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All Your Customers, All in One Place

Names, numbers, notes, and history—all in one place. Sophiie makes customer management effortless and super easy to access.

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Manage Your Customers Like a Pro

Say goodbye to scattered information and hello to streamlined customer management. With Sophiie’s Customer CRM, you can easily access everything you need about your customers in one centralised hub. Whether it’s sending a quick email, making a call, or jotting down notes, Sophiie makes managing your customers effortless.

Customer CRM

What Can Sophiie’s Customer CRM Do?

Sophiie’s CRM isn’t just a database—it’s your ultimate customer management tool. Here’s what it can do

Centralised Customer Hub

Keep all your customer details—names, phone numbers, email addresses, and more—in one easy-to-access location.

Call, Email, or Text with Ease

Reach out to your customers directly from the dashboard without jumping between apps.

Detailed Notes

Record important details from conversations or meetings to ensure nothing gets forgotten.

Set Reminders

Stay on top of follow-ups, appointments, and deadlines with Sophiie’s built-in reminder system.

Ready to Meet Sophiie?

Meet your AI Office Manager—designed to keep your business running smoothly while you stay focused on the big picture. From managing enquiries and bookings to keeping your team and customers in sync, Sophiie takes care of the details behind the scenes.

Why Choose Sophiie’s CRM?

Sophiie’s Customer CRM isn’t just about storing information—it’s about making your customer interactions seamless and impactful

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Explore More Smart Solutions

Discover additional tools that work seamlessly with Sophiie to elevate your customer communication experience.

Jobs Manager

Stay organised with an all-in-one job management system, from task creation to tracking progress.

AI Phone Answering

Never miss a call again—Sophiie answers, qualifies leads, and routes inquiries seamlessly.

AI Email Responder

Let Sophiie handle your email inquiries with speed and precision, keeping your inbox organised and your customers happy.

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Frequently asked questions

Find quick answers to common questions about how Sophiie AI works

What information can I see in Sophiie’s Customer CRM?

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Sophiie’s CRM provides a complete customer profile, including contact details, job history, lifetime value, preferred communication channel, and customer satisfaction insights.

Can I leave notes and reminders for customers?

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Yes! You can add notes about customer preferences, past conversations, or job details. Sophiie will also remind you of any saved follow-ups when needed.

Can I contact customers directly from the CRM?

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Absolutely. You can send texts, make calls, or email customers directly from the CRM, keeping all communication in one place for easy tracking.

Does Sophiie track customer activity and interactions?

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Yes. The CRM logs all emails, texts, calls, and job history, giving you a full timeline of interactions with each customer.

Can I set my own follow-up reminders?

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Yes! You can manually set reminders for follow-ups, and Sophiie will notify you when it’s time to reach out to a customer.

Can I see upcoming jobs and appointments for a customer?

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Yes! The CRM displays past and upcoming jobs for each customer, making it easy to check their service history and upcoming bookings.

Ready to Take Control of Your Customers?

Experience the ease and efficiency of Sophiie’s Customer CRM today. All your customer information, communication tools, and notes in one smart platform!