Softera Basic CRM – Seamless CRM for Microsoft 365 Users

We are very satisfied with the CRM system – its functionality fully meets our needs. With Softera's help, we have created a convenient tool for business customer sales planning and transaction management. We would like to thank the Softera team for their excellent services! Special thanks to Lukas for his professionalism and quick response.

Using Softera Basic CRM has noticeably streamlined our sales pipeline. The ability to visualize deals and automate follow-ups helps the team stay focused on closing opportunities. Integration with Microsoft 365 works flawlessly, reducing data entry time and keeping customer info up-to-date. The customization options fit nicely with our sales process, making daily work simpler and more tracking transparent.

Started using Softera Basic CRM and setup was genuinely fast—no need to chase down IT for help. Syncing with Outlook is seamless, and organizing deals visually just works. I’ve already saved time with automated reminders, and it’s easy to tweak workflows on my own. Everything’s in one place, so my team finally isn’t working from scattered spreadsheets.

We are very satisfied with the CRM – its functionality fully meets our needs. With Softera support, we have developed a convenient tool for planning sales and even managing orders to a certain extent. Many thanks to Softera Team for the excellent service!

The app is easy to use and covers all the essential CRM features my team needs. The interface is intuitive, and setup was quick and straightforward. Whenever we had questions, the support team responded promptly and helped us resolve issues efficiently. Thanks again!