SuperOffice CRM Features

Based on 52 SuperOffice CRM reviews. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Based on 48 SuperOffice CRM 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.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 52 reviewers of SuperOffice CRM have provided feedback on this feature.

As reported in 45 SuperOffice CRM reviews. Enables users to view and transact business with the same content in multiple languages and currencies.

Based on 43 SuperOffice CRM 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.

As reported in 46 SuperOffice CRM reviews. 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.

Based on 51 SuperOffice CRM 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.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. 46 reviewers of SuperOffice CRM have provided feedback on this feature.

As reported in 24 SuperOffice CRM reviews. System provides sufficient customization to meet business requirements

Based on 25 SuperOffice CRM 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.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 27 reviewers of SuperOffice CRM have provided feedback on this feature.

Based on 23 SuperOffice CRM reviews. Enables users to view and transact business with the same content in multiple languages and currencies.

As reported in 20 SuperOffice CRM 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.

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. This feature was mentioned in 27 SuperOffice CRM 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. 24 reviewers of SuperOffice CRM have provided feedback on this feature.

Based on 76 SuperOffice CRM reviews. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

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 60 reviewers of SuperOffice CRM have provided feedback on this feature.

As reported in 69 SuperOffice CRM reviews. 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.

As reported in 77 SuperOffice CRM reviews. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Based on 62 SuperOffice CRM reviews. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Based on 70 SuperOffice CRM reviews. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Based on 62 SuperOffice CRM 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 65 SuperOffice CRM reviews.

As reported in 67 SuperOffice CRM 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.

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. This feature was mentioned in 71 SuperOffice CRM reviews.

As reported in 63 SuperOffice CRM reviews. 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.

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. 69 reviewers of SuperOffice CRM have provided feedback on this feature.

Based on 57 SuperOffice CRM reviews. Enables analysis of effectiveness of an organizations various marketing activities

Based on 60 SuperOffice CRM reviews. Tracks issues/help requests reported by customers through the resolution process.

Based on 60 SuperOffice CRM 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.

Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. This feature was mentioned in 59 SuperOffice CRM reviews.

As reported in 53 SuperOffice CRM 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.

Based on 54 SuperOffice CRM reviews. Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

Ability to input, modify and extract data from the application in bulk through a structured file. 43 reviewers of SuperOffice CRM have provided feedback on this feature.

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 39 SuperOffice CRM 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. This feature was mentioned in 33 SuperOffice CRM reviews.

Based on 28 SuperOffice CRM reviews. Ability to input, modify and extract data from the application in bulk through a structured file.

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. 22 reviewers of SuperOffice CRM have provided feedback on this feature.

Based on 20 SuperOffice CRM 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.

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 This feature was mentioned in 52 SuperOffice CRM reviews.

As reported in 54 SuperOffice CRM 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.

Allows software to be easily used on multiple mobile devices include phone and tablet devices. This feature was mentioned in 67 SuperOffice CRM reviews.

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. This feature was mentioned in 65 SuperOffice CRM 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 73 reviewers of SuperOffice CRM have provided feedback on this feature.

As reported in 63 SuperOffice CRM reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

As reported in 18 SuperOffice CRM reviews. Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives.

As reported in 12 SuperOffice CRM reviews. Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity.

Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward. This feature was mentioned in 13 SuperOffice CRM reviews.

As reported in 12 SuperOffice CRM reviews. Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline.

Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors. This feature was mentioned in 11 SuperOffice CRM reviews.

Create and design emails with an editor; manage templates; personalize dynamically This feature was mentioned in 19 SuperOffice CRM reviews.

Create targeted lists, schedule and manage bulk email sending. This feature was mentioned in 21 SuperOffice CRM reviews.

Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring. 18 reviewers of SuperOffice CRM have provided feedback on this feature.

Set up automated nurturing emails based on events, online activities, and lead scores This feature was mentioned in 18 SuperOffice CRM reviews.

Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information. This feature was mentioned in 17 SuperOffice CRM reviews.

Based on 14 SuperOffice CRM reviews. Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects.

As reported in 11 SuperOffice CRM reviews. Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion.

Support mobile-optimized emails, online forms, and landing pages. This feature was mentioned in 17 SuperOffice CRM reviews.

Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords. This feature was mentioned in 16 SuperOffice CRM reviews.

A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history. 15 reviewers of SuperOffice CRM have provided feedback on this feature.

Based on 20 SuperOffice CRM reviews. Data quality consists of deduplication, cleansing, and appending your marketing database.

Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information. This feature was mentioned in 19 SuperOffice CRM reviews.

Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization. This feature was mentioned in 15 SuperOffice CRM reviews.

Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps. This feature was mentioned in 16 SuperOffice CRM reviews.

As reported in 15 SuperOffice CRM reviews. Track which emails a prospect opens and clicks, what web-pages they visit, what keywords they use, even what they say on social networks.

Based on 18 SuperOffice CRM reviews. Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device.

Sync lead, contact, account, and opportunity information with your CRM system. This feature was mentioned in 16 SuperOffice CRM reviews.

Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI. This feature was mentioned in 14 SuperOffice CRM reviews.

As reported in 18 SuperOffice CRM reviews. Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar.

Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR. 20 reviewers of SuperOffice CRM have provided feedback on this feature.

As reported in 13 SuperOffice CRM reviews. Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices.

Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores. 12 reviewers of SuperOffice CRM have provided feedback on this feature.

Based on 10 SuperOffice CRM reviews. Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions.

Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets. 11 reviewers of SuperOffice CRM have provided feedback on this feature.

Based on 11 SuperOffice CRM reviews. Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails.

Based on 12 SuperOffice CRM reviews. Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time

Allows users to add custom fields to forms that aren't already on the templates

Enables forms to hide or show certain fields based on respondents' answers

Allows users to create forms with more than one page

Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)

Enables forms to be embedded onto a website without having to create code from scratch

Sends notifications when a completed form is recieved

Contains integrations with payment processors, enabling users to accept payments through forms

Allows users to build, distribute and access forms from a mobile device

Allows users to generate text based on a text prompt. This feature was mentioned in 37 SuperOffice CRM reviews.

Capability to perform complex tasks without constant human input 25 reviewers of SuperOffice CRM have provided feedback on this feature.

Ability to break down and plan multi-step processes 23 reviewers of SuperOffice CRM have provided feedback on this feature.

Works across multiple software systems or databases 24 reviewers of SuperOffice CRM have provided feedback on this feature.

Improves performance based on feedback and experience This feature was mentioned in 24 SuperOffice CRM reviews.

As reported in 24 SuperOffice CRM reviews. Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting This feature was mentioned in 24 SuperOffice CRM reviews.

As reported in 24 SuperOffice CRM reviews. Makes informed choices based on available data and objectives

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

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives