Release Notes June 2019

Send Text Messages from Your Sales Workflows

Automate your sales follow-up with text messages along with emails. Define automated text messages as  a part of your sales workflow setup.


[New] Sales Email Report

Get better visibility on your 1-1 sales emails. You will be able to track the emails sent, opened, bounced, and the click-through rate.

Additionally, sales reps will be notified when a lead opens an email or clicks on a link.

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[New] Sales Task Report

Get better visibility on your team’s progress. You will be able see the total number of tasks scheduled, completed, and postponed.

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[New] Birthday Campaigns

Use the new birthday campaigns to send greetings to your leads and customers automatically on their birthday.

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More Flexible Automated Campaigns

Design more flexible automated campaigns with the ability to add delays and emails in any sequence you need.

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[New] Discount Coupons

Define flat-rate and percentage based discount coupons. Promote the coupons to your leads and customers and get full visibility when your coupons are claimed.


[New] Assignment Rules

Define rules to assign leads based on territories or other custom criteria. Call the rules while entering or reassigning leads to automatically assign based on your criteria.


Better Organized Assets

Define folders for your assets and organize your assets within folders.


Multiple DocuSign Signatories

Send a DocuSign document to multiple contacts for signature. The signed document will be available in Soffront after all the signatories sign the document.

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