The #1 Easy-To-Customize Platform
Tools To Customize Every Aspect Of The Platform With Point & Click
Basic Tools
Do-it-yourself customization tools
Brand Soffront Your Way
Brand your Soffront interface your way. Add your company logo and customize the screens the way you like it.
Extend CRM With Custom Tables
Extend CRM by adding custom database tables. You can use these database tables to extend custom business logic into CRM.
Basic Tools
Do-it-yourself customization tools
Brand Soffront Your Way
Brand your Soffront interface your way. Add your company logo and customize the screens the way you like it.
Extend CRM With Custom Tables
Extend CRM by adding custom database tables. You can use these database tables to extend custom business logic into CRM.
” We chose Soffront CRM because of its easy integration and customization for all our departments. “
David Lewis, Executive Vice President, Sentric
” We chose Soffront CRM because of its easy integration and customization for all our departments. “
David Lewis, Executive Vice President, Sentric
WYSIWYG Form Designer
Create sophisticated database forms with minimal effort using a completely web based WYSIWYG form designer.
Setup Relationships
Setup many-to-many relationships between your database tables to capture your business situation just as it is.
WYSIWYG Workflow Designer
Create workflows ranging from simple to complex in minutes using a WYSIWYG visual designer by dragging and dropping states and actions into a user-defined sequence.
Slice and Dice Your Data With Filters
Slice and dice your data using powerful search filters and find exactly what you want.
WYSIWYG Form Designer
Create sophisticated database forms with minimal effort using a completely web based WYSIWYG form designer.
WYSIWYG Workflow Designer
Create workflows ranging from simple to complex in minutes using a WYSIWYG visual designer by dragging and dropping states and actions into a user-defined sequence.
Setup Relationships
Setup many-to-many relationships between your database tables to capture your business situation just as it is.
Slice and Dice Your Data With Filters
Slice and dice your data using powerful search filters and find exactly what you want.
” I have been impressed with Soffront’s ability to customize their product to match the real-world workflow of our business. “
Andre Fidellow, VP, HealthTec Software, Inc.
” I have been impressed with Soffront’s ability to customize their product to match the real-world workflow of our business. “
Andre Fidellow, VP, HealthTec Software, Inc.
Advanced Tools
Included with our advanced subscription
Unlimited Custom Tables and Fields
Create as many tables and fields you need. There are no limits. Extend CRM using sophisticated drag and drop tools without the need for a programmer.
Slice and Dice Your Data Using SQL Queries
Write complex queries within CRM using the full power of SQL.
Automate Using Business Rules
Automate your recurring and exception-based CRM processes with powerful escalation, assignment, notification and linking rules.
Create Unlimited Reports and Dashboards
Create as many reports and dashboards you need. Use a do-it-yourself report designer to leverage your data and create summaries, details, trends and distributions, and advanced matrix reports.
Unlimited Custom Tables and Fields
Create as many tables and fields you need. There are no limits. Extend CRM using sophisticated drag and drop tools without the need for a programmer.
Automate Using Business Rules
Automate your recurring and exception-based CRM processes with powerful escalation, assignment, notification and linking rules.
Slice and Dice Your Data Using SQL Queries
Write complex queries within CRM using the full power of SQL.
Create Unlimited Reports and Dashboards
Create as many reports and dashboards you need. Use a do-it-yourself report designer to leverage your data and create summaries, details, trends and distributions, and advanced matrix reports.
