The Most Customizable
CRM Software

Online or on-premise – the best of both worlds

The Most Customizable CRM Software

Online or on-premise – the best of both worlds

Watch an Overview

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

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.

Organize All Your Lead Information

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

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

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

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 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 Using Multiple Channels

Provide support from channels that your customers use such as your website, email, phone, and chat.

CRM helps Automate and Optimize your Support Process

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 Tickets from Submission to Resolution

Manage the entire support process from capturing tickets, assignment, escalation, to resolution.

Offer Self Service to Your Customers

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

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)

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 Traditional and Agile Projects

Manage both traditional (waterfall) and agile projects from a central location, including tasks, milestones, resources, and change requests.

Manage Defects

Manage Defects

Automate your defect resolution process and know where every defect stands in the resolution process.


Measure Service Results

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.


Why Online

Completely web based. There is no software to install. Use your browser to access anytime, anywhere.

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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.

Why On-Premise

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.

Giacomo Lorenzin,

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.

Brent Taylor,

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.

Adam Johanningmeier,

IT Administrator, MerchantService.com

Find out more about CRM

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