VobeSoft product overview
VobeSoft is a no-code CRM software system with a dynamic database that is configurable to fit seamlessly into any organization. It allows users to determine how to do work. Users decide what data matters and how to store it. Customers lead in the way the system is set up and used. VobeSoft removes the needs for workarounds that companies often use for applications with static databases. The system is customizable, so it includes all of the features you need and none of the ones you don’t.
With VobeSoft, users can choose to develop a simple CRM or a big enterprise application. Organizations can start their no-code journey with one of the platform’s premade templates or create their custom solution from scratch.
Companies can deploy this flexible software on-premise, in the cloud, or a web environment. The solution is customizable with field types, roles and rights, dynamic workflows, and dashboards with views and widgets. Users can also enable extra modules like forms, service center (helpdesk), or customer environment to enhance the experience with VobeSoft.
Pros of VobeSoft
- As a no-code platform, VobeSoft can design the solution and environment to match unique business needs.
- Businesses can unify all business operations in one platform and get a 360-degree overview. By expanding the functionalities of VobeSoft, companies can give a single workspace to employees.
Cons of VobeSoft
- Some users commented that VobeSoft’s extensive set of features can be overwhelming.
Breakdown of core features
VobeSoft is fully customizable. Users can make dossiers or objects, which can be everything from a relation to a building. They can also create the necessary template with various field types, such as a connection to another dossier or a dropdown. The system allows users to add anything they need to run the business better.
Team members can produce dashboards to view stored information in different kinds of dossiers. Moreover, users can build dashboards with the required functionalities and information using VobeSoft’s widgets, views, and workflows. The software enables the creation of dashboards relevant to a department, team, or single user.
With VobeSoft, companies can reconcile all departments and people by generating workflows for all business processes within one platform. Users can set out tasks, use automation, and configure processes to get a structured, efficient, and aligned company. They can also leave the repetitive work behind and focus on the work that needs the human touch. The solution’s automation is code-free and has a simple setup.
Organizations can go beyond ordinary workflows by adding integrations. This ensures storing data in a place available to all teams for better business processes.
Businesses can use modules to expand the core features of the platform and achieve their goals on more fronts.
With the customer portal module, businesses can offer customers and partners the possibility to view and edit their data in the digital VobeSoft client environment. It provides an integrated place for messages, files, payments, and dashboards.
VobeSoft’s pipeflow module facilitates the visualization of the complete workflow to maximize productivity. From meetings and projects to events and goal setting, it gives teams the ability to set up and customize workflows for anything. Users can work smarter by processing data clearly and devising pipe flows based on their preferred properties. This module also eliminates the use of Excel files or loose Post-Its.
Alternatives to Vobesoft
Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.
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(Last updated on 03/07/2022 by Liz Laurente-Ticong)