A CRM that plugs into the tools your team already lives in

The GitHub integration links repos and issues straight to accounts and deals, so reps and support can see open bugs and shipped features without leaving the pipeline.

• Two-way sync between repos and account/deal records
• Open issue and pull request counts shown on the account timeline
• Auto-tag deals when a linked repo ships a release

Linear tickets tied to an account show up automatically on the deal, so support escalations reach the assigned rep the moment priority changes.

• Open tickets and priority surfaced on the account record
• Auto-create a Linear issue from a support-flagged deal
• Two-way status sync, no manual updates required

Built for engineering-led sales motions where a deal genuinely depends on shipping a feature, Jira epic status stays visible right on the account.

• Epic and sprint status reflected in the deal timeline
• Works alongside Linear for teams running both
• Custom field mapping for enterprise Jira instances

Keep the whole revenue team in the loop without a second inbox, deal and renewal alerts land in the Slack channel that already owns that account.

• Channel-level notifications for deal-stage changes
• Renewal-risk and expansion alerts routed by team
• Slash command to pull up a deal without leaving Slack

Every email and meeting with a contact is logged against the right record automatically, so nothing lives only in someone’s personal inbox.

• Two-way Gmail sync, every reply logged automatically
• Calendar sync with automatic meeting-to-deal linking
• Works alongside Google Meet for call notes

Microsoft-based teams get the same automatic logging as Google Workspace customers, with no compromises on either side.

• Full email and calendar parity with the Google integration
• Works with Microsoft 365 and on-prem Exchange
• Meeting notes synced back to the deal automatically

For anything outside our native list, Zapier covers the long tail, connect Softmatica to nearly any app your team already runs.

• 6,000+ app connections through no-code Zaps
• Trigger on new deals, stage changes, or new contacts
• No engineering time required to set up

Finance stops pinging sales for invoice status, and reps see payment health without leaving the deal they are working.

• Invoice and subscription status on the account record
• Failed-payment alerts routed to the account owner
• Revenue data available for forecasting dashboards

Product usage becomes part of the account record automatically, which is what powers Softmatica’s renewal-risk and expansion automation out of the box.

• Stream product usage events directly into account records
• Powers automated renewal-risk and expansion signals
• No custom event mapping required for standard events

Support sees the commercial context behind every conversation, so your highest-value accounts never sit in a general queue.

• Deal size and plan tier visible before ticket triage
• Escalate a conversation straight into a deal
• Shared timeline between sales and support conversations

Plenty of teams keep HubSpot for marketing while running their pipeline in Softmatica; this integration keeps both systems honest about lead and contact status.

• Two-way contact and lead-status sync
• Keep HubSpot for marketing automation, Softmatica for pipeline
• No duplicate data entry between the two systems

Contracts move at the speed of the deal, not a separate document workflow, and the stage updates itself the moment a signature comes back.

• Send a contract directly from a deal record
• Deal stage advances automatically on signature
• Signed documents attached to the account permanently