Soffront CRM Features

Soffront CRM

CRM. Marketing. Simplified

4.31/5 (24 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Activity Dashboard
Activity Management
Activity Tracking
Alerts / Escalation
Alerts/Notifications
Automated Routing
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Campaign Management
Cataloging/Categorization
Chat/Messaging
Collaboration Tools
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Content Management
Customer Database
Customer Segmentation
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Fields
Customizable Forms
Customizable Templates
Dashboard Creation
Data Import/Export
Data Synchronization
Data Visualization
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Event Triggered Actions
FAQ
File Sharing
For Financial Institutions
For Sales Teams/Organizations
For Startups
For iPad Devices
Forecasting
Goal Management
Interaction Tracking
Internal Chat Integration
Kanban Board
Knowledge Base Management
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Live Chat
Marketing Automation
Meeting Management
Mobile Access
Mobile Alerts
Multi-Currency
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Prioritization
Projections
Proposal Management
Prospecting Tools
Quotes/Estimates
Real Time Data
Real Time Notifications
Real-time Updates
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Role-Based Permissions
Sales Automation
Sales Forecasting
Sales Pipeline Management
Sales Reports
Search/Filter
Segmentation
Self Service Portal
Social Media Integration
Source Tracking
Support Ticket Management
Tagging
Task Management
Task Scheduling
Template Management
Territory Management
Third Party Integrations
Training Management
Visual Analytics
Web Forms
Web-based Deployment
Website Integration
Workflow Management
XML / RSS
Learn moreCompare App
API
Access Controls/Permissions
Activity Dashboard
Activity Management
Activity Tracking
Alerts / Escalation
Alerts/Notifications
Automated Routing
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Campaign Management
Cataloging/Categorization
Chat/Messaging
Collaboration Tools
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Content Management
Customer Database
Customer Segmentation
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Fields
Customizable Forms
Customizable Templates
Dashboard Creation
Data Import/Export
Data Synchronization
Data Visualization
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Event Triggered Actions
FAQ
File Sharing
For Financial Institutions
For Sales Teams/Organizations
For Startups
For iPad Devices
Forecasting
Goal Management
Interaction Tracking
Internal Chat Integration
Kanban Board
Knowledge Base Management
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Live Chat
Marketing Automation
Meeting Management
Mobile Access
Mobile Alerts
Multi-Currency
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Prioritization
Projections
Proposal Management
Prospecting Tools
Quotes/Estimates
Real Time Data
Real Time Notifications
Real-time Updates
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Role-Based Permissions
Sales Automation
Sales Forecasting
Sales Pipeline Management
Sales Reports
Search/Filter
Segmentation
Self Service Portal
Social Media Integration
Source Tracking
Support Ticket Management
Tagging
Task Management
Task Scheduling
Template Management
Territory Management
Third Party Integrations
Training Management
Visual Analytics
Web Forms
Web-based Deployment
Website Integration
Workflow Management
XML / RSS
Visit WebsiteCompare App
API
Access Controls/Permissions
Activity Dashboard
Activity Management
Activity Tracking
Alerts / Escalation
Alerts/Notifications
Automated Routing
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Campaign Management
Cataloging/Categorization
Chat/Messaging
Collaboration Tools
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Content Management
Customer Database
Customer Segmentation
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Fields
Customizable Forms
Customizable Templates
Dashboard Creation
Data Import/Export
Data Synchronization
Data Visualization
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Event Triggered Actions
FAQ
File Sharing
For Financial Institutions
For Sales Teams/Organizations
For Startups
For iPad Devices
Forecasting
Goal Management
Interaction Tracking
Internal Chat Integration
Kanban Board
Knowledge Base Management
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Live Chat
Marketing Automation
Meeting Management
Mobile Access
Mobile Alerts
Multi-Currency
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Prioritization
Projections
Proposal Management
Prospecting Tools
Quotes/Estimates
Real Time Data
Real Time Notifications
Real-time Updates
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Role-Based Permissions
Sales Automation
Sales Forecasting
Sales Pipeline Management
Sales Reports
Search/Filter
Segmentation
Self Service Portal
Social Media Integration
Source Tracking
Support Ticket Management
Tagging
Task Management
Task Scheduling
Template Management
Territory Management
Third Party Integrations
Training Management
Visual Analytics
Web Forms
Web-based Deployment
Website Integration
Workflow Management
XML / RSS
Visit WebsiteCompare App

Mobile apps

iOS App


3 reviews

Requires iOS 12.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


0 reviews

Soffront CRM Feature Reviews

22 reviewers had the following to say about Soffront CRM's features:

Account Manager - Document Management Company

Very Customizable CRM

2014-03-18

Soffront CRM is very customizable and front end is sleek.

