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SuperOffice CRM

An all-in-one CRM for mid-sized businesses
our rating 4.5 out of 5 Stars

SuperOffice CRMProduct Overview

  1. About SuperOffice CRM
  2. Pros of SuperOffice CRM
  3. Cons of SuperOffice CRM
  4. Breakdown of core features

SuperOffice CRM product overview

SuperOffice CRM is a customer relationship management software designed to help mid-sized businesses manage their sales, marketing, and customer service in a single, digital profile. Sales, marketing, and customer service set the same scalable platform with no account limits and flexible pricing models. The centralized software helps businesses manage leads, marketing campaigns, and even customer service inquiries. SuperOffice can be installed on-premise or hosted on the cloud.

Pros of SuperOffice CRM

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There are no account limits, even with the basic CRM plan. Businesses can build a plan (and upgrade at any time) depending on their needs, only paying for what they will use. Purchase marketing, sales, or the service CRM separately or get a complete CRM that includes all three.

Cons of SuperOffice CRM

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SuperOffice is a legacy CRM and some features, like reporting and search, can feel basic.

Breakdown of core features

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Marketing

Build web forms to start conversations and harvest leads. With no coding required, forms in SuperOffice allows the gathering of high-quality data, automatically updating the CRM database, and creating targeted follow-up actions. Once contacts have been identified, either via email, form, or an in-person meeting, SuperOffice allows users to import and store all information on leads in one central place, as well as create personalized and more accurate target lists. Nurture contacts with personalized newsletters, campaigns, and operational messages to a large number of customers and tailor the content based on customers’ interests. Choose from a library of ready-made design templates, or create a template.

Sales

SuperOffice monitors all sales activity in real-time through alerts and visualizations. Use SuperOffice to track every opportunity in the pipeline from beginning to end.  Monitor deals, build accurate pipeline and forecasts to improve performance. The Sales Secretary manages to-do lists and keeps users on track with automated alerts. Sales teams can also use the SuperOffice Chat function to answer questions immediately by digitally communicating with visitors to the website. Leadexplorer also gives users insight into site traffic, looking at what visitors are looking at and measures their engagement.

Customer Service

SuperOffice streamlines all customer inquiries. Each inquiry is automatically assigned a unique reference number and all related communication is tracked with it. Automatically assign inbound requests to the right category and key personnel by setting up multiple mail accounts or keyword filters. If a request has been unanswered for a set amount of time, the system will automatically escalate it. With SuperOffice Chat, customer service specialists can engage with several customers at once and answer questions immediately. SuperOffice’s out-of-the-box dashboards will also help you track common requests and inquiries, helping to better improve products and services.

(Last updated on 02/25/2020 by Marshall Bright)

Quick Facts

  • Industry Specialties
    Banking / Accounting / Financial, Customer Service / Call Centers, Hospitality / Entertainment / Travel, Financial Services, Food and Beverage, Manufacturing, Real Estate, Retail and Wholesale
  • Pricing
    Average
  • Works Best For
    Mid Sized Businesses

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  • Contact Management
  • Calendar
  • Email
  • Mobile CRM
  • Segmentation
  • Dashboards
  • Reporting
  • Email Marketing
  • Campaign Tracking
  • Email Templates
  • Form Builder
  • Forecasting
  • Pipeline Management
  • Quote Management
  • Ticket Management
  • Automatic Notifications
  • Prioritization
  • Live Chat
  • Calendars
  • Customer Service Portal
  • Knowledge Base
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