SuperOffice CRM Features
What are the features of SuperOffice CRM?
Sales Force Automation
- Contact & Account Management
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
Marketing Automation
- Email Marketing
- Campaign Management
- Lead Management
Customer Support
- Customer Support Portal
Mobile & Social
- Mobile User Support
Reporting & Analytics
- Reporting
- Dashboards
- Forecasting
Technology Glossary Features
View definitions of the features and discover new technology terms.
SuperOffice CRM Categories on G2
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Platform
Customization | Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. 28 reviewers of SuperOffice CRM have provided feedback on this feature. | 71% (Based on 28 reviews) | |
Workflow Capability | Based on 24 SuperOffice CRM reviews. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | 69% (Based on 24 reviews) | |
User, Role, and Access Management | As reported in 29 SuperOffice CRM reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 80% (Based on 29 reviews) | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. 22 reviewers of SuperOffice CRM have provided feedback on this feature. | 70% (Based on 22 reviews) | |
Sandbox / Test Environments | As reported in 21 SuperOffice CRM reviews. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | 67% (Based on 21 reviews) | |
Document & Content Mgmt. | Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. 24 reviewers of SuperOffice CRM have provided feedback on this feature. | 69% (Based on 24 reviews) | |
Performance and Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. 30 reviewers of SuperOffice CRM have provided feedback on this feature. | 81% (Based on 30 reviews) | |
Output Document Generation | Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. 26 reviewers of SuperOffice CRM have provided feedback on this feature. | 77% (Based on 26 reviews) | |
Customization | System provides sufficient customization to meet business requirements This feature was mentioned in 13 SuperOffice CRM reviews. | 63% (Based on 13 reviews) | |
Workflow Capability | Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. 14 reviewers of SuperOffice CRM have provided feedback on this feature. | 70% (Based on 14 reviews) | |
User, Role, and Access Management | Based on 16 SuperOffice CRM reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 74% (Based on 16 reviews) | |
Internationalization | Based on 12 SuperOffice CRM reviews. Enables users to view and transact business with the same content in multiple languages and currencies. | 72% (Based on 12 reviews) | |
Sandbox / Test Environments | Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | Not enough data | |
Performance and Reliability | Based on 16 SuperOffice CRM reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | 72% (Based on 16 reviews) | |
Output Document Generation | Based on 13 SuperOffice CRM reviews. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | 63% (Based on 13 reviews) |
Sales Force Automation
Contact & Account Management | Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. 45 reviewers of SuperOffice CRM have provided feedback on this feature. | 89% (Based on 45 reviews) | |
Partner Relationship Mgmt. (PRM) | As reported in 29 SuperOffice CRM reviews. Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information | 71% (Based on 29 reviews) | |
Opportunity & Pipeline Mgmt. | As reported in 39 SuperOffice CRM reviews. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | 82% (Based on 39 reviews) | |
Task / Activity Management | Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. 47 reviewers of SuperOffice CRM have provided feedback on this feature. | 82% (Based on 47 reviews) | |
Territory & Quota Management | As reported in 31 SuperOffice CRM reviews. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. | 68% (Based on 31 reviews) | |
Desktop Integration | Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. 41 reviewers of SuperOffice CRM have provided feedback on this feature. | 80% (Based on 41 reviews) | |
Product & Price List Management | Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. 33 reviewers of SuperOffice CRM have provided feedback on this feature. | 68% (Based on 33 reviews) | |
Quote & Order Management | As reported in 35 SuperOffice CRM reviews. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. | 70% (Based on 35 reviews) | |
Customer Contract Management | Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. This feature was mentioned in 37 SuperOffice CRM reviews. | 74% (Based on 37 reviews) |
Marketing Automation
Email Marketing | Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. This feature was mentioned in 41 SuperOffice CRM reviews. | 72% (Based on 41 reviews) | |
Campaign Management | As reported in 33 SuperOffice CRM reviews. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. | 70% (Based on 33 reviews) | |
