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Sodo CRM features

All the context your sales team needs, in one workspace.

Stop switching between fragmented tools to capture enquiries, continue conversations, assign ownership and measure outcomes.

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01 / Lead capture

Every channel connects to one customer workflow.

Connect Meta Lead Ads forms with individual field mapping and send form-specific questions to the right CRM fields. Receive website enquiries through a secure webhook and recognise repeat enquiries by phone or email.

Meta Lead AdsGermany Hair Transplant • NowNew
WhatsAppElif Aksoy • 3 min agoAnswered
Website formFree consultation • 12 min agoAssigned
02 / Sales follow-up

Make ownership and next steps unmistakably clear.

Customise pipeline stages, assign leads to team members and keep notes and reminders in the customer record. Review repeat enquiries alongside previous conversations.

NewElif AksoyMeta • 2 minMert KayaWeb • 8 min
In conversationDeniz BulutAhmet K.
AppointmentSelin ArasTomorrow 14:30
03 / Communication

Keep every WhatsApp conversation connected to the customer record.

Your team sees conversations alongside customer history. An automated welcome handles new enquiries, then the sales representative continues the conversation.

Hello, could I get more information about the process?
Hello Elif, of course. May I first learn more about what you are looking for?
Conversation added to the customer record
04 / Customer record

Every customer’s images, history and next step on one card.

A lead record is more than an identity line. Upload images with captions and keep conversation history, quotes and outstanding balances in the same place. JPG, PNG, GIF and WebP are supported, up to 8 MB per file. Photos are not reachable by direct link; only authorised users see them.

Set a reminder on the card with a date, a time, an owner and a note. When it falls due it appears on that person’s dashboard, so no follow-up quietly disappears.

EA
Elif AksoyHair transplant • Ahmet K.
Before • 12.07
Month 1 • 12.08
Month 3 • 12.10
Follow-up callTomorrow 11:00 • Ahmet K.
05 / Language

Sell in a language your team does not speak.

Entering a new country no longer means hiring someone who speaks it. Your agent writes in Turkish and the patient receives Italian; the patient writes Italian and the agent reads Turkish. The text that will reach the patient appears on screen before sending, so nobody sends a message they cannot read.

Translation is switched on per conversation. If the agent already speaks the patient's language it never activates; the system only suggests it when it notices a different language. Prices, graft counts, dates and times are preserved exactly, and the original text stays under every message.

Buonasera, vorrei informazioni sul trapianto.Good evening, I would like information about the transplant.
Our price is 2,500 EUR, 4000 grafts included.Il nostro prezzo è di 2.500 EUR, 4000 innesti inclusi.
Numbers never change in translation
More capabilities

Keep operations organised as you grow.

Reminders

Set a reminder on the customer record with a date, time, owner and note; it appears on that person's dashboard when it falls due.

Customer images

Upload images with captions to the customer record. Up to 8 MB per file, never reachable by direct link.

Full use on mobile

Add the panel to your home screen and it opens like an app. Get a notification when a new lead is assigned to you.

Appointments and follow-ups

Manage appointments and follow-up notes alongside the customer record.

Quotes and payments

Prepare quotes and connect paid and outstanding balances to the sales process.

Reports

Measure performance by source, stage, team and outcome.

Monthly AI analysis

Turn conversations and lead outcomes into management insight.

Role and company isolation

Control permissions so each company sees only its own workspace.

Resilient Meta queue

Protect enquiries during temporary API errors and retry automatically.

Setup built around your team

See Sodo in your own sales workflow.

Book a demo