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Close More Sales and Convert Customers to Advocates

Most Trusted CRM Software for over 25 Years

Close More Sales and Convert Customers to Advocates

Most Trusted CRM Software for over 25 Years

Basic CRM Software Features

Included with all Soffront subscriptions

Centrally Manage Your Lead and Customer Information

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

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

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.

Make Phone Calls from CRM

Call phone numbers within CRM with one click. All phone call information and notes are part of the history in CRM and your calls can be recorded automatically for quality review.

Send Text Messages from CRM

Send text messages to your contacts with one click. Get notified when your contact replies. Your entire communication is automatically logged as historical information in CRM.

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.

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 G Suite to synchronize emails and calendars. Your email interactions are recorded automatically with leads and contacts in CRM.

Integrate with Intuit QuickBooks

Integrate with Intuit QuickBooks to synchronize customer information between CRM and QuickBooks. Invoices from QuickBooks are automatically available in CRM for a 360 degree view of a customer.

Integrate with DocuSign

Integrate with DocuSign to send documents for signature to CRM contacts. Signed documents become available against the appropriate CRM lead or customer record as soon as they are signed.

Basic CRM Software Features

Included with all Soffront subscriptions

Centrally Manage Your Lead and Customer Information

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

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

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.

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.

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.

” 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.

Get a 360 Degree View of Projects

Manage the key aspects of projects including current status, due dates, milestones, assigned managers and resources from a central location using our project management software.

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.

Manage Time Effectively

Manage your and your team’s time effectively with to-do lists, activity alerts, and a Collaborative Calendar.

Manage Defects

Track defects and product enhancement requests. Know where every defect stands in the resolution process and be sure that no defect slips through the cracks.

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.

Get a 360 Degree View of Projects

Manage the key aspects of projects including current status, due dates, milestones, assigned managers and resources from a central location using our project management software.

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.

Manage Time Effectively

Manage your and your team’s time effectively with to-do lists, activity alerts, and a Collaborative Calendar.

Manage Defects

Track defects and product enhancement requests. Know where every defect stands in the resolution process and be sure that no defect slips through the cracks.

” 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

Safe. Secure. Completely Web Based

Our software is completely web based. There is no software to install. Use your favorite web browser to access Soffront anywhere, anytime.

Our servers are hosted in Amazon's state-of-the-art secure data centers. We take security very seriously ensuring your data is safe and secure.

We provide data redundancy for your peace of mind. Your data is backed up daily and stored in multiple locations for redundancy.

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.

Plan Projects Using In-built Gantt Charts

Plan every aspect of your project using in-built Gantt charts. Lay out the entire project including tasks, milestones, and resources in advance and make sure nothing falls through the cracks.

Project Planner

Manage Resources

Manage and plan resources based on skills and availability. Track human or physical resources by their relationships to projects through roles and time spent.

Manage Agile Projects

Manage agile projects using flexible and light-weight Kanban boards.

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.