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  • How to Assign a Record ?

    Soffront CRM now has made the record assignment process simple and easy. You can assign a record Either from the...
  • Contacts Overview

    You can store information about your customers using accounts and contacts. Accounts are companies that you’re doing business with, and Contacts are the people...
  • Convert a Contact to an Account

    You would convert a contact to an account if it is ready to be entered into your sales process. Note...
  • Create Filters using Groups

    You will be able to create filters using groups and use them in Broadcast and Touch Campaign as well. This...
  • Import your accounts and contacts

    Whether your contacts are stored in an email program, a spreadsheet here’s how to import them into Soffront CRM so...
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