SuperOffice CRM Reviews

I like the fact that we can out every process in to the CRM, from sales to event management, data capture and enquiry management.

The Community needs a bit of work adding more complex resources in, but as a starter guide is useful and support do assist.

The best thing about the CRM is that it is very easy to use and has a very easy to follow structure (Firm/People and Sale/Projekt).

Many basic features which one thinks every CRM provide are not available. The most critical problem is that selections are extremely limited. For example, one cannot make a selection of all "Projekt leaders", which would be critical for us in order to send all of our customers who are Project leaders a standardised e-mail. Many further issues arise there once you have spent some time testing the selections (many limitations became apparent only after using the CRM, not during the evaluation process).
A further issue are the many bugs which the system has, for example the data-export does not work properly even though issues have been posted on the community platform for 5 years!

It is reliable, easy to implement and use and optimizes all our contacts, relationships, projects, tasks etc.

Perhaps the marketing module should be included in the base package.

User interface is great. Very easy to use and administer. Users can work with the CRM functions within a few hours.
Integration with Office applications and Office 365 is more than perfect. You can use Outlook like you always did and still your emails are stored in CRM linked to the right customer and project.
I love the fact that you never really have to search for anything. All parts of the application are never more than two clicks away.

Only one thing that bothers me using SuperOffice: the standard reports are very basic. We use the dashboards a lot -they are great- and there are some Apps in their own app store that allow us to generate the reports we need.

Bus storing all the customer and supplier data in one user friendly CRM package we save a lot of searching time. Who sent when the message? As it is userfriendly even salesman work happy with it, not only office people.

Some bugs are annoying and the repair information is slow and merely on the online software. On premesis takes longer or does not happen at all.
Some features seem to be invented by software guys or girls but ptobably not first presented to a user panel.

The way you can arrange your variable information. It's easy to make a selection based on several factors. In that way we can perform well in several marketing activities

The development; there are not so many new features introduced last year.

The diversity of the different modules and the ease of use in general. SuperOffice helps our marketing, support, finance and sales departments to work close together and to have a beneficial CRM working to satisfy all these departments.

That not all of my colleagues are using SuperOffice to the fullest extend, but we're working on this and hopefully soon to get the most our of SuperOffice.

It's possible to write a lot of customizations and to adjust it just as you wish.
Fast and robust system

Price is too high. If you can't develop SuperOffice self, you will have to pay huge amounts for every small update. Not ITIL compatible, not for IT departments - you can get much more in-box in alternative products in the same price.

functionality, ease of use. great to have an online version also for the people on the road.

it takes a while before you understand working in SO as an admin.

The system is very intuitive and straight forward to use. Customisation is simple to administer yourself - there are also lots of really useful how-to guides and training videos available too.

Aside of the ‘usual’ CRM bits, the stand out functionality for me is the document management side of SuperOffice. You are able to archive pretty much any format of document straight into the system against the individual contact; whether a phone call, quote, email, letter, spreadsheet, etc. You have full traceability of all customer and prospect contact.

Mmm, I am genuinely struggling to find anything that I would consider to be a con of this system!

Moving was easy . As developer I like very mcuh simply to add my web-frames to different aspects inside SO still using my well known web technology.

I would like to have a person connected to different companies.
We have freelancers switching to our company or moving again. So we could 'follow' the history using the same person-ID. Also contacts sometimes are working for on company but are members of additional "Gremien".

Easy to do selections of clients / create groups which has enabled us to work more efficiently with our newsletters, invitations and campaigns. WEB client is working well and offer increased flexibility as the intercation with outlook to direct upload and connect mails with listed persons or companies. The automatic GDPR handling is also an advantage an saves time.

I still believe the search function can be improved allot since we often search for content in mails which been uploaded, not having this function force us to keep mails in double. In fact "searching" is by far the most used function which also would be improved by "tagging", so i.e. consulatancies can be tagged to end clients when involved in the same project etc.
The design prompt of "Newsletters" could also be improved for easier and faster design, for example changing font or size now requires to open each section instead of mark all. etc.

