Contacts and customers
Keep contact details, customer records, notes, and communication history together.
CRM + Accounting + HR in one platform
Manage customers, invoices, and employees without switching between tools.
365soft CRM is business management software for small and growing service businesses, agencies, consultants, local service companies, and B2B teams in Europe and the USA.
15+
Integrated modules
All-in-1
CRM, Accounting & HR
14 days
Free trial, full access
< 5 min
Setup time
CRM
CRM software for customers and sales
An all-in-one CRM for small business teams that keeps every customer relationship in view. Use lead management software to track opportunities from first contact to quote and follow-up.
Leads, pipeline, and deals
Track leads, move deals through your sales pipeline, and see the next step for each opportunity.
Tasks and reminders
Plan daily tasks, set reminders, and keep follow-ups connected to the right customer.
Quotes and follow-ups
Prepare quotes and follow the conversation through to a decision without losing context.
Accounting
CRM with accounting and invoicing
Connect customer and sales data with accounting, from quotes and invoices to expenses and financial reports.
Connected invoicing
CRM with invoicing keeps customer details and invoice history linked to your sales work.
Quotes to invoices
Use connected customer and quote information when preparing invoices for your services.
Expense management
Organize business expenses and keep financial information in the same platform.
Financial reporting
Review financial reports alongside the customer and sales information behind the numbers.
HR
CRM with HR for employee management
Manage the people side of your business with employee records, HR documents, absence tracking, and structured HR processes.
Employee records
Keep employee details organized and available to the team members with the right permissions.
HR documents
Store employee documents with the relevant record and keep important information easy to find.
Absence tracking
Manage leave requests and track absences so teams can plan their availability.
HR processes
Coordinate repeatable employee workflows, including onboarding and offboarding.
Less switching. More clarity for your team.
Keep sales, finance, and HR connected as your business grows.
One platform for sales, finance, and HR
Bring customer relationships, financial work, and employee processes into one workspace.
Fewer disconnected tools
Keep related information together instead of moving between separate applications.
Clear dashboards and reporting
See sales activity, financial reports, and team information in clear views.
Easy setup for growing teams
Start with the workflows your small business needs and expand as your team grows.
Premium convenience
A modern workspace that feels clear from the first login.
Find the full story quicklyCustomer records bring details, files, comments, and activity into one clear view.
Reduce repeated workUse one system for sales, support, invoicing, and internal follow-up.
Work with confidencePermissions, backup habits, and organized data help teams stay in control.
Built for real work
Competitive features without the heavy feeling.
Choose the tools you need today and keep room to grow into deeper CRM, accounting, and support workflows.
Customer clarity
Contacts, accounts, leads, deals, and campaigns stay connected so every conversation starts with context.
Daily momentum
Tasks, appointments, comments, and reminders help teams keep promises and move faster.
Useful insight
Reports and activity views show where attention is needed, without burying teams in complexity.
Honest comparison
How our CRM compares to other CRMs
One affordable workspace instead of five expensive subscriptions.
| Capability | 365soft CRM | HubSpot | Salesforce | Pipedrive | Zoho CRM |
|---|---|---|---|---|---|
| Starting price | €10/mo | $0 – $800+/mo | $25/user/mo | €14/user/mo | €14/user/mo |
| Built-in support & knowledge base | Separate product | Add-on | Separate product | ||
| Offers, quotes & contracts | Partial | Add-on | Partial | Partial | |
| Integrated accounting | Add-on | Separate product | |||
| EU data hosting | Add-on | Optional | Optional | ||
| White-label option | |||||
| Setup time | Minutes | Hours | Days – Weeks | Hours | Hours |
| No hidden fees | Partial |
Why teams choose it
Warm customer care, structured business control.
365soft CRM is made for growing companies that want a system people actually enjoy using: practical, comprehensive, and clear.
- Clear onboarding
- Scalable workflows
- Sales visibility
- Support continuity
- Accounting tools
- Team permissions
Compare plans
Compare CRM plans
Built for small businesses that need CRM, sales, invoicing, support, automation, and secure business management in one workspace.
