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CRM for clinics and sales teams

Stop losing the leads your ads bring in.

Sodo assigns every lead to the right rep within seconds, sends the first WhatsApp message in the lead’s own language and reports conversions back to Meta.

  • First message within seconds, from the rep’s own number
  • Customers write in any language, you read in yours
  • Your Meta ads learn from real sales data

Used by 50+ clinics and call centres across Europe.

Sodo pipeline screen with leads sorted by stage
Translated WhatsApp conversation with an Italian-speaking lead on a phone
Seconds
To the first WhatsApp message
$0
Per-message fees
Multilingual
Two-way translation in any language
Every 6 h
Encrypted backups
Where leads get lost

Leads disappear before they turn into sales.

You pay for ads, the form gets filled in, then silence. Sodo closes the leak in these four places.

01

ProblemLeads wait hours for a reply.

With SodoAssignment and the first message happen within seconds; evening leads don’t wait until morning.

02

ProblemChats live on the rep’s phone.

With SodoEvery WhatsApp conversation sits on the customer record and stays with the company when someone leaves.

03

ProblemNobody can reply to foreign patients.

With SodoTwo-way translation: the patient writes in their language, the rep reads in theirs, and the reply goes out in the patient’s language.

04

ProblemAds find form fillers, not buyers.

With SodoConversions are reported to Meta, so your ads start looking for people who resemble buyers.

The first minutes of a lead

The work starts the moment a lead arrives.

Giulia from Milan fills in a Meta form about implants. This is what happens next in Sodo.

  1. 19:12:05

    The lead lands in the panel

    Meta forms, web forms or WhatsApp: everything arrives in the same list. Custom form questions map to CRM fields, and repeat submissions from the same number are merged.

    Sodo lead list
  2. 19:12:06

    Assigned to the right rep

    Leads are distributed in turn or to the person you choose. The rep gets a notification; leads that arrive after hours do not wait until morning.

    Leads sorted by stage
  3. 19:12:09

    First message, in the lead’s language

    The welcome message goes out from the rep’s own WhatsApp number, addressing the lead by name, in their own language. The text the patient will receive is shown before it is sent.

    Welcome message sent in the lead’s language
  4. 19:17:02

    You write in your language, the lead reads in theirs

    Translation works both ways on every message, whether it is Italian, German, Arabic or any other language. The original stays underneath. Prices, dates and times stay exactly as written.

    Translated conversation with the original messages
  5. Next day, 11:40

    Appointment booked, reported to Meta

    The moment the stage changes, the event goes to Meta. Your ads start looking for people who resemble those who book.

    Appointment calendar
Meta Conversions API

Sodo tells Meta who actually became a customer.

By default, ads look for whoever fills in a form fastest. Sodo reports your sales stages back to Meta, so Meta starts looking for people who resemble those who book appointments and buy.

  1. ContactContacted

    The moment a rep changes the stage, the event goes to Meta.

  2. ScheduleAppointment booked

    Meta learns what the leads who book appointments have in common.

  3. PurchaseSale / treatment started

    The strongest signal: a paying customer.

  4. MetaYour ads learn

    Instead of the fastest form filler, they target people who resemble those who book and buy.

Same budget, better leads.

Inside the panel

Your team knows who has which lead, at which stage.

Name the stages after your own sales process. Each card shows the source, the owner and the latest submission; managers see who replied and how fast.

Sodo pipeline screen with leads sorted by stage

Rule-based assignment

Leads are distributed in turn or to the person you choose. Leads that arrive after hours do not wait until morning.

Repeat submissions

If the same phone number fills in a form again, no new record is created; the card is marked “2 submissions”.

Manager view

Who replied how fast and what was said after the price: it is all on record.

In every plan

Every plan includes all of this.

Everything below is in all three plans. Only the AI Sales Rep comes with the "AI 24/7" plan.

WhatsApp communication

Each rep connects their own number, or several numbers, with a QR code. Chats live on the customer record and stay with the company when someone leaves.

No per-message fees

Multilingual automatic welcome

The first message goes out from the rep's number, in the lead's language and matched to the topic. If there's no reply, a follow-up goes out on the day you choose.

Two-way instant translation

Whatever language your customer writes in, you read it in yours. Your reply goes out in their language; prices, dates and times stay exactly as written.

