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Adapt the System to your
Changing Business Needs
Customization Tools
“We needed a system that could be easily customized to meet all of our needs, now and in the future. Soffront offered us the most effective solution at the best price. We are pleased with Soffront, and all of our users have a positive impression of the software.”

Brad Eickman, VoicePlus, Inc.
 
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Soffront Customization Tools
 
Adapt Soffront CRM to your business needs with Soffront Customization Tools. Customize not only for the initial deployment but also for the changing business needs. Reduce implementation costs, accelerate deployment, minimize the risk of failure and protect your investment in Soffront CRM, with Soffront Customization Tools. In conjunction with the configuration and individual personalization features of Soffront CRM, this powerful tool reduces your implementation costs, accelerates deployment, minimizes the risk of failure and protects your investment.

Database and UI customization 
Customize the database by adding tables and fields. Add and modify fields to existing tables. Create new tables and clone from existing ones. Change the user interface by creating new forms and redesigning existing ones. Configure the child objects to be displayed with the main table. Do all this with no coding. Just one click generates the designed form on the web. With a little knowledge of scripting and the Soffront API, you can accomplish even more. More ...

Configurable workflow 
Configure the workflow to match your business process. Each step in the workflow stream can invoke a customized form. Access to the customized forms and the fields, is based on the role based security model. More ...

Flexible architecture 
Soffront CRM is designed to offer unmatched adaptability. The web based 3-tier architecture delineates the data layer from the UI and the business logic. Soffront offers COM based interfaces to its object model to facilitate easy integration with other applications.

Documented API and Web Services
Soffront CRM offers full compatibility and flexibility to integrate into existing .NET programs without customization. Soffront also offers a fully documented API for easy customization.

Painless upgrades 
No need to rip off the customizations when you upgrade. They are automatically ported.

Up and running days 
Soffront guarantees successful implementation on the strength of its architecture, the customization tools and the Smooth Start implementation methodology. You will be up and running in days! Customers work jointly with Soffront Professional Services to reduce implementation costs.

Key Features
  • Add and Clone tables

  • Add and modify fields

  • Rich field types including required, non-editable, hidden, notification, calculated, history and dependant fields

  • Drag and drop form designer to create and modify forms

  • 1-click web form generation

  • Multiple controls including drop down box, text box, list box, buddy buttons

  • Configurable workflow with customized form for each step of the workflow stream

  • Configure the child objects for each table

  • Associate scripts with forms and fields

  • Integrate with other applications using the exposed API and Web Services

  • Multi-level security at group, user, form, field, record and command levels

 

Soffront CRM Solutions

Sales Force Automation
Sales Management
Sales Forecasting
Pipeline Management
Mobile Sales
Sales Commissions Mgmt

Sales Order Processing
Order Lifecycle Management
Quotation and Invoicing
Inventory Management
Shipping & RMA

CRM Analytics
Dashboards & Reporting

Marketing Automation
Marketing Management
Email Campaigning
Direct Mail Campaigning
Tele-marketing
Marketing Analytics

Issue/Project Management
Defect Management
Test case Management
Product Release Mgmt
Time & Cost tracking
Project Management

Customer Help Desk
Customer Support
Multi Channel Contact Center
Mobile Support
Customer Portal
Customer Self Service
Customer Survey
SLA Management

Partner Management
CRM Portal
Partner Lead Distribution
Partner Self-service
Partner Order processing

Helpdesk Software
Employee Help Desk
Multi Channel Contact Center
Mobile Support
Asset Management
Employee Portal
Employee Self Service
Employee Survey

Customization and Integration
Form Designer
Workflow Designer
Object API
Web Services
Back office integration


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