AI-Ready, All-on-One CRM & Marketing Automation for Startups, Small and Mid-Sized Businesses

Sofilytics brings visitor insights, CRM, analytics, and email marketing automation together in one intuitive platform. Track individual prospects, manage sales and marketing activity, and transform centralized, structured data into actionable insights — while building a strong foundation for AI-powered analysis and automation.

CRM & Marketing Automation Platform
“If you’re seeking a CRM and Marketing Automation solution that combines simplicity, robust functionality, and outstanding support, I highly recommend Sofilytics…”
Jim T.

Over the years I have worked with numerous CRM systems and marketing companies, Sofilytics has by far been the best to work with. [Neptune Web] has been extremely helpful in navigating the software and assisting is developing new code to customize the CRM to our requirements.

Rob W.
The platform’s simplicity and ease of use truly stand out. It’s so intuitive that [my team] was operational in no time, with minimal learning curve required. Beyond ease of use, the depth and versatility of Sofilytics are remarkable. It has everything [my team] needs to manage customer relationships effectively, all in one place.
Jim T.
The onboarding process was seamless and professionally managed, requiring minimal effort on our end. The [Sofilytics] Team handled every detail, making it a smooth and stress-free experience.
Jim T.
Sofilytics delivers exceptional value. With no added support costs for report and dashboard customizations throughout the contract, it’s a budget-friendly solution that any company can appreciate.
Jim T.

AI-Powered Insights

Use AI and LLMs to analyze your CRM data, uncover meaningful connections, and support smarter marketing and sales decisions.

  • Ask questions about your data and receive clear, immediate answers
  • Identify patterns, trends, and opportunities across contacts, engagement, and pipeline activity
  • Turn CRM data into actionable intelligence for sales and marketing strategy
Sofilytics CRM & Marketing Automation Platform
CRM

Customer Relationship Management (CRM)

  • Ready-to-use small business CRM with no complex setup
  • Easily manage contacts, companies, and their relationships
  • Organize data around your business processes and prepare it for AI-powered analysis

Automation

  • Create automated marketing and CRM actions triggered by website activity, email engagement, contact data, and AI-driven insights

Automation
Analytics

Analytics

Transform website, CRM, and marketing data into actionable intelligence through a simple, integrated interface—giving your team and AI tools the context needed to uncover insights and make informed decisions.

  • Connect performance metrics to individual contacts and companies
  • Turn unified data into actionable insights and better-informed decisions

Visitor Insights & Profiles

Build complete prospect profiles with a chronological view of each contact’s website activity, email engagement, and other interactions — creating richer data for lead scoring, personalization, automation, and AI-powered insights.

  • Track individual website visitors and known prospects
  • Identify top prospects using customizable lead-scoring criteria
  • Establish measurable goals aligned with your marketing objectives
Visitor Insights & Profiles
Email Marketing

Email Marketing

Create, personalize, and manage targeted email campaigns through one powerful, intuitive platform.

  • Connect opens, clicks, and responses to individual contact profiles
  • Use engagement data to personalize messaging and guide follow-up
  • Turn campaign activity into structured data for reporting and AI-powered analysis

Experience the difference that genuine care, quality support, ease of use and affordability can make.