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.
One connected CRM
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.
Keep customer details and conversations connected. AI-supported summaries can help staff review available contact information and prepare for customer interactions.
Product workspace
Move from a clear view of each customer into contact management, sales activity, transactions, and support without losing context.
Contact Management
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.
Sales Pipeline
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.
Sales Activity
Coordinate tasks, meetings, and follow-ups in one place. Shared activity views help the team see what is complete, in progress, and coming up.
Sophia CRM highlights when and where sales activity is most effective, giving teams the context they need to improve efficiency and drive consistent results.
From customers who used Sophia CRM for at least 12 months.
Solutions
Keep contacts, conversations, and account details connected so your team can see more of each customer relationship in one place.
Explore contact management
Scale your sales workflow with adaptable tools for your growing team.
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.
Sophia ERP products
Discover the products that help organizations connect finance with the rest of their operations.
Bring accounting, payables, receivables, banking, tax, budgets, and reporting into one workspace.
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Support the people operations and workforce processes that keep your organization moving.
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Bring purchasing activity, supplier relationships, and organizational spend into view.
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Manage customer relationships, sales opportunities, interactions, and follow-ups while keeping your teams aligned around every customer.
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