Run your whole business from one smart CRM
Managerial CRM unites leads, customers, subscriptions, invoicing, support tickets and HR in one multi-tenant platform. Every website inquiry becomes a managed lead, and every customer issue a tracked ticket.
Trusted by innovative teams worldwide
Acme Corp
Globex
SOYENT
Initech
Umbrella
Stark
Acme Corp
Globex
SOYENT
Initech
Umbrella
Stark
A Perfect CRM Software for Growing Businesses
We built Managerial CRM not just to track numbers, but to empower the people behind them. See how our intuitive interface works for you.
Loved by Sales Teams
Don't just take our word for it. Here is what our customers have to say about Managerial CRM.
"Before Managerial CRM, our sales process was chaotic. Now, everything is centralized, and our close rate has increased by 30%. The interface is incredibly human-friendly."
Alex Thompson
VP of Sales, TechCorp
"The automation features are a game changer. My team spends less time on manual data entry and more time actually talking to customers. Highly recommended."
Sarah Chen
Customer Success Lead
"It's rare to find a CRM that is both powerful and beautiful. The design system is so clean it actually makes logging in a pleasure every morning."
Michael Torres
Founder, GrowthWorks
"We scaled from 10 to 50 sales reps without a hitch. Managerial CRM handles our complex workflows seamlessly."
David Kim
Director of Sales, InnovateInc
"The reporting tools are out of this world. I can finally present real-time data to the board without spending hours in Excel."
Emma Watson
Chief Revenue Officer, BuildCo
"Customer support went from being a headache to our best asset. The unified inbox makes tracking interactions effortless."
James Wilson
Support Manager, SaaSify
Everything you need to grow
Powerful modules designed to work together, giving you a complete view of your business.
Customer management
Lead management
Sales pipeline
Customer portal
HR management
Accounting
Service desk
Project management
Subscription management
Support ticket
Affiliate system
Reports & Analytics
Get Started In Just 3 Easy Steps
Get started in just 3 easy steps with a guided onboarding experience
designed for speed and simplicity.
Simple And Fast Setup
Sales teams powered by AI for top-notch decision-making
Welcome Back!
To get started, sign in to your account.
Welcome Back!
To get started, sign in to your account.
Work Together Effortlessly
Sales teams enhanced by AI for superior decision-making
Monitor Your Progress
AI-enhanced sales teams for exceptional decision-making.
Work smarter, not harder.
Let our intelligent AI assistant handle the busywork so you can focus on building relationships. Generate emails, summarize meetings, and get smart insights instantly.
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Auto-summarize long email threads.
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Predict deal win probabilities based on historical data.
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Draft personalized follow-ups with one click.
Managerial AI
Based on your recent calls with Acme Corp, I suggest sending this proposal.
Get up and running in minutes
1. Import Data
Upload your CSV or connect your existing tools to instantly populate your CRM.
2. Invite Team
Add your team members and set their permissions with a single click.
3. Start Selling
You are ready to go. Track deals, manage tasks, and accelerate growth.
Plays well with others
Managerial CRM connects seamlessly with the tools you already use. Sync data automatically and keep your workflow unbroken.
Plans that scale with your business
Every plan starts with a free trial. Explore the full feature breakdown on our pricing page.
SOLO
Essential customer relations & standard accounting for micro-offices.
Up to 3 users included · 6 modules
STANDARD
Advanced accounting, inventory control & checkout POS automation.
Up to 5 users included · 9 modules
PREMIUM
Full production manufacturing, custom APIs & e-commerce integrations.
Up to 8 users included · 13 modules
Custom Development
For bespoke software built around your exact workflow.
Tailored by the Softifybd team
See every feature, plan by plan, on the full pricing page.
Frequently Asked Questions
What is Managerial CRM, and who is it for?
Managerial CRM is an all-in-one customer relationship management platform built for modern sales and support teams. It's designed specifically for growing businesses that need to centralize their communication, automate repetitive workflows, and get actionable insights without complex setups.
How hard is it to migrate my data from another CRM?
Not hard at all. We provide a seamless, one-click CSV importer. We also offer native, secure integrations with major legacy CRMs (like Salesforce and HubSpot) allowing you to securely port over your historical contacts, deals, and notes in minutes without data loss.
Can I customize the sales pipeline to fit my specific process?
Yes, completely. Managerial CRM uses a flexible drag-and-drop builder for your deal pipelines. You can create custom stages, add custom fields to deals, and even set up multiple independent pipelines if you have different sales motions or product lines.
Do you integrate with our existing tools (Email, Slack, Calendar)?
We offer over 100+ native integrations. You get two-way sync with Google Workspace and Office 365, automated deal alerts via Slack or Microsoft Teams, and direct connections to marketing tools like Mailchimp and Zapier right out of the box.
Is my data secure and compliant with privacy regulations?
Security is our top priority. All data is encrypted at rest and in transit using enterprise-grade AES-256 encryption. We are fully GDPR, CCPA, and SOC 2 Type II compliant, ensuring your customer data is always handled according to strict global privacy standards.
How does the automated task assignment work?
You can set up conditional workflows. For example, if a deal moves to "Negotiation", the CRM can automatically assign a contract review task to your legal team, send a notification to the account manager, and log the status change—all instantly and without manual entry.
Do you offer customer support and onboarding assistance?
Yes! All users get access to our 24/7 email support and comprehensive knowledge base. Pro and Enterprise users also get access to live chat, priority phone support, and a dedicated Customer Success Manager to assist with personalized team onboarding.
Can I restrict access to certain data based on user roles?
Absolutely. Our Advanced Permissions system (available on Pro and Enterprise) allows you to define granular, role-based access controls. You can restrict team members from viewing sensitive financial data, or limit access to contacts outside of their specific sales territory.
Is there a mobile app available for on-the-go access?
Yes, our fully native mobile app is available for both iOS and Android devices. It gives your field sales team full access to their pipelines, allows them to log calls automatically, scan business cards, and get push notifications for important deal updates while away from their desks.
Can I cancel or change my subscription plan at any time?
Yes, there are no rigid, long-term contracts. You can upgrade, downgrade, or cancel your subscription at any time directly from your billing dashboard. If you upgrade mid-month, you will only be charged a prorated amount.
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Ready to accelerate your sales cycle?
Join thousands of modern teams managing their business on Managerial CRM.
No credit card required. Every plan starts with a free trial.