A - B - C - D - E - F - G - H - I - J - K - L - M - N - O - P - Q - R - S - T - U - V - W - X - Y - Z

 

A

Account Management

 A structured, data-driven way to grow and retain strategic customers by using success plans, business reviews, and account insights.

 Account Management means nurturing your most valuable customers in a structured, proactive way. It involves success plans, quarterly business reviews (QBRs), and growth roadmaps—helping you reduce churn and identify new opportunities. Since top accounts often generate 80% of annual recurring revenue (ARR), losing one can have a major impact.

In SuperOffice: The 360° Company Card consolidates contracts, communication history, customer health scores, upsell and cross-sell opportunities, AI-generated insights, and GDPR consent tracking into a single view—helping account managers take action, strengthen relationships, and stay compliant.

Activity Timeline

A chronological view of all emails, calls, meetings, and documents linked to a contact, project, or sale.

 An activity timeline brings together every customer interaction in one place—emails, calls, meetings, notes, and documents—so anyone on your team can get up to speed quickly. It gives instant context, reduces miscommunication, and helps avoid duplicate outreach.

In SuperOffice: The Activity Tab displays all related interactions in chronological order, whether created in SuperOffice or synced from Outlook and Teams. It includes service requests, supports filtering and search, and stores records securely on ISO-certified EU servers—ensuring teams always work with up-to-date information.

 AI Copilot Short

A generative AI assistant that writes emails, call summaries, and follow-ups—saving time and improving quality.

AI copilots use generative AI to reduce admin work by drafting personalized emails, summarizing meetings, and suggesting next steps. This helps sales teams save hours each week, improve message consistency, and respond faster—all without starting from a blank page.

In SuperOffice: Copilot appears as a side panel in key CRM views—company, contact, sale, project, diary, request, and selections. It uses real-time context to draft emails, summarize interactions, suggest next steps, and answer questions—all in your chosen language, without leaving the CRM. Content is processed on ISO-certified EU servers, with no data shared between customers. Each tenant runs a dedicated language model, ensuring full data isolation and GDPR compliance.

Appointment Scheduling

Calendar links that let prospects book meetings without back-and-forth emails.

Online scheduling tools let leads and customers book time with you directly—no coordination needed. This speeds up the first meeting, reduces no-shows, and keeps momentum in the sales process.

In SuperOffice: Prospects and customers can choose from your available time slots using a shared calendar link. Booked meetings sync instantly and show up as activities in your SuperOffice calendar—avoiding double bookings and keeping your schedule automatically up to date.

Automation Workflows

No-code rules that trigger alerts, tasks, updates, or emails when key events occur.

Automation workflows replace manual routines with smart, trigger-based actions—like sending reminders, updating fields, or assigning follow-ups. This reduces repetitive admin, ensures best practices, and keeps processes consistent across teams and languages.

In SuperOffice: Build flexible workflows using a no-code, drag-and-drop editor with branching logic, timers, and GDPR-auditable logs. From instant lead routing to timely follow-ups, SuperOffice automation keeps work flowing—so your team can focus on customers, not checklists.

B

Buyer Persona

A profile of your ideal customer—their role, goals, pain points, and what success looks like.

Buyer personas help you understand who you're selling to, what they care about, and how to reach them. Clear, research-backed personas improve messaging, targeting, and conversion—especially in multilingual markets.

In SuperOffice: Persona tags help you segment contacts based on role-specific needs. These tags power branching logic in Marketing Automation, enabling emails and workflows to adapt to each recipient’s profile. This ensures highly relevant communication that resonates across different markets and cultures. Persona tags also enable segmented dashboards, giving marketing and sales teams real-time insights into how different personas perform—making it easier to engage the right audience with the right message.

Business Intelligence (BI)

Dashboards and drill-downs that turn CRM data into trends, outliers, and forecasts.

Business Intelligence tools help teams make data-driven decisions by visualizing trends, spotting anomalies, and forecasting outcomes. BI adds clarity across teams and regions—turning raw CRM data into actionable insight.

In SuperOffice: Built-in dashboards provide real-time, GDPR-compliant insights directly in the CRM. For deeper analysis, you can connect external BI tools like Power BI or Qlik via ready-made connectors—no complex ETL setup required. This ensures teams always work with fresh, relevant data.

Billing Integration

Two-way sync between SuperOffice and ERP systems like Visma, Fortnox, and Dynamics 365.

Billing integration connects your CRM with ERP tools to eliminate double entry, reduce errors, and speed up the quote-to-cash cycle. It also gives sales teams access to key financial data—like invoice status and credit limits—right where they work.

In SuperOffice: Certified marketplace apps sync data between SuperOffice and ERP systems such as Visma, Fortnox, and Dynamics 365. This eliminates double entry and frees up valuable time for both sales and finance teams. Sales reps gain immediate visibility into invoice status, credit limits, and recurring revenue (MRR) directly on the company card—improving cash flow awareness and aligning sales with finance for faster, more informed decisions.

Business Card Scanner

Mobile OCR that turns photos of business cards into CRM contacts—instantly and accurately.

Scanning business cards at events or during field visits helps capture leads on the spot. With OCR (optical character recognition), contact details are digitized instantly—saving time and reducing the risk of lost or incorrect data.

In SuperOffice: The native SuperOffice app for iOS and Android includes built-in OCR that converts business cards into clean CRM contacts in seconds. It detects duplicates to maintain data quality, works offline for field use, and uses AI to complete missing details—speeding up updates even further. This reduces manual entry, accelerates follow-up, and keeps your contact database up-to-date for sales and marketing.

Bulk Email Campaigns

High-volume newsletters and announcements sent to segmented lists—at scale and on-brand. 

Bulk email campaigns let you reach large audiences with newsletters, product updates, or offers. They keep prospects engaged, reactivate dormant leads, and nurture interest over time—without relying on one-to-one outreach.

In SuperOffice: The built-in email engine lets you create and send high-volume campaigns directly from the CRM. It runs fully within the EU to ensure GDPR compliance, includes real-time deliverability monitoring, and features a preference center that lets recipients manage their subscriptions. This means scalable, effective email marketing—no external tools required.

C

Case Management

End-to-end handling of support tickets with categories, priorities, and SLA tracking.

Case management ensures customer issues are handled efficiently and consistently—from first contact to resolution. By organizing support tickets with categories, priorities, and SLAs, teams can deliver faster responses and improve service quality—building trust and long-term loyalty.

In SuperOffice: SuperOffice Service offers a unified inbox that collects tickets from email, chat, and forms into a single queue. Cases can be categorized, prioritized, escalated, and routed automatically. AI assists by summarizing tickets and suggesting replies—speeding up resolution while reducing manual effort.

Cloud-Based CRM

CRM software delivered over the internet—no servers, no setup, and always up to date. 

A cloud-based CRM gives you secure, browser-based access to customer data from anywhere. There’s no need for on-premise infrastructure or manual upgrades. It offers lower upfront costs, automatic updates, and the ability to scale instantly—making it easier to support growing teams and changing business needs.

In SuperOffice: SuperOffice CRM Online is hosted in ISO-27001 certified EU data centers, with optional data residency in Frankfurt or Oslo. FastTrack CRM offers ready-to-use templates and workflows, and in-app guides help your team get started quickly within days—no IT project required.

Customer Journey Mapping

A visual framework for aligning marketing, sales, and service touchpoints from first contact to long-term loyalty.

Customer journey mapping helps teams understand and improve how customers experience your business. By identifying key moments—from first interaction to onboarding, support, and renewal—you can reduce friction, personalize outreach, and time follow-ups or upsells more effectively.

In SuperOffice: While journey mapping happens outside the CRM, SuperOffice lets you execute those journeys using a no-code automation builder. The drag-and-drop canvas helps you design workflows with rules, timers, and branching logic—across teams and channels. Communications are personalized at each step based on profile data, consent, and language preferences, while conversion dashboards show what’s working and where to improve.

Customer Portal

A branded online space where customers log tickets, track orders, and find answers—anytime.

A customer portal gives customers secure, 24/7 access to support. They can submit requests, monitor progress, and browse FAQs without needing to contact your team. This deflects tickets, shortens response times, and improves customer satisfaction through self-service.

In SuperOffice: The customer portal is a secure online space where customers can submit requests, track progress, and find answers on their own. It's fully connected to the CRM, so every interaction is logged in the customer’s history—helping your team respond faster and work more efficiently.

CSV Import Wizard

A step-by-step tool for importing contacts, deals, or products from spreadsheets.

Importing data from spreadsheets helps you migrate from legacy tools without needing custom integrations. A guided import tool reduces errors, prevents duplicates, and helps you launch faster—with less reliance on IT or consultants.

In SuperOffice: The CSV Import Wizard helps you match fields, detect duplicates, and undo changes—keeping your CRM data clean and accurate. For advanced use, DataBridge connects SuperOffice to ERP systems or cloud storage, letting you automate imports and apply smart mapping rules. Together, they ensure your data stays up to date with minimal effort.

D

Dashboard

 A live, widget-based screen showing pipeline, margin, churn risk, and support backlog in real time.

Dashboards give leaders and teams instant visibility into key metrics—like sales pipeline, revenue, and service performance. Real-time insight helps spot issues early, track progress toward goals, and support faster, data-driven decisions across the business.

In SuperOffice: The dashboard is fully customizable with drag-and-drop widgets that display pipeline health, churn risk, support backlogs, and more. Filters let users tailor views by role or focus area, while reports can be exported as PDFs for sharing. All data is hosted in EU-based cloud centers, ensuring full GDPR compliance and data sovereignty.

Data Enrichment

Automated firmographic lookups that add industry, VAT ID, and revenue fields to company records.

