CRM software for your sales team

Prioritize selling time with SuperOffice Sales – an intuitive, self-populating CRM. Boost your sales team's efficiency with the help of AI: enhanced visibility for leaders, exceeded targets for managers, increased selling time and revenue for reps.

Don’t just meet your targets this year – exceed them Get in front of the most qualified prospects. Improve your win rate with better data and visibility over deals. Build rapport and lasting relationships with customers – in just one tool.

• **Let your CRM work for you: **Bid adieu to spreadsheet chaos and manual data entry and save selling time with SuperOffice. Capture prospect and customer data automatically by simply managing your calendar in SuperOffice. Enhance sales and foster rapport by recalling conversations from SuperOffice CRM.
• **Structured sales = more deals: **Structure your day with Dashboard views showing pipeline, key opportunities, and tasks. Identify at-risk deals and open prospects at a glance. Fast-track your deals by sending and tracking quotes directly from SuperOffice, including product information from your ERP.
• **Beyond deals: relationships: **Be the thoughtful friend who recalls details. Build trust with customers and hand over deals with ease with centralized access to a complete overview of interactions, meeting notes, and contact data. Stay proactive with Sales Intelligence for upcoming meetings and renewals.

Structured sales success Turn your sales process into your competitive edge. Use SuperOffice Sales to get organized and gain actionable insights to generate solid opportunities for your team.

Sales guides Set up every step in your sales process in chronological order, and get reminders of each step to:

• Foster sales best practices unique to your team
• Equip your team with a standardized playbook
• Sustain a consistent strategy, voice, and positioning

Calendar, email and document integrations Continue using your daily tools, now seamlessly synced with SuperOffice:

• Create CRM activities directly from Outlook
• Generate CRM data simply by using your SuperOffice diary
• Access your SharePoint documents with ease

Dashboards Choose from many pre-defined dashboards or create your own:

• Track pipeline, open sales, and deal progression
• Compare your performance to previous period
• Easily spot at-risk deals and strategize on next steps

Lists and Selections Turn CRM data into a competitive edge to win new deals and sell more to existing customers:

• Plan your day with pre-built filters for forecasts and opportunities
• Create selections to find unique segments of your customer base
• Create charts and Dashboards to gain insights on demand

Sales Intelligence Stay ahead of the game. Set up Sales Intelligence to monitor your database and remind you when:

• Customers haven’t been followed up with
• Customers are due for a renewal
• You may need to schedule future activities with customers

Just ask SuperOffice Copilot Sell smarter with AI features to help you build better relationships without losing your personal touch:

• Get instant answers about your prospects and sales
• Generate polished drafts for emails, pitches, and proposals
• Summarize your upcoming schedule with a click of a button

Keep a clear overview of your sales Stay on top of all sales for a representative or a team, using Board view. Spend less time digging for details and more time focusing on the next step to reach your sales goals:

• Gain greater control from seeing all sales in different stages at once
• Increase sales and speed up decision-making by improving sales visibility
• Simplify updates with drag-and-drop between sales stages

Features

• **Quotes: **Create and send quotes directly from your CRM. Integrate SuperOffice with your ERP or add your own product lists and pricing to maintain your inventory all in one place.
• **Project management: **Organize campaigns or sales in projects. Track all contacts, stakeholders, and activities throughout the sales process.
• **Sales assistant: **Make the most of the built-in sales assistant’s reminders and checklists, ensuring you never miss a follow-up or milestone.