State of the art marketing CRM to help your business grow.
Powered by sales and marketing automation to optimize your customer experience and end the chaos of running your business.
Opportunities
1,000
+12.4% this week
Pipeline value
$1,000,000
+8.1% this week
Conversion rate
35.00%
+2.3% this week
Funnel
Stage distribution
Why SOTA CRM
The simplest way to manage your business.
Engage prospects
Automated touchpoints reach the right lead at the right time, without lifting a finger.
Manage your pipeline
A clean, visual dashboard with up-to-the-minute view of every deal in motion.
Close deals faster
Tasks, calls, emails and notes tracked automatically — never guess where a relationship left off.
Features
One platform. Every tool to grow.
Premium functionality to organize your data, close more deals and scale your team.
Pipeline-centric CRM
Manage every customer relationship in one clean, visual pipeline built for small teams.
Booking calendar
Uncomplicate scheduling — only offer times that work across all your calendars.
Power dialer
Make more calls, faster. Reach prospects and customers without skipping a beat.
Email & SMS automation
Stop copying messages. Send drip campaigns, follow-ups and reminders on autopilot.
Funnel & website builder
Drag-and-drop funnels and landing pages optimized for conversion.
Course builder
Turn your expertise into a thriving e-learning business with built-in course hosting.
10k+
Happy users
2M+
Leads generated
98%
Positive reviews
40+
Countries served
Pricing
Simple, flexible pricing.
Try any paid plan free for 14 days. Cancel anytime.
Free
- ✓Leads manager
- ✓Contacts manager
- ✓Sales pipelines
- ✓Booking calendar
- ✓2-way SMS messaging
- ✓SMS & email templates
- ✓Reputation management
Pro
- ✓Everything in Free
- ✓Unlimited funnels
- ✓Email marketing
- ✓Unlimited forms & surveys
- ✓Advanced reporting
- ✓Workflows & automation
- ✓Trigger links w/ tracking
- ✓Marketing campaigns
Elite
- ✓Everything in Pro
- ✓E-learning course builder
- ✓Unlimited websites
- ✓Pre-built templates
- ✓One-click site setup
- ✓Unlimited landing pages
- ✓Membership management
- ✓HTML builder
FAQ
Frequently asked questions
Can my co-workers join my trial?+
Yes — invite as many teammates as you want to join your SOTA CRM trial.
What is sales and marketing automation?+
Automation performs your daily sales and marketing tasks for you — email drip campaigns, follow-ups, thank-you messages, invoices, reminders, scheduling and more.
How does automation benefit my business?+
It saves time, improves organization, creates more personalized communication, and ultimately generates more sales and revenue.
What automation features does SOTA offer?+
Preset Easy Automations and fully custom workflows: text/email follow-ups, contact-to-booking flows, appointment reminders, lead-to-deal pipelines and more.
Do you have experts to help me set up?+
Yes — our Expert Coaching team, chat support and help center are here to get you up and running with confidence.
Is SOTA a lead generation tool?+
SOTA manages leads through your pipeline. We don't find leads, but we can connect you with marketing agencies that do.
