before it hurts.
Meeting history
Every appointment and follow-up, filterable and exportable.
Segments that matter
Group by value, industry or status and act on the whole group at once.
How it works
- 1
Add the client
- 2
Work accrues to the profile
- 3
Spot the signal
- 4
Act before it costs you
Everything connects in SoftBillo
SoftCRM is one part of the platform. Free to start. No card, no setup call, no lock-in.