Soffront 9.2 is the newest version of our award winning CRM solution. It adds a fresh new user experience, smart marketing, sales, and support capabilities, advanced administration and business automation, and robust integration.
Soffront CRM 9.2 comes with a new navigation menu that is easy to use and designed for productivity and simplicity. The menu lets you see your recently accessed home pages, dashboards, recent records, recently created items, queries, and reports – everything from one screen. You would never again need to jump across screens to do your day to day activities.
Search across one or more tables using a new unified ad-hoc search box located at the top of every page. You can perform either a global search across all the tables or a quick search on a particular table. You can also do an advanced search on selected fields.
With a breadcrumb on every page, you will always get to see where you are in the application and be able to go back in your path.
We had added a powerful ajax calendar in our previous release. In this version, we have made it twice as fast. We have also added a timeline view showing your or your team’s activities across a timeline.
Never miss another activity again. See your missed and upcoming activities using easy-to-read red, amber, and green visual indicators on the top of every page.
In this version, you will be able to save a quotation as a PDF file and email it to your customers.
Now you can attach a document from the CRM library in an email template. While searching for a template, the system auto completes the template name from your existing template list.
Measure the ROI and success/failure rates of your ticket resolution against a selected timeline with our new time based matrix reports.
Help your customers help themselves with the new collaborative social portal. These social portals come pre-configured with ticket management gadgets, forums, collaborative tools, file management, and much more.
Our popular email campaign and drip marketing engine is now more robust than ever. We have added several improvements and checks and balances to ensure the engine can queue and deliver hundreds of thousands of emails.
Soffront CRM 9.2 offers a simple one click unsubscribe process. Your contact simply clicks and confirms to get unsubscribed from all your campaigns.
Color code CRM records based on their priority with our new priority rules. For example, setup your hot leads to appear as red. You can setup rules on any tables and fields.
Design your home pages and dashboards using a new drag and drop designer. Simply add gadgets into a canvas and drag them to their position. You can split the designer in one or two columns.
We have introduced completely redesigned mobile app in this release. Sleek, fast and simple to use, it offers the same consistent user experience on any mobile device running a Webkit/HTML5 powered mobile web browser.
Soffront CRM 9.2 comes pre-integrated with Google Calendar and Mail. Add activities from CRM to your Google calendar. Save emails from Gmail as notes in CRM. Create contacts and leads from Gmail to CRM.
This version fully supports both 64 bit and 32 bit windows clients. The background sync engine between Outlook and CRM has been improved.
Our secure standards-based XML Web Services provide developers a high level access to business functions and direct low level access to object data. In this version, we have expanded our web services to include more control over what you can do from the outside.
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