CRM

CRM, next to your accounts

SOFIA’s CRM keeps your customers, quotes and sales pipeline in the same platform as your invoicing and accounts, with parts in the Inventory Plus and Financial Management systems. When a quote becomes an order, nothing is re-keyed — the customer you’ve been talking to is the same record you invoice.

Most CRM software lives in its own world, disconnected from where the money actually moves. This one doesn’t: the relationship and the transaction share a single record.

Who it’s for

The CRM suits Cypriot businesses that sell to other businesses or quote before they bill — professional services, trade suppliers, agencies, anyone whose pipeline matters. If you currently keep prospects in one person’s inbox and a spreadsheet, and re-type the details again when you invoice, this closes that gap.

In practice

A prospect asks for a quote. You raise it from the Inventory Plus system; a week later they accept; you convert that quote straight into an order and then an invoice — same record, same numbers, no re-entry.

The whole history sits on the customer’s file, so when they call next quarter, whoever answers can see exactly where things stand.