Customer management
Customer management software: from spreadsheets to sufly CRM
A customer management program keeps accounts, contacts, past conversations, quotes and contracts on one screen. A spreadsheet works for one person; once a team shares it, nobody knows which file is current or who called last. sufly CRM starts exactly there.
Where do spreadsheets break?
- History disappears when the owner changes. sufly builds a 360 view per account automatically.
- Quotes live in separate files with no versions. The quote builder produces PDFs and keeps every version.
- You cannot tell where an inquiry came from. Web forms and chatbots land as leads through Web2Lead.
- Nothing is available on the road. The Android and iOS apps show leads and record activities.
What is included?
Leads and opportunities, a pipeline kanban, quotes, an account and contact database, activity history (calls, email, meetings, notes), Slack alerts and mobile apps. Closed deals become PartnerPortal projects, so effort and profitability follow the same record.
How much does it cost?
CRM Basic is ₩300,000 per month for 5 users, or ₩240,000 per month billed annually. CRM AX with AI features is ₩500,000 per month. sufly is a certified supplier for Korea's 2026 AI-Integrated (Cloud) Voucher program.
Frequently asked questions
- Can we migrate spreadsheet data?
- Yes. Onboarding includes data migration for accounts, contacts and history.
- Is there a mobile app?
- Android and iOS apps share the same account and data as the web app.