4b2b ecosystem · Australia
4softcrm — CRM for Australian B2B and B2C teams
4softcrm gives Australian sales teams a single pipeline view across every channel: leads from website forms, inbound calls, marketing campaigns and channel partners flow into one queue with automatic round-robin assignment. Deals carry quote, proposal and contract artefacts forward into 4invoices on close. For B2C franchise networks, per-location pipelines roll up to a group-level view with shared customer records, so the same lead doesn't get worked twice by two different stores.
What you get
✓
Unified inbound queue
Web forms, inbound calls, campaign replies and partner referrals — one queue with auto-assignment rules.
✓
Quotes, proposals, contracts
Generate quotes with line-level pricing, send proposals for e-signature and convert to a 4invoices invoice on close.
✓
Per-location franchise pipelines
Each store / location sees its own pipeline, head office sees the consolidated roll-up across the brand.
✓
Won-deal → invoice automation
Won opportunities auto-create a 4invoices draft with ABN, GST and line items pre-filled from the deal.
How Australian SMBs use it
Use case
B2B SaaS sales motion
Inbound demo requests → pipeline → e-signed proposal → recurring invoice in 4invoices — without leaving 4softcrm.
Use case
Franchise network with 40 stores
Per-store CRM with consolidated franchise-level reporting and shared customer records to prevent double-work.
Use case
Channel partner program
Track partner-sourced leads, attribute revenue and pay commission directly from 4invoices on each closed deal.
Move your Australian pipeline to 4softcrm
We migrate from HubSpot, Salesforce, Pipedrive or a spreadsheet for free during onboarding.