Flexible CRM to Automate Sales, Service, and Projects
Click Here if you are looking for Marketing and Sales Automation for small to mid-sized businesses
Service and Project Automation
- Offer support from multiple channels using your website, email, phone, and chat
- Automate and optimize your support process
- Manage tickets from submission to resolution
- Offer 24x7 self service to your Customers
- Offer knowledge management to your customers
- Ensure adherence to Service Level Agreements (SLAs)
- Manage traditional and agile Projects
- Manage issues and defects
- Measure service results with built-in analytics and dashboards
The Most Customizable CRM
Drag And Drop Customization
Easily customize Soffront using sophisticated drag and drop tools without the need for a programmer.
Our built-in customization tools allow you to brand your solutions with interfaces customized your way, with your company logo and your unique processes and workflows.
A “No Limits” CRM
Soffront puts no limits on customizing your CRM. Create as many tables and fields you need. There are no limits on the number of queries, reports or business rules you create.
Design your own workflow and customize Soffront to match your business process, not the other way around.
Best in Class Business Rules
Define business rules to automate your recurring and exception-based CRM processes with an intuitive interface.
Setup pre-defined automated processes to occur based on a triggered event, change in information, or lack of action within a specified time-frame.
Sales Automation Features
Convert More Leads to Customers
Convert Leads Faster by Following a Sales Process
Define and follow the sales process that works for you. Implement a sales process that can be used by your entire team. Layout your sales process and guide your sales team to follow that process to avoid mistakes.
Break your sales cycle into stages such as leads, prospects, and opportunities and define tasks and automated email follow-ups to complete each stage. Notify managers if leads are not converted on time.
Save Time By Organizing All Your Lead Information On One Screen
Organize your important lead details including a complete history of calls, emails, contacts, deals, files, and upcoming tasks and appointments.
Your sales reps can access the complete lead history at the touch of a button. A single navigation screen gives your salespeople all the information they need in one place.
Track Deals and Make Accurate Forecasts
Know what your pipeline is worth at any point. Attribute probabilities automatically based on the stage in the sales process.
Run forecast reports for an individual sales rep, the sales manager, or the entire sales force.
Complete Sales Tasks On Time, Every Time
We help you to focus by generating a task list every morning. You can drill down and look up lead and contact information before completing your tasks.
Managers can review the completed and pending tasks for their team to measure productivity.
Close Deals Faster by Sending Quotations to Customers
Enable your sales team to pick the right product or service and then create a customized quotation on the fly with a click of a button, apply discounts, and convert them into orders.
Integrate with Email and Calendar Systems
Integrate with Microsoft Outlook and Google Apps to synchronize calendars and activities. Forward emails from any email client to record email interactions with leads and contacts in CRM.
Service and Project Automation Features
More Happy Customers at a Lower Cost
Provide Support Using Multiple Channels
Provide support from channels that your customers use such as your website, email, phone, and chat.
Automate and Optimize your Support Process
Define and follow a support process that works for you. Dynamically generate next actions that guide customer support reps through your defined process.
Manage Tickets from Submission to Resolution
Manage the entire support process from capturing tickets, assignment, escalation, to resolution.
Offer Self Service to Your Customers
Offer a customer portal and let your customers submit tickets from your website 24 hours a day, 7 days a week.
Offer Knowledge Base to your Customers
Provide a knowledge base to your customers where they type in questions and get answers.
Ensure Adherence to Service Level Agreements (SLAs)
Define SLAs and automatically measure your support team’s response time against your SLA.
Manage Traditional and Agile Projects
Manage both traditional (waterfall) and agile projects from a central location, including tasks, milestones, resources, and change requests.
Automate your defect resolution process and know where every defect stands in the resolution process.
Measure Service Results
Get timely, fact-based insight into the entire service process with pre-built reports and dashboards.
Available Online or On-premise. The Best of Both Worlds.
Completely web based. There is no software to install. Use your browser to access anytime, anywhere.
No IT required. We keep your data safe and secure and backed up on a daily basis.
No upfront investment. Enjoy a low monthly cost without long term contracts.
You have complete control over customization and integration.
Apply your own corporate compliance and IT security policies.
Enjoy a lower operating cost compared to hosted over a period of 4-5 years.
Join Thousands of Businesses Using Soffront CRM
We needed a browser-based solution with a powerful platform that would integrate easily into our existing system and give us a common user-interface. After evaluating the cost and features of competing products, we chose Soffront, because it had all of the features we wanted at a competitive price.
CEO and president, HiT Software
We selected Soffront because the product is intuitive and flexible. We can do all the custom work that needs to be done. After looking at all of the other products, we determined that Soffront represented the best value and functionality.
Vice President of Operations, StoneEagle Group
Soffront’s highly competitive pricing and advanced customization features made it an easy decision for our company to abandon SalesForce.com. Their easy to use interface simplifies new employee training and allows our staff to better serve our customer base.
IT Administrator, MerchantService.com
Find out more about CRM
What Does CRM Stand for? What Does It Do? – Our Latest Article
Whether a software, a system or a strategy, CRM means different things to different people. The acronym CRM means Customer Relationship Management, but managing customer relationships is only one of many things that CRMs can do.