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Features
Compare all plans
|
Most Popular
Business
Monthly
€20
/ user / month
Yearly
€220
/ user / year
Min. 2 users · 14-day trial
Get started
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|---|---|---|---|
| Plan Usage | |||
| Best for | Solo businesses | Small and growing teams | Larger companies |
| Users | 1 user | 2–100 users (min. 2) | 100+ users |
| Storage | 5 GB | 20 GB | Custom |
| Core CRM | |||
| CRM dashboard and global search | |||
| Leads and lead conversion | |||
| Contacts and accounts | |||
| Deals, Tasks, calendar and appointments | |||
| Customer timeline, notes and tags | |||
| Products and services | |||
| Sales Pipeline | |||
| Deals and pipeline board | 5 pipelines | 15 pipelines | Custom |
| Pipeline stage updates | |||
| Custom sales pipelines | |||
| Campaign-to-pipeline mapping | |||
| Service group-to-pipeline mapping | |||
| Lead source tracking | |||
| Campaign management | Custom | ||
| Lead scoring | Basic | Advanced | Custom |
| Sales forecasting | |||
| Communication and Email | |||
| Email integration | Custom | ||
| Email signature | |||
| Send emails from CRM | |||
| Email history on contacts and deals | |||
| Email templates | 50 templates | 100 templates | Custom |
| Offers, Contracts and Documents | |||
| Offers / quotes | |||
| Contracts | |||
| File storage and attachments | Custom | ||
| Subscriptions / recurring services | Custom | ||
| FAQ / knowledge base | |||
| Solutions search | |||
| Reports and Dashboards | |||
| CRM reports | |||
| CSV export | |||
| Activity log | |||
| Calls and meetings reports | |||
| Notifications | |||
| Automation and AI | |||
| Workflow automation | 10 workflows | 20 workflows | Custom |
| Internal notifications and task actions | Custom | ||
| Custom fields | 20 fields | 50 fields | Custom |
| Custom modules | 3 modules | Custom | |
| Stale deal alerts | |||
| Security and Access Control | |||
| Two-factor authentication | |||
| User roles and permissions | Custom | ||
| Audit log | 30 days | 30 days | Custom |
| Data export | |||
| HR Workspace | |||
| Employee records, documents and leave management | |||
| Data, Backup and Infrastructure | |||
| Backup retention | 7 days | 14 days | Custom |
| Custom subdomain | Add-on | ||
| Separate database | Add-on | ||
| White label option | Custom | ||
| Service and Onboarding | |||
| Support channel | Email support | Email / Chat support | Dedicated support |
| Service level agreement | Add-on | ||
| Add-ons | |||
| Extra users | Add-on | Custom | |
| Extra cloud storage | Add-on | Add-on | Custom |
| Accounting workspace | Add-on | Add-on | Custom |
| Data import assistance | Add-on | Add-on | Custom migration |
| Onboarding support | Add-on | Add-on | Custom onboarding |
Every package includes a 14-day trial. Business stays clear and competitive, then grows with add-ons for accounting, extra users, advanced automation, reporting, priority support, API/integrations, backups, or more storage.
Package upgrades and add-ons
Choose the plan that fits your current size, then add only the advanced tools you need. Solo is built for one individual or solo business. Business is the main team package and can be expanded with accounting, extra users, more storage, advanced automation, reporting, support, and setup assistance.
Accounting workspace
Incoming and outgoing invoices, VAT and taxes, bank statements, and payment reminders in one place.
Extra users
Business includes 2 users. Add more team members as a flexible add-on (€20/user/mo).
Extra cloud storage
Expand your file storage beyond the included quota for contacts, deals, and document attachments.
AI assistance
AI-powered lead scoring, smart suggestions, and advanced automation to accelerate your pipeline.
Data import & onboarding
Professional data migration from your existing tools and guided setup support for your team.
Common questions
Questions teams ask before switching
What makes 365soft CRM different from HubSpot or Salesforce?
365soft CRM includes CRM, support tickets, offers, contracts, campaigns, and task management in one workspace — no separate subscriptions needed. Accounting is available as an integrated add-on within the same system. Most competitors split these into separate products, each with its own subscription and login.
Is my data secure and GDPR compliant?
Yes. All data is hosted in the EU with SSL encryption, regular backups, role-based permissions, two-factor authentication, and full audit logging. 365soft CRM is fully GDPR compliant.
Can I migrate from another CRM?
We offer data import assistance for both Solo and Business plans. Our team helps you bring contacts, deals, and history from your current system.
What's included in the 14-day trial?
Everything. Full access to all features in your chosen plan, no credit card required. If you need more time to evaluate, reach out to our team.
Can I upgrade or downgrade anytime?
Yes. Move between plans whenever your needs change. Add-ons like extra storage, users, or accounting can be added or removed at any billing cycle.
Do you offer white-label or custom branding?
The Business plan includes white-label options so agencies and teams can brand the CRM. Enterprise customers get fully customized deployments.
Ready to simplify your business?
Explore how customers, invoices, and employees work together in one platform for your team.