Turn every lead into
a closed, signed deal.
SOBI CRM carries a lead from first message to signed contract — conversion, AI scoring, contracts, and campaigns in one connected system.
Nordic Freight Partners
New
Riverside Consulting
Converted
Meadow Market Retail
New
FROM LEAD TO CLOSED DEAL
A lead is only valuable if it survives the follow-up.
Messages get lost in inboxes. Follow-ups get forgotten. Contracts live in someone's email. SOBI CRM gives every lead a durable path to close.
Leads go cold in shared inboxes
Follow-ups get forgotten between people
Contracts live in someone's email, not a system
No one can see what's actually about to close
RAW LEAD
"We run 40 trucks and need better dispatch visibility…"
STRUCTURED CONVERSION
Contact + Company + Deal created
SIGNED OUTCOME
Contract sent for online acceptance
A DELIBERATE WORKFLOW
Four steps from first message to signed deal.
Capture
Website form and chatbot intake land in one shared leads queue.
Convert
A deliberate conversion turns a lead into a Contact, Company, and Deal.
Close
AI drafts the contract; clients review, print, and accept online.
Grow
AI-personalized campaigns and reporting keep the pipeline moving.
A LIVE OPERATING VIEW
See what's actually closing.
Conversion funnel, lead sources, and monthly revenue in one view — no spreadsheet required.
Open the dashboard →Conversion funnel
Last 30 daysOpen deals
18
Won revenue
€52k
Contracts sent
7
BUILT FOR HOW YOUR BUSINESS WORKS
One CRM core, adapted to your industry.
Policies, renewals, and claims in one pipeline.
Track carriers and products alongside every policy, with renewal reminders before they lapse.
“We stopped missing renewal windows because the reminder lives next to the policy, not in a spreadsheet.”
— Fictional demo persona
SIMPLE DEMONSTRATION PRICING
Start with clarity. Scale with the team.
Prices below are illustrative for this product demo and do not represent a live commercial offer.
QUESTIONS, ANSWERED
What teams ask before they start.
No. Every AI feature has a graceful, keyless fallback — lead scoring, content suggestions, and drafts still work; connecting a real provider just improves quality.
Make the outcome as
clear as the conversation.
Explore a complete demo workspace with leads, deals, contracts, and campaigns already connected.