Enriching your CRM with firmographic data improves segmentation, lead scoring, and sales efficiency. Automated lookups reduce manual research and help reps focus on selling—while keeping customer profiles up to date with verified company information.

In SuperOffice: SuperOffice pulls verified data from trusted European business registries—never scraped or unregulated sources. Fields like industry, VAT ID, and revenue are added automatically, helping teams qualify leads faster, sharpen segmentation, and stay compliant with local data laws.

Deal Tracking

A Kanban-style pipeline view with probability, value, next steps, and competitor data.

Deal tracking gives sales teams a clear overview of their pipeline—from new opportunities to closed deals. Fields like probability, value, and next steps support accurate forecasting, better coaching, and smarter resource allocation across the team.

In SuperOffice: Sales pipelines are visualized as drag-and-drop Kanban boards with built-in fields for probability, deal value, competitors, and next steps. The AI Copilot supports reps with company lookups, competitor research, and drafting emails and proposals—reducing admin time and keeping deals moving. With consistently updated deal data, teams benefit from more accurate forecasts and reporting, making it easier to plan, coach, and prioritize.

Document Templates

Merge-code Word, PowerPoint, Excel, and PDF files with brand and legal boilerplate.

Document templates save time and reduce errors by automating proposals, contracts, and presentations. Predefined fields and legal text ensure consistency, while removing the need for repetitive copy-paste work. Teams work faster, and every document stays on brand and compliant.

In SuperOffice: Template management lets users create Word, PowerPoint, Excel, and PDF files with merge codes that auto-fill customer data. A built-in template picker reduces manual edits, while version control ensures everyone uses the latest approved content—accelerating sales cycles and preventing outdated or unauthorized documents from being sent.

Duplicate Checker

Real-time and batch routines that spot and merge duplicate CRM records.

Duplicate checking ensures customer data remains clean and reliable. By spotting and merging duplicates, businesses prevent errors in reporting, improve automation accuracy, and avoid confusing or inconsistent communication with customers.

In SuperOffice: Duplicate records are monitored using configurable match rules such as name, VAT number, or email. Both real-time and batch routines consolidate data into a single record, while every merge is logged in a full audit trail—supporting strong governance and ensuring your CRM stays a trusted source of truth.

E

Email Marketing

Newsletters, nurture campaigns, and alerts that keep customers and prospects informed.

Email marketing uses email to communicate directly with prospects and customers at scale. It covers newsletters, promotional campaigns, and transactional alerts. Unlike many channels, email offers low cost, broad reach, and measurable impact—making it a cornerstone for long-cycle B2B engagement and reactivation of dormant leads.

In SuperOffice: SuperOffice provides a GDPR-compliant email designer with ready-to-use templates for newsletters, nurture campaigns, and alerts. Its EU-hosted sending infrastructure includes bounce management and built-in consent checks before messages are sent—keeping campaigns both effective and privacy-conscious. Messages can be segmented and personalized by role, behavior, or language, while AI suggests content to help teams write more engaging copy.

Engagement Analytics

Real-time dashboards tracking opens, clicks, bounces, and campaign performance.

Engagement analytics reveal how prospects and customers respond to your campaigns. Metrics like opens, clicks, bounce rates, and source attribution help marketers refine content, sales teams spot buying signals, and leaders see which activities drive revenue—replacing guesswork with data-driven insight.

In SuperOffice: SuperOffice funnels engagement metrics such as opens, clicks, bounces, and campaign sources directly into built-in dashboards and reports. UTM tracking connects email and web activity, while lead management rules automate follow-ups and distribute leads—helping teams act on drop-offs, track goal completions, and continuously improve campaign performance.

ERP Connector Framework

Bi-directional sync of products, pricing, and invoice status with leading ERP platforms.

ERP connectors eliminate duplicate entry and give sales teams access to credible commercial data directly in the CRM. With up-to-date product, price, and invoice details at hand, quoting becomes faster and negotiations more accurate—saving time for both sales and finance while strengthening customer trust.

In SuperOffice: SuperOffice connects to European ERP systems through a standardized API framework and certified adaptors. One-click wizards simplify setup for platforms like Tripletex, e-conomic, Visma Business NXT, Visma.net, Fortnox, SAP, and Microsoft Business Central. Sync runs bi-directionally, while nightly integrity checks validate accuracy and log discrepancies for finance review—ensuring reliable data across systems.

Event Management

End-to-end event management from registration to follow-up, fully inside the CRM.

Events often generate the most qualified leads, but without timely follow-up, their potential is lost. By managing registrations, reminders, attendance, and post-event nurture in one system, businesses can ensure every lead is captured, engaged, and attributed to pipeline impact.

In SuperOffice: SuperOffice supports the full event lifecycle with registration forms, automated reminders, badge scanning, and nurture workflows. Attendance syncs directly to contact records, no-shows automatically receive replay emails, and ROI is tracked through pipeline attribution in dashboards. Planning, management, and communications are centralized in Projects, giving teams one source of truth across the entire event lifecycle.

Experience Optimization

Refines customer journeys with analytics, A/B tests, and heatmaps to reduce friction and boost satisfaction.

Experience optimization focuses on improving every step of the customer journey by analyzing where users drop off, testing variations, and mapping behavior paths. Even small adjustments to content, timing, or design can compound into major revenue gains over long subscription lifecycles. The goal is to make interactions smoother, more intuitive, and more rewarding for customers.

In SuperOffice: Customer journeys can be monitored through activity history, sales stage progress, and campaign response data. Dashboards highlight drop-offs or delayed steps, making it easier to refine touchpoints. Copilot provides insights into content and timing improvements, helping teams deliver smoother experiences and improve conversion rates.

F

Forecasting

Accurate revenue forecasts that keep leaders aligned and business plans on track.

Reliable forecasting helps leaders plan hiring, manage cash flow, and set realistic targets. By combining up-to-date pipeline data with clear reporting views, teams can spot risks early, adjust strategies, and keep forecasts aligned with reality—turning sales data into confident business decisions.

In SuperOffice: SuperOffice gives sales teams full visibility into the pipeline, ensuring forecasts are always based on the most up-to-date deal data. Probabilities, values, and stages feed directly into built-in reporting tools, giving leaders accurate forecasts they can trust. Dashboards highlight risks and opportunities, while exports make sharing easy—so everyone works from the same numbers. Alerts can also be sent through Microsoft Teams, so managers can step in quickly and keep forecasts accurate for better business planning.

Form Builder

A No-code form builder to capture leads, event sign-ups, and service requests directly into the CRM.

A form builder makes it easy to launch campaigns, capture requests, and stay compliant without relying on IT or middleware. Every submission is logged with consent, ensuring data quality, privacy, and faster go-to-market execution.

In SuperOffice: SuperOffice Form Builder lets teams design and publish lead, event, and service forms in minutes. Features like CAPTCHA, double opt-in, progressive profiling, and conditional logic ensure accurate, consented data flows straight into mapped CRM fields—reducing IT load while protecting data privacy.

Fortnox Integration

Certified ERP connector syncing customers, orders, invoices, and payments between finance and CRM.

When ERP and CRM systems are connected, duplicate entry disappears, finance and sales share a single view of accounts, and real-time payment status helps teams negotiate better and close faster. Month-end reconciliation also becomes faster and more accurate.

In SuperOffice: The certified Fortnox connector syncs customers, orders, invoices, and payments in minutes. Red invoice alerts, credit limits are visible during negotiations, and overnight updates keep deal statuses current—helping sales and finance stay aligned and speed up month-end close.

Follow-Up Manager

Automated reminders and bulk nudges that keep deals, quotes, and tickets on track.

Follow-ups are easy to promise but often forgotten—especially across busy teams and long sales cycles. Automating reminders and bulk actions helps businesses reduce silent deal decay, maintain momentum, and ensure every customer receives timely attention.

In SuperOffice: SuperOffice automatically schedules follow-ups and flags missed actions with amber alerts. Bulk nudges make it easy to reach multiple contacts at once, while managers get weekly reports on untouched opportunities. Copilot helps reps write follow-up messages—keeping pipelines active and customers engaged.

File Library

A centralized hub for up-to-date sales and marketing documents with full version control.

Sales teams rely on fast access to the right materials—whether it’s the latest pricing sheet, pitch deck, or contract template. A centralized file library ensures everyone works with current, approved content, protects brand consistency, and eliminates the risks of outdated or off-brand documents.

In SuperOffice: SuperOffice stores key documents in a secure, cloud-based library connected to your CRM. Version control, access rights, and auto-archiving ensure reps always share the latest materials. Inline previews and contextual search make it easy to find the right document fast—filtered by deal stage, person, or project. Marketing teams stay in control of branded content, while sales and service teams work with confidence knowing they’re always using the correct version.

G

GDPR Consent Manager

A secure consent ledger that tracks, timestamps, and stores processing permissions in compliance with GDPR.

As data privacy regulations tighten and buyer scrutiny increases, businesses must prove exactly how and when consent was collected, updated, or withdrawn. A robust consent manager ensures every interaction is documented and aligned with lawful processing requirements—reducing legal risk and strengthening trust.

In SuperOffice: SuperOffice includes a built-in consent ledger that records each consent change alongside its legal basis and processing purpose. Timestamped logs support audits, while withdrawal workflows help teams manage data access and deletion requests. Privacy notifications and dedicated GDPR reports make it easy to stay transparent and compliant. All data is backed up securely in encrypted EU-based servers, and every subscription includes these features—no plug-ins required.

Growth Dashboard

A visual breakdown of new, lost, and expanding revenue streams to reveal true growth trends.

Growth dashboards visualize how your business is evolving over time—tracking new sales, upsell, churn, and net growth across segments, product lines, or regions. This transparency helps leadership understand what’s working, where to focus resources, and how market shifts affect performance. Clear revenue trendlines replace guesswork with data-backed decisions.

