Sofbe CRM comes with all the features you would dream of. Matching any brand name CRM, It provides you with an end to end control over your sales process and customers.
Sofbe CRM is fully hosted on our secured Business Portal and is available through your web browser or provided on an on-site dedicated private server.
See Detailed feature list:
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Sales Force Automation
- Lead Management
- Opportunity Management
- Account Management
- Contact Management
- Activity Management
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Activity Management
- To Dos, Meetings & Calls
- Recurring Events
- Shared Calendar
- Activity History
- E-mail Notifications
- Notes
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Inventory Management
- Products Catalog
- Price Books
- Vendor Management
- Purchase Orders
- Sales Orders
- Invoices
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Reports & Dashboards
- Key Metrics
- Customizable Reports
- 20 Pre-built Reports
- 20 Pre-built Dashboards
- Report Folders
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Marketing Automation
- Campaign Management
- Mass Mailing
- E-mail Templates
- Mail Merge Templates
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Customer Support & Service
- Ticket Management
- Knowledge Base
- Customer Self Service Portal
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Product Customization
- Custom Fields
- Pick Lists
- Custom List Views
- Drag & Drop Modules
- Currency customization
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Security Management
- User Management
- Profiles
- Roles
- Groups
- Organization-level Access Control
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