So What Labs CRM
The CRM that already knows your customers
Contact & Company Management
Every customer interaction, one unified timeline
Track every contact and company across their full lifecycle — from anonymous lead to loyal customer. See the complete picture at a glance: emails sent, deals in progress, activities logged, form submissions, and purchase history. Merge duplicates automatically, tag and segment your database, and let lifecycle stages update as contacts move through your pipeline. Every team member sees the same enriched, up-to-date record.
Start Your 7-day Free Trial
Sales Pipeline & Deals
Visual pipelines that show you exactly where your revenue stands
Drag and drop deals across custom pipeline stages, track expected close dates, and forecast revenue with confidence. Create multiple pipelines for different sales motions — inbound, outbound, upsell, renewal — each with its own stages and probability weightings. Deal cards show amount, owner, contact, and days in stage. Pipeline dashboards break down total value by stage, win rates, and velocity so you always know what's closing this month.
Start Your 7-day Free Trial
Email Campaigns & Templates
Send the right email to the right person - at scale
Build beautiful email templates with variable substitution, then send personalised one-off emails or segment-based campaigns. A/B test subject lines and content to find what resonates. Schedule sends for optimal timing. Every email includes automatic unsubscribe links, List-Unsubscribe headers, and CAN-SPAM/GDPR-compliant consent enforcement. Track opens, clicks, bounces, and complaints in real-time from the email analytics dashboard.
Start Your 7-day Free Trial
Workflow Automation
Automate the busywork - focus on closing deals
Build multi-step workflows triggered by contact creation, deal stage changes, tag additions, or form submissions. Automatically send follow-up emails, update lifecycle stages, assign owners, log activities, and move deals through your pipeline — all without manual intervention. Each workflow logs every execution with full audit history, so you can see exactly what fired, when, and why. Pause, edit, and reactivate workflows at any time.
Start Your 7-day Free Trial
Lead Scoring & Segmentation
Know which leads are hot - before your competitors do.
Define custom scoring rules based on engagement signals and contact attributes - email opens, page visits, form submissions, deal activity, and more. Scores update automatically as contacts interact with your business. Build dynamic segments that recalculate in real-time, then use them to trigger workflows, target campaigns, or prioritise your sales team's outreach. View score distributions and history to fine-tune your model over time.
Start Your 7-day Free Trial
Quotes & Proposals
From deal to signed quote in minutes, not days
Generate professional quotes directly from your deals - add line items from your product catalogue, apply discounts, and customise terms. Share quotes via secure public links or send them by email with one click. Contacts can review, accept, and e-sign directly in their browser. Duplicate quotes for quick revisions, export to PDF, and track status from draft through to accepted. Quote templates let your team maintain brand consistency across every proposal.
Start Your 7-day Free Trial
Reports & Analytics
Custom reports that answer the questions your dashboard can't
Build reports across contacts, deals, companies, and activities with drag-and-drop field selection, custom filters, and aggregation functions. Track email performance with dedicated analytics - delivery rates, open rates, click-through rates, bounce rates, and domain health scores. Pipeline dashboards show deal velocity, win rates, and revenue forecasts. Attribution reports connect marketing touches to closed revenue, so you know exactly what's working.
Start Your 7-day Free Trial
Lead Forms & Meetings
Capture leads and book meetings - without lifting a finger.
Build embeddable lead capture forms with custom fields, validation rules, and auto-contact creation. Every submission flows directly into your CRM with source attribution, triggering workflows and scoring rules automatically. Publish scheduling pages that let prospects book meetings based on your team's real-time availability. Bookings create contacts, log activities, and send confirmations - a complete inbound pipeline that runs on autopilot.
Start Your 7-day Free Trial
HubSpot Import
Migrate from HubSpot in one click - no CSV gymnastics required.
Connect your HubSpot portal and import your entire CRM - pipelines, companies, contacts, deals, and activities - in a single operation. Choose what to import and how to handle conflicts: skip existing records, merge missing fields, or overwrite everything. The import preserves all your relationships - company-to-contact associations, deal-to-contact links, and activity history. Track progress in real-time with per-entity counts, and review any errors before they become problems.
Start Your 7-day Free Trial
Shopify Sync
Turn your Shopify orders into CRM intelligence
Connect your Shopify store and sync customer purchase data directly into your CRM contact timeline. Every order, refund, and abandoned cart appears as an activity on the right contact record — giving your sales and support teams full e-commerce context. Go deeper with 18+ built-in intelligence modules: customer lifetime value analysis, repeat purchase patterns, product performance, revenue forecasting, inventory health, and cohort retention — all calculated from your live Shopify data
Start Your 7-day Free Trial
Key Features
That’s not it, we got something more for you
Contact & Company Management
Sales Pipeline & Deals
Email Campaigns
Workflow Automation
Lead Scoring
Dynamic Segmentation
Email Templates & A/B Testing
Quotes & Proposals
Lead Capture Forms
Meeting Scheduler
Task Management
Reports & Dashboards
HubSpot Import
Shopify Sync
Duplicate Detection
Email Analytics
More Appps
Something More from Us
Why customers love us
Cognitive powers
Our AI engine is based on learning, reasoning, understanding context and making decisions based on complex information far beyond our human capability.
Marketing automation
Connect your data and our platform will automatically give you insights, analysis, recommendation and content that work to power your business.
More time to be human
Get meaningful results within seconds. In fact all of our tools will save your marketing team up to 400 hours a month. Tea anyone?
Demo
So What are you waiting for?
Get better insights, strategies and content that boosts your business.
Book A Free Demo