In SuperOffice: SuperOffice includes ready-made dashboard templates focused on revenue and growth. Sales teams and leaders can track new ARR, expansions, and churn using live CRM data. Filters by segment, rep, or geography reveal where momentum builds—and where action is needed. Dashboards are updated in real-time, and results can be exported or shared directly from the CRM.

Gamification

Leaderboards and achievement badges that boost CRM adoption through friendly competition.

Gamification turns routine CRM tasks into rewarding challenges. By tracking and rewarding activities like follow-ups, meeting logs, and case closures, teams stay motivated, data stays clean, and managers gain visibility into performance. Especially in hybrid or remote setups, gamified systems help maintain engagement, camaraderie, and consistent activity across distributed teams.

In SuperOffice: Gamification in SuperOffice is available through certified ecosystem apps that integrate seamlessly with live CRM data. These apps offer leaderboards, point-based challenges, and activity-based badges—visible directly within SuperOffice views. Teams can get up and running quickly without complex setup, and managers can tailor goals to reinforce key CRM behaviours across departments.

Global Search

A single search bar that finds contacts, emails, tickets, tasks, and documents across your CRM.

Global search eliminates the need to dig through multiple modules or folders by indexing all your CRM content—contacts, emails, tasks, tickets, documents, and even attachments. Teams save time, reduce frustration, and uncover hidden relationships or cross-selling opportunities by seeing connected data in one place.

In SuperOffice: SuperOffice includes a unified search bar that scans across the entire CRM—including contact details, activities, documents, ticket content, and file attachments. Real-time filters help users refine results by owner, type, or date. Built-in access controls ensure users only see what they’re allowed to, maintaining both speed and security.

Group Calendars

Shared calendar views that combine team availability, bookings, and workloads.

Group calendars help teams coordinate demos, installations, and holiday cover without back-and-forth emails or messy spreadsheets. By visualizing everyone's schedules in one place, planners avoid double-bookings, balance workloads, and improve resource utilization across departments.

In SuperOffice: SuperOffice group calendars display combined availability, tasks, and rota bookings across teams or custom resource groups. Coordinators can reschedule via drag-and-drop, and changes sync automatically with Microsoft 365. Color-coded views highlight overbooked staff and streamline scheduling—keeping everyone aligned and up to date.

H

Help Desk

Unified queue for emails, chats, calls, and tickets to deliver faster, consistent support.

A helpdesk centralizes service requests from all channels into one structured view. This reduces delays, avoids duplicate work, and helps teams coordinate more effectively. Faster resolutions and consistent communication lead to stronger customer satisfaction and easier onboarding for new agents.

In SuperOffice: SuperOffice Service routes all incoming requests—email, chat, calls, and portal tickets—into a single, filterable queue with SLA tracking. Agents get AI-assisted replies for faster answers, while managers use built-in satisfaction scores and alerts to monitor quality. This ensures timely, branded responses and smooth collaboration across teams.

Historical Timeline

A complete, time-stamped record of every CRM activity across the customer lifecycle.

Audit trails are essential for operational continuity, security, and compliance. By preserving a historical view of every change—from contact edits to workflow triggers—businesses reduce the risk of knowledge loss, strengthen accountability, and meet governance standards without piecing together scattered logs.

In SuperOffice: SuperOffice maintains a secure, immutable record of interactions, permission changes, document edits, and automation events. Key activity logs are visible in the user interface, while detailed historical records are stored in ISO- and SOC-compliant EU-based Tier-4 data data centers. This ensures businesses meet audit requirements and retain a full institutional memory across all departments.

Hierarchical Companies

Parent-subsidiary trees with rolled-up pipeline, SLA, and revenue data across entities.

Large organizations often span multiple legal entities across geographies. Visualizing company hierarchies helps sales and service teams understand ownership structures, track performance across the group, and identify cross-sell or upsell potential—while keeping local focus intact.

In SuperOffice: SuperOffice supports hierarchical company structures, allowing you to define parent-subsidiary relationships and roll up key data such as pipeline, revenue, and service agreements. Users can view and navigate global org charts, manage contracts at the group or local level, and restrict visibility to branch-specific data where needed—enabling enterprise coordination with local control.

Health Score

A composite metric that flags accounts showing signs of risk or strong retention potential.

Customer health scores combine multiple signals—like usage trends, payment history, support sentiment, and survey responses—into a single indicator. Success teams can prioritize outreach based on data, helping prevent churn and strengthen account relationships before problems escalate.

In SuperOffice: SuperOffice calculates account health scores based on purchase history, engagement patterns, NPS trends, and service ticket history. Color-coded signals appear on company cards and lists, helping teams focus efforts where they’ll have the biggest impact. These insights support proactive retention strategies and build stronger customer relationships.

I

Integration Hub

Certified connectors that extend CRM capabilities across ERP, telephony, e-commerce, HR, and industry systems.

Modern CRM systems thrive when integrated with the broader business ecosystem. An integration hub lets organizations connect to tools they already use—without custom development—reducing costs, accelerating adoption, and ensuring long-term compatibility through vendor certification and updates.

In SuperOffice: OAuth authorization completes quickly, allowing fast and secure connection to over 100 certified ERP, telephony, e-commerce, HR, and industry-specific system connectors—all tested and maintained for ongoing compatibility. Data stays securely within EU borders to meet privacy standards, and administrators can monitor connector status through dedicated management tools.

Insights Tiles

Custom analytics tiles that highlight risks and opportunities with clear visual cues and instant alerts.

Dashboards become actionable when they’re tailored to surface what matters most—like churn risk, delayed deals, or upsell potential. Insight tiles let managers focus on the metrics they care about, using visual status indicators to prompt timely action and improve decision-making.

In SuperOffice: Managers set thresholds and ownership rules for key metrics like churn risk, SLA breaches, and pipeline delays. Each tile uses red-amber-green indicators to show status at a glance. Important updates can trigger automatic alerts by email or Microsoft Teams, so teams stay informed and act fast—no more waiting for static reports.

Interaction Timeline

A scrollable, chronological feed of every customer interaction across channels.

Having full context is critical for sales and service teams. A unified timeline shows all calls, emails, meetings, notes, and portal logins in one place—so teams avoid duplication, spot relationship patterns, and onboard new reps faster with less guesswork.

In SuperOffice: SuperOffice presents a complete interaction history in a single scrollable feed, including emails, calls, notes, meetings, SMS, and portal activity. Users can filter by channel or type, and sentiment tags add context to conversations. For GDPR compliance, timeline data can be bundled and exported automatically for consent-based download requests.

Import API

High-throughput REST endpoints for seamless CRM data imports from external systems.

During system migrations or integration projects, bulk data import is essential. APIs that accept structured payloads like JSON or CSV reduce manual work, maintain data accuracy, and preserve historical relationships—keeping your CRM clean, current, and authoritative.

In SuperOffice: SuperOffice’s Import API accepts high-volume JSON or CSV upserts from legacy systems, marketing stacks, or custom applications. Swagger documentation simplifies setup, while row-level error feedback and throttling ensure stability. EU-hosted endpoints support compliance and predictable scheduling—making it easy to migrate or sync large datasets with confidence.

Inbound Lead Capture

Capture and convert inbound interest into consented, attributed leads—ready for follow-up.

Effective inbound capture links marketing efforts directly to pipeline outcomes. By combining form data, tracked campaigns, and chat interactions, teams gain complete attribution context—enabling faster, more personalized follow-ups and better lead-to-sale conversion.

In SuperOffice: SuperOffice automates lead creation from forms, tracked links, and chat transcripts—storing consent and enriching records with UTM parameters. Leads are routed to the right owner via assignment rules, helping sales respond on time and marketing prove impact.

J

Journey Builder

Visual automation flows that guide prospects through every stage of the customer journey.

Automated journeys help businesses deliver timely, relevant messages across awareness, consideration, purchase, and loyalty phases. With branching logic and timed actions, marketers can personalize engagement at scale—boosting conversion and customer satisfaction across long B2B buying cycles.

In SuperOffice: SuperOffice Marketing includes a visual Journey Builder with drag-and-drop steps like triggers, conditions, and delays. Teams can launch faster with prebuilt templates for onboarding, renewal, and re-engagement. Built-in reporting tracks journey performance, helping marketers optimize flow and message timing in real time.

Just-in-Time Alerts

Real-time notifications when prospects or customers show key buying or churn signals.

Timely alerts help sales and success teams act fast when it matters most—whether it's a hot lead viewing a pricing page, a proposal being opened, or a customer's NPS dropping. These signals drive faster response, higher conversion, and stronger retention.

In SuperOffice: SuperOffice delivers just-in-time alerts via push, email, or Microsoft Teams when contacts trigger key actions like form submissions, content views, or satisfaction changes. Teams can customize thresholds and recipients, ensuring fast, informed follow-up exactly when interest or risk peaks.

Job-Role Segmentation

Automatically group contacts by seniority, department, and decision-making role for targeted outreach.

Speaking to the right person in the right way increases engagement and accelerates sales. Role-based segmentation helps teams tailor tone and messaging to financial decision-makers, technical evaluators, or operational users—ensuring relevance at every stage of the journey.

In SuperOffice: SuperOffice automatically groups contacts by job title, department, and seniority using dynamic lists. These lists power branching logic in automations and adjust email content blocks based on segment—so CFOs, IT managers, and frontline users each receive communications tailored to their role, increasing impact and cutting through the noise.

Joint Pipeline View 

A shared pipeline view for working with partners while safeguarding sensitive data.

Strategic partnerships thrive on clarity. By sharing opportunity boards with resellers or integration partners—without exposing internal margins—teams stay aligned on deal progress, next steps, and revenue potential. This transparency keeps momentum high and supports coordinated selling.

