Coming soon…
SoftEXIT Studio - CRM
Give sales and customer teams a simple, intuitive way to manage contacts, companies, opportunities and customer interactions in one place. Flexible sales processes, activity tracking, follow-ups and centralized customer records help teams stay organized, strengthen relationships and keep opportunities moving forward.
Move customer relationships out of spreadsheets and into a working application.
Studio CRM brings contacts, companies, opportunities and customer activity together in one configurable workflow.
CONTACT MANAGEMENT
Keep contacts and companies organized with the information your team needs to manage each relationship.
SALES OPPORTUNITIES
Track opportunities, sales stages, values and next steps from initial interest through close.
ACTIVITY TRACKING
Keep calls, meetings, notes and follow-ups connected to the customers and opportunities they relate to.
CENTRALIZED RECORDS
| Maintain customer, sales and interaction history in one configurable system for easier visibility and review. |
Simple for your team. Structured for your business.
Your team can manage contacts, companies, opportunities and customer interactions through a straightforward workflow, keeping the information they need connected and easy to find.
The result is more than a contact list: customer activity becomes structured business data that can feed dashboards, reports, sales follow-up and better visibility across the organization.
Turn customer data into sales intelligence.
Interactive charts, live metrics and detailed grids give your team direct visibility into opportunities, sales activity, customer relationships and pipeline performance.
Track pipeline value, opportunities by stage, upcoming follow-ups, sales activity or the metrics that matter to your business. Because the dashboard is built on Studio, it can be configured around your sales process rather than locking you into a fixed view.
Customer history and reporting without the spreadsheet chase.
SoftEXIT CRM brings contacts, companies, opportunities and interactions together so your team can maintain a complete history of customer relationships and sales activity in one organized system.
Built-in reporting gives sales teams and leadership visibility into pipeline activity, opportunity trends, customer interactions and follow-ups so they can identify what needs attention and keep relationships and opportunities moving forward.
You're getting far more than a CRM application.
CRM is built on the SoftEXIT Studio platform, so the solution can grow beyond a fixed customer management application. Add the dashboards, KPIs, reports, data views and related workflows your organization needs.
You’re getting a fully customizable platform built around your business. The CRM solution gives you a focused way to manage customer relationships and sales while still sitting on a broader configurable application foundation.
DASHBOARDS
Configure live views of your pipeline, sales activity, customer relationships and team performance.
REPORTS
Build reporting around the customer, sales and activity data your organization cares about.
CONNECTED WORKFLOWS
Extend CRM into related business processes as your needs evolve.
Bring your customer relationships and sales process into Studio.
Join the Early Access list for SoftEXIT CRM and SoftEXIT Studio. Tell us about your sales process, customer workflows and what you want to improve.
We can use that conversation to understand whether the current CRM solution fits your needs and where Studio configuration could extend it.
CRM Early Access
Ready to modernize the way you manage customers?
Join the CRM Early Access list and see what a configurable customer and sales application can look like.
