Softr Features

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. This feature was mentioned in 95 Softr reviews.

Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. 90 reviewers of Softr have provided feedback on this feature.

Based on 93 Softr reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Enables users to view and transact business with the same content in multiple languages and currencies. This feature was mentioned in 81 Softr reviews.

Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. 87 reviewers of Softr have provided feedback on this feature.

Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. 80 reviewers of Softr have provided feedback on this feature.

Based on 90 Softr reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

As reported in 81 Softr reviews. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

As reported in 70 Softr reviews. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

As reported in 68 Softr reviews. Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. 66 reviewers of Softr have provided feedback on this feature.

Based on 71 Softr reviews. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Based on 64 Softr reviews. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Based on 62 Softr reviews. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

As reported in 65 Softr reviews. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. This feature was mentioned in 63 Softr reviews.

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. 64 reviewers of Softr have provided feedback on this feature.

As reported in 64 Softr reviews. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. This feature was mentioned in 63 Softr reviews.

Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. This feature was mentioned in 61 Softr reviews.

Enables analysis of effectiveness of an organizations various marketing activities 59 reviewers of Softr have provided feedback on this feature.

Based on 67 Softr reviews. Tracks issues/help requests reported by customers through the resolution process.

As reported in 74 Softr reviews. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.

Based on 71 Softr reviews. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.

Based on 59 Softr reviews. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.

Enables analysis of customer support activities to optimize customer support professionals, processes and tools. 58 reviewers of Softr have provided feedback on this feature.

Ability to input, modify and extract data from the application in bulk through a structured file. This feature was mentioned in 82 Softr reviews.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. This feature was mentioned in 86 Softr reviews.

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. 79 reviewers of Softr have provided feedback on this feature.

Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone 59 reviewers of Softr have provided feedback on this feature.

As reported in 59 Softr reviews. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.

As reported in 60 Softr reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Based on 61 Softr reviews. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

Based on 67 Softr reviews. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

As reported in 57 Softr reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Provides the ability to drag-and-drop elements into the application to customize interface. This feature was mentioned in 267 Softr reviews.

As reported in 274 Softr reviews. Provides tools for inserting brand logos, colors, quotes, and other proprietary content.

Provides base-level application templates to build atop and customize for specifc users and actions. This feature was mentioned in 275 Softr reviews.

Based on 263 Softr reviews. Allows the creation ofpage sequences, forms, and libraries for users navigating the application.

As reported in 247 Softr reviews. Lets users add data from existing sources when creating the initial application or changing data sources.

Based on 278 Softr reviews. Continuously updates data as users or external data sources are edited.

Based on 248 Softr reviews. Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data.

As reported in 70 Softr reviews. Lets users add data from existing sources when creating the initial application or changing data sources.

Continuously updates data as users or external data sources are edited. This feature was mentioned in 71 Softr reviews.

As reported in 68 Softr reviews. Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data.

As reported in 276 Softr reviews. Releases the application for access on desktop or mobile devices.

Lets users build cross-platform applications or provide specific templates for different device types. 268 reviewers of Softr have provided feedback on this feature.

Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation. This feature was mentioned in 238 Softr reviews.

Releases the application for access on desktop or mobile devices. 39 reviewers of Softr have provided feedback on this feature.

Application hosting abilities are delivered directly by the product's vendor. 39 reviewers of Softr have provided feedback on this feature.

Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data. This feature was mentioned in 38 Softr reviews.

Allows administrators to control access to updates, releases and changes. This feature was mentioned in 38 Softr reviews.

As reported in 39 Softr reviews. Provides features to allow scaling for large organizations.

Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation. 38 reviewers of Softr have provided feedback on this feature.

Streamline the flow of work processes by establishing triggers and alerts that notify and route information to the appropriate people when their action is required within the compensation process. This feature was mentioned in 38 Softr reviews.

Based on 38 Softr reviews. Visually displays connected applications and integrated data. Allows customization and management of workflow structures.

As reported in 38 Softr reviews. Processing changes to data sources and applications as changes are made in real-time.

Provides base-level application templates to build atop and which users can customize for specifc users and actions. This feature was mentioned in 38 Softr reviews.