In SuperOffice: SuperOffice enables joint pipeline views with secure partner access, using field-level permissions to show stage, value, and actions while hiding sensitive details like margin. Multi-factor authentication and audit tracking ensure secure collaboration, helping you grow your channel without compromising control.

Jump-Start Wizard

Step-by-step onboarding that helps new users get value from day one.

Effective onboarding is critical for adoption. By guiding users through essential setup tasks early—like connecting their email, customizing views, and importing data—organizations build momentum and reduce friction. Helping staff succeed quickly also lowers resistance and boosts long-term CRM engagement.

In SuperOffice: SuperOffice includes onboarding emails, in-app help, and guided walkthroughs for essential features like mailbox sync, dashboard setup, and mobile access. An AI-powered assistant provides contextual support and searchable guidance. Ensuring CRM success and adoption is a core belief at SuperOffice—reflected in how we design, deliver, and support every customer experience.

K

Key Account Playbooks

Structured plans to protect and expand long-term customer relationships. 

Key account playbooks provide a repeatable framework for managing strategic customers. They combine tools like stakeholder mapping, white-space analysis, mutual success plans, and executive sponsor engagement. By introducing governance and structure, playbooks help organizations safeguard revenue, identify growth opportunities, and reduce the risk of competitors expanding inside critical accounts.

In SuperOffice: Strategic accounts can be managed with account plans that include mapped stakeholders, scheduled activities, and milestone tracking. Dashboards surface account health and progress toward retention or expansion goals, giving account managers and leaders visibility into risks and opportunities.

Knowledge Base

Self-service portal with articles, videos, and files available anytime in multiple languages.

A knowledge base is a centralized library of help articles, videos, and downloadable resources that customers can access 24/7. It improves customer experience by providing fast answers to common questions, reducing the need to contact support. Knowledge bases often support multiple languages, accessibility standards, and content feedback, helping organizations maintain accurate, inclusive, and up-to-date information while lowering service costs.

In SuperOffice: The SuperOffice knowledge base provides a self-service portal where customers can search and access multilingual articles, embedded videos, and downloadable assets at any time. Version control helps manage content updates, while article rating enables feedback for continuous improvement. Integrated with every Service license, the knowledge base reduces ticket volumes and ensures agents can focus on complex cases.

KPI Scorecards

Live dashboards that track progress against sales, service, and marketing targets in real time.

KPI scorecards display business-critical metrics against defined targets, giving teams instant visibility into performance. Sales, service, and marketing data can be compared in one place, supported by color-coded indicators to show when results are on or off track. This helps managers coach proactively, while teams stay focused and accountable to shared goals.

In SuperOffice: In SuperOffice, dashboards and reports make it easy to follow key targets across activities, pipeline, SLA compliance, and customer satisfaction. Results are highlighted with color-coded indicators, so performance gaps are clear at a glance. Managers can schedule automated reports to stay updated without manual effort, ensuring both teams and leaders have timely insights to act quickly.

Knowledge Article AI

AI assistant that turns solved cases into draft articles, building a fresh and useful self-service library.

Knowledge article AI automatically converts resolved support cases into draft how-to content. It pre-populates headings, steps, and visuals to save time for specialists who would otherwise need to write articles manually. By keeping documentation current, businesses expand their self-service options, reduce repetitive inquiries, and free support teams to focus on complex issues.

In SuperOffice: In SuperOffice, solved requests can be turned into draft knowledge articles for editors to review, translate, and publish in the customer portal. Copilot enhances this by generating AI-assisted replies based on knowledge base content and suggesting related articles through AI-powered search. Managers can track article usage and see which resources reduce request volumes, ensuring updates are focused where they deliver the greatest impact on customer satisfaction.

Kanon Pricing

Clear online plan matrix with storage, support, and updates included—no hidden enterprise surcharges.

Kanon pricing provides transparent plan comparisons so buyers can see exactly what is included at each level. Public pricing builds trust and removes uncertainty from the procurement process, helping finance teams make faster decisions. By disclosing storage, support, and entitlement details upfront, vendors demonstrate fairness and reduce delays caused by hidden costs or custom quotes.

In SuperOffice: Customers and prospects can review clear plan overviews online to identify the CRM package that best fits their needs. Sales teams use standard price lists and configuration options inside the CRM to tailor recommendations by company size, modules, and integrations. The process simplifies purchasing, reduces complexity, and strengthens trust by ensuring full cost transparency.

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Lead Capture Forms

Online forms that collect prospect details and feed them directly into the CRM.

Lead capture forms allow organizations to gather contact details from websites, landing pages, or campaign pages. They can include tracking parameters, consent text, or profiling fields to improve data quality and compliance. By feeding leads directly into the CRM, businesses reduce manual entry, ensure structured records, and create a stronger foundation for marketing and sales follow-up.

In SuperOffice: Forms published through SuperOffice are GDPR-compliant by design, ensuring every submission includes consent data. Leads are automatically created in the CRM with structured fields, while duplicate checks prevent multiple records for the same person. Captured attributes such as geography or industry make it easy to segment audiences, enrich profiles over time, and support targeted follow-up campaigns.

Lead Scoring

AI and rule-based models assign quality scores so sales teams focus on the most promising leads.

Lead scoring combines demographic fit, engagement depth, and buying signals into a single numeric score. By ranking prospects this way, businesses can ensure sales teams spend time on the leads most likely to convert. This not only improves quota attainment but also boosts team motivation by reducing wasted effort on low-potential contacts.

In SuperOffice: Leads are prioritized using rule-based scoring models that evaluate profile fit, engagement, and buying signals. Score indicators appear directly in sales lists, giving reps instant visibility into lead quality. Thresholds can also trigger automatic follow-up tasks, ensuring important leads are acted on without delay.

Loyalty Metrics

Dashboards tracking renewals, upsells, and NPS to reveal long-term customer health.

Loyalty metrics measure the strength of customer relationships beyond revenue. They include repeat purchase trends, upsell ratios, renewal velocity, and Net Promoter Score (NPS). By monitoring these patterns across cohorts and geographies, leaders can assess true customer health, predict organic growth, and identify early signals of churn or advocacy.

In SuperOffice: Dashboards and reports track renewals, upsell activity, and customer feedback to give leaders a clear view of relationship health. Insights highlight where customers are thriving and where additional support is needed. Tasks, follow-ups, and automated workflows assign account managers concrete actions, helping teams focus on retention and expansion rather than relying solely on new sales.

Lead Distribution Rules

Routing rules allocate leads by geography, industry, or deal size to speed up response and reduce decay.

Lead distribution rules direct incoming leads to the right owner based on criteria such as geography, deal size, or product line. Fair and transparent assignment improves response speed and balances workloads across teams. With clear routing in place, businesses can reduce the risk of neglected leads and ensure every opportunity is acted on promptly.

In SuperOffice: Incoming leads are routed using configurable rules based on geography, industry, or deal size. SLA timers track response deadlines, and escalation rules ensure leads are followed up if time limits are exceeded. Managers have full transparency with change logs that record updates to distribution rules, supporting both compliance and continuous process improvements.

Lifecycle Stages

Custom funnel milestones create a shared structure for reporting, automation, and handovers.

Lifecycle stages define the key milestones in a customer journey, from initial lead to loyal advocate. Common examples include lead, marketing-qualified lead (MQL), sales-qualified lead (SQL), opportunity, customer, and champion. By using consistent stages, organizations align marketing, sales, and success teams, ensuring clear handovers, accurate reporting, and automation that reflects progress through the funnel.

In SuperOffice: Sales and marketing work within a shared funnel that moves from lead to opportunity, creating clarity in reporting and handovers. Stage changes can automatically trigger journeys, update dashboards, and drive consistent reporting. This common structure reduces friction between teams and makes it easier to track conversions across the customer journey.

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 Marketing Automation

Automated, multi-channel campaigns triggered by behavior, timing, or data changes.

Marketing automation coordinates personalized communication across channels such as email, SMS, and webhooks. Journeys are triggered by customer actions, lifecycle stages, or scheduled dates, ensuring the right message is delivered at the right time. By managing consent and supporting multiple languages, automation helps organizations nurture prospects, improve engagement, and reduce manual workload in complex buying journeys.

In SuperOffice: Automation tools in SuperOffice allow marketing teams to build campaigns that combine email, SMS, and webhooks. Each journey respects granular consent records and can be delivered in multiple languages, making it easier to manage cross-market communication. This ensures prospects receive timely, relevant follow-ups while teams save time on manual scheduling and stay compliant with privacy requirements.

Mobile CRM

Native iOS and Android apps with secure offline access to CRM data, push alerts, and biometric login.

Mobile CRM apps give field teams instant access to customer data, calendars, and opportunities from anywhere. Offline read-write capability ensures updates can be made without connectivity, syncing automatically once online. Push notifications alert users to tasks, mentions, or urgent tickets. Secure authentication, including biometrics, protects sensitive information while on the move.

In SuperOffice: The SuperOffice mobile app lets field reps manage accounts, contacts, calendars, and sales opportunities wherever they are. Features like business card scanning and AI completion enrich customer records in real time, all securely stored to meet GDPR requirements.

Multi-Channel Service

One queue for email, chat, voice, social, and portal requests with AI-assisted categorization and SLA tracking.

Multi-channel service consolidates customer requests from email, chat, phone, social media, and portals into a single queue. AI tools can analyze sentiment and apply intent tags, helping teams prioritize effectively. This unified approach ensures customers receive consistent responses regardless of channel, while managers maintain visibility of workloads and SLA performance across distributed teams.

In SuperOffice: Customer service teams manage requests from email, chat, phone, social channels, and the customer portal in one shared queue. SLA timers highlight tickets at risk of breaching deadlines, while escalation rules notify supervisors of urgent cases. Copilot assists agents by drafting empathetic replies in supported languages, helping teams respond faster and with greater consistency.

