Take a guided walkthrough of SoftEXIT CRM and see how a complete CRM can bring your sales pipeline, companies, contacts, opportunities, activities, tasks, and customer information together in one place.
In this video, we explore the CRM from a user’s perspective, beginning with My Dashboard, where each salesperson can see the information most important to them. We’ll then move through companies, contacts, opportunities, pipeline stages, activities, tasks, and other everyday CRM functions.
You’ll see how SoftEXIT CRM provides visual dashboards, pipeline tracking, searchable data grids, opportunity management, and personalized views designed to help teams quickly understand what needs their attention.
Because SoftEXIT CRM is built on SoftEXIT Studio, the system can also be customized to match the way your organization works—without requiring a traditional software development project. And when your needs extend beyond CRM, additional business applications can run on the same platform and share the same data.
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Meet your new CRM — a complete, flexible way to manage your sales pipeline, customer relationships, activities, tasks, and customer service.
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Every salesperson can start with their own My Dashboard, giving them a tailored view of their pipeline, opportunities, performance, and the information most important to them.
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Manage the sales process from incoming leads through contacts and opportunities, keeping valuable customer information connected as the relationship develops.
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My Companies brings the customer relationship together in one place.
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Select a company, and the related views automatically synchronize, instantly showing its opportunities, activities, and other connected information.
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Company records can capture everything from contact details and industry to ownership, source, status, websites, notes, and the information unique to your business.
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Your CRM automatically builds record hierarchy into its grids. Simple folder navigation makes related contacts, opportunities, activities, tasks, and cases easy to understand and access.
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Contacts stay connected to their companies while tracking lifecycle, status, assignment, communication preferences, contact information, and other details your team needs.
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Opportunities give your sales team a clear view of each deal, including the customer, primary contact, stage, value, probability, expected close date, source, ownership, and next steps.
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And the Status Board turns your pipeline into a visual workflow, letting your team see opportunities by stage and quickly understand what is moving, what needs attention, and what has closed.
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Track calls, meetings, demonstrations, and other activities directly against contacts and opportunities, including outcomes, follow-up requirements, and ownership.
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Tasks keep the next action visible with due dates, priorities, status, assignments, completion dates, and notes — all connected back to the customer relationship.
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Powerful grids make everyday information easy to work with.
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Search, filter, sort, group, and organize CRM data without forcing users through complicated reporting screens.
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Your new CRM also extends beyond sales with customer service management, including cases, priorities, assignments, status, due dates, service categories, and customer care dashboards.
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Your teams can manage the complete case while individual users can focus on My Cases, giving each person a clean view of the customer issues assigned to them.
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Built-in security controls access to business information, with support for Microsoft single sign-on to make secure access easier for your organization and your users.
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And unlike a rigid CRM, SoftEXIT CRM is built on SoftEXIT Studio.
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So forms, fields, grids, dashboards, reports, security, and business processes can be quickly customized as your needs change.
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Extend CRM with free applications from the SoftEXIT App Store, or use AI Architect to describe what you need and quickly create entirely new business applications.
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Start with a powerful CRM today, customize it tomorrow, and when your business needs something more, build it on the same platform.
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SoftEXIT CRM. CRM without the limits of CRM.