As reported in 38 Softr reviews. Gives users the ability to edit or write custom HTML, Javascript or CSS code.

As reported in 38 Softr reviews. Provides the ability to drag-and-drop elements into the application to customize interface.

Share, review and develop web applications remotely between members of a collaborative team. This feature was mentioned in 36 Softr reviews.

Based on 179 Softr reviews. Allows users to simultaneously collaborate on a document within the application.

Stores different versions of a document. This feature was mentioned in 175 Softr reviews.

Allows users to provide an e-signature within the platform. This feature was mentioned in 169 Softr reviews.

As reported in 171 Softr reviews. Allows businesses to request files from clients.

Allows businesses to solicit feedback on projects or documents from clients. This feature was mentioned in 176 Softr reviews.

Provides billing and invoicing within the application. This feature was mentioned in 173 Softr reviews.

Provides internal and/or external instant messaging capability. 166 reviewers of Softr have provided feedback on this feature.

Based on 169 Softr reviews. Offer project management features like task creation and tracking within the application.

Based on 165 Softr reviews. Offer analytics concerning productivity or client engagement.

Allows businesses to track time spent on projects within the application. 159 reviewers of Softr have provided feedback on this feature.

Provides a mobile application. 168 reviewers of Softr have provided feedback on this feature.

Allows users to create complex applications with rich features. This feature was mentioned in 77 Softr reviews.

Based on 77 Softr reviews. Allows users to create a wide variety of application types.

Provides tools for inserting brand logos, colors, quotes, and other proprietary content. This feature was mentioned in 77 Softr reviews.

Provides base-level application templates to build atop and customize for specifc users and actions. This feature was mentioned in 73 Softr reviews.

Facilitates simpler user experience through syntax highlighting, shortcuts, completion aid automation, etc. 43 reviewers of Softr have provided feedback on this feature.

Based on 38 Softr reviews. Manage individual software component files as a part of the greater overall project.

Based on 37 Softr reviews. Provides the ability to write in more than one programming language.

Based on 42 Softr reviews. Allows users to modify interface (e.g., theme selection) and layout by personal preference.

As reported in 42 Softr reviews. Performs core functionalities without the need of immediate additional feature or add-on installations.

Supplies users with basic-to-intermediate guides regarding IDE functionality and use cases. 41 reviewers of Softr have provided feedback on this feature.

Based on 40 Softr reviews. Downloads and installs updates automatically for product improvement and pace-keeping with programming language evolution.

As reported in 30 Softr reviews. Allows users to generate text based on a text prompt.

Based on 11 Softr reviews. Improves performance based on feedback and experience

Engages in human-like conversation for task delegation 11 reviewers of Softr have provided feedback on this feature.

Anticipates needs and offers suggestions without prompting 11 reviewers of Softr have provided feedback on this feature.

Based on 42 Softr reviews. Improves performance based on feedback and experience

Engages in human-like conversation for task delegation This feature was mentioned in 42 Softr reviews.

Anticipates needs and offers suggestions without prompting 42 reviewers of Softr have provided feedback on this feature.

Accurately interprets complex, multi-step natural language prompts to understand user intent. 12 reviewers of Softr have provided feedback on this feature.

As reported in 12 Softr reviews. Effectively builds the necessary backend workflows, processes, and database schemas from the prompt.

Generates a visually appealing, logical, and user-friendly interface based on the user's description. This feature was mentioned in 12 Softr reviews.

Maintains context throughout a conversational building process, understanding follow-up commands and refinements. 12 reviewers of Softr have provided feedback on this feature.

The architecture of the generated application is sound and capable of scaling to meet business needs. This feature was mentioned in 12 Softr reviews.

The generated application is functional and ready for use with minimal-to-no manual intervention. 12 reviewers of Softr have provided feedback on this feature.

Allows for easy modification and customization of the generated application's visual design and branding. 12 reviewers of Softr have provided feedback on this feature.

Based on 12 Softr reviews. Provides robust and straightforward capabilities for connecting to external databases and third-party APIs.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Improves performance based on feedback and experience