Customer context
Connect customer records and relevant interaction history.
The Sophia ERP CRM workspace
Bring customer relationships and sales activity into one workspace.
Manage contacts, sales activity, customer transactions, and support requests in one connected CRM environment. AI-supported analysis can help teams uncover useful patterns and prioritize work, as those capabilities are verified.
Pipeline healthUpdated in real time
+24%
At a glance
Connected customer information, with useful context.
Explore the CRM pages and proposed AI use cases for each area.
Sales priorities
Review opportunities, activity, and follow-up information.
Clearer analysis
Explore reports across the CRM's available information.
Sales Activity & Pipeline
Turn Sales Activity Into Clearer Priorities.
Proposed AI analysis could identify stalled opportunities, highlight pipeline changes, and summarize follow-ups for staff to review.
Explore Sales Activity & Pipeline
Customer Support
Understand Customer Issues More Quickly.
Proposed AI support could summarize complaints and group similar issues while keeping the original complaint record as the source of truth.
Explore Customer Support
Reports & Dashboards
Go Beyond Charts to Understand Performance.
Proposed AI-generated summaries could explain changes in verified CRM measures and help teams investigate trends grounded in underlying records.
Explore Reports & Dashboards
Key features
Explore the Sophia ERP CRM sitemap.
Each feature page describes its CRM purpose and relevant AI use cases, distinguishing proposed capabilities from verified product functions.
Contact Management
Maintain customer records and review relevant contact context.
Sales Activity & Pipeline
Review opportunities, activity, and possible next steps.
Sales Transactions
Organize customer transaction details and sales documents.
Products, Services & Packages
Maintain catalogue information and review available product context.
Customer Support
Review complaint records and recurring customer concerns.
Subscription Management
Review subscription account, payment, and tracking information.
Messaging
Keep customer communications connected to CRM work.
Reports & Dashboards
Review CRM measures and understand changes across reporting periods.
Partners & Volunteers
Maintain partner and volunteer records for your organization.
How it works
A smarter way to manage your work.
Everything flows through one connected workspace. Sophia CRM captures leads, organizes conversations, automates follow-ups, and guides your team.
- 01
Start with instant setup
Connect your contacts and import leads to create a clear, ready-to-use pipeline.
- 02
Manage every deal seamlessly
Track conversations, assign tasks, and follow up on time from one organized workspace.
- 03
Review, close, and repeat
Measure results, learn from insights, and keep improving your sales process.
Connected by design
Powerful integrations with your essential business tools.
Keep your existing workflow connected and your team in sync.