The flexibility of SuperOffice and the company who build our SuperOffice configuration. Because they know all about Automotive.

The data in CRM can often not be used in the functionality of customer service. Also, not all data from CRM can be used in reports in the customer service section.
In our company we mainly work with cars. The license plate number of the car is leading in most processes within our company. Unfortunately, this does not apply to SuperOffice. In a lot of processes CRM or Customer Service can not handle the registration number. That's a shame because it limits the functionality of SuperOffice.
Also, some processes do not work as you expect. For example, it is not possible to give your own subject to an email template. There are more of these things that work in a strange way.

Superoffice has been the reference point for us as CRM for at least a couple of years. Its ease of use and integration with the e-mail client has allowed the sales department to perform various activities on customers thanks to the information collected and available in an optimal way.
It is the first CRM that allowed us to integrate the data of our management program.

In some cases the integration with the mail did not work correctly, this is one of the aspects that led us to evaluate other CRMs.

The selection tab is my favourite. Filter almost anything once you get your head around it. % before searchword is also a good way to find companies in your crm. It also syncs well with our NAV invoicing program so I can see sales month to month easy.

If you don´t know the company name it takes a bit longer to find out, say if you know where they are situated but haven´t got the name. The pocket version is a bit limited and could be better.

Very user friendly . Have also used other CRM products which are not that intuitive and easy to use. I ahve know put it in use in three different companies with anything with size from 2 - 15 users. No complaints so far.

For some reason I loose the connection/Archiving between SuperOffice and Outlook - and have lost it on several occasions. Kind of hard to get it back in working order even if Help desk are helpful.

The User Friendly setup, it is easy to understand and you can start work and take advantage of it from day 1.
In combination with the App for your mobile it is a great tool. Additional to these these featurs the actual contactnamn and their telephone number will automatically be transfered to your conatctlist in your mobile.

Thy way to sava end find documents can be approved

Clean and intuitive user interface,
I do prefer the online version though as it's always up to date and saves time and cost of having the version updates applied and it has a reliable and easy to use mobile app, which I find really useful.

Like most CRM systems, you need to put the time in to customize the system and get to know it, which obviously takes time, but I have to say it's time well spent.

The features and functionalities we need for our business are quite challenging. What I like most about this software is the flexibility. They're good at getting to know your business and finding matching solutions.

We use SuperOffice not only as a CRM system (which is a pro). But that also makes the ease of use quite challenging for many of our users. The functionalities don't always speak for themselves and because of the many possibilities it's hard to remember it all.

User-friendly interface
Integration with Microsoft Office 365
ERP integration

Experience with web version compairing to core version
Visual aspect could be improved

Easy to find a specific e-mail correspondence without spending hours of search.
When travelling abroad, you can reach the information needed easily over the internet.

Maybe the connectivity to the server while travelling abroad, but I suppose that is not something Super Office could do much about.

Combination of CRM and Customer Service ticketing.
The flexibility of adapting it to your own liking.
The posibility of using it also on mobile devices.

Not easy to change things yourself; most of the time you need the help of a SuperOffice employee.
No automatic updates when you're not in the cloud; takes time and money.

It is easy to use. You can find information fast. It is a pleasure to work with.

SuperOffice has had some issues lately. You can't access the website for a while. Therefore you can't work as efficiently as you would like.

User-friendliness: easy to get started, logical navigation, great Search functionalities

No real dislike: it is more the wide variety of functional possibilities that takes time to get acquainted with.

The overall support from the supplier is great, with periodic trainings or workshops and a quick response to issues. The software itself is straightforward to use, with numerous possibilities and a proper link with other software, e.g. Outlook.

The options and possibilities can be quite overwhelming to new users. Therefore, a new user needs to be properly introduced to SuperOffice.