We’re so glad you asked, because helping you set up your CRM success is what we love to do!

If you haven’t already, sign up for a chat with one of our SuperOffice CRM advisors. There, we’ll carve out a personalized CRM strategy that best fits your business together. If we decide that SuperOffice CRM is indeed part of your CRM strategy, our team of CRM experts will be happy to help with:

• Defining goals and KPI’s
• Mapping business processes
• Creating customer programs
• Setting up measurements and KPIs
• Onboarding, training, and guiding your organization in using SuperOffice CRM

Think of a CRM like your personal superhero for keeping track of friends and what they like. It's short for Customer Relationship Management, but basically, it's a tool that helps businesses keep all their information about customers in one place.

Imagine you have a bunch of friends, each with different favorite things. A CRM is like a digital notebook where you can jot down what they like, what’s important to them, and what makes them happy. But instead of your personal friends, it's for customers (aka your business’ friends!)

CRM helps businesses remember things like who their customers are, what they've bought before, when they last talked, and what they might want next. So, when a business wants to send a birthday deal or recommend a cool new product or feature, a CRM can come in really handy.

Basically, a CRM is an important tool that helps businesses stay organized, remember important things about their customers, and help them build better relationships with their customers.

SuperOffice is strongly committed to privacy, security and transparency. To secure our customers’ data in the best possible way, SuperOffice works according to the legal requirements set by the European Union, as well as in line with local legislation. Visit our Trust Center to better understand how SuperOffice implements and supports security, privacy, compliance, and transparency in all our cloud products and services.

We know every business is different. That's why SuperOffice makes it easy for you to customize and tailor your CRM to the way you work.

As a SuperOffice user, you have the flexibility to define your preferences and customize how information is displayed on your screen.

With the admin tool, you can make your own lists, labels, templates, workflows, forms, and more – all without the need for a consultant—unless, of course, you prefer having our consultants’ expert assistance.

And if that's not enough, you can add standard apps or use our easy APIs to create your own. Lots of choices and easy to use – keeping costs low. We believe it's the best way to get value and see results quickly.

SuperOffice CRM’s user-friendliness is one of the top reasons why our users love us. As CRM experts, we know that getting users to actually use a tool is often one of the biggest challenges when implementing a new tool. That’s why we’ve always designed SuperOffice CRM’s features with the user in mind.

SuperOffice CRM can absolutely help with retaining your existing customers. Beyond account management, many of SuperOffice customers enjoy using SuperOffice CRM for customer service and retention purposes. While SuperOffice CRM offers a Service component to the CRM, the functions across the entire CRM suite can be used with customer retention.