CRM Software for Sales, Support and Automation
SOCIA CRM unifies leads, deal pipelines, contacts, support tickets and campaigns, with WhatsApp Business, workflow automation and pipeline forecasting.
A pipeline is only useful if it reflects reality. SOCIA CRM keeps every lead, conversation and deal in one record that sales, support and marketing all work from — so the forecast is derived from the same data the reps are actually updating, not from a separate reporting exercise at month end.
Built for sales teams, agencies, service businesses and B2B SaaS.
What SOCIA CRM includes
Leads
Pipeline
Contacts
Tickets
Campaigns
Automation
Reports
Features
Lead Management
Capture, qualify and score leads from every channel.
Visual Pipelines
Drag-and-drop deal stages that match how your team actually sells.
Customer Support
Ticketing, SLAs and a unified inbox in the same workspace.
Campaigns
Email, SMS and WhatsApp campaigns with automation.
Workflow Automation
Trigger-based rules for tasks, follow-ups and handoffs.
Analytics
Pipeline, forecast, activity and revenue dashboards.
What it changes
Nothing slips through
Automated follow-ups keep every stage moving.
One customer view
Sales, marketing and support stop contradicting each other.
A forecast you can defend
Pipeline value is computed from live deal data.
Frequently asked
Does SOCIA CRM support WhatsApp Business?
Yes — direct WhatsApp Business API integration with templates and automation.
Can we migrate from another CRM?
Yes. Guided imports are supported from HubSpot, Zoho, Salesforce and CSV.
Does it include customer support ticketing?
Yes. Tickets, SLAs and a shared inbox are part of the same workspace.
Can we automate follow-ups?
Yes. Rules can trigger tasks, messages and handoffs based on deal or contact changes.