AI assistant

Ask "how many leads came in this week, who is still waiting for a reply?" and get the answer from your own data. On a patient card it drafts the quote for you.

Quote module

Build quotes with hair and dental charts. The patient opens the link and accepts; you see when they opened it. Also downloads as PDF.

Tasks

Today, tomorrow and overdue on one screen. When a lead enters a stage, that stage's task opens on its own.

Automations

Once the welcome is sent, the lead moves to the next stage, tasks open and leads who don't reply get a reminder. No manual chasing.

Email inbox

Your company mailbox inside the panel. Patient emails attach to their card and you reply from there.

Meta Lead Ads and web forms

Form submissions reach the panel within seconds; custom form questions are mapped to CRM fields.

Meta Conversions API

Reports the leads that convert back to Meta, so your ads are optimised with sales data.

Pipeline, appointments, quotes, payments

Stages, reminders, an appointment calendar, quotes and payment tracking on the same card.

Monthly AI report

Shows, separately, which ads bring leads that convert and where leads are lost.

New · Optional

24/7 AI Sales Rep

Set up with your clinic’s information. Replies to leads at any time, day, night or weekend, in their own language, collects details and photos, passes on prices approved by your experts and hands warm leads over to your rep.

Optional: voice assistant

If you like, the AI also talks: it answers incoming WhatsApp calls, calls the leads assigned to it, speaks with the patient in their language and writes a call summary on the patient card. +$299 / month, 600 minutes included every month; unused minutes carry over to the next month.

  • Instant replies at any hour
  • Collects details and photos
  • Expert-approved pricing only
  • Hands warm leads to your rep

AI 24/7 plan: 349 $ per month, 5 users included

With the voice assistant: 648 $ per month · no per-message fees

On your phone

In your pocket: in the app or the browser.

The panel works fully in the phone browser and opens like an app once you add it to your home screen. You get a notification when a new lead is assigned to you.

  • Each company’s data is kept separate, with role-based permissions.
  • Data is encrypted and backed up every 6 hours.
  • Two-step verification at login.
Dashboard
Dashboard
Monthly AI report
Monthly AI report
Lead card
Lead card
Pricing

Pick the plan that fits your team.

All three plans include every Sodo feature. The difference is who does the setup, and the AI Sales Rep.

Starter

For teams that prefer to set things up themselves.

25 $ / user / month

billed annually · minimum 3 users

Buy now
  • Every feature, unlimited leads
  • WhatsApp, Meta lead forms and web forms
  • Multilingual welcome and two-way translation
  • Your account opens in minutes; you do the setup

AI 24/7

For teams that want to answer leads at any time: day, night and weekends.

349 $ / month

5 users included, extra user 35 $

No setup fee

Buy now
  • Everything in Professional
  • 24/7 AI Sales Rep in the lead's own language
  • Collects details and photos, relays expert-approved prices
  • Hands warm leads over to your reps
  • Optional voice assistant: answers calls and calls leads (+299 $ / month, 600 minutes per month)

or try it free for 3 days
The free trial does not include the AI Sales Rep, the voice assistant or the monthly AI analysis. Live translation is included.

Every plan includes

  • AI assistant: ask about your data, get quote drafts
  • Quote module: hair and dental charts, accept link, PDF
  • Tasks, created automatically per stage
  • Automations: bots that move the stage, follow-up when there's no reply
  • Multilingual automatic welcome, by topic and number
  • Two-way instant message translation
  • WhatsApp messaging, no per-message fees
  • Email inbox
  • Meta Lead Ads, web forms and Conversions API
  • Pipeline, appointment and payment tracking
  • Monthly AI sales and ad report
  • Unlimited lead records

Prices are final; no extra tax is added at checkout. The longer the term, the lower the monthly price; on the 3-month term a one-time $250 setup fee applies to the first purchase of Professional or AI 24/7, while setup is included on the 6-month and annual terms. You can add users mid-term; only the remaining days are charged and your renewal date stays the same. Very large migrations (tens of thousands of records or several systems) are quoted separately.

FAQ

Questions asked before setup.

Anything else? Write to info@sodocrm.com

What is Sodo CRM?

Sodo CRM is lead and sales management software built for call centres and sales teams. It brings every enquiry from Meta ads, website forms and WhatsApp messages into one panel, assigns the lead to a sales representative, sends an automatic welcome message and keeps every conversation together with the customer history.

