Soffront CRM Software


Soffront CRM is a hybrid customer relationship management (CRM) solution for small to midsize businesses that helps them to streamline and manage the customer-related activities across the enterprise: marketing automation, sales force automation, customer service, help desk, field service and more. The solution can be deployed on-premise or hosted in the cloud.

Soffront CRM gives businesses the tools to manage customer service and the productivity of their sales team and the effectiveness of their marketing campaigns. The solution includes portals for self-service, forums and live chat. It can also manage sales orders and help desk requests.

Soffront CRM is suited to businesses across various industries in the SMB space. The solution can also be customized to businesses' unique workflows, user count and processes. Users can configure the solution via the built-in drag and drop functionalities.

Services are offered on a monthly subscription basis that includes support via phone, email and other online resources.

Dashboard
Dashboard

Dashboard

Customer Portal

Customer Portal

Kanban Board

Kanban Board

Department Workflow Designer

Department Workflow Designer

Self-Service Knowledge Base

Self-Service Knowledge Base

Service-Level Agreement Report

Service-Level Agreement Report

Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8, Windows 10



23 Reviews of Soffront CRM

Overall rating

4.5 / 5 stars

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Showing 1 - 20 of 23 reviews

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Olivia from K08 Sounds

Industry:  Media

Number of employees:  2-10 employees

Ease-of-use

Functionality

September 2018

Efficient, cost-friendly, and effective

Pros

Customer support is better with Soffront then any other CRMs we tried out. It's easy to manage marketing efforts and set tasks for other employees.

Cons

It doesn't have as many customizable features as CRMs such as Zoho or Salesforce. I recommended shopping around a little before settling on this CRM, because some businesses may require more customization.

Review Source

H Kent from Due Process International, LLC

Industry:  Consulting

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Powerful CRM--Now in Spanish

Easy for me to recommend this product to all types of companies

Pros

I am a business consultant who works with multi-lingual construction companies, the fact that Soffront has an English/Spanish version is a huge plus to get minority enterprises utilizing a CRM

Cons

With all CRM's there is an initial set up time, while the customer service is good it still will take a learning curve to appropriately operate the product.

Review Source

Tresha from PayPlus Software

Ease-of-use

Value for money

Customer support

Functionality

May 2018

Easy to use and reliable

Pros

We have used this product for 20 years. It has been very reliable throughout the years. In the early years we had to archive the data annually to be performance effective. In later versions this was not necessary. The search capability is very flexible and allows for many variations. Overall this software is really good.

Cons

The report writer is limited and is not very robust. They have some canned "types" of reports and that is all you can get. You can get to the data easy but not in a nice formatted report format.

Review Source: Capterra
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Verified Reviewer

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

March 2018

Good marketing automation software

Pros

Good software for small and medium sized business. Pictorial representation is good, can be used in any presentation.

Cons

Duplicate creation, need option in multiple fields or user can select based on his fields. Edit option should be given

Review Source: Capterra

John from BIG

Ease-of-use

Value for money

Customer support

Functionality

January 2018

Awesome. Above and beyond customer service a support.

Marketing and sales.

Pros

Ease of navigation, tutorials, and technical support. The dashboard is very well set up and I can move from one function to the other.

Cons

There is not one major issue I have other than I do not spend enough time learning all the functions to maximize the benefits.

Review Source: Capterra

Nicole from ActionCOACH

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

January 2018

Our team has successfully used Soffront for years. They have great features and excellent cust svc!

Pros

I like that it was easy to customize the tabs specifically to our sales cycle. Soffront makes it very easy to stay on task and organize the sales process.

Cons

Some actions with Groups aren't as intuitive as other actions in the software, but I usually figure it out. As with many programs, it takes a little practice to remember everything.

Review Source: Capterra

Hassan from Wommster

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

January 2018

Great CRM for my marketing business

It allowed me to get a Lead to a Customer quickly while capturing all the notes and interactions along the way.

Pros

When I get a lead from the website it goes right to the CRM and the sales team can follow up. The stages it goes through from Lead to Customer is intuitive and helps by not letting any leads fall through the cracks.

Cons

I'm looking for them to do some improvements on their phone app. It's too simple and needs additional functionality.

Review Source: Capterra

Cheryl from Leech Tishmna

Industry:  Legal

Number of employees:  51-200 employees

Ease-of-use

Functionality

January 2018

Great value for small and mid-sized service companies

SOFFRONT has served as a key tool to determined marketing stats. We never had that option before and now it is easy.

Pros

SOFFRONT has helped marketing to bridge its current client entry and accounting software to the added component of including research, industry and details on type of specific work. Now the two systems are linked and leverages to help develop substantive pitches and proposals.

Cons

Tracking duplicates by email only is an obstacle. In some cases, we do not have emails, even in this day and age.

Review Source

Thareq from Premium SAP

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

January 2018

I've had a very positive experience with Soffront CRM.

The ability to track, monitor and measure the success of our Sales efforts.

Pros

I like the ease of use. It's extremely functional yet clearly laid out and easy to use. I also like the fact that the Marketing portion of the CRM has many options for different campaigns you can run. We have a sales team that didn't really like the last CRM we had but no complaints from them regarding Soffront....so if their happy, I'm happy!

