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Convert More Customers To Advocates

Most Trusted CRM Software for 25 Years

Convert More Customers To Advocates

Most Trusted CRM Software for 25 Years

Basic CRM Software Features

Included with all Soffront subscriptions


Centrally Manage Your Customer Information

Get a complete 360 degree view of customers from one central location with the click of a button.

  • See all customer information – address, phone numbers, and email addresses, contacts, notes, activities, pending tasks and appointments, attachments from one screen.
  • All changes and interactions with customers are automatically tracked and available as historical data.
  • Extend customer information with custom fields.
  • Track critical information from your back office such as sold items and invoices using custom tables.


Don't Miss Tasks and Appointments

Never miss another follow-up. Let your CRM software be your virtual assistant.

  • Stay on top of your schedule with automated email and popup alerts.
  • Manage your to-do list with a power task board. See your daily, past due, and upcoming tasks from one screen.
  • Manage your daily and weekly appointments with a powerful calendar.
  • Invite customers to appointments and create recurring appointments.
  • Automatically forward appointments to the next follow-up date when an appointment is completed.

Centrally Manage Your Customer Information

Get a complete 360 degree view of customers from one central location with the click of a button.

  • See all customer information – address, phone numbers, and email addresses, contacts, notes, activities, pending tasks and appointments, attachments from one screen.
  • All changes and interactions with customers are automatically tracked and available as historical data.
  • Extend customer information with custom fields.
  • Track critical information from your back office such as sold items and invoices using custom tables.

Don't Miss Tasks and Appointments

Never miss another follow-up. Let your CRM software be your virtual assistant.

  • Stay on top of your schedule with automated email and popup alerts.
  • Manage your to-do list with a power task board. See your daily, past due, and upcoming tasks from one screen.
  • Manage your daily and weekly appointments with a powerful calendar.
  • Invite customers to appointments and create recurring appointments.
  • Automatically forward appointments to the next follow-up date when an appointment is completed.

” We selected Soffront because the product is intuitive and flexible. We can do all the custom work that needs to be done. “

Brent Taylor, Vice President of Operations, StoneEagle Group

” We selected Soffront because the product is intuitive and flexible. We can do all the custom work that needs to be done. “

Brent Taylor, Vice President of Operations, StoneEagle Group

Design Workflows to Create Advocates

Bring over your existing customer workflows into your CRM software. Soffront will help you keep the workflows that work and improve the rest.

  • Design different categories of workflows if you have different types of customers.
  • Break down your workflows into stages and tasks to be completed for each stage.
  • Create re-usable email templates for different stages of the workflow and automate customer follow-up with automated follow-up emails and newsletters.
  • Track customer referrals.

Manage Tickets from Submission to Resolution

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

  • Provide support from channels that your customers use such as your website, email, phone, and chat.
  • Guide customer support reps through a defined support process from assignment to resolution.
  • Escalate or re-assign tickets if not resolved within a defined time-frame.
  • Record solutions and lookup common solutions from a library.

Design Workflows to Create Advocates

Bring over your existing customer workflows into your CRM software. Soffront will help you keep the workflows that work and improve the rest.

  • Design different categories of workflows if you have different types of customers.
  • Break down your workflows into stages and tasks to be completed for each stage.
  • Create re-usable email templates for different stages of the workflow and automate customer follow-up with automated follow-up emails and newsletters.
  • Track customer referrals.

Manage Tickets from Submission to Resolution

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

  • Provide support from channels that your customers use such as your website, email, phone, and chat.
  • Guide customer support reps through a defined support process from assignment to resolution.
  • Escalate or re-assign tickets if not resolved within a defined time-frame.
  • Record solutions and lookup common solutions from a library.

” Soffront Online CRM Tool’s highly competitive pricing and advanced customization features made it an easy decision for our company to abandon SalesForce.com. “

Adam Johanningmeier, IT Administrator, MerchantService.com

” Soffront Online CRM Tool’s highly competitive pricing and advanced customization features made it an easy decision for our company to abandon SalesForce.com. “

Adam Johanningmeier, IT Administrator, MerchantService.com

Advanced Features

Included with our advanced subscription

Offer Your Customers Their Own Customer Portal

Offer a customer portal and let your customers submit tickets from your website 24 hours a day, 7 days a week. Save support time using self-service Online CRM tools such as portals, chat and knowledge base.


online crm tool

Offer Your Customers Their Own Knowledge Base

Provide a natural language search interface to your customers where they type in questions or use keyword/phrases with logical operators.


Offer Your Customers Their Own Customer Portal

Offer a customer portal and let your customers submit tickets from your website 24 hours a day, 7 days a week.

Offer Your Customers Their Own Knowledge Base

Offer a customer portal and let your customers submit tickets from your website 24 hours a day, 7 days a week.

Available Online or On-premise

Available with our advanced subscription

Why Online CRM Software

  • 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.

Why On-Premise CRM Software

  • 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.