Turn every lead into
predictable revenue.
The multi-tenant, AI-native CRM built for modern revenue teams — pipeline, forecasting, quote-to-cash, and executive reporting in one calm, cinematic workspace.
Everything a revenue team needs
One workspace. Every lead, deal, and conversation — with the automations that make your team faster.
Auto-score inbound leads by source, industry, and behavior. De-dupe on import.
Drag-and-drop stages with aging alerts, weighted forecasting, and stage history.
Lead triage, opportunity coaching, and natural-language search across your CRM.
Win-loss, activity, funnel conversion, and forecast — cached & real-time.
Auto follow-up tasks, stage-entry tracking, close-date automation, and more.
Row-level security per workspace, role-based access, audit trail, and SSO-ready — from day one.
CPQ & Revenue Cloud, built in
Configure quotes, control discounting, and turn accepted deals into orders, contracts, subscriptions, and invoices — without leaving SoobuCRM.
The CPQ agent suggests products, drafts approval justifications for above-threshold discounts, and never auto-applies pricing — a human always signs off.
Discounts above your threshold auto-open an approval request. Every state change is logged and linked back to the originating quote.
Accepting a quote provisions the order, contract, subscriptions, and (optionally) a draft invoice in a single atomic transaction.
Nightly renewal sweep opens tasks and renewal opportunities 60 days out. The Revenue-Cloud agent drafts outreach for the owner of every at-risk sub.
Bookings, ARR, invoice balances, and churn risk — cached with sub-second reads and a natural-language reporting agent for ad-hoc questions.
From first touch to closed-won
A guided path built into the product — no configuration required to get started.
Import leads or connect your inbound. AI enriches and scores them instantly.
Assign, sequence, and let the AI Agent prioritize what to work on next.
Move deals through weighted stages with automated follow-ups and forecast.
“SoobuCRM replaced three tools and cut our lead response time from hours to minutes. The forecast is finally something our board trusts.”
Ready to make revenue predictable?
Set up your workspace in under two minutes. No credit card, no commitment.