Cons

Some additional customization features would be nice. I called support and asked about their new release and they said it's due in Q1 of 2018 so I'm looking forward to that.

Review Source: Capterra

Cheryl from Leech Tishmna

Industry:  Legal

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

February 2017

Great Tool for Contact Management and EMail Marketing

Soffront CRM folks are quick to respond and help solve even the easiest problems. We were able to get up and underway in a few days. We continue to build our knowledge of its usage and are utilizing more not only for a CRM but as an active email marketing tool.

Pros

Soffront CRM was quite easy to upload our prior contact and client information.

Cons

On the initial uploading of contact information, you can only manage duplicate based on emails or company name. We would like this option to include the contact name or unique ID.

Jenna from Leech Tishman

Industry:  Legal

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

January 2017

Great for Marketing

This product has great Email templates and mass email features. I often use the Broadcast option to send out new Blog Articles. I also like the Email Automation function to set up more complex Marketing Campaigns.

Pros

Templates, Email Broadcast, Email Automation

Cons

I can only update contacts and accounts based on their Company name or email address. This is not helpful when I do not have such information, or I have several contacts at the same Company. I wish Soffront would generate and automatic "Soffront ID" so that I could use that when sorting and labelling duplicates, or making updates to contacts and accounts via the Excel upload and update function.

Toni from Event Extravaganza

Industry:  Media

Ease-of-use

Value for money

Customer support

Functionality

September 2016

Amazing product

Pros

The vendor is very knowledgeable about the product. I had a few questions concerning if I ended up not liking the software, and they assured me that my concerns would ease after the first week of use.

Cons

I least like the price. I feel like a bit pricey. I am very cautious of how our company spends money, so I want to make sure that each thing we invest in will be worth out while and something that we can benefit from greatly.

Clayton from Event Extravaganza

Industry:  Other services

Ease-of-use

Value for money

Functionality

September 2016

Crm software

Pros

I like all the features this product has to offer. Everything was easy to use. I like it and would recommend it to someone.

Cons

I wish it was less expensive. For someone who is looking for something very expensive this would not be for you however if you did want to spend the money then I highly recommend this.

Tree from Lakes Business Group

Industry:  Other

Ease-of-use

Customer support

Functionality

June 2016

a CRM that is Customizable for our Business Processes

Pros

This product is intuitive for users has been relatively easy to use for our sales force. Our administrative team has been able to make changes to fields and forms that work better for our business processes. The support has been excellent, too!

Cons

sending emails with attachments has been slow at times. A suggestion to add to this product is an 'opt-out' option for sending emails, so we don't have to remove their email and save in another field.

Pablo from CCH

Industry:  Non-Profit

Ease-of-use

Value for money

Customer support

Functionality

June 2016

the Soffront experience

Pros

the CS is effective. The training easy and simple to understand, they will go over step by step one on one. etc

Cons

Simple and easy to customize Fields, groups and reports. I like how easy is to use and customize the web forms.

Pete from PolySystems

Industry:  Consulting

Ease-of-use

Customer support

Functionality

May 2016

Great customer service

Pros

Very impressed with the customer service. Very responsive and they work to resolve any issues.

Cons

The application is a little quirky with text displays.

Bryan from Digisonics

Industry:  Healthcare / Medicine

Ease-of-use

Customer support

Functionality

May 2016

CRM that is customizable for the ever changing business world

Pros

The customization options are great. The product is very flexible.

Cons

Support is not that easy to access. They do not call you back and only email you. Sometimes you submit a ticket and they do not contact you other than an automated response for over 24 hours. Support does not teach much and never offer root cause.

Kyle from Imagetek, Inc.

Industry:  Software / IT

Ease-of-use

Customer support

Functionality

April 2016

Soffront Feedback

Pros

The flexibility of the product and the ability to customize it the way we want to use it.

Cons

The product itself is not all that user friendly, new functions cannot be easily be learned on your own, and the documentation is pretty lacking. Typically requires training from Soffront, at a cost, just to fully understand how to utilize different pieces of the product.

Mike from Hopewell Baptist Church

Ease-of-use

Customer support

November 2014

CRM Powered by Soffront Software - Powerfully Simple

When I compare the capabilities to that of other companies in this space, Soffront compared very well and in many respects was a better value. Additionally, it could not be easier to use the software. The application was built to emphasize the intuitive set of tools to setup the software for seamless leads management through email marketing. They have a great product for the SMB user groups.

Review Source: Capterra

Adam from MerchantService.com

Ease-of-use

Customer support

November 2014

Beats Salesforce in Price & Customization. Customer Service is 10/10

Soffront's highly competitive pricing and advanced customization features made it an easy decision for our company to abandon SalesForce.com. Their easy to use interface simplifies new employee training and allows our staff to better serve our customer base. Having been with Soffront since 2009, I would recommend their CRM solution to any business looking to lower expense and increase productivity.

Review Source: Capterra

Displaying 1 - 20 of 23 reviews