Store all information about your customers and prospects — contact details, history, notes and linked companies — in one place.

Track sales from first contact to close. Log activities, set follow-ups and keep your whole team aligned on every deal.

Get a forward-looking view of expected revenue based on deals in your pipeline — so you can plan ahead with confidence.

Work with multiple currencies across your sales; SuperOffice handles conversion automatically.

Follow best practices to make sure every sale is driven consistently from first contact to close.

Define the stages, steps and activities that make up your sales process and guide reps through them automatically.

Track everyone involved in a deal, not just the primary contact. Map decision-makers, influencers and blockers.

Set revenue targets for individuals and teams and track progress in real time.

See how your team is tracking against targets with dedicated reports and activity monitors.

Remove the cap on how many targets your team can set. Ideal for larger organisations with multiple regions or product lines.

Break down your revenue forecast by individual product or service line. Useful for capacity planning and identifying top performers.

Create, manage and send quotes directly from your CRM; with product catalogues, price lists and multiple quote versions.

Route quotes through an approval workflow before they are sent to customers.

Generate professional quote documents linked to the right deal record.

Capture, qualify and distribute incoming leads. Track lead status and ensure every prospect is followed up at the right time.

Build and send personalised email campaigns with a drag-and-drop editor, free template library and social media links.

See how your campaigns performed — open rates, clicks, bounces and unsubscribes — all linked to your CRM contacts.

Track which links get clicked and trigger automatic actions, like updating a contact's status, based on that behaviour.

Automatically handle bounces and spam complaints so your contact lists stay clean and your sender reputation stays healthy.

Send targeted SMS messages directly from SuperOffice. For reminders, event invitations and time-sensitive communications.

Tag your campaign links so traffic from your emails is tracked in Google Analytics. See which campaigns drive website visits.

Create forms you can embed on your website or in emails to capture leads, gather feedback or register attendees.

Confirm consent with double opt-in and send contacts to a branded landing page after they submit a form.

Collect and store consent directly through your forms. GDPR-compliant from the moment someone submits.

Use AI to style and configure forms based on your webpage or a reference image, saving time on setup.

Set up trigger-based email sequences that respond to what your contacts do. Nurture leads without manual follow-up.

Build your automation flows using a drag-and-drop visual editor. No technical skills needed.

See how your automated flows are performing through completion rates, drop-offs and conversions.

Add a chat widget to your website so visitors can reach your team in real time. Every chat is saved in your CRM.

See the full customer history, like deals, cases, contacts in the chat window while you're talking.

Use your knowledge base and pre-written templates to respond faster in chat. Deliver consistent answers every time.

Let prospects and customers book time directly in your calendar. No back-and-forth emails.

Log, track and resolve all incoming customer requests in one queue from email, phone, chat or web form.

Automatically sort requests by type and send acknowledgement emails so customers know their request was received.

Get a real-time overview of your queue, open requests, waiting times and whether SLAs are being met.

Filter your request queue by any criteria and apply bulk actions. Reassign, close or update multiple tickets at once.

Set response and resolution time targets. Requests not answered in time are automatically escalated so nothing falls through.

Automatically assign incoming requests to the right agent or team based on rules, like category, language, workload and more.

Create different request types for different kinds of support; each with its own workflow and SLA.

See the full history of every change made to a request, like who did what and when.

Build an internal library of articles and FAQs your team can use to quickly find answers and share with customers.

Give customers a secure area to read FAQs, view their request history and submit new tickets without calling or emailing.

A fully configurable customer portal with self-service ticket management, knowledge base, multi-language support and custom branding. For organisations with complex self-service needs.

Automatically detects language, sentiment and urgency on every incoming request, so your team knows the tone and priority before they open it.

AI suggests a reply based on the customer's history and previous similar cases, so your team responds faster and more consistently.

AI automatically routes requests to the right person and triggers follow-up reminders, so your team starts every case a step ahead.

Log and manage meetings, calls, tasks and to-dos; all linked to the right contact, company or deal.

Send meeting invitations and share your calendar with colleagues without leaving SuperOffice.

Manage activities across time zones. SuperOffice keeps everyone aligned regardless of where your team is based.

Start or join video calls directly from a meeting activity in SuperOffice without having to switch between tools.

Access and manage your email inbox from within SuperOffice. Keep your communication in one place.

Work directly inside Outlook; log emails to CRM contacts, create follow-ups and view customer history without switching windows.

Connect SuperOffice to Gmail so emails are automatically archived with the right contact.

Two-way sync with Microsoft 365, Google Workspace and Exchange makes sure meetings and contacts stay up to date across both systems.

Store, create and share documents linked to the right contact, company or project with SharePoint and Google Workspace support.

Create and reuse templates for contracts, proposals, emails and more, so your send-outs are always on-brand.

Access contacts, deals and activities from your phone; log calls, update records and stay on top of your day on the go. Available for both iOS and Android.

See who's calling before you answer. SuperOffice identifies the caller from your CRM contacts.

