Soffront CRM Features

Soffront CRM

CRM. Marketing. Simplified

4.46/5 (23 reviews)

Soffront CRM Feature Summary

  • Sales Automation
  • Sales Forecasting
  • Quote and Proposal Management
  • Marketing Automation
  • Email Marketing
  • Customer Service Management
  • CRM Portals
  • Knowledge Management
  • Employee Helpdesk
  • Project Management
  • Mobile CRM
  • CRM Analytics
  • WYSIWYG Form Designer
  • Graphical Process Designer
  • Business Rules
  • Complete Personalization
  • Role Based Security
  • Developer API

Customer Management Feature Comparison

Most popular features of all Customer Management apps

API (356 other apps)
Activity Dashboard (214 other apps)
Activity Tracking (157 other apps)
Automatic Notifications (194 other apps)
CRM Integration (129 other apps)
Calendar Management (180 other apps)
Custom Fields (145 other apps)
Customer Database (150 other apps)
Customizable Branding (191 other apps)
Customizable Reporting (158 other apps)
Customizable Templates (165 other apps)
Data Import/Export (173 other apps)
Electronic Payments (130 other apps)
Email Integration (185 other apps)
Mobile Integration (128 other apps)
Real Time Data (128 other apps)
Reminders (183 other apps)
Reporting & Statistics (225 other apps)
Social Media Integration (162 other apps)
Third Party Integration (209 other apps)

Mobile apps

iOS App


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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
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Olivia Markele

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
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Pablo Quintana

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
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Tresha Ivey

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
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Evan Rosenfield

Love the Soffront product!

2014-03-18

Been a fan of Soffront for a long time. Their product is incredibly flexible and powerful.

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
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Jenna Cassrlman

Great for Marketing

2017-01-16

This product has great Email templates and mass email features.

Pros

Templates, Email Broadcast, Email Automation

Cons

I wish Soffront would generate and automatic "Soffront ID" so that I could use that when sorting and labelling duplicates, or making updates to contacts and accounts via the Excel upload and update function.

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
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Adam Johanningmeier

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
Thareq Yahya

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.

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
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H Kent Desselle

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
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Cheryl Dillman

Great value for small and mid-sized service companies

2018-01-09

We never had that option before and now it is easy.

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. Now the two systems are linked and leverages to help develop substantive pitches and proposals.

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
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Cheryl Dillman

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
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Tree Peterson

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
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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
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Bryan Creagh

CRM that is customizable for the ever changing business world

2016-05-05

Pros

The customization options are great.

Cons

They do not call you back and only email you. 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
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John Capponi

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
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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 Khan

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
Mike Chantigian

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
Nicole Tobiassen

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
Kyle Foster

Soffront Feedback

2016-04-27

Pros

The flexibility of the product and the ability to customize it the way we want to use it.

Cons

The product itself is not all that user friendly, new functions cannot be easily be learned on your own, and the documentation is pretty lacking. Typically requires training from Soffront, at a cost, just to fully understand how to utilize different pieces of the product.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

8/10

Recommendations to others considering Soffront CRM

get some hands on experience and make sure they fully understand what their needs are before exploring a solution

Source: Software Advice
Helpful?   Yes   No
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Pete Caldwell

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
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Clayton Griffin

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
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