CRM BrentaSoft
Manage customers, leads and opportunities with a CRM designed for small and medium businesses. A visual sales pipeline, marketing automation and in-depth reporting on one platform.
A CRM designed for small and medium businesses
Losing opportunities because your contacts are scattered across email, spreadsheets and sticky notes? BrentaSoft CRM brings everything you know about your customers and prospects together on one straightforward platform.
See your sales pipeline at a glance, automate the follow-ups and stop letting opportunities slip. Built specifically around the needs of small and medium-sized companies.
Customer Management
Full records with a history of every interaction
Visual Pipeline
Drag and drop your opportunities
Email Marketing
Automated campaigns and sequences
Report & Analytics
Customisable dashboards and KPIs
Everything you need to sell more
A complete CRM with the tools to run the whole sales cycle, from lead generation through to customer retention.
Contact Management
Customer and lead records with custom fields, tags and advanced segmentation.
Sales Pipeline
A Kanban view of your opportunities with customisable stages and forecasting.
Automation
Automatic workflows for follow-ups, notifications and assigning leads to the sales team.
Email Marketing
Email campaigns with professional templates, A/B testing and open tracking.
Advanced Reporting
A dashboard with sales KPIs, team performance analysis and revenue forecasts.
Mobile App
Full access from your phone, so you can manage customers and deals wherever you are.
A complete ecosystem for sales
Every module is built to work seamlessly with the others.
Customer Records
Complete customer records with order history, documents, notes and an interaction timeline.
Lead Management
Capture leads from web forms, landing pages and imports, with automatic scoring and assignment.
Deals and Quotes
Deal management with quote creation, versioning and built-in electronic signatures.
Calendar and Tasks
Appointments, tasks and reminders, synchronised with Google Calendar.
Communications
A history of emails, calls and messages, plus email templates and automated nurture sequences.
Dashboards and Reports
Real-time sales metrics, forecasts, funnel analysis and exportable reports.
It fits the tools you already use
Connect the CRM to the applications you work with every day.
Get started in four steps
From setup to the first deal closed in the CRM.
Free demo
We show you the CRM in action, with a demo tailored to what you need.
Configuration
We tailor the pipeline, fields and automations to your sales process.
Data import
We migrate your contacts from Excel, another CRM or any existing data source.
Training
Team training and ongoing support, so the CRM actually gets used and delivers.
What people think of our CRM
The views of people who chose our services.
Ready to sell more?
Start today with a 14-day free trial. No credit card, no commitment. See what BrentaSoft CRM does for your sales process.