Accounts

Work through a list of records such as tasks, accounts, contacts, and opportunities without having to open each record in...

An agreement template is a standard pattern for a long/short-term of commitment between parties (you and your customer/business partners) that...

Quotes (Formerly Estimates) A quote is a proposal that you send to your customers that details all the items and...

When sending batch emails to multiple recipients within Soffront CRM, it’s important to have clear visibility into exactly who will...

Soffront CRM now includes a convenient Copy feature accessible directly from the detailed view of records. This small but powerful...