Meeting Intelligence 

Real-time transcription captures discussions and turns meeting decisions into actionable tasks.

Meeting intelligence tools transcribe conversations in real time and detect key themes such as decisions, objections, and action items. This ensures nothing is lost during complex, multi-stakeholder discussions. By automatically converting commitments into follow-ups, teams reduce the risk of missed deadlines and accelerate issue resolution in sales or project cycles.

In SuperOffice: Virtual meetings are captured as transcripts with decisions and next steps linked directly to the customer record. Copilot generates clear summaries and assigns follow-ups, reminding owners ahead of deadlines to keep actions on track. This shared context helps teams stay aligned and prevents important commitments from being overlooked.

Metrics Explorer

Self-service chart builder lets users pivot, group, and visualize CRM data without technical skills.

A metrics explorer empowers any user to analyze data directly, without needing SQL or support from BI teams. Charts and tables can be created by grouping, filtering, and pivoting fields to uncover patterns in sales, service, or marketing performance. By enabling frontline staff to explore and share insights, organizations reduce BI backlogs and make faster, evidence-based decisions.

In SuperOffice: Users can create and customize their own reports and selections to explore activities, opportunities, and customer data. Filters, grouping options, and visualizations make it easy to track progress and identify trends. Insights can be pinned to personal dashboards or shared with colleagues, helping teams stay aligned and make data-driven decisions at every level.

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Nurture Streams

Automated drip sequences deliver tailored content until prospects qualify or signal buying intent.

Nurture streams keep prospects engaged with stage-specific and persona-tailored content. These automated sequences deliver timely information that educates buyers and builds trust before sales teams engage. By adapting cadence and content based on behavior, nurture streams warm leads effectively, shorten sales cycles, and free account executives to focus on high-value conversations.

In SuperOffice: Nurture streams are created with SuperOffice Marketing Flows, automating persona-based, stage-specific email sequences that react to prospect behavior. Engagement triggers—like opens, clicks, or form submissions—adjust cadence, branch contacts into relevant tracks, or hand over leads to sales when qualification criteria are met. Copilot assists by suggesting optimized messages, refining tone per audience, and ensuring language variants remain consistent, while CRM data keeps every touchpoint relevant and aligned with the customer journey.

NPS Module

Built-in engine for scheduling NPS surveys, capturing feedback, and tracking loyalty trends.

The Net Promoter Score (NPS) is a simple, widely used metric for measuring customer loyalty. An NPS module automates survey distribution, collects promoter and detractor responses, and tracks scores across products, regions, or lifecycle stages. Beyond the number, open-text comments provide valuable insights into customer sentiment, helping businesses detect churn risks early and identify opportunities for advocacy.

In SuperOffice: NPS surveys are managed through SuperOffice Marketing Flows, with results stored directly in the CRM for analysis and segmentation. Promoters can be routed into referral or case study invitation flows, while detractor responses automatically create service requests for immediate recovery. Dashboards make score trends visible across teams, and Copilot can summarize open comments into key themes, helping managers act quickly on customer feedback.

New Customer Onboarding

Checklists, milestones, and guided communication ensure customers reach first value quickly.

Onboarding defines the customer’s first experience after signing a contract, with structured steps designed to deliver measurable value within agreed timeframes. Task lists, milestone trackers, and educational resources keep teams aligned and customers supported throughout the early journey. Effective onboarding reduces early churn, accelerates ROI proof points, and creates a foundation for upsell and long-term retention.

In SuperOffice: Onboarding can be managed as a structured project or follow-up process, with tasks, milestones, and owners clearly tracked in the CRM. Automated journeys deliver welcome messages, product tips, and resources at the right stage, while consent-based email flows keep communication relevant. Dashboards highlight stalled milestones for quick action, and Copilot suggests proactive outreach messages or tailored content when progress lags—ensuring both sales and marketing work in sync to move customers toward first measurable value.

Newsletter Preference Centre

 Self-service portal where subscribers set topics, frequency, and language for communications.

A newsletter preference centre gives subscribers control over what type of content they receive, how often, and in which language. Their choices update consent and segmentation data, ensuring campaigns stay relevant and compliant with privacy regulations. By empowering subscribers, organizations reduce spam complaints, improve deliverability, and strengthen trust in their communications.

In SuperOffice: A subscription form or preference centre in SuperOffice Marketing lets recipients select topics, frequency, and language. Updates are written directly to CRM consent records and segments, ensuring campaigns remain GDPR-compliant and accurately targeted. Suppression rules are applied automatically across all outbound flows, while automated journeys adjust content streams based on each subscriber’s preferences.

Notification Centre

Unified feed and configurable alerts keep teams updated on tasks, mentions, approvals, and workflow events.

A notification centre centralizes updates from across the CRM into one accessible feed. Users can receive alerts in-app, by email, push notification, or through integrated channels like Microsoft Teams. Configurable rules ensure only relevant, time-sensitive events trigger alerts, helping teams stay accountable without overwhelming inboxes. This balance preserves focus while ensuring rapid follow-up on critical actions.

In SuperOffice: Notifications in SuperOffice cover key activities across sales, marketing, and service. Users are alerted to new tickets, meetings, approvals, distributed leads, or workflow events through in-app feeds, email, or Teams. Configurable preferences and quiet-hour settings allow users to manage when and how updates appear, ensuring high-value notifications drive timely action while minimizing distractions.

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Opportunity Management

Multi-pipeline boards track value, stage, and win likelihood to give leaders real-time deal visibility.

Opportunity management tools capture every detail of active deals, including value, stage, competitors, and decision timelines. Multi-pipeline views make it easy to track progress and assess probabilities, while dashboards highlight trends by region, product line, or salesperson. Accurate visibility enables revenue leaders to coach effectively, focus on high-potential opportunities, and forecast more confidently in shifting market conditions.

In SuperOffice: The sales module centralizes opportunity tracking in a dedicated Sale card, where stage, value, competitors, and custom fields are stored. Statuses such as Open, Stalled, Sold, or Lost keep deal progress clear. Dashboards, boards and filters provide real-time visibility across reps, regions, or products, supporting prioritization and forecasting. Workflow alerts highlight stalled opportunities, ensuring timely follow-up and reducing the risk of deals slipping through the cracks.

Omnichannel Timeline

A unified record of emails, calls, chats, meetings, and logins under each contact or company.

An omnichannel timeline consolidates every customer interaction into a single chronological history. Emails, calls, chats, social messages, meetings, and portal activity are captured in one place, eliminating gaps in context. With a full communication history available, teams avoid duplicate outreach, strengthen collaboration, and deliver a more consistent customer experience.

In SuperOffice: All interactions—such as emails, calls, meetings, and activities—are logged and accessible in the Diary and Sale modules. Communication can also be grouped under Projects or Sale cards for a complete view of relationships. Selections allow filtering by channel, user, or timeframe, with options to export or report on results, supporting compliance needs such as subject-access requests.

Onboarding Workflows

Automated processes launch tasks and communications as soon as deals close, ensuring smooth handovers.

Onboarding workflows standardize the transition from sale to delivery by automatically triggering tasks for implementation, finance, and training once a deal is marked as won. This reduces the risk of missed steps, accelerates time-to-value, and ensures every new customer receives a consistent experience. Clear milestones and structured automation cut handover friction, lowering churn while supporting scalable growth.

In SuperOffice: When a deal moves to Closed–Won, SuperOffice Marketing Flows can trigger onboarding sequences such as welcome emails, product tutorials, and milestone reminders. Internal tasks are automatically assigned, check-ins scheduled, and resources delivered based on predefined intervals. Sale or project records track milestone completion, while dashboards highlight delays. Copilot supports by drafting tailored onboarding messages and recommending content assets, ensuring customers progress smoothly from purchase to first value.

Offline Mobile Mode

Cached CRM access lets users log activities, notes, and files without network connectivity.

Offline mobile mode enables field teams to keep working even without internet access. Activities can be logged, notes dictated, and files attached while offline, with all changes stored locally until a connection is available. This ensures data remains fresh, reduces the risk of lost updates, and keeps sales and service staff productive during travel or remote site visits.

In SuperOffice: Cached data in the SuperOffice mobile app allows users to read and update CRM records without Wi-Fi or cellular service. Activities, notes, and file attachments are stored securely with encryption, then synced automatically once a stable connection returns. This keeps account timelines accurate and ensures field teams can update the CRM at any time.

Order Management

Quote-to-order workflows with catalogues, pricing rules, and PDF outputs for SMEs without full ERP.

Order management provides a streamlined way to move from quotes to confirmed orders without relying on separate systems. Product catalogues, price lists, and discount rules ensure accuracy and margin control, while PDF output supports customer-facing documentation. By centralizing sales and fulfilment data, businesses reduce spreadsheet dependency and improve visibility from pipeline to delivery—especially valuable for SMEs without dedicated ERP systems.

In SuperOffice: Quotes created in SuperOffice Sales can be converted directly into orders once accepted, keeping product, pricing, and discount details consistent. The product catalogue and price lists simplify configuration, while approval rules support margin control. Orders are tracked within sale or project records for full visibility. Where ERP integration is in place, confirmed order lines flow automatically to connected systems, eliminating manual re-entry and aligning sales with operations.

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Personalization

Targeted communications tailored by segment, profile data, and consent preferences.

Personalization increases engagement by aligning content with the recipient’s profile, behavior, and preferences. Rather than broadcasting generic messages, organizations can segment audiences and tailor messages at scale—delivering relevance without overwhelming users.

In SuperOffice: SuperOffice enables personalized communications using segmentation, template variables, and branching logic in no-code automation flows. Messages adapt based on profile data, language, consent, and behavior—ensuring that each recipient receives relevant content at the right moment, across email, forms, and other communication.

