Minasoft CRM helps you build stronger relationships, boost productivity, and close more deals by centralizing your sales activities in one intuitive interface. Track leads, schedule activities, manage pipelines, and collaborate across teams with total visibility.
What CRM can do for you?
Minasoft CRM helps you build stronger relationships, boost productivity, and close more deals by centralizing your sales activities in one intuitive interface. Track leads, schedule activities, manage pipelines, and collaborate across teams with total visibility.
Turn Prospects into Long-Term Clients
From the first contact to the signed contract—and beyond—Minasoft CRM supports the full customer journey. Its smart tools and automations empower your team to nurture leads with precision and respond to opportunities at the right time.
Visual Pipeline Management
Organize, prioritize, and progress your opportunities with an intuitive drag-and-drop interface that visualizes every stage of the sales process. Gain immediate insight into your pipeline's health and bottlenecks in real time.
Stage-Based Pipeline
Customize stages to reflect your unique sales process
Drag-and-Drop Control
Move deals easily across stages and reps
Pipeline Filters
Focus views by team, region, or priority
Key Features
Lead Management
Capture, qualify, and prioritize leads with complete traceability. Automatically assign leads to the right team using customizable rules, and ensure every opportunity is nurtured through the right touchpoints.
- Lead scoring and automatic assignment
- Multi-source lead capture (web forms, imports, etc.)
- Contact history and activity logging
Activity Scheduling & Reminders
Schedule meetings, follow-ups, calls, and emails directly from your pipeline view. Minasoft CRM keeps your team on track with automated reminders and priority alerts so no opportunity is left behind.
- Smart scheduling suggestions
- Activity tracking by sales rep
- Recurring and overdue task alerts
Customer Communication History
Gain full visibility into all communications per contact—emails, calls, meetings, and internal notes—consolidated in a single timeline. This shared history builds team context and avoids redundant outreach.
- Integrated email tracking
- Internal team notes
- Complete contact timeline
Reporting & Sales Forecasting
Analyze performance by product, sales rep, or time period. Build custom reports and dashboards to identify trends, forecast revenue, and make data-driven decisions that guide your team toward predictable growth.
- Visual dashboards
- Custom KPIs
- Forecast by product, territory, and team
Seamless Integration with Other Modules
Sync CRM data with Sales, Marketing, Projects, and Invoicing modules to create a unified customer experience. From quotation to project delivery and invoicing, everything flows without data loss or duplication.
- Unified customer record
- Quote-to-order synchronization
- Project and task auto-generation
Ready to Transform Your Sales Process?
Discover how Minasoft CRM can help you close more deals, faster.
Schedule a DemoFeatures by Category
Lead Management & Qualification
Lead Scoring
Assign values to leads based on custom criteria such as source, company size, or engagement history. Prioritize efforts toward leads that are most likely to convert.
Automated Lead Assignment
Set rules to assign leads to the right sales reps or teams based on region, language, product interest, or lead score. Ensure quick and efficient follow-up.
Web-to-Lead Integration
Automatically capture leads from your website and route them directly into your CRM pipeline. Use customizable forms to gather structured information at the first touchpoint.
Lead Tags & Segmentation
Organize your leads with tags and smart filters. Segment audiences based on behavior, geography, or sales stage to personalize your outreach.
Sales Pipeline & Opportunity Management
Custom Pipeline Stages
Define pipeline stages that reflect your actual sales process. Support multiple pipelines for different teams, product lines, or regions.
Opportunity Prioritization
Assign expected revenues, close dates, and probability percentages to opportunities. Sort and filter by potential value to focus on high-impact deals.
Deal Activity Log
Track every interaction and action taken on a deal. View all past communications, changes, and internal comments in a single timeline.
Lost Opportunity Analysis
Capture reasons for lost deals and use reporting to identify patterns. Adjust your strategy accordingly to increase your win rate over time.
Communication & Collaboration
Integrated Email
Send and receive emails directly in the CRM. Use templates, track opens and clicks, and associate emails with opportunities automatically.
Internal Notes & Mentions
Collaborate within opportunities using team notes and @mentions. Ensure context and visibility across the entire team.
Calendar Integration
Sync activities and meetings with your external calendar tools. Stay on top of follow-ups and client appointments without switching tools.
Chatter Feed
A dedicated space for team discussions within opportunities. Share updates, assign tasks, and document decisions in a clear, auditable stream.
Analytics & Forecasting
Custom Reports
Build reports tailored to your sales strategy. Analyze by product, channel, salesperson, or lead source for in-depth insights.
Forecasting Dashboard
Visualize expected revenues with customizable forecasts. Evaluate performance against targets and adjust in real-time.
Cohort Analysis
Track customer journeys from lead to deal across time. Understand what actions lead to higher conversion.
Performance by Sales Rep
Monitor individual KPIs to manage performance, reward top performers, and offer coaching where needed.
Is Minasoft CRM suitable for small teams?
Yes. Whether you're a solo founder or a small sales team, the CRM scales to your needs with automation, visibility, and no unnecessary complexity.
Can I customize the pipeline stages?
Absolutely. You can create pipelines for different teams or products, and define each stage to reflect your real sales workflow.
Does it support multiple sales teams?
Yes. You can assign opportunities, restrict access by team, and create custom views and dashboards per team.
How does it help with follow-ups?
Minasoft CRM tracks all activities and sends reminders for calls, meetings, and emails, so your team never misses a touchpoint.
What kind of reports can I generate?
You can create detailed sales reports, activity logs, pipeline analyses, and revenue forecasts using custom or pre-built templates.
Can it integrate with my email and calendar?
Yes. Native integration allows syncing of your Gmail or Outlook account, including calendars and emails, directly into your workflow.
Does it help with lead qualification?
Definitely. Use lead scoring, segmentation, and automated assignments to focus only on the most valuable prospects.
How secure is my customer data?
Your data is encrypted, access is permission-controlled, and audit logs are available to ensure full traceability and compliance.
What happens after a deal is closed?
You can trigger projects, create invoices, or launch marketing campaigns—everything flows from CRM without duplicate entries.
Is training or support available?
Yes. We provide onboarding support, detailed documentation, and optional training packages to get your team up to speed quickly.
Professional Services
Track engagements, nurture long-term client relationships, and forecast project-based revenue with a CRM tailored for client services.
Wholesale & Distribution
Manage distributor relationships, upsell existing customers, and centralize order and deal tracking across channels.
Field Services
Plan sales visits, automate reminders, and record all customer interactions in the field—even offline.
Manufacturing
Coordinate sales with production capabilities. Convert quotes to orders while syncing with inventory and delivery scheduling.
Real Estate
Manage property leads, schedule showings, and automate follow-ups. Gain visibility into deal stages for each property.