Win More Deals With AI-Powered CRM
Get Organized, Automate Sales Follow-ups, Close More Deals
Your sales team should be selling – not chasing every follow-up
Get answers without digging
Ask questions in natural language and receive answers based on the information available in your CRM.
Reduce repetitive work
Use AI-powered assistants to organize information and follow-up using tasks, emails, and texts.
See what deserves attention
Analyze pipeline and sales activity to identify trends, risks, stalled deals, and potential opportunities.
We Have Delivered Exceptional Results to Thousands of Businesses
Soffront CRM Capabilities
From initial interest to closed business
Follow a Consistent Sales Process
Define and follow the sales process that can be used by your entire team.
Break your sales process into stages such as leads, prospects, and opportunities and define tasks and automated email and text follow-ups to complete each stage. Notify managers if leads are not converted on time.
Make Accurate Forecasts on Your Sales Pipeline
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.
AI customer summaries - Get the full customer story in seconds
Organize your important lead details including a complete history of calls, emails, contacts, deals, files, and upcoming tasks and appointments.
Soffront condenses that history into a clear, usable summary so employees can prepare for calls, understand current progress, and decide what requires attention.
AI Sales Assistants
Your sales team should not need to search through multiple screens every time they need a straightforward answer.
The Soffront sales assistant allows users to ask natural-language questions about company and organization information that they need to close deals.
Close Deals Consistently With a Sales Automation 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.
View All Communications in One Place
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.
” I recommend anyone in business to use Soffront. “
Mark Porter, Owner, Express Employment Professionals
” I recommend anyone in business to use Soffront. “
Mark Porter, Owner, Express Employment Professionals
1-Click Communication Templates
Communicate using email, phone, and text using 1-click communication templates.
Your communication history and notes get automatically added to CRM.
Send Quotations and Invoices
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.
View Pending and Overdue Tasks in One Place
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.
Integrate with Email and Calendar Systems
Integrate with Microsoft Outlook and Google Workspace to synchronize calendars and emails.
The synchronization takes place automatically without any user interaction.
Save Time Using Click-To-Call
Call leads and customers directly from CRM without wasting time dialing phone numbers. Dial out from the browser – there’s nothing to install. Your call history and notes get automatically added to CRM.
View Pending and Overdue Tasks in One Place
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.
Make Accurate Forecasts on Your Sales Pipeline
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.
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.
” With Soffront, I can keep an up to the minute pulse on the business. “
Harry Tossounian, President, Gibbons Maintenance, Inc.
” With Soffront, I can keep an up to the minute pulse on the business. “
Harry Tossounian, President, Gibbons Maintenance, Inc.
AI Powered Sales Analytics
Soffront can help salespeople and managers examine pipeline activity, compare performance, and find potential risks before they become missed forecasts.
Identify stalled opportunities
Find deals that have remained in one stage too long, have no recent activity, or do not have a defined next step.
Understand pipeline movement
See which opportunities were added, advanced, delayed, reduced, or lost during a selected period.
Detect sales risk
Highlight missing follow-up, overdue tasks, limited stakeholder engagement, or other factors that may affect an opportunity.
Review performance trends
Compare activity, conversion, pipeline, and results across representatives, teams, periods, products, or customer segments.
Explain forecast changes
Understand which deals and stage movements caused the forecast to increase or decrease.
Prioritize management attention
Direct managers toward opportunities, representatives, or stages that require review instead of asking them to inspect every record manually.
Create Advanced Queries
Power users loves the ability to write advanced queries within CRM using the full power of SQL.
Automate Your Sales Automation Process with Business Rules
Setup business rules to automate your sales process based on a triggered event, change in information, or lack of action within a specified time frame.
Create Custom Reports
Extend our list of predefined sales reports and dashboards with custom reports. Use a do-it-yourself report designer to leverage your data and create summaries, details, trends and distributions, and advanced matrix reports.
Send Quotations and Invoices
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.
Automate Your Sales Automation Process with Business Rules
Setup business rules to automate your sales process based on a triggered event, change in information, or lack of action within a specified time frame.
Create Advanced Queries
Power users loves the ability to write advanced queries within CRM using the full power of SQL.
Create Custom Reports
Extend our list of predefined sales reports and dashboards with custom reports. Use a do-it-yourself report designer to leverage your data and create summaries, details, trends and distributions, and advanced matrix reports.