Soffront Online CRM

Get the Most From Your Leads & Customers

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Why Soffront Online CRM

SMB companies have challenges similar to large enterprises without the luxury of a large company budget. This paper reviews both the challenges and benefits …
We are extremely pleased with Soffront CRM because it is very easy-to-use and it has all of the features that we need to manage leads, opportunities, tasks and appointments and forecasting and customers. I highly recommend Soffront CRM to streamline sales, marketing, and operations.
Greg Clark Regional Vice President, Commercial Works
To have email campaigns integrated in the same CRM is extremely beneficial. Our marketing manager shoots out campaigns regularly, and the sales team can see which of their leads opened, bounced, etc. So that they can follow up and act on these. Everything is tracked in one place. This is awesome.
Nagui Bihelek CEO, Business Edge Coaching
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Generate and Nurture More Leads

… Marketing CRM features

Get More Leads From Your Website

Add fully customizable online lead capture forms to your website or social media pages.Add leads automatically to marketing groups and nurturing campaigns.

online-form

Nurture Leads Using Drip Campaigns

Nurture your leads by sending a sequence of personalized emails over a period of time.
Your drip campaigns keep on running automatically without manual intervention.

drip-campaigns

Convert More Leads With Targeted Newsletters

Send email newsletters to targeted prospects and customers.
Use hundreds of stylish pre-built email templates and and put a personal touch with mail merge fields.

email-templates

Automate Marketing Using Rules

Define “If-Then” rules to take actions based on how your contacts interact with your campaigns.
Automatically notify your sales team, move contacts to different campaigns, create follow-up tasks, and more.

campaign-rules

Monitor Campaign Performance

Get timely, fact-based insights into campaigns for continuous improvement.
Track email response rates including opens, clicks, bounces, unsubscribes, and spam reports.

campaign-reports

Ready to Automate Sales, Marketing, and Operations?

Get started today. Pay month to month with no long term contracts.

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Convert More Leads to Customers

… Sales CRM features

Work on Multiple Accounts at the Same Time

Do things faster. Tab based screens let you lookup and work on multiple accounts at the same time.

home

Prospect Efficiently – Everything in One Screen

One simple “Excel like” screen shows you your prospect list at a glance.
Make calls, send emails, add notes, and set appointments without leaving the screen.

smart-prospecting-screen

Complete Tasks On Time, Every Time

We help you to focus by generating a to-do and appointment list every morning.
You can drill down and look up lead and contact information before completing your to-dos.

task-list

Organize Your Customer Information – Everything in One Screen

Organize your important customer details Including a complete history of interactions, contacts, deals, files, and upcoming tasks.

customer-screen

Define Many-To-Many Relations

Accurately define and establish relationships between your leads, contacts, and customers.

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Track Deals and Make Accurately Forecasts

Know what your pipeline is worth at any point.
Run forecast reports for an individual sales rep, the sales manager, or the entire sales force.

sales-forecast

Follow a Sales Process – Fine Tune Your business

Define and follow the sales process that works for you.
Break your sales cycle into stages and define tasks to be completed for each stage.

sales-workflow

Be Mobile – iPhone and Android Apps

Get access to real-time information on the road with Soffront iPhone and Android apps.
Scan business cards into CRM right after a meeting or a networking event.
soffront-mobile

Ready to Automate Sales, Marketing, and Operations?

Get started today. Pay month to month with no long term contracts.

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Automate Customer Service. Track Projects.

… Service CRM features

Define and Follow Service Processes

Define processes for your entire service workflow – including support cases, projects, and issues.
Break your service processes into stages and define tasks to be completed for each stage.

service-workflow

Manage Cases from Submission to Resolution

Create cases from phone calls, web, and email and assign them to support reps.
Have complete access to customer information, files, solutions, and tasks related to the case.

service-report

Track Projects and Issues

Track all key aspects of projects including their current status, completion date, files and pending tasks.
Track issues and know where every issue stands in the resolution process and be sure that no issue slips through the cracks.

project-screen

Integrate with Third Party Software

… connect all the parts of your business

Integrate with Popular 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.

email-integration

Integrate with 400+ business apps

Integrate with 400+ accounting, eCommerce, event management, and other business apps using Zapier.

apps

Ready to Automate Sales, Marketing, and Operations?

Get started today. Pay month to month with no long term contracts.

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