Personalization Rules

AI-driven logic adapts text, images, and timing to each recipient’s persona, behavior, and preferences.

Personalization rules use logic layers and AI models to adapt content dynamically for different audiences. Messaging can change by persona, behavior, or language preference, while send times are optimized for engagement. This ensures communications feel culturally relevant and contextually accurate, which is essential in multilingual markets. By tailoring outreach to individuals, organizations improve engagement while staying aligned with consent-based segmentation.

In SuperOffice: SuperOffice Marketing Flows apply personalization through split branches and personalized emails, adjusting messages, timing, and channels based on recipient behavior or attributes. Templates make it easy to reuse proven structures, while performance data feeds directly into reporting. Copilot suggests content refinements, helping teams continuously improve targeting and effectiveness.

Pipeline Velocity

Tracks how long deals stay in each stage, revealing bottlenecks and acceleration opportunities.

Pipeline velocity measures the average time opportunities spend in each sales stage. By identifying bottlenecks and tracking acceleration points, leaders gain early warnings on forecast slippage and can intervene before deals stall. Targeted coaching, marketing support, or adjusted resources can then be applied exactly where they will have the most impact on quota attainment.

In SuperOffice: The Sales Board provides a Kanban-style view of every deal, grouped by stage, with key details like value, close date, and probability visible at a glance. Deals can be updated by drag-and-drop, while dashboards calculate average time in stage and highlight bottlenecks. Filters and indicators surface overdue or at-risk opportunities, and drill-down views show the full activity history. Marketing Flows can trigger stage-specific nurture actions when deals exceed target duration, and Copilot suggests tailored next steps to help accelerate movement.

Predictive Upsell

Machine learning ranks accounts by expansion likelihood using adoption, usage, and sentiment data.

Predictive upsell applies machine learning to identify customers most likely to expand based on product usage, feature adoption, and support interactions. By scoring accounts on their readiness to upgrade or buy more, customer success teams can prioritize outreach with the highest revenue potential. This focus improves net revenue retention while using resources more efficiently.

In SuperOffice: CRM data, sales history, and engagement signals can be combined to segment accounts with the strongest upsell potential. These accounts can be flagged in selections or highlighted on dashboards, giving sales and success teams a clear view of where to act. Marketing Flows can automatically trigger upgrade offers, product tips, or adoption campaigns in the customer’s preferred language, while Copilot suggests tailored messages and cross-sell ideas during account reviews.

Product Catalogue

Centralized SKU database with multi-currency pricing, VAT codes, and margin controls for quotes and orders.

A product catalogue standardizes product data across the sales process by storing SKUs, descriptions, prices, VAT codes, and margin details in one place. It ensures every quote and order uses accurate, compliant information, eliminating the risk of rogue pricing or outdated rates. Multi-currency and tax support make it especially valuable for cross-border sales, while margin visibility helps protect profitability.

In SuperOffice: The Product Catalogue stores SKUs, descriptions, pricing, VAT codes, and multi-currency details for use in quotes and orders. Product data is applied automatically when building quotes, keeping pricing consistent and compliant. Margin indicators guide sales teams to protect profitability, and catalogue updates flow instantly into future quotes. Where ERP integration is enabled, changes to VAT or currency rates sync automatically, reducing manual maintenance.

Project Management

Kanban boards, milestones, and time logging link sales promises to post-sale delivery tasks.

Project management tools coordinate delivery after a deal closes, ensuring commitments made during sales are met in execution. Features such as Kanban boards, Gantt charts, and time logging provide structure for tasks, milestones, and resources. By linking projects directly to originating opportunities, teams can reduce scope creep, improve accountability, and boost customer satisfaction with transparent progress tracking.

In SuperOffice: Projects in SuperOffice connect directly to originating sales, providing a structured space for tasks, milestones, and document storage. Views can be tailored to show Kanban boards or milestone progress, while task lists feed into dashboards for operational visibility. Overdue items can trigger alerts or escalation workflows, and Marketing Flows support customer-facing updates to keep clients informed and engaged throughout delivery.

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Qualification Matrix

Custom fields track CHAMP or MEDDICC criteria, ensuring discovery captures authority, pain, and timeline.

A qualification matrix applies structured frameworks like CHAMP or MEDDICC to capture critical discovery data. Recording decision criteria, authority level, pain points, and timelines ensures pipeline quality and reduces wasted effort on low-potential prospects. By standardizing qualification across teams, businesses avoid pipeline bloat, improve forecasting accuracy, and focus resources on deals with the highest likelihood of closing.

In SuperOffice: Custom fields within Sale cards or contact records capture qualification details such as authority, pain, decision criteria, and timeline. Dashboards and selections can filter or rank deals according to these fields, making it easier to prioritize opportunities. Automated workflows can advance or disqualify leads when score thresholds are met, while Copilot provides contextual suggestions from email or activity history to support more complete qualification.

Query Routing

Rule-based routing sends inbound questions to the right expert by category, language, or workload.

Query routing uses predefined rules to direct incoming inquiries to the most suitable subject-matter expert. Criteria such as product category, language, workload, or SLA status determine the assignment, ensuring faster responses and higher-quality answers. This reduces delays, improves customer satisfaction, and helps sales and support teams deliver consistent service across all channels.

In SuperOffice: Incoming inquiries—via email, web forms, or portal tickets—are routed automatically to the right user or team using SuperOffice Service workflow rules. Assignments can be based on category, workload, or SLA status, ensuring requests are handled quickly and fairly. Copilot can surface relevant solved cases or suggest template replies, helping agents deliver accurate, consistent responses.

Quick Views

One-click saved filters give instant access to frequently used lists without custom reports.

Quick views present pre-saved filters that surface key lists such as expiring contracts, demo requests, or high-value cases. They let users self-serve data instantly, cutting down reporting requests to operations teams and ensuring everyone can monitor what matters most.

In SuperOffice: Selections and saved filters provide one-click access to common lists like renewals, demo requests, or high-value leads. User permissions control record visibility, while admins can publish shared favorites to standardize views across teams. Quick views can also be pinned to dashboards for at-a-glance monitoring of priority lists.

Quota Management

Revenue targets by rep, team, or product line tracked in real time against closed-won results.

Quota management sets clear revenue goals for individuals, teams, or regions over defined periods such as monthly, quarterly, or annually. Tracking performance against these targets creates accountability, highlights shortfalls early, and informs commission payouts. Transparent quota reporting helps sales leaders coach more effectively and align resources with business priorities.

In SuperOffice: Sales dashboards allow leaders to set and monitor quotas by rep, team, region, or product line. Widgets show progress against targets, while drill-downs reveal which deals contribute to results. Dashboards highlight gaps that may require coaching or trigger workflow actions, ensuring sales teams stay focused on meeting their goals.

Quality Assurance Checklists

Embedded step lists ensure regulated processes like GDPR deletion or ISO troubleshooting are followed.

Quality assurance checklists guide teams through standardized steps for regulated or complex workflows. By embedding SOPs directly into day-to-day processes, they reduce human error, ensure compliance, and provide full traceability. This structured approach helps organizations pass audits, lowers operational risk, and speeds up onboarding by giving new agents clear, repeatable guidance.

In SuperOffice: Guided checklists in SuperOffice Service ensure regulatory and internal compliance steps are completed consistently. Each action is logged on the customer record for full audit traceability, while overdue tasks trigger alerts for managers. This reduces risk, proves compliance, and makes onboarding new team members faster and more reliable.

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Reporting Studio

Drag-and-drop reporting with ready templates across sales, service, and finance, exportable for analysis.

A reporting studio gives users the ability to create reports and dashboards without technical skills. Pre-built templates cover common needs such as funnel metrics, customer service, finance, or product usage, while drag-and-drop tools let teams customize further. Insights can be shared or exported into tools like Excel or PowerPoint, reducing reliance on BI teams and helping decisions happen faster across the business.

In SuperOffice: Users can design custom dashboards and reports directly in SuperOffice CRM using built-in reporting tools. Data can be exported to Excel for deeper analysis, while the OData feed connects to external BI systems for board-level or cross-system reporting. This flexibility ensures both frontline teams and executives have timely, relevant insights.

Referral Engine

Automates tracking, rewarding, and reporting of customer-referred leads and their outcomes.

A referral engine captures and manages customer-referred leads by recording the source, tracking incentive status, and rewarding referrers automatically. This structured approach turns word-of-mouth into a measurable acquisition channel. Since referrals tend to convert faster, cost less, and churn less than paid leads, organizations can scale advocacy while improving acquisition efficiency.

In SuperOffice: Referral leads can be logged and tracked like any other lead, with source fields and follow-up activities recorded on the customer card. Automated workflows send thank-you emails, reminders, or incentive updates, while dashboards measure the referral contribution to pipeline value and closed-won revenue.

Retention Radar

AI surfaces churn risks by combining contract dates, usage trends, feedback, and payment signals.

A retention radar consolidates multiple data points—such as contract expirations, declining product usage, NPS drops, or overdue invoices—into a clear view of churn risk. Accounts are flagged and prioritized by urgency, giving customer success teams time to intervene with targeted actions. This focus helps lift net retention without resorting to broad discounts or reactive measures.

In SuperOffice: Dashboards and reports track contract renewals, open service requests, and customer follow-up history in one place. Workflows and playbooks guide teams to act on early warning signs before issues escalate, ensuring risks are addressed promptly. By surfacing at-risk accounts, SuperOffice helps customer teams protect recurring revenue and strengthen long-term relationships.

Revenue Waterfall

Stacked charts break down new, expansion, contraction, and churn MRR across time periods.

A revenue waterfall shows how recurring revenue changes over time by separating new sales, expansions, contractions, and churn. This breakdown reveals the true drivers of growth or decline, giving boards and executives deeper visibility than headline ARR alone. With clear insight into which levers fuel performance, leadership can adjust strategy and resources more effectively.