Lead Management | Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. 39 reviewers of SuperOffice CRM have provided feedback on this feature. | 74% (Based on 39 reviews) | |
Marketing ROI Analytics | Based on 28 SuperOffice CRM reviews. Enables analysis of effectiveness of an organizations various marketing activities | 51% (Based on 28 reviews) |
Customer Support
Case Management | See feature definition | Tracks issues/help requests reported by customers through the resolution process. 30 reviewers of SuperOffice CRM have provided feedback on this feature. | 69% (Based on 30 reviews) |
Customer Support Portal | As reported in 31 SuperOffice CRM reviews. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. | 73% (Based on 31 reviews) | |
Knowledge Base | Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. This feature was mentioned in 31 SuperOffice CRM reviews. | 74% (Based on 31 reviews) | |
Call Center Features | Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. This feature was mentioned in 25 SuperOffice CRM reviews. | 65% (Based on 25 reviews) | |
Support Analytics | Enables analysis of customer support activities to optimize customer support professionals, processes and tools. 26 reviewers of SuperOffice CRM have provided feedback on this feature. | 72% (Based on 26 reviews) |
Integration
Data Import & Export Tools | As reported in 26 SuperOffice CRM reviews. Ability to input, modify and extract data from the application in bulk through a structured file. | 69% (Based on 26 reviews) | |
Integration APIs | Based on 22 SuperOffice CRM reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | 67% (Based on 22 reviews) | |
Breadth of Partner Applications | Based on 18 SuperOffice CRM reviews. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | 62% (Based on 18 reviews) | |
Data Import & Export Tools | Based on 15 SuperOffice CRM reviews. Ability to input, modify and extract data from the application in bulk through a structured file. | 61% (Based on 15 reviews) | |
Integration APIs | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. This feature was mentioned in 10 SuperOffice CRM reviews. | 67% (Based on 10 reviews) | |
Breadth of Partner Applications | To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | Not enough data |
Mobile & Social
Social Collaboration Features | Based on 25 SuperOffice CRM reviews. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone | 56% (Based on 25 reviews) | |
Social Network Integration | As reported in 27 SuperOffice CRM reviews. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. | 49% (Based on 27 reviews) | |
Mobile User Support | As reported in 39 SuperOffice CRM reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices. | 66% (Based on 39 reviews) |
Reporting & Analytics
Reporting | Based on 38 SuperOffice CRM reviews. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. | 78% (Based on 38 reviews) | |
Dashboards | An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance 45 reviewers of SuperOffice CRM have provided feedback on this feature. | 79% (Based on 45 reviews) | |
Forecasting | Based on 35 SuperOffice CRM reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 70% (Based on 35 reviews) | |
Basic Reporting | Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives. This feature was mentioned in 17 SuperOffice CRM reviews. | 78% (Based on 17 reviews) | |
Web Analytics | Based on 11 SuperOffice CRM reviews. Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity. | 50% (Based on 11 reviews) | |
ROI Analytics | Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward. 12 reviewers of SuperOffice CRM have provided feedback on this feature. | 56% (Based on 12 reviews) | |
Revenue Analytics | Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline. This feature was mentioned in 11 SuperOffice CRM reviews. | 59% (Based on 11 reviews) | |
SEO / Keyword Analytics | Based on 10 SuperOffice CRM reviews. Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors. | 50% (Based on 10 reviews) |
Email Marketing
Building and Personalizing Emails | Create and design emails with an editor; manage templates; personalize dynamically This feature was mentioned in 17 SuperOffice CRM reviews. | 81% (Based on 17 reviews) | |
Sending Outbound Emails | Create targeted lists, schedule and manage bulk email sending. This feature was mentioned in 19 SuperOffice CRM reviews. | 77% (Based on 19 reviews) | |
Manage Email Deliverability | Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring. 16 reviewers of SuperOffice CRM have provided feedback on this feature. | 71% (Based on 16 reviews) | |
Automated Email Responses | Based on 16 SuperOffice CRM reviews. Set up automated nurturing emails based on events, online activities, and lead scores | 78% (Based on 16 reviews) |
Online Marketing
