Skip to main content
TrustRadius
SuperOffice CRM

SuperOffice CRM

Overview

What is SuperOffice CRM?

SuperOffice CRM is a software solution that aims to assist businesses in managing and enhancing their customer relationships. It is suitable for small, medium, and large companies across various industries. The vendor claims that sales professionals in industries such as retail, manufacturing, finance,...

Read more
Recent Reviews

TrustRadius Insights

Challenging Service Module Setup: Some users have found the setup process for the Service module in SuperOffice to be challenging and …
Continue reading

Old world crm

7 out of 10
September 07, 2022
Incentivized
On-prem CRM for sales and back office support. Not the most modern CRM (HubSpot, dynamics CRM, Pipedrive, etc.) it is updated on a regular …
Continue reading
Read all reviews
Return to navigation

Pricing

View all pricing
N/A
Unavailable

What is SuperOffice CRM?

SuperOffice CRM is a customer relationship management (CRM) software built as an integration with all Microsoft Office applications.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Would you like us to let the vendor know that you want pricing?

Alternatives Pricing

What is HubSpot CRM?

HubSpot’s CRM enables growth-minded businesses to optimize their relationships with leads and customers. Through harnessing the power of carefully crafted sales, marketing, customer service, content management, and operations tools, the software aims to make it easy to unify team strategy and drive…

What is Sage CRM?

Sage CRM is an SMB-oriented CRM platform offered in both SaaS and on-premise editions. Unlike the Sage SalesLogix product, the SaaS version is a true multi-tenant offering. The platform offers excellent integration with Sage ERP and accounting products. It is also a good global solution and is…

Return to navigation

Product Details

What is SuperOffice CRM?

SuperOffice CRM is a software solution that aims to assist businesses in managing and enhancing their customer relationships. It is suitable for small, medium, and large companies across various industries. The vendor claims that sales professionals in industries such as retail, manufacturing, finance, and IT can benefit from SuperOffice CRM to manage their sales pipeline, track leads, and improve sales performance. Marketing professionals in industries like retail, real estate, and construction can use SuperOffice CRM to execute targeted marketing campaigns, track customer engagement, and analyze marketing performance. Customer service teams in industries including banking, insurance, and service-based businesses can utilize SuperOffice CRM to manage customer inquiries, track service requests, and provide efficient and personalized support. Additionally, professionals in the public sector, such as government agencies and municipalities, can leverage SuperOffice CRM to improve citizen engagement, manage public services, and enhance communication with constituents. Manufacturing companies can also utilize SuperOffice CRM to manage their supply chain, track customer orders, and improve collaboration between sales and production teams.

Key Features

CRM Platform: SuperOffice CRM combines all customer-facing processes, including sales, marketing, and customer service, into one integrated solution. According to the vendor, it provides a centralized database for easy access and a complete view of customer interactions. The platform offers customizable workflows, dashboards, and reports to streamline and optimize business processes.

Sales: SuperOffice Sales provides tools to fuel sales processes and help sales teams meet and exceed their targets. According to the vendor, users can manage their sales pipeline, track leads and opportunities, and set reminders and tasks for follow-ups. The platform offers integration with email and calendar applications, allowing users to manage their sales activities directly from their inbox. SuperOffice Sales also enables users to create and send quotes to customers, with integration options for ERP systems to maintain product lists and pricing.

Service: SuperOffice Service helps service teams capture and manage customer inquiries and requests in a timely manner. According to the vendor, users can create tickets from emails, calls, chat, and web forms, and categorize them in queues based on topics. The platform offers automation features, such as escalation rules and if-this-then-that workflows, to streamline and automate repetitive tasks. SuperOffice Service includes a chat feature, allowing users to provide real-time assistance and support to customers.

Marketing: SuperOffice Marketing empowers marketing teams to deliver personalized communication to the right customers at the right time. According to the vendor, users can create and manage marketing campaigns, segment their customer base, and track campaign performance. The platform offers AI-powered features, such as AI suggestions for email campaigns and chatbots for personalized conversations. SuperOffice Marketing integrates with email and document applications, allowing users to create and send marketing emails and store documents in SharePoint.