In SuperOffice: Sales dashboards separate new sales, renewals, upsell, and lost business for a transparent view of recurring revenue streams. Trends can be monitored monthly, quarterly, or year-to-date, with scheduled reports keeping leadership aligned during reviews and strategic planning.

Role-Based Home Pages

Custom dashboards give each role—sales, service, or marketing—immediate access to their key KPIs.

Role-based home pages present users with dashboards tailored to their function, such as sales, support, marketing, or finance. By surfacing the most relevant KPIs, tasks, and reminders immediately at login, these pages reduce cognitive load and ensure teams focus on what matters most. This alignment improves productivity, decision-making, and data security by showing only the metrics appropriate for each role.

In SuperOffice: Start pages and dashboards can be customized for Sales, Marketing, or Service teams, giving each user a workspace aligned with their role. Critical KPIs, open tasks, and reminders appear up front, helping users act quickly on priorities. Security settings ensure individuals only see data they’re authorized to access, balancing productivity with protection.

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Sales Funnel

Visualizes conversion from lead to close, with drop-offs and percentages at each stage.

A sales funnel shows how prospects progress from lead capture through qualification, proposal, and close. By displaying stage-by-stage conversion rates and drop-offs, it highlights where opportunities are lost. This visibility helps sales leaders target coaching, refine processes, and improve training, turning the funnel into a practical tool for continuous performance improvement.

In SuperOffice: The sales funnel dashboard tracks progress across each stage and makes bottlenecks easy to spot. Data can be sliced by channel, industry, or region, giving managers insights into where conversions lag. These views turn pipeline monitoring into an actionable process for improving sales effectiveness.

Segmentation Engine

Real-time group builder using profile, behavior, consent, and intent data to create precise lists.

A segmentation engine generates highly specific audience groups by combining demographic data, behavioral signals, consent records, and predictive insights. These segments allow organizations to deliver more relevant and timely messaging, improving engagement while ensuring compliance with data privacy regulations. Effective segmentation maximizes campaign impact and minimizes wasted outreach.

In SuperOffice: Dynamic selections make it easy to build precise lists based on profile details, consent, and interaction history. These segments power targeted sales and marketing activities, ensuring every outreach is both GDPR-compliant and commercially relevant.

Subscription Manager

Tracks contracts, terms, seats, and add-ons to manage recurring revenue and renewals.

A subscription manager centralizes recurring contract details such as term length, seat counts, usage quotas, add-ons, and price uplift clauses. By making renewals predictable and transparent, it supports more accurate revenue forecasting. Reliable recurring revenue improves valuation, builds investor confidence, and provides a stable foundation for long-term growth.

In SuperOffice: Renewal dates, contract values, and terms can be tracked directly on customer cards or projects. Automated reminders prompt sales teams to act before renewal deadlines, while contract data flows into forecasts to support predictable growth. This ensures customer commitments are visible and manageable throughout the lifecycle.

Sales Playbooks

Stage-based scripts, tasks, and collateral guide reps through consistent, proven sales motions.

Sales playbooks provide structured guidance at each stage of the opportunity, combining scripts, collateral, and milestone tasks. By standardizing best practices, they help new hires onboard quickly while ensuring experienced reps follow a consistent process. The result is higher win rates, shorter ramp times, and more predictable performance across the sales team.

In SuperOffice: Sales playbooks attach to opportunity stages with predefined tasks, templates, and documents that guide reps through each step. Managers can track completion rates to confirm adoption and coach where gaps appear. This ensures best practices are applied consistently, helping teams ramp faster and win more deals.

Service Level Agreements (SLA)

Response and resolution targets by severity and entitlement, tracked in real time.

Service level agreements define the response and resolution times customers can expect, tailored by ticket severity and entitlement tier. Tracking these commitments ensures consistent service quality, protects brand reputation, and avoids contractual penalties. SLA compliance builds trust and reduces churn, while breaches highlight where processes or resources need adjustment.

In SuperOffice: Service SLAs are tracked with real-time timers for response and resolution deadlines. Breach alerts trigger automatic escalation to ensure urgent action, while SLA performance reports highlight areas needing improvement. This helps teams deliver the service customers were promised and maintain long-term satisfaction.

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Ticketing System

Central hub for logging, categorizing, routing, and resolving customer requests across all channels.

A ticketing system consolidates support requests from multiple channels into one structured hub. Tickets can be logged, categorized, and routed to the right agent, with templates and knowledge resources ensuring consistent replies. Full audit trails and reporting provide accountability and insights, helping teams resolve issues faster while maintaining service quality.

In SuperOffice: Service tickets are logged, categorized, and routed automatically so no request is missed. Agents see alerts if multiple colleagues are working on the same ticket, preventing duplication. Templates and knowledge-base articles help standardize responses, while full activity tracking supports auditing, reporting, and performance monitoring.

Touchpoints Tracker

Captures every customer interaction in a timeline, giving teams full engagement context.

A touchpoints tracker consolidates digital and human interactions into a single history for each account. Emails, calls, meetings, and notes appear in chronological order, helping stakeholders understand the full journey before the next outreach. This context prevents duplication, supports more personal conversations, and improves customer satisfaction by ensuring no detail is overlooked.

In SuperOffice: Every interaction—emails, calls, meetings, and notes—is logged on the contact or company timeline. Smart filters for channel, owner, or sentiment surface the most relevant context, while timelines can be exported to support GDPR subject-access requests. This visibility helps teams respond faster, personalize outreach, and avoid duplicated efforts.

Task Automation

Rules trigger follow-ups, reminders, or escalations when fields change, deadlines pass, or signals arrive.

Task automation removes reliance on manual reminders by generating follow-ups and escalations automatically. Rules can be based on field updates, time lapses, or external triggers such as webhooks. This ensures pipelines keep moving and service SLAs are met without human intervention. The result is faster execution, fewer errors, and better accountability across teams.

In SuperOffice: Follow-ups and reminders can be scheduled automatically from changes in fields, approaching deadlines, or incoming signals. Escalations appear directly in manager dashboards, making bottlenecks visible without extra reporting. These automations keep deals moving and service cases within SLA, while freeing teams from repetitive admin work.

Team Targets

Shared goals for calls, meetings, replies, or revenue shown in progress bars and leaderboards.

Team targets set collective goals across sales or service activities, such as calls made, meetings booked, or revenue closed. Visual progress bars and rankings make performance visible to everyone, creating social accountability and healthy competition. Clear targets motivate individuals while aligning the group around common objectives.

In SuperOffice: Dashboards track team goals like calls, meetings, replies, and revenue in real time. Progress bars and leaderboards highlight achievements and gaps, making it easy to spot where support is needed. Automated reminders and coaching prompts help managers guide underperforming reps, turning targets into practical tools for boosting productivity.

Telephony Integration

Click-to-dial, screen-pop, and auto-logging connect calls directly with CRM records.

Telephony integration links phone systems with CRM to streamline call handling and record keeping. Features such as click-to-dial, screen-pop recognition, and automatic call logging save time for inside sales and service teams. By capturing outcomes and attaching them to customer records, organizations increase call efficiency, improve data accuracy, and boost productivity.

In SuperOffice: Supported carriers and cloud PBX providers enable click-to-call, screen-pop contact views, and auto-logging of calls. Timers and activity notes are recorded automatically in the CRM, ensuring pipelines and service timelines stay accurate. Call data flows directly into customer records, reducing admin effort and keeping communication history complete.

U

Upselling

Promoting higher-tier plans or add-ons based on usage patterns, adoption, and renewal timing.

Upselling focuses on expanding revenue within existing accounts by recommending premium plans, add-ons, or complementary products. Triggers include product usage, feature adoption milestones, or upcoming renewals. Because existing customers already trust the brand, upselling is more cost-effective than acquiring new customers and strengthens long-term relationships.

In SuperOffice: Accounts can be flagged for upsell potential using data such as contract terms, usage, and engagement history. Sales playbooks and automated workflows provide reps with suggested steps, emails, and tasks to guide the conversation. This structured approach makes it easier to position higher-tier plans or complementary modules at the right time.

User Roles & Permissions

Granular access controls limit visibility and edit rights by field, module, or stage.

User roles and permissions define what each person can see or do inside the CRM. Fine-grained settings restrict access down to fields, modules, or pipeline stages, protecting sensitive commercial data. This enforces least-privilege principles, supports GDPR compliance, and ensures employees work only with the information relevant to their role.

In SuperOffice: Predefined roles (User Level 0–5) can be tailored with create, read, update, and delete rights as well as module access. This setup ensures employees only access the data and features necessary for their responsibilities, safeguarding confidential information and supporting compliance requirements.

Unified Inbox

Single workspace for email, chat, and portal requests with safeguards against duplicate replies.

A unified inbox consolidates all customer messages—whether email, chat, social, or portal—into one view. Collision detection prevents duplicate responses, while shared visibility ensures seamless handovers across agents and teams. Customers experience one consistent brand voice, and agents avoid switching tools, improving both efficiency and service quality.

In SuperOffice: Email, chat, and portal requests are consolidated into one workspace, so every interaction is handled consistently. Templates and Outlook integration streamline replies, while collision detection avoids duplicate responses. This keeps communication efficient, accurate, and aligned with the customer record.

Usage Analytics

Dashboards track logins, feature adoption, and module use by account or user cohort.

Usage analytics measure how often customers log in, which features they use, and how deeply they adopt different modules. These insights reveal patterns of engagement, where low usage can signal churn risk and high adoption may indicate readiness for upsell. By monitoring trends across cohorts, businesses can act proactively to strengthen retention and identify expansion opportunities.