Landing Pages and Forms | Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information. 15 reviewers of SuperOffice CRM have provided feedback on this feature. | 76% (Based on 15 reviews) | |
Dynamic Content | Based on 12 SuperOffice CRM reviews. Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects. | 76% (Based on 12 reviews) | |
A/B Testing | Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion. | Not enough data | |
Mobile Optimized | Support mobile-optimized emails, online forms, and landing pages. This feature was mentioned in 16 SuperOffice CRM reviews. | 78% (Based on 16 reviews) | |
Search Tracking and Optimization | Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords. This feature was mentioned in 15 SuperOffice CRM reviews. | 70% (Based on 15 reviews) |
Lead Management
Marketing Lead Database | Based on 14 SuperOffice CRM reviews. A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history. | 71% (Based on 14 reviews) | |
Data Quality Management | Based on 19 SuperOffice CRM reviews. Data quality consists of deduplication, cleansing, and appending your marketing database. | 76% (Based on 19 reviews) | |
Segmentation | Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information. This feature was mentioned in 18 SuperOffice CRM reviews. | 75% (Based on 18 reviews) | |
Lead Scoring and Grading | Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization. 14 reviewers of SuperOffice CRM have provided feedback on this feature. | 70% (Based on 14 reviews) | |
Lead Nurturing | Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps. This feature was mentioned in 15 SuperOffice CRM reviews. | 66% (Based on 15 reviews) | |
Online Behavior Tracking | Based on 14 SuperOffice CRM reviews. Track which emails a prospect opens and clicks, what web-pages they visit, what keywords they use, even what they say on social networks. | 64% (Based on 14 reviews) | |
Automated Alerts and Tasks | As reported in 17 SuperOffice CRM reviews. Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device. | 73% (Based on 17 reviews) | |
CRM Lead Integration | Sync lead, contact, account, and opportunity information with your CRM system. This feature was mentioned in 15 SuperOffice CRM reviews. | 77% (Based on 15 reviews) |
Campaign Management
Program Management | See feature definition | Based on 13 SuperOffice CRM reviews. Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI. | 67% (Based on 13 reviews) |
Event / Webinar Marketing | Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar. This feature was mentioned in 17 SuperOffice CRM reviews. | 72% (Based on 17 reviews) | |
Calendaring | Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR. This feature was mentioned in 19 SuperOffice CRM reviews. | 72% (Based on 19 reviews) | |
Budgeting | As reported in 12 SuperOffice CRM reviews. Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices. | 72% (Based on 12 reviews) |
Social
Social Listening | Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores. This feature was mentioned in 11 SuperOffice CRM reviews. | 55% (Based on 11 reviews) | |
Social Sharing | Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions. | Not enough data | |
Social Campaigns | Based on 10 SuperOffice CRM reviews. Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets. | 52% (Based on 10 reviews) | |
Social Media Engagement | Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails. 10 reviewers of SuperOffice CRM have provided feedback on this feature. | 55% (Based on 10 reviews) | |
Social Media Advertising | Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time 11 reviewers of SuperOffice CRM have provided feedback on this feature. | 59% (Based on 11 reviews) |
Customization
Custom Fields | Allows users to add custom fields to forms that aren't already on the templates | Not enough data | |
Conditional Logic | Enables forms to hide or show certain fields based on respondents' answers | Not enough data | |
Multi-page Forms | Allows users to create forms with more than one page | Not enough data | |
Design | Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.) | Not enough data |
Additional Functionality
Embedded Forms | Enables forms to be embedded onto a website without having to create code from scratch | Not enough data | |
Notifications | Sends notifications when a completed form is recieved | Not enough data | |
Payments | Contains integrations with payment processors, enabling users to accept payments through forms | Not enough data | |
Mobile Forms | Allows users to build, distribute and access forms from a mobile device | Not enough data |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. This feature was mentioned in 13 SuperOffice CRM reviews. | 41% (Based on 13 reviews) |
Agentic AI - CRM
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Marketing Automation
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