Handle service requests from your phone. You can view, respond to, and update tickets from anywhere.

Scan a business card and let AI fill contact fields automatically.

Plan and track internal projects alongside your customer work, assign tasks, set deadlines and monitor progress.

Follow a structured project workflow with guided steps. Trust that projects are run consistently across your team.

Automate repetitive tasks with macros and CRM scripts; from sending emails to updating fields and creating follow-ups.

Let your team log in to SuperOffice with their existing company credentials. They don't need yet another password.

Mirror your SuperOffice data to an external database in real time. This is important for advanced reporting, BI tools or compliance archiving.

Search across your whole CRM from one place. Contacts, companies, deals, documents and requests all show up in one results view.

Group contacts and companies by any combination of criteria, like industry, behaviour, purchase history, to target campaigns or run reports.

Static selections are fixed lists, dynamic selections update automatically as your data changes. Use both to stay targeted.

Build advanced segments by combining multiple selection sets — for example, contacts who attended an event and opened your last campaign.

Smarter filtering in sales and marketing with results ranked by relevance so you quickly find what matters.

Get a real-time visual overview of your pipeline, service queue, and campaigns with pre-built dashboards. Up to 5 on Starter.

Run reports across your contacts, deals, campaigns and service data, then export or print as needed.

Build your own dashboards with the exact metrics and visualisations your team needs.

Browse and connect integrations built by SuperOffice and our partners. Find everything from e-signature to accounting and more.

Connect SuperOffice to other tools and systems using our open API.

Connect SuperOffice to your ERP system for consistent customer and order data across both systems (up to 25 fields).

A deeper ERP connection with unlimited fields and sync directions for complex data flows between your CRM and ERP.

Get CRM notifications and updates directly in Slack and keep your team informed without switching tools.

Archive Microsoft Teams chat messages and documents directly in SuperOffice, linked to the right contact or project.

Connect SuperOffice to external AI platforms via Model Context Protocol, so AI tools you already use can read and act on your CRM data securely.

Higher usage limits and extended connectivity for organisations running multiple external AI integrations.

Sync data between SuperOffice and external databases or business systems. For companies with more complex integration needs.

Add your own fields to contacts, companies, deals and projects; for data that doesn't fit the standard structure.

Extend your CRM with custom object types and relationships, and store data specific to your business beyond standard structures.

Adjust the layout of screens inside SuperOffice to show the fields your team needs and hide the ones they don't.

Import contacts and companies from external files and manage your CRM reference lists, based on industries, categories, priorities and more.

Use CRMScript, macro workflows, and custom app support to build automations and customisations beyond what's available out of the box.

Control who in your organisation can see, edit or export data, set by role, team or individual.

Automatically sync user accounts and access rights between SuperOffice and your identity provider, so onboarding and offboarding is handled in one place.

Store, track and manage customer contracts alongside your CRM data with visibility on renewal dates and terms.

A separate test environment for building and validating customisations before deploying to your live CRM.

Capture, store, and manage customer consent, so you always know who has agreed to what.

Let customers manage their own communication preferences, like what they receive and how often.

Generate personal data reports on request and define rules for how personal data is handled. All available in your CRM.

Ensure deleted records are properly anonymised to stay compliant with data minimisation requirements.

Your customer data is stored in European data centres and never leaves the region.

Access SuperOffice's full help centre, in-product documentation and web-based support. Available on all plans.

Improve spelling and grammar, or adjust the tone of any text inside SuperOffice. Write better notes and customer messages.

Describe what you need and get campaign-ready visuals or content suggestions without leaving your CRM.

AI-assisted copywriting for customer-facing service and marketing messages. Always making sure you hit the right tone.

An AI assistant that's always one click away to answer questions, give insights, and suggest actions right inside your CRM.

Define your own AI prompts tailored to your business so Copilot gives answers and suggestions specific to how your team works.

Instantly summarise long threads and customer histories so your team gets up to speed in seconds.

AI scans your company records and suggests or fills in missing data, keeping your CRM clean without manual effort.

Ask questions about your CRM in plain language and get instant results.

Keeps your contact and company records updated; flagging duplicates, outdated entries, and missing fields.

Identifies promising leads based on your CRM data and suggests who to approach next so your sales team always has a full pipeline.

AI that acts on your behalf in the sales process; sending follow-ups, updating records and suggesting next-best actions.

Access to the full suite of AI agents, i.e. every agent available across sales, marketing and service. No restrictions.

Joins your meetings to take notes, capture decisions, and draft follow-up emails. Outcomes go straight into SuperOffice.

AI creates and assigns tasks automatically based on what is happening in your CRM, reducing manual coordination across teams.

AI suggests personalised email content for each prospect based on their history and behaviour in your CRM.

AI analyses historical conversion data to rank your leads so your team can focus on the ones who are most likely to close.

AI suggests the right next step for every deal in your pipeline, based on what has worked before and what is happening now.