Who is Sodo CRM for?

It suits call centres and sales teams that assign leads and track conversations and sales outcomes. Clinics and medical tourism are areas where we have extensive experience. It is designed for teams with several sales representatives who struggle to track who is handling which lead.

How much does Sodo CRM cost?

There are three plans and every feature is included in all of them. Starter is $25 per user per month billed annually, and you do the setup. Professional is $35 per user per month and includes setup, migration from your old CRM and priority support. AI 24/7 is $349 per month billed yearly ($399 on 6 months) with 5 users and the 24/7 AI Sales Rep included; no AI credits to buy, fair use up to 5,000 AI replies a month. You pay for 3 months, 6 months or a year; the longer the term, the lower the monthly price, and the annual term has 2 months free. On the 3-month term Starter is $35 per user, Professional $49 per user and AI 24/7 $449 per month, and a one-time $250 setup fee is added at the first purchase of Professional or AI 24/7; setup is included on the 6-month and annual terms. An optional voice assistant can be added to AI 24/7: $299 per month with 600 minutes every month, unused minutes carry over to the next month ($648 per month together); a 300-minute top-up is $99 and a 1,000-minute top-up is $149. There are no per-message fees. You can try it free for 3 days; the free trial does not include the AI Sales Rep, the voice assistant or the monthly AI analysis; live translation is included in the trial.

Can we move over from our current CRM?

Yes. Migration is included in the Professional and AI 24/7 plans: we move your contacts, stages, notes and WhatsApp chat history, connect your WhatsApp numbers, Facebook/Instagram and website forms, set up welcome messages and automations, and train your team live. On Starter you set up the account yourself in a few minutes.

Does the WhatsApp integration require the official API?

No. Each sales representative connects their own WhatsApp number with a QR code. No Meta WhatsApp Business API subscription is required, so there is no per-message charge. Photos, voice notes and files can be sent from the same screen.

Can I message a patient in a different language?

Yes. When chat translation is turned on, the sales agent writes in their own language and the message reaches the patient in theirs; the reply comes back translated. Translation is enabled per conversation, so it never activates when the agent already speaks the patient language. The text that will reach the patient is shown before sending, the original is kept under every message, and prices, dates and times are preserved exactly.

Can a manager see the sales representatives conversations?

Yes. A user with the manager role can read the whole team WhatsApp conversations alongside the customer history. How long it took to reply, which question went unanswered and what was said after the price all stay on the record, so performance is measured from evidence rather than guesswork.

Are new leads assigned automatically?

Yes. The moment a lead lands in the panel it is assigned to a sales representative and an automatic welcome message goes out from that representative own WhatsApp number. The lead name, the service requested and the business name are filled in automatically. An enquiry that arrives outside working hours does not wait until morning.

Can customer images be uploaded?

Yes. Images with captions can be uploaded to each lead card. JPG, PNG, GIF and WebP are supported, up to 8 MB per file. Photos are not reachable by direct link; only authorised users can see them.

Can reminders be set for follow-up?

Yes. A reminder with a date, time, owner and note can be added to the customer card. When it falls due it appears on that user dashboard, so overdue follow-ups are not missed.

What does the monthly AI report do?

At the end of each month all leads and all WhatsApp conversations from that month are analysed together. The report separates two questions: which ad and which form actually bring leads that convert, and where each sales representative is losing them. Conversations are processed with identifying data masked.

How do we connect our Meta account?

The company administrator signs in with their own Facebook account and selects the page and the forms they are authorised for. You do not need to give the Sodo team administrator access to your Meta account.

Do custom form questions reach the CRM?

Yes. The fields of every form are listed separately; phone, email, service interest and form specific extra questions can be mapped to the correct CRM fields.

Can different companies see each other data?

No. Each company sees only its own users, connections and customer data. Permissions are role based and each company data is isolated from the others.

Can it be used on a phone?

Yes. The panel works fully in a phone browser and can be added to the home screen so it opens like an app. There is no separate app to download. You can receive a notification when a new lead is assigned to you.

Where is the data stored?

Data is hosted on servers in Turkey. The database and files are backed up daily; backups are encrypted on the server and then transferred to a storage service inside the European Union. The encryption key is held only by us.

Set it up before the next lead arrives.

3 days free · No card · Set up in minutes