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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.

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.

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.

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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

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.
Learn more
AI Phone Answering
Never miss a call again—Sophiie answers, qualifies leads, and routes inquiries seamlessly.
Learn more
AI Email Responder
Let Sophiie handle your email inquiries with speed and precision, keeping your inbox organised and your customers happy.
Learn more

Frequently asked
questions

Find quick answers to common questions about how Sophiie AI works

What information can I see in Sophiie’s Customer CRM?
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?
Can I contact customers directly from the CRM?
Does Sophiie track customer activity and interactions?
Can I set my own follow-up reminders?
Can I see upcoming jobs and appointments for a customer?

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!