AI TOOL PROFILE
SuperOffice CRM: Customer Relationship Management Software
Pricing
Plans are billed annually, starting at 71 Euro per user per month for Sales Essentials. Marketing plans are priced per site plus one user, starting at 353 Euro per month.
At a glance
- Best for
- Small Businesses, Mid-Market Companies, Sales Teams, Customer Service Teams, European B2B Companies
- Key use cases
- Bid and Proposal Preparation, Customer Service Request Handling, Targeted Email Campaigns, Sales Pipeline Tracking, EU Data Management
- Integrations
- Slack, Trello, Visma Business, Microsoft Dynamics NAV, Zapier
- Official website
- Visit superoffice crm official website
How AI is used
SuperOffice CRM is a cloud-based customer relationship management system that unifies sales, marketing, and customer service functions into one database. It is designed for teams that need a centralized view of customer interactions and a structured approach to pipeline management.
The tool is built for small to mid-market companies, particularly those operating in Europe, with a focus on GDPR compliance and data security. It includes specialized modules for different departmental needs, ranging from contact management to marketing journeys and service ticketing.
Users may use AI capabilities through a Copilot to assist with drafting content and summarizing requests, and the platform supports various integrations to connect with existing business tools. Buyers should confirm whether they need the basic essentials or the premium tiers to access automated workflows and specific AI tools.
Key Features
AI Copilot
Helps with drafting sales pitches, proposals, and summarizing customer service requests.
GDPR Compliance
Includes EU-hosted data storage and tools for managing customer consent.
Sales Pipeline Management
Provides board views for visualizing the sales pipeline and tracking targets.
Service Ticketing
Supports request management, categorization, and rule-based routing for customer support.
Marketing Automation
Includes email marketing templates, lead capture forms, and automated customer journey workflows.
Customizable Dashboards
Supports the creation of KPI dashboards using sales, marketing, and service data.
Mobile CRM
Provides browser-based and mobile access for field teams, including a business card scanner for adding contacts.
Use Cases
Bid and Proposal Preparation
Using AI Copilot to help create drafts for sales pitches and proposals.
Customer Service Request Handling
Organizing and routing customer support tickets to help meet service level agreements.
Targeted Email Campaigns
Designing and sending email marketing campaigns based on customer segmentation lists.
Sales Pipeline Tracking
Using board views to monitor leads from initial contact through to the final sale.
EU Data Management
Managing customer data within a GDPR-compliant framework with hosting located in Europe.
Integrations
- Slack
- Trello
- Visma Business
- Microsoft Dynamics NAV
- Zapier
- SharePoint
FAQ
Is SuperOffice CRM GDPR compliant?
- Yes, it is designed for GDPR compliance with data stored in Europe and includes tools for managing customer consent.
Does SuperOffice offer AI features?
- Yes, it includes an AI Copilot that can help draft pitches, summarize requests, and generate marketing copy, primarily available in Premium plans.
How does the pricing work for the Marketing solution?
- Marketing pricing is split into a platform fee per site plus a user plan, with additional charges if mailing volumes exceed the included limit.
Can I combine different user plans?
- Yes, users can create a combination of Sales, Service, and Marketing plans to fit the specific needs of their team.
Source category: Sales
Source subcategory: CRM
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