Services, agencies, manufacturing
CRM for
B2B sales and services
Leads from your website and WhatsApp, deals by stage, documents from templates and team tasks in one program.
30 days free, no card required. All modules are available during the trial.
- Website leads
- Contracts from a template
- Approvals
In brief
SotaCRM is a CRM for agencies, service companies, manufacturers with a sales department and other B2B companies in Kazakhstan. Website leads arrive in the CRM with their source, deals move through your stages, invoices and contracts are built from Word templates, and the team sees tasks and approvals. The Pro plan at 39 900 ₸ per month covers up to 30 users, with the Lead forms and Documents modules included in the price (prices as of 4 October 2026).
- per month: Pro for up to 30 users, Lead forms and Documents included
- 39 900 ₸
- per month: Start and both modules for up to 10 users
- 18 700 ₸
- of custom fields, no limit on the number of fields
- 22 types
- per hour of custom development, if something is missing
- 12 000 ₸
Sound familiar
An ordinary week in a sales department
Leads come from everywhere, contracts live in folders, approvals in chats.
Friday, 19:40
A website form arrived by email in the evening and was opened on Monday.
In SotaCRM
The form creates a lead in the CRM right away, and you see where the customer came from.
Tuesday, 11:00
Company details are retyped into the contract by hand, and the number is taken from the last file.
In SotaCRM
The CRM fills your Word template with deal data and numbers it in sequence.
Wednesday, 16:20
A discount is approved in a chat, and the answer of the head of sales gets lost among other messages.
In SotaCRM
A business process sends the discount to the head of sales and waits for their decision.
How SotaCRM handles it
Every deal at its stage
Every lead has an owner, a deadline and a next step.
- Branches for “yes” and “no”
- The head of the team approves
- Tasks run in parallel
- Waits for payment and moves on
Approval inside the CRM
On Start and above, a business process sends a discount or a contract to the head of the team and waits for the answer.
Companies and contact persons
A company has its own record with company details and contacts, and a deal has line items, discounts and VAT.
Tasks and projects
Every task has a deadline and an owner. Only its members see a private project.
Website leads with their source
A form on your website creates a lead in the CRM right away, marked with where the customer came from.
The Lead forms moduleInvoices and contracts from a template
The Documents module fills your Word template with deal data and numbers it in sequence.
The Documents moduleConnection to your programs
API on Pro and above, webhooks on Start and above. Connecting other programs needs a developer.
Connections to programs
Example
A website lead, a document from a template
The customer submitted a form, and the lead card already holds a numbered document.
Document for a website lead
- Lead forms
The customer submits the form
A lead appears in the CRM with contacts and source.
- Automation
The automation runs
The CRM builds a document from your template as soon as a new lead appears.
- Documents
The document in the lead card
The CRM fills your template with the lead data and adds a document number.
What you need: the Lead forms and Documents modules, a Word template for the lead and an automation that builds the document for a new lead.
Task for a new lead
- Lead forms
A lead comes in
The form creates a lead in the CRM with the fields filled in and the source.
- AI assistant
Ask the assistant
For example: “Find the new lead and create a task for the person in charge.”
- AI assistant
The task appears in the CRM
The assistant creates it with a deadline and can ask for confirmation before making a change.
What you need: the Lead forms module, AI credits and the employee's access to leads and tasks. The assistant starts work at an employee's request.
Ready-made set
What a service company should connect
A plan for the whole team. Lead forms and Documents can come included with Pro.
Team of up to 10 people
- Start plan: 12 900 ₸
- Lead forms: 2 900 ₸
- Documents: 2 900 ₸
Total18 700 ₸per month
Company of up to 30 people
- Pro plan: 39 900 ₸
- Lead forms and Documents included in the price
- API for connecting programs
Total39 900 ₸per month
Company of 45 people
- Business plan: 89 900 ₸
- All five modules included
- Audit log
Total89 900 ₸per month
55 people and 10 WhatsApp numbers
- Business plan: 89 900 ₸
- 5 users beyond 50: 7 500 ₸
- 2 WhatsApp numbers: 9 800 ₸
Total107 200 ₸per month
Prices as of 4 October 2026, in tenge, not subject to VAT. Any module can be tried free for 14 days on a paid plan.
Implementation and custom development
We set up the CRM for your departments
Price and timeline are known before work starts.
Standard implementation, up to 30 people
119 900 ₸7–10 business days
For an agency or a company with sales and service: up to 3 pipelines, an AI agent, 2 templates in the Documents module, role-based training.
Not included: business processes with approvals and connections to external programs.
Business implementation, up to 50 people
219 900 ₸15–20 business days
For manufacturers with a sales department: up to 6 pipelines, up to 25 automations with approvals, one connection of your choice.
Custom development
12 000 ₸per hour, from 4 hours
We build what the CRM does not have: a report, your own record type or a connection to your program. 30-day warranty on bugs.
Free trial
Build your sales pipeline
All modules are available during the trial, including Lead forms and Documents. Put a form on your website and connect a WhatsApp number.
Questions
Questions from B2B companies
Yes, as custom development to an estimate. You add custom fields yourself: 22 types, no limit on the number. We build a new record type at 12 000 ₸ per hour, with a minimum order of 4 hours.
With a business process. It sends a request to the head of the team, waits for the answer and continues along the “yes” or “no” branch. Business processes work on Start and above, with no limit on their number.
Yes. The Lead forms module provides lead forms for your website. API is available on Pro and above and webhooks on Start and above, and a developer sets them up. A connection to a program with no ready-made integration is built to an estimate, from 119 900 ₸.
Yes, on the Business plan. The audit log shows who did what and when in the CRM.
Word (.docx). The Documents module takes your template, fills in the deal data and adds a sequential number. The module costs 2 900 ₸ per month.
Didn't find an answer?
Tell us what your company does, and we will suggest a plan and modules.
Business days, 9:00–18:00 Astana time
What else SotaCRM has
The Lead forms module
Lead forms for your website, 2 900 ₸ per month.
The Documents module
Invoices, contracts and completion certificates from your template, 2 900 ₸ per month.
Implementation and custom development
Implementation packages from 49 900 ₸, custom development at 12 000 ₸ per hour.