1. The Most Flexible CRM
In The World
– The Soffront Advantage
DATASHEET

2. Flexible, Adaptable CRM That Gives
You 3X More ROI
Ease Of Use Complete Solution For Your Front Office
“ Soffront CRM helps you to work smart with fewer steps,
less navigation, less data entry, fewer data entry errors,
Soffront is a fully integrated solution for sales,
marketing, customer service, helpdesk and operations
The Soffront system less scrolling and easier process adherence. at an affordable price. Subscribe to an integrated
solution and save – without the add-ons.
is outstanding. Their Soffront provides the information needed in a single
view without forcing unnecessary steps that slow you With Soffront, you manage only one relationship, one
newest version is down. product upgrade, one invoice, one license and one
support call, without the added hassles.
possibly the best
WYSIWYG Form Designer
CRM that I have Drag And Drop Customization
used. Soffront's unique form designer allows CRM
administrators to easily and quickly create sophisticated Easily customize Soffront’s CRM using sophisticated
“ database forms with minimal effort. The form designer
is completely web based, so you can create your forms
drag and drop tools without the need for a programmer.
This eliminates costly implementations and time
- Evan Rosenfield, straight from your browser. Just one click generates the
designed form on the web.
consuming delays. Expensive VAR integration fees and
consultants are unnecessary with Soffront’s solution.
American Securities
With easy-to-use tools, you can personalize the user
experience with Soffront without programming.
Drag and Drop Workflow Designer Soffront’s built-in customization features allow you to
brand your solutions with interfaces customized your
Soffront's drag and drop workflow designer allows you way, with your company logo and specific established
to create workflows ranging from simple to complex in processes and workflows.
minutes. Soffront workflow designer uses a visual
environment for designing business processes by
dragging and dropping states and actions into a user-
A “No Limits” Solution
defined sequence.
Soffront puts no limits on customizing your CRM
solution. Create as many tables and fields you need.
Flexible Deployment and Licensing There are no limits on the number of queries, reports or
business rules you create. Design your own workflow
Since the Soffront solution is modular, you don't need to and customize Soffront to match your business
deploy the entire solution at once. Select the modules process, not the other way around.
you need today, and activate the rest when you are
ready. Select between a hosted (SaaS), On-Premise, or Soffront allows you to establish many-to-many
a cost saving host-to-own option. Choose between relationships between tables with just a few clicks.
named, concurrent and combo user licenses. Setup the relationships between your database tables
to capture your business situation just as it is.
2

3. Setup Best in Class Business Rules Use Mobile Devices
Soffront Automation Rules, along with escalation, assignment, Mobile Sales provides mobile access to real-time information to your
notification and linking rules, lets you automate your recurring and sales force for iPhone, Android, Blackberry, PDAs, and offline
exception-based CRM processes with an intuitive interface. laptops. Prepare your sales reps fully before visiting a prospect and
deliver quick access to critical info during meetings.
Setup pre-defined automated processes to occur based on a
triggered event, change in information, or lack of action within a Prepare agents fully before visiting a customer and deliver quick
specified timeframe. Define escalation criteria specific to your access to critical information like contracts during onsite
process, monitor them and generate automatic notifications based on troubleshooting meetings. Your field support agents can create work
inactivity. Send automatic emails after triggered event or change in orders on the fly to acquire parts and tools and submit call records
information. Assign records automatically based on pre-defined with time and parts information to initiate invoicing.
criteria.
Soffront CRM Applications
 Sales Force Automation
 Marketing Automation
 Customer Support Automation
 Employee Helpdesk
 Project Management
 Back Office Integration
Standard Features
 Calendar / Activities Management
 Email Integration
 Word and Excel Integration Soffront Software, Inc.
 Google Maps Integration
45437 Warm Springs Blvd, Fremont, CA 94539
 Queries, Reports, and Analytics
 Form Designer www.soffront.com sales@soffront.com (510) 413-9000
 Workflow / Process Management
 Import and Export Capabilities
 Automation Rules Copyright 1992 – 2012 Soffront Software Inc., All rights reserved
 Escalations and Notifications