Pros

- Very Customizable - User interface is nice - Reporting and Searches are easy - User maintenance is easy - Cloud based - Web Services

Cons

- Linking between tables can sometimes be tricky but support will help and assist - complex CRM - But worth it for the customization

Source: GetApp
Helpful?   Yes   No
Read more
Olivia M.

Efficient, cost-friendly, and effective

2018-09-16

Pros

Customer support is better with Soffront then any other CRMs we tried out.

Cons

It doesn't have as many customizable features as CRMs such as Zoho or Salesforce.

Rating breakdown

Ease of use
Features

Time used: Free Trial

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Jenna C.

Great for Marketing

2017-01-16

I also like the Email Automation function to set up more complex Marketing Campaigns.

Pros

Templates, Email Broadcast, Email Automation

Cons

I can only update contacts and accounts based on their Company name or email address.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
Tresha I.

Easy to use and reliable

2018-05-14

Pros

In the early years we had to archive the data annually to be performance effective.

Cons

You can get to the data easy but not in a nice formatted report format.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Pablo Q.

the Soffront experience

2016-06-23

Pros

The training easy and simple to understand, they will go over step by step one on one. etc

Cons

Simple and easy to customize Fields, groups and reports.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Likelihood to recommend

9/10

Recommendations to others considering Soffront CRM

definitely to give it a try, for me the expedite training and webinars were the best part, also the CS. Thanks to those elements I was convince to start entering the info that I needed without regretting to have contracted Soffront when I'm half way done with the job.

Source: Software Advice
Helpful?   Yes   No
Read more
Cheryl D.

Great Tool for Contact Management and EMail Marketing

2017-02-03

Soffront CRM folks are quick to respond and help solve even the easiest problems.

Pros

Soffront CRM was quite easy to upload our prior contact and client information.

Cons

On the initial uploading of contact information, you can only manage duplicate based on emails or company name.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Soffront CRM

As this is our first CRM with the firm, it is easy to use, easy to build and their easy templates help us to launch quick emails with little headaches.

Source: Software Advice
Helpful?   Yes   No
Read more
Mike C.

CRM Powered by Soffront Software - Powerfully Simple

2014-11-19

The application was built to emphasize the intuitive set of tools to setup the software for seamless leads management through email marketing.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Tree P.

a CRM that is Customizable for our Business Processes

2016-06-28

Pros

Our administrative team has been able to make changes to fields and forms that work better for our business processes.

Cons

A suggestion to add to this product is an 'opt-out' option for sending emails, so we don't have to remove their email and save in another field.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Likelihood to recommend

9/10

Recommendations to others considering Soffront CRM

know your business and the processes that would be helpful to have automated with a CRM system. Also, in our office, since I am an administrator, it is also good to have one of the 'users' (in our office, it is the agents that have customers) also be in one to evaluate since their criteria in a software product may be a little different than what I need as an administrator.

Source: Software Advice
Helpful?   Yes   No
Read more
Evan Rosenfield

Love the Soffront product!

2014-03-18

It is also very easy to implement and use.

Pros

- Intuitive layout and design - Flexible architecture - Rich group driven security permissions (object, record, field, and action; can vary at different stages of workflow) - Visual form builder - SQL for the experts, and UI for others

Cons

- There are some minor tweeks I would like to see, but I know that some have already been implemented in the newest version.

Source: GetApp
Helpful?   Yes   No
Read more
Bryan C.

CRM that is customizable for the ever changing business world

2016-05-05

Pros

The customization options are great. The product is very flexible.

