Attract effortlessly.
We connect the gaps.
SoFloSoft builds the websites, CRMs, automations and branded client apps that make a small business run as one system. Leads get answered fast, follow-up happens on its own, and nothing falls between your tools.
Two halves. One S.
Every business has gaps. They leak time, clients and money.
Between the website and the CRM. Between a lead and the follow-up. Between one team member and the next. Here is one lead's trip through a typical small business.
Status: 4 gaps open
- Website inquiry
Lands in an inbox and waits for someone to notice.Goes straight into the CRM the moment it's sent.
- CRM record
Typed in by hand, later, if at all.Created automatically, with the source tracked.
- Follow-up
Depends on someone remembering to call back.Text and email go out on their own, right away.
- Your team
Handoffs happen by hallway and sticky note.The right person gets a task with the full history.
- Client served
After the sale, the client drops out of sight.You stay in front of them long after the sale.
Where things fall through
- Leads come in and nobody follows up fast enough
- Follow-up depends on someone remembering
- No clear picture of the client after the sale
Where things pile up
- The same information typed into three places
- Marketing, sales and service in tools that don't talk
- Every answer waits on one busy person
What SoFloSoft builds
You buy a working system and a local team accountable for it, not a pile of tools to manage yourself.
Websites that capture leads
Fast, mobile-ready sites with forms and booking that feed straight into your systems.
CRM setup
Pipelines, contact records and dashboards set up around how your team actually works.
Integrations and automation
Your tools connected, so follow-up, reminders, handoffs and reporting run on their own.
Practical AI features
Assistants and automations that answer common questions, draft follow-ups and summarize activity.
Branded client apps
Apps and web experiences under your own brand that keep you in front of clients between transactions.
Ongoing maintenance
Updates, monitoring and changes as your business grows, handled by the team that built it.
We connect the gaps and clear the bottlenecks.
Every engagement starts with your workflow, not with a product. Then we build, connect and keep it running.
Understand the workflow
We map how leads, clients and tasks move through your business today, and where they get stuck.
Design the fix
We propose the simplest set of tools and connections that solves the real problem.
Build and connect
We build, integrate and test it, then train your team on the result.
Maintain and improve
We keep it running and adjust it as your business changes.
Built inside our own businesses first
Everything we sell is developed and tested inside real South Florida operations before we offer it to anyone else. You see a working system, not a mockup.
- Mortgage
- Real estate
- Business financing
Client financial experience platform
A branded app professionals give their clients, with a monthly digest, short lessons, goals and a direct line to the professionals who can help.
Focused CRM
A CRM that shows one task at a time, so teams get work done instead of hunting through screens.
Two halves. One S.
Two identical shapes, one turned to face the other. Like magnets with opposite poles, Atlantic navy and sunset orange, pulled into a single letter.
At first you see two C's. Then the S appears, and you can't unsee it. The gap between them is the pull, and it's the place where SoFloSoft works.
Where is your business leaking?
Ten questions, about four minutes. You get your Connection Score and the three gaps costing you the most, whether you plan to grow the business or sell it.
- Your score across five areas: leads, closing, follow-up, referrals and business value
- Your top three gaps, in plain language
- A free workflow review with our team, if you want one
Your answers are private. Only the SoFloSoft team sees them.
Tell us where your gaps are.
Start with a short conversation about your workflow. We'll tell you plainly what we'd build and what it would take.