03
CUSTOMER MANAGEMENT
Organise every lead, contact and customer relationship in one place.
SpaceSoft CRM provides a structured environment for managing the complete customer lifecycle. From initial lead qualification through to account management, keep all communication, contact detail and customer information connected in a single platform.
CUSTOMER VIEW
COMMUNICATION HISTORY
PIPELINE MANAGEMENT
FOLLOW-UP REMINDERS
SpaceSoft CRM — Active Records
LIVE
CUSTOMER MANAGEMENT
|
All Records
Active
Completed
5 records
ID
DESCRIPTION
STATUS
PROGRESS
LEAD-0112
Cape Biotech
Hot
80%
LEAD-0111
EnviroLab
In Progress
55%
LEAD-0110
MineralCo
Follow-up
30%
LEAD-0109
PharmaSA
Won
100%
LEAD-0108
AgriTest
In Progress
65%
Showing 5 of 5 records
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CAPABILITIES
01
Lead Pipeline Management
Track leads through a defined pipeline with stage visibility, owner assignment and activity logging.
02
Contact & Account Management
Maintain a structured record of all contacts, accounts and the relationships between them.
03
Communication Tracking
Log calls, emails and meetings against contacts and accounts for a complete interaction history.
04
Customer Information
Store and access customer contracts, documents and notes in a centralised and structured customer record.
05
Activity Reminders
Set follow-up reminders and task assignments to ensure leads and customers receive timely attention.
06
Pipeline Reporting
View pipeline value, conversion rates and sales activity through management dashboards and reports.
HOW IT WORKS
01
Lead Capture
New leads are registered with source, contact detail and initial qualification information.
02
Qualification
Leads are qualified and assigned to the appropriate pipeline stage and account manager.
03
Engagement
Communication and activities are logged. Follow-up tasks keep opportunities progressing.
04
Close & Onboard
Won opportunities convert to customer accounts with full history retained.
INDUSTRIES
SpaceSoft CRM is designed around the operational realities of the industries it supports.
LABORATORIES
MANUFACTURING
PROFESSIONAL SERVICES
"Every industry has processes that are specific to the way it operates. SpaceSoft CRM is built to work within those realities."
SpaceSoft Team
Product Design
OTHER SOLUTIONS
01
LABORATORY MANAGEMENT
SpaceSoft LIMS
Manage the complete laboratory workflow, from sample registration and tracking to results, verification and Certificate of Analysis generation.
Explore SpaceSoft LIMS →
02
PRODUCTION MANAGEMENT
SpaceSoft PPM
Manage the flow of materials and processing of products within your manufacturing environment with a structured workflow system.
Explore SpaceSoft PPM →
04
CUSTOM DEVELOPMENT
Custom Software
When your business needs something specific, we design and develop software around your processes, requirements and objectives.
Talk to our team to understand how SpaceSoft CRM can be configured for your specific requirements.