Apps and Integrations: SuperOffice CRM provides a wide range of apps and integrations to meet the specific needs of businesses. According to the vendor, users can customize their CRM solution by integrating with third-party applications and services, such as ERP systems, data enrichment tools, and digital signing tools. The SuperOffice App Store offers a variety of pre-built integrations and plugins to enhance the functionality of the CRM platform. Users can also develop their own custom integrations using the SuperOffice API.

SuperOffice CRM Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews and Ratings

(5)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Users have made several recommendations based on their experience with SuperOffice CRM. One common recommendation is to utilize the hosted CRM version of SuperOffice for faster upgrades and access to the apps market. This version provides convenience and ensures users stay up-to-date with the latest features.

Another recommendation is to keep in touch with the administrator to understand updates and discover a long list of features. Regular communication allows users to stay informed about new functionalities and make the most out of the SuperOffice CRM system.

Users also believe that SuperOffice is one of the better options in terms of price and quality. They appreciate the value they receive from the software and find it to be a competitive choice compared to other options available in the market.

Overall, users recommend exploring SuperOffice CRM as a solution for their business needs. While acknowledging that no CRM package can meet all requirements 100%, they advise thinking in advance about specific needs and consulting with SuperOffice to ensure a good fit. Additionally, users highlight the benefits of using the Cloud version with regular updates, which helps streamline sales and marketing efforts. Attending SuperOffice workshops is also suggested as a way to gain insights into best practices and maximize the benefits of the software.

Attribute Ratings

Reviews

(1-1 of 1)
Companies can't remove reviews or game the system. Here's why
September 07, 2022

Old world crm

Score 7 out of 10
Vetted Review
Verified User
Incentivized
On-prem CRM for sales and back office support. Not the most modern CRM (HubSpot, dynamics CRM, Pipedrive, etc.) it is updated on a regular basis, but the user interface and usability, mobile application, and integration possibilities are weak. If you will need calendar sync for exchange, there is an on-prem or cloud tool for that. The sync tool will move to the cloud in 2023 and the monthly cost is ridiculously high per user. There are no Microsoft windows clients anymore, only browser support.
  • Customer relation management
  • Calendar management
  • User interface
  • Exchange calendar sync
  • Mobile app
Not the most modern or integrated crm in the world in my opinion. I feel that the user interface needs to be redone and modernized, the mobile app is outdated, and the cloud-based Microsoft Exchange calendar sync is way too expensive.
Sales Force Automation (9)
67.77777777777777%
6.8
Customer data management / contact management
80%
8.0
Workflow management
60%
6.0
Territory management
60%
6.0
Opportunity management
80%
8.0
Integration with email client (e.g., Outlook or Gmail)
70%
7.0
Contract management
80%
8.0
Quote & order management
60%
6.0
Interaction tracking
60%
6.0
Channel / partner relationship management
60%
6.0
Customer Service & Support (3)
63.33333333333333%
6.3
Case management
70%
7.0
Call center management
60%
6.0
Help desk management
60%
6.0
Marketing Automation (2)
65%
6.5
Lead management
70%
7.0
Email marketing
60%
6.0
CRM Project Management (3)
66.66666666666667%
6.7
Task management
70%
7.0
Billing and invoicing management
60%
6.0
Reporting
70%
7.0
CRM Reporting & Analytics (3)
66.66666666666667%
6.7
Forecasting
60%
6.0
Pipeline visualization
70%
7.0
Customizable reports
70%
7.0
Customization (4)
67.5%
6.8
Custom fields
80%
8.0
Custom objects
70%
7.0
Scripting environment
60%
6.0
API for custom integration
60%
6.0
Security (2)
75%
7.5
Role-based user permissions
80%
8.0
Single sign-on capability
70%
7.0
Social CRM (2)
60%
6.0
Social data
60%
6.0
Social engagement
60%
6.0
Integrations with 3rd-party Software (2)
70%
7.0
Marketing automation
80%
8.0
Compensation management
60%
6.0
Platform (1)
60%
6.0
Mobile access
60%
6.0
  • Centralized customer information management
  • Return on investment
UI/UX would need some love and modernization, mobile app is out of date in my opinion.
No proper help or solutions in exchange calendar sync issues.
Return to navigation