Cons

Sometimes you submit a ticket and they do not contact you other than an automated response for over 24 hours.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Likelihood to recommend

8/10

Recommendations to others considering Soffront CRM

When evaluating software such as a CRM you should think about does it meet the needs of today and tomorrow for your business.

Source: Software Advice
Helpful?   Yes   No
Read more
Cheryl D.

Great value for small and mid-sized service companies

2018-01-09

SOFFRONT has served as a key tool to determined marketing stats.

Pros

SOFFRONT has helped marketing to bridge its current client entry and accounting software to the added component of including research, industry and details on type of specific work.

Cons

Tracking duplicates by email only is an obstacle.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
Charmaine B.

Penny wise, pound foolish

2020-11-04

Email content corrupts on sending out mails to a third party. Upload of content is slow.

Pros

Absolutely nothing. Not more I can say about it.

Cons

Absolutely everything. Not more I can say about it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

0/10
Source: Capterra
Helpful?   Yes   No
Read more
John C.

Awesome. Above and beyond customer service a support.

2018-01-12

Marketing and sales.

Pros

Ease of navigation, tutorials, and technical support. The dashboard is very well set up and I can move from one function to the other.

Cons

There is not one major issue I have other than I do not spend enough time learning all the functions to maximize the benefits.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Shirley Brown

Complete Suite of CRM solutions

2012-08-27

A special plus for me is that Soffront offers a mobile supported version.

Source: GetApp
Helpful?   Yes   No
Read more
Adam J.

Beats Salesforce in Price & Customization. Customer Service is 10/10

2014-11-11

Having been with Soffront since 2009, I would recommend their CRM solution to any business looking to lower expense and increase productivity.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
H Kent D.

Powerful CRM--Now in Spanish

2018-08-21

Easy for me to recommend this product to all types of companies

Pros

I am a business consultant who works with multi-lingual construction companies, the fact that Soffront has an English/Spanish version is a huge plus to get minority enterprises utilizing a CRM

Cons

With all CRM's there is an initial set up time, while the customer service is good it still will take a learning curve to appropriately operate the product.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Thareq Y.

I've had a very positive experience with Soffront CRM.

2018-01-05

The ability to track, monitor and measure the success of our Sales efforts.

Pros

I also like the fact that the Marketing portion of the CRM has many options for different campaigns you can run.

Cons

Some additional customization features would be nice. I called support and asked about their new release and they said it's due in Q1 of 2018 so I'm looking forward to that.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
( company, 11-50 employees)

Good marketing automation software

2018-03-16

Pros

Good software for small and medium sized business. Pictorial representation is good, can be used in any presentation.

Cons

Duplicate creation, need option in multiple fields or user can select based on his fields.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Hassan K.

Great CRM for my marketing business

2018-01-10

It allowed me to get a Lead to a Customer quickly while capturing all the notes and interactions along the way.

Pros

When I get a lead from the website it goes right to the CRM and the sales team can follow up.

Cons

I'm looking for them to do some improvements on their phone app. It's too simple and needs additional functionality.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Pete C.

Great customer service

2016-05-05

Pros

Very impressed with the customer service.

Cons

The application is a little quirky with text displays.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

9/10

Recommendations to others considering Soffront CRM

Give yourself time to set up the implementation the way you want.

Source: Software Advice
Helpful?   Yes   No
Read more
Nicole T.

Our team has successfully used Soffront for years. They have great features and excellent cust svc!

2018-01-10

Pros

I like that it was easy to customize the tabs specifically to our sales cycle.

Cons

Some actions with Groups aren't as intuitive as other actions in the software, but I usually figure it out. As with many programs, it takes a little practice to remember everything.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Clayton G.

Crm software

2016-09-06

Pros

Everything was easy to use.

Cons

I wish it was less expensive. For someone who is looking for something very expensive this would not be for you however if you did want to spend the money then I highly recommend this.

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Likelihood to recommend

9/10

Recommendations to others considering Soffront CRM

Get this product if you have the funds. I would recommend this to someone just as stated above. I would only recommend it if they have the funds to purchase it.

Source: Software Advice
Helpful?   Yes   No
Read more