Shops, trade, wholesale
CRM for shops and wholesale trade
Products, stock, Kaspi invoices and chats with buyers in one program. Prices and customers can be loaded from 1C:Fresh.
30 days free, no card required. All modules are available during the trial.
- Stock on any plan
- Kaspi invoices
- Reference data from 1C:Fresh
In brief
SotaCRM is a CRM for shops, trading and wholesale companies in Kazakhstan: a product catalog with photos, stock with reservations, deals with line items and prices, and WhatsApp chats with buyers. The Kaspi Payments module sends buyers Kaspi invoices and QR codes, and the 1C:Fresh module loads products, prices and customers from 1C. For a trading company with 12 people, both modules are included in the Pro plan at 39 900 ₸ per month (prices as of 4 October 2026).
- products, stock and deals on the Free plan for up to 5 people
- 0 ₸
- per month: Start and Kaspi invoices for up to 10 people
- 18 800 ₸
- per month: Pro, with 1C:Fresh and Kaspi included
- 39 900 ₸
- the longest period of a sales report from 1C:Fresh
- 366 days
Sound familiar
An ordinary day in trade
A buyer is waiting for an answer in WhatsApp, and the manager is looking for it in three places.
12:10
A buyer asked “Is it in stock?” and waits while the manager walks to the warehouse and finds the price in 1C.
In SotaCRM
Stock levels and prices are in the same CRM as the chat. Products and prices can be loaded from 1C:Fresh.
15:30
The last item was promised to two buyers at once.
In SotaCRM
The item is reserved for a specific deal right in the CRM stock.
19:00
A number for the transfer, a screenshot of the receipt, reconciliation at the end of the day.
In SotaCRM
A Kaspi invoice is issued from the deal, and the payment appears in it with no screenshots.
How SotaCRM handles it
Product, deal and payment next to the chat
The manager answers the buyer without opening other programs.
Catalog with photos and prices
A product has a purchase price and a selling price. The deal shows discounts, the total and the margin per item.
Products and stockStock and reservations
Stock in, stock out, transfers and reservation for a deal. On Start and above, the CRM can create a task when stock runs short.
Kaspi invoice from the deal
Send an invoice by phone number or QR, and the payment appears in the deal with no receipt screenshots.
The Kaspi Payments moduleReference data from 1C:Fresh
The CRM loads customers, products and prices from 1C:Fresh. It changes nothing in 1C.
The 1C:Fresh moduleThe AI agent knows the catalog
Replies to the buyer in WhatsApp, shows products with photos and, if you allowed it, creates a deal.
How the AI agent worksSales report
The Sales report on items sold with CSV export, and with the 1C:Fresh module, a sales report from 1C.
Reports
Example
A buyer asked and paid in the chat
The AI agent picks a product from the catalog and issues a Kaspi invoice in the same conversation.
Selling in WhatsApp from the 1C:Fresh catalog
- 1C:Fresh
Load products from 1C:Fresh
Products and prices go into the CRM catalog.
- AI agent
The AI agent picks a product
It finds products in the catalog and, if you allowed it, adds them to the deal.
- Kaspi Payments
A Kaspi invoice for the deal amount
The AI agent can issue a Kaspi invoice for the total of the products in the deal.
What you need: the 1C:Fresh and Kaspi Payments modules, an AI agent with its own WhatsApp number and your permission to create deals. The catalog shows products as of the last import.
Document after a Kaspi payment
- Kaspi Payments
The invoice is issued from the deal
A manager, the AI assistant or the AI agent does it.
- Kaspi Payments
The payment arrives
Kaspi reports the payment, and the CRM marks it in the deal.
- Documents
The CRM builds a document
An automation fills in your template and saves the document next to the deal.
What you need: the Kaspi Payments and Documents modules, a Word template for the deal and an automation that builds the document after payment.
Ready-made set
What a shop should connect
Stock and products are on every plan. Modules add Kaspi and 1C.
Shop of up to 5 people
- Free plan: 0 ₸
- Products, stock and deals
- One WhatsApp number for manual chats
Total0 ₸per month
Shop of up to 10 people with Kaspi invoices
- Start plan: 12 900 ₸
- Kaspi Payments: 5 900 ₸
Total18 800 ₸per month
Trading company of 12 people
- Pro plan: 39 900 ₸
- 1C:Fresh and Kaspi Payments included in the price
Total39 900 ₸per month
Wholesale and distribution, up to 50 people
- Business plan: 89 900 ₸
- All five modules included
- 8 WhatsApp numbers, audit log
Total89 900 ₸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
We set up the CRM for your stock and sales
The package is chosen by team size. A connection to 1C or Kaspi is part of the Business package.
Standard implementation, up to 30 people
119 900 ₸7–10 business days
Suits a shop with wholesale and retail: up to 3 pipelines, up to 10 automations, import of up to 10 000 records.
Not included: connections to 1C, Kaspi and other programs.
Business implementation, up to 50 people
219 900 ₸15–20 business days
For distributors: up to 6 pipelines, up to 25 automations with approvals and one connection of your choice: 1C:Fresh, Kaspi Payments or your website.
Not included: connections without a ready-made connector and a fourth AI agent.
Free trial
Try stock, Kaspi and 1C:Fresh
All modules are available during the trial. Load your products and connect the WhatsApp number your buyers write to.
Questions
Questions from shops and wholesale companies
No. The 1C:Fresh module reads customers, products and prices and builds sales reports for a period of 1 to 366 days. It changes nothing in 1C.
With a Kaspi invoice from the deal. A manager or the AI agent sends an invoice by phone number or QR, and the payment appears in the deal. The Kaspi Payments module costs 5 900 ₸ per month, and the company sets up Kaspi payment acceptance in advance.
Yes. Products, stock and deals work on every plan, including Free. Automation, for example a task when stock runs short, works on Start and above.
Yes, within your permissions. It picks products with photos from the catalog, adds them to the deal and issues a Kaspi invoice. It does not confirm a payment based on the buyer's word: Kaspi reports the payment, and the CRM marks it in the deal.
0 ₸ on the Free plan: products, stock, deals and one WhatsApp number for manual chats. Kaspi invoices are available on Start and above, and together with the module that is 18 800 ₸ 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 Kaspi Payments module
Kaspi invoices and QR from the deal, 5 900 ₸ per month.
The 1C:Fresh module
Products, prices and customers from 1C, 6 900 ₸ per month.
CRM for B2B and services
Website leads, contracts from a template and approvals.