Skip to content
Soarello

Soarello CRM

Every lead deserves a clear next step.

Keep contacts, conversations, opportunities and appointments organized in one place, so following up never depends on memory.

Get started freeCompare CRM plans

Start with a free account. Choose a CRM plan when you're ready.

Example data
A lead pipeline with example contacts in each stage. Illustration with example data, not a real business.

Lead forms and booking

Capture every inquiry.

Add a lead form to your website or share it as a link, and let customers book from a page that only offers your real open times. Every request arrives in the CRM with where it came from.

  • Forms for your website or a shareable link
  • A booking page built from the hours you set
  • Your own questions, such as dates, vehicles or services
Example data
A lead form titled Request a quote, with industry-specific questions. Illustration with example data, not a real business.

Pipeline and follow-up

Know what happens next.

Move each opportunity through stages that match how you work. Tasks, appointments and follow-up automations keep the next step in front of you.

  • Drag-and-drop stages from new lead to won
  • Appointments you can confirm, reschedule or mark as missed
  • Follow-up automations that add tasks and draft messages for you to review
Example data
A contact record with the next step, recent activity and an upcoming appointment. Illustration with example data, not a real business.

Reporting

See what's working.

Monthly reports are built from your own records: new leads, appointments, won work and where it all came from. Growth Autopilot adds lead-to-revenue reporting by source.

  • Leads, appointments and win rates
  • Where your leads come from
  • Only numbers from your own records
Example data
A monthly report showing leads, appointments and where leads came from. Illustration with example data, not a real business.

Everything in one place.

What CRM Essentials includes today.

  • Contacts

    Tags, custom fields, notes, history, import/export

  • Lead pipeline

    Drag-and-drop stages from new lead to won

  • Appointment tracking

    Schedule, confirm, reschedule, record no-shows

  • Lead capture forms

    Embed on your website or share a link; leads land in your contacts

  • Conversations inbox

    Each customer's conversation history, notes and assignments in one place

  • Online booking page

    Customers pick a real open time from the hours you set

  • Review requests

    Prepare review requests for happy customers; you approve each one

  • Monthly performance reports

    What happened each month, from your own records

  • Follow-up automations

    Up to 3 steps: tasks, tags and message drafts you approve

  • CRM reporting

    Leads, appointments and win rates

Plans

Two tiers. Move up when you're ready.

Both are monthly. Moving to Growth Autopilot keeps everything you already have.

CRM · Tier 1

CRM Essentials

Stay on top of every opportunity.

$199/month

$149/month with Google Ads management (save $50)

Start with CRM Essentials

Includes:

  • Contacts
  • Lead pipeline
  • Appointment tracking
  • Lead capture forms
  • Conversations inbox
  • Online booking page
  • Review requests
  • Monthly performance reports
  • Follow-up automations
  • CRM reporting

CRM · Tier 2

Growth Autopilot

Keep more leads moving.

$399/month

$299/month with Google Ads management (save $100)

Choose Growth Autopilot

Everything in CRM Essentials, plus:

  • Advanced follow-up workflows
  • Inbox saved replies and response times
  • Lead-to-revenue analytics
  • Expanded monthly reports
  • Marketing recommendations

Coming soon: Conversion tracking. Not available yet.

Compare the plans feature by feature

Start with a free account.

See your website audit, look around, and add a CRM plan when it's the right time.

Get started free