CRM Line

CRM LINE is the sales and customer relationship management solution developed by SOFT LINE. Directly connected to FACT LINE, it centralizes all customer information, quotes, calls, and sales opportunities on a single platform, also accessible from your mobile device.

COMPREHENSIVE CUSTOMER MANAGEMENT
All customer data is synchronized in real time between CRM LINE and FACT LINE. Access and edit information from any device in a bidirectional manner.

SALES OPPORTUNITY TRACKING
Manage the complete cycle of each opportunity: from the first contact to closing the sale. Enjoy total control of the sales pipeline with stage-by-stage tracking.

CALLS AND SALES ACTIVITIES
Create and categorize incoming and outgoing calls, assigning statuses and results. Maintain a complete history of all communications with your customers.

REPORTS AND CALENDAR
Record visits and work reports linked to a specific customer or matter. Organize your sales calendar and never miss an appointment.

ALERTS AND REMINDERS
Create automatic alerts for clients or tasks, configurable for one or more team members.

USER AND PERMISSION MANAGEMENT
Define roles and privileges for each team member, assigning specific departments or business areas.

FACT LINE INTEGRATION
CRM LINE connects via API to FACT LINE, synchronizing clients, quotes, orders, delivery notes, and invoices on a single platform.

Requires an access account provided by your company.