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Web Based Customization Platform

From the very beginning, we designed our solution to be fully configurable without writing code. With sophisticated drag-and-drop tools, business users can easily customize Soffront Enterprise CRM without the need for a programmer. Soffront Enterprise CRM is completely web based and operates from your browser. There is no code required at the client. No need to download a plug-in or an applet.

The customizations done at installation and over the years are preserved when you upgrade. There is no need to rework them.


Business Process Designer

Soffront CRM workflow designer uses a visual environment for designing business processes by dragging and dropping states and actions into a user-defined sequence. 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.

You can assign different workflows to different user roles. Create automated alerts and notifications based on action or state changes. Setup pre-defined automated processes to occur based on a triggered event, change in information, or lack of action within a specified timeframe. In addition, many out-of-the-box examples are provided that business users and administrators can use to model their business processes.

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Visual Form Designer

Soffront CRM workflow designer uses a visual environment for designing business processes by dragging and dropping states and actions into a user-defined sequence. 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.

You can assign different workflows to different user roles. Create automated alerts and notifications based on action or state changes. Setup pre-defined automated processes to occur based on a triggered event, change in information, or lack of action within a specified timeframe. In addition, many out-of-the-box examples are provided that business users and administrators can use to model their business processes.

Request a Demo

Loved by Thousands of Customers




We selected Soffront because the product is easy to customize and easy to use. After looking at all of the other products, we determined that Soffront represented the best ROI. It’s amazing to witness how the system reduces week-long processes and complex report compilations to just a couple of clicks.

- Evan Rosenfield Director of Marketing, American Security

We chose Soffront CRM because we needed a CRM system that was extremely flexible in terms of customization. Soffront CRM allows us to improve in numerous areas. We can now better manage our sales cycle, produce superior sales reports, and more thoroughly track and report on congressionally mandated outreach requirements.

- Wayne Gardella Vice President, EXIM Bank


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See how Soffront can help your business. Request a live personalized demo.