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.

SoftCRM · SoftBillo Flow

Every customer, from first hello to paid and back again.

Most CRMs stop at contacts. SoftCRM follows the whole journey, because your customers, quotes, bookings, invoices and payments already live in one place.

Start free See pricing

One journey, built from real records

Illustrative example. In your account each step lights up only when it really happened.

EnquiryA new lead arrives
QuoteSent and signed online
BookingAppointment confirmed
InvoiceRaised from the work
PaidPayment recorded
ReviewAsked at the right time
RepeatBrought back by evidence

Everything about a customer, in one system

Customer 360

One profile with activity, messages, quotes, bookings, work, invoices, payments, documents, notes and reviews. Nothing copied, all linked.

Inbox

Customer conversations in one list, filtered by channel. Channels you haven't connected are shown as not connected, never faked.

Campaigns

Tell customers about an offer, bring quiet ones back, or ask for reviews. Consent, unsubscribes and your approval always apply.

Reviews

Ask after a paid invoice or completed appointment, publish verified reviews, and reply calmly to the hard ones.

Vio notices, you decide

Vio looks at each customer's real history and suggests one next step, with the reason.

Illustrative: "Quote sent 6 days ago, no reply yet. Want me to draft a friendly follow-up?"

Drafts only. Nothing is sent without your approval.

Add SoftCRM to your account

$15/month · billed in USD. Also included in Complete. Start on the free plan.

Start free

Questions

Is SoftCRM a separate app?

No. It's part of your one SoftBillo account, so customers, invoices, bookings and payments are the same records everywhere.

Does Vio contact customers on its own?

No. Vio can suggest a next step and prepare a draft. You read it and approve it before anything is sent.

Where does the journey come from?

From what actually happened: bookings, quotes, invoices, payments and reviews. Steps that haven't happened stay empty.

Can I import my existing customers?

Yes, you can add customers one by one or import a list, and their history builds up as you work.