Settings

Soffront CRM can be customized to your specific business needs. As a CRM Administrator you can find all configuration options under Settings on home page. The CRM Administrator can configure the Processes, Features and Permissions on the CRM for their users.

Soffront Online Users Description
Administrators Any Soffront Online User/Users who has access to all configurations under Settings.
Users All Soffront Online Users who have been granted access to Online Modules and functionalities.

Settings

Import

Our Powerful Import feature allows you to import your Accounts from an external source such as a Microsoft Excel OR .csv file. Contacts can also be imported directly from your Gmail account using Gmail Integration. Read more…

Database

A database is a repository that stores and organizes information. Soffront databases is made up of multiple tables each which contains different fields to store relevant information.  The database is organized in such a way that the CRM can easily find the information you are looking . Read more…

Workflows

Workflows allow you to design and customize the CRM process to meet your specific business needs. You can breakdown your business processes into steps/stages and define specific tasks corresponding to each stage, completion of which allows the process to advance to the next stage. This allow CRM users to automatically know the “To Do’s” for a specific stage minimizing the need for training. This helps to standardize successful processes in your business and optimize poorly performing processes to be successful in the long run. Read more…

Users

Anybody who has an account and uses Soffront Small Business CRM is a User. For example: Manager, Marketing, Sales rep, Support engineers. Each Account has privileges associated with it that determines the information the user can access and the functions the user can perform. Read more…

Security levels

Security levels describe the distribution and management of user privileges and and user group permission. Here you can customize privilege sets to accommodate the varied needs of different users. You can also create user groups and assign privileges at group level. Read more…

Library

It is always great to know where you can find your important documents and images when you need them urgently. Soffront Library provides you a platform to store your documents and images in one place where you can easily find them and use them in your daily CRM activities. You can store important documents and images, share them with other users and use them in Emails and Templates. It is a complete Document and Image management solution. Read more…

 All settings

This is the location in the CRM where all the Setting and configuration tools can be accessed centrally. Read more…