Sophia ERP CRM Get started

Bring Customer Relationships and Sales Activity Into One Workspace

Manage contacts, sales activity, customer transactions, and support requests in one connected CRM environment. With AI-supported analysis, teams can uncover useful patterns, prioritize important work, and make better-informed decisions about customer relationships.

See Features
Smiling support professional wearing a headset in an office

One connected CRM

See the full picture of every customer relationship

Bring customer records, sales activity, transaction information, and support requests into one shared context. Explore the CRM workflows that help your team stay informed and focused.

Make contact information more useful

Keep customer details and conversations connected. AI-supported summaries can help staff review available contact information and prepare for customer interactions.

Sophia CRM contact workspace showing connected mail and customer conversations

Product workspace

From customer conversations to sales insights, your CRM stays connected.

Move from a clear view of each customer into contact management, sales activity, transactions, and support without losing context.

Contact Management

Make contact information more useful.

Keep customer details and conversations connected. Where sufficient information is available, proposed AI support could summarize records, identify incomplete information, and surface relevant details before interactions.

Explore contact tools
Sophia CRM contact workspace showing connected mail and customer conversations

Sales Pipeline

Turn sales activity into clearer priorities.

Follow opportunities across your pipeline and review changes in activity. Proposed AI analysis could highlight stalled opportunities and next actions for your team to consider.

Explore sales tools
Sophia CRM sales pipeline with leads organized across deal stages

Sales Activity

Keep customer-facing work moving.

Coordinate tasks, meetings, and follow-ups in one place. Shared activity views help the team see what is complete, in progress, and coming up.

Explore activity tools
Sophia CRM dashboard showing team tasks, schedules, and activity time

Visibility into every sales action

Sophia CRM highlights when and where sales activity is most effective, giving teams the context they need to improve efficiency and drive consistent results.

  • Track activity patterns across your entire sales workflow
  • Connect effort, timing, and outcomes in one view
  • Make data-informed decisions without manual reporting
Two colleagues reviewing their sales work together

72% Increase in operational efficiency

From customers who used Sophia CRM for at least 12 months.

Sales overview

Total profit per day For week Average sales Profit today

Solutions

Move from customer records to more informed action

Keep contacts, conversations, and account details connected so your team can see more of each customer relationship in one place.

Explore contact management

Sophia CRM contact workspace with customer records and conversations

Sophia CRM empowers sales teams everywhere with an intuitive CRM workspace.

Scalable solutions

Scale your sales workflow with adaptable tools for your growing team.

Seamless integration

Connect Sophia CRM with the tools your team already relies on.

Bring customer management, sales activity, and useful insights together to streamline your workflow and support growth.

Get Started Now
Colleagues working together around a tablet in their office
Sales growth 78% Sales overview
Team efficiency 72% For customers after 12 months

Frequently Asked Questions

How do I know if Sophia ERP CRM is right for my team?

Start with the work you want to bring together. Sophia ERP CRM connects customer records, sales activity, transaction information, and support requests in one shared workspace.

Sophia ERP products

Explore the wider Sophia ERP ecosystem.

Discover the products that help organizations connect finance with the rest of their operations.

Sophia ERP Finance

Bring accounting, payables, receivables, banking, tax, budgets, and reporting into one workspace.

Explore product

Sophia ERP Human Resources

Support the people operations and workforce processes that keep your organization moving.

Learn more

Sophia ERP Payroll

Keep payroll administration aligned with employee records, approvals, and financial controls.

Learn more

Sophia ERP Procurement

Bring purchasing activity, supplier relationships, and organizational spend into view.

Learn more

Sophia ERP Recruitment

Streamline your hiring process by managing job openings, candidates, applications, interviews, and recruitment workflows in one place.

Learn more

Sophia ERP CRM

Manage customer relationships, sales opportunities, interactions, and follow-ups while keeping your teams aligned around every customer.

Explore product

See Sophia CRM in action

Ready to explore Sophia CRM?

See how customer records, sales activity, transactions, and support requests come together in one connected workspace.

Get Started Now Talk to our team
Sophia CRM sales pipeline with leads organized across deal stages