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SuperOffice CRM

Score7 out of 10

5 Reviews and Ratings

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.

Top Performing Features

  • Customer data management / contact management

    The software acts as a single source for all customer data and enables users to access that data efficiently.

    Category average: 8.6

  • Opportunity management

    Users can track deals and create quotes.

    Category average: 8.1

  • Contract management

    Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

    Category average: 7.8

Areas for Improvement

  • Social engagement

    The software can facilitate and track engagement with customers via social channels.

    Category average: 6.9

  • Compensation management

    The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

    Category average: 8.5

  • Mobile access

    Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

    Category average: 7.7

Old world crm

Use Cases and Deployment Scope

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.

Pros

  • Customer relation management
  • Calendar management

Cons

  • User interface
  • Exchange calendar sync
  • Mobile app

Return on Investment

  • Centralized customer information management
  • Return on investment

Usability