In SuperOffice: Dashboards show logins, feature adoption, and module usage by account or cohort. Weekly digests surface at-risk customers, while declining activity can trigger success-playbook tasks. This enables teams to intervene early, boost engagement, and protect long-term retention.

Universal Search-and-Select

Global type-ahead search finds contacts, projects, products, or tickets instantly.

Universal search-and-select allows users to find and insert the right records without breaking their workflow. A keyboard shortcut opens a type-ahead picker that searches across contacts, projects, products, and tickets. By reducing clicks and screen changes, it cuts data-entry friction and keeps momentum during high-volume desk tasks.

In SuperOffice: Built-in search works across modal windows with fast, context-aware results. Users can quickly select the right contact, company, or project without leaving their current task, streamlining updates and improving productivity in daily CRM use.

V

Value Proposition Tool

Generates proposals with tailored benefits, ROI figures, and stories in branded Word or PDF decks.

A value proposition tool streamlines proposal creation by inserting persona-specific benefits, ROI calculations, and relevant customer stories into professional templates. Automated assembly ensures consistency in tone and design, reducing legal review cycles while reinforcing credibility with prospects. The result is faster delivery of persuasive, customized sales materials.

In SuperOffice: Proposal templates combine persona-specific benefits, ROI figures, and customer stories into branded Word or PDF decks. Merge tags pull live CRM data for accuracy, while Copilot suggests clearer language or positioning, ensuring every proposal is consistent, credible, and persuasive.

Virtual Assistant

AI drafts emails, notes, and responses directly in the CRM, aligned with company style.

A virtual assistant supports users by drafting communications and summarizing information directly within the CRM. From objection handling to meeting notes or pricing justifications, it reduces manual effort and keeps messaging consistent. By saving time on routine writing tasks, teams can focus more on high-value activities like selling and customer engagement.

In SuperOffice: AI-powered assistance drafts emails, meeting notes, objection responses, and pricing justifications inside the CRM compose pane. Tone presets and guardrails ensure style and compliance are maintained, while EU-hosted models keep data secure. This allows users to save time on admin while staying aligned with company communication standards.

Voice of Customer

Aggregates NPS, CSAT, transcripts, and surveys into dashboards for actionable insights.

Voice of customer programs bring together structured and unstructured feedback—such as NPS, CSAT, support transcripts, and survey comments—into a single view. Thematic dashboards highlight patterns, trends, and emerging pain points, enabling teams to adapt offerings and processes. By closing the feedback loop, organizations stay aligned with customer expectations and strengthen long-term loyalty.

In SuperOffice: NPS scores, CSAT ratings, support transcripts, and survey feedback are clustered and visualized in thematic dashboards. Automated alerts surface trends to product and service boards, giving teams actionable insights to improve satisfaction and retention.

Video Email Thumbnails

Animated previews embedded in email campaigns boost engagement and click-through rates.

Video email thumbnails use animated GIF previews with play icons to draw attention in crowded inboxes. Linking directly to personalized videos, they increase click-through and create stronger human connection in remote or digital-first sales cycles. Video adds warmth and credibility to outreach, making communication more engaging and effective.

In SuperOffice: With the Mailvideo app connected to SuperOffice, videos and animated previews can be embedded directly into email campaigns. Drag-and-drop GIF thumbnails with play icons make emails more interactive and help improve personalization, engagement, and response rates.

VAT Handling (EU)

Applies correct VAT rates automatically by country, including reverse-charge and OSS rules.

VAT handling automates the application of tax rules for cross-border sales within the EU. Rates are applied based on buyer country, with built-in support for reverse-charge mechanisms and One-Stop Shop (OSS) provisions. This prevents calculation errors, reduces compliance risk, and avoids costly corrections or penalties from tax authorities.

In SuperOffice: VAT rates are applied automatically by buyer country, with reverse-charge and OSS logic built in. Invoices and ERP integrations carry the correct VAT codes and notes, ensuring compliance while reducing manual work and tax errors.

W

Workflow Automation

Branching processes trigger tasks, updates, notifications, or webhooks from defined events.

Workflow automation replaces manual checklists with predefined, multi-step processes that run automatically when events occur. Rules can update records, assign tasks, send notifications, or call external systems. With branching logic and versioning, teams can scale operations consistently as headcount grows, reducing errors and keeping compliance intact.

In SuperOffice: Workflows execute updates, notifications, tasks, and webhooks through multi-step, branching processes. A visual canvas, test mode, and execution logs ensure safe deployment, while GDPR audit trails provide full compliance visibility.

Web Forms

Consent-aware forms capture leads, tickets, or registrations directly into CRM fields.

Web forms collect structured data such as leads, service requests, or event registrations and map it directly to CRM fields. Built-in consent options ensure lawful data processing, while automation removes the need for manual imports. Features like progressive profiling, UTM tagging, and multi-language support improve data quality and campaign accuracy.

In SuperOffice: Consent-aware forms capture leads, tickets, or registrations directly into SuperOffice CRM. Options like CAPTCHA, progressive profiling, auto-UTM tagging, and language variants streamline collection while ensuring compliance. Submissions are stored against the right contact record, making segmentation and follow-up immediate.

Win Rate Analysis

Reports track closed-won percentages by rep, segment, or competitor with sales cycle metrics.

Win rate analysis compares how often opportunities convert to closed-won across reps, segments, and competitors. It reveals performance patterns, training needs, and product weaknesses that may be costing revenue. By including sales cycle duration and loss reasons, organizations gain a fuller picture of where deals stall and how strategies can be improved.

In SuperOffice: Closed-won percentages and sales cycle metrics can be tracked by rep, segment, or competitor. Mandatory lost-reason fields generate reports and heat maps that highlight coaching opportunities and product gaps, helping leaders refine sales strategies and boost conversion rates.

Web Chat Widget

Embedded chat panels capture visitor inquiries in real time with context and history.

A web chat widget lets site visitors connect instantly with sales or service teams. Conversations are enriched with context such as page history and visitor details, helping agents respond faster and more effectively. Real-time chat reduces abandonment, captures high-intent prospects, and resolves customer issues before they escalate.

In SuperOffice: Embedded chat panels capture inquiries directly from public sites and route them into Service with full visitor context. Transcripts are stored on contact records, while Copilot suggests relevant knowledge-base responses to support faster, consistent replies.

Webhooks

Outbound HTTP payloads triggered by CRM actions enable real-time system integration.

Webhooks send data from the CRM to external systems the moment an event occurs, such as a new lead, status update, or closed deal. This event-driven model eliminates the need for polling, reducing middleware costs while keeping connected systems in sync. Webhooks provide lightweight, real-time connectivity across marketing, analytics, and notification tools.

In SuperOffice: CRM-triggered HTTP payloads connect securely to external systems in real time. Built-in retry logic, payload testing, and EU endpoint whitelists ensure integrations are reliable, compliant, and safe. This allows SuperOffice data to flow seamlessly into marketing, data warehouse, or notification stacks.

X

XML API

Legacy-friendly endpoints support bulk imports, exports, and system-to-system synchronization.

An XML API provides a structured way to exchange data between CRM and other systems, particularly older enterprise applications common in industries like manufacturing. It supports bulk imports and exports as well as system-to-system synchronization. By bridging heritage stacks with modern CRM platforms, organizations can modernize gradually without disrupting existing IT investments.

In SuperOffice: Legacy-friendly XML endpoints allow bulk imports, exports, and synchronization with older enterprise applications. Scheduled jobs, schema documentation, and EU-hosted datacenter endpoints ensure smooth operation, governance, and compliance with existing IT landscapes.

X-Selling (Cross-Selling)

Recommends complementary modules or add-ons based on purchase history and account needs.

Cross-selling identifies opportunities to expand customer value by suggesting add-ons or complementary modules. Recommendations are based on purchase history, product gaps, or account behavior, ensuring offers are relevant and timely. By leveraging existing relationships, businesses increase average revenue per account without adding acquisition costs.

In SuperOffice: Cross-sell opportunities can be identified from purchase history stored in the CRM and quotes. When connected to ERP, product and order data enrich recommendations, making it clear which add-ons or modules fit customer needs. Sales playbooks provide discovery questions and supporting material, helping reps position cross-sell offers at the right stage of the conversation.

XLS Export Wizard

Column-selectable Excel exports with presets for repeatable offline reporting and analysis.

An XLS export wizard lets users extract CRM data into Excel for offline analysis. Columns can be selected and saved as presets, ensuring repeatable workflows without relying on BI tools. This empowers power users to run their own analysis while keeping data governance intact, since exports remain controlled within CRM boundaries.

In SuperOffice: Role-based, column-selectable exports of grids or charts can be saved as presets for reuse. Scheduled jobs deliver password-protected XLSX files by email, enabling secure, automated reporting. This allows teams to work with familiar Excel tools while ensuring data remains governed and protected.

Y

Yield Management

Adjusts prices or capacity dynamically based on demand, inventory, and competitor signals.

Yield management optimizes pricing and availability to maximize margin under shifting demand. By factoring in inventory, competitor behavior, and market conditions, businesses can capture incremental revenue without additional marketing spend. This approach is especially valuable in low-growth cycles, where protecting and expanding gross margin is critical.

In SuperOffice: Pricing strategies are managed through quotes in the Quote/Proposal module, supported by product catalogue rules and templates. Dashboards provide visibility into margins, product mix, and pipeline value, making it easier for managers to spot where adjustments are needed. Consistent pricing and discount logic help protect revenue and maintain profitability across deals.

Year-on-Year Reporting

Comparative charts track KPIs across multiple years to reveal growth trends and seasonality.

Year-on-year reporting compares key performance indicators across equivalent periods in consecutive years. This highlights seasonal patterns, measures sustainable expansion, and distinguishes recurring growth from one-off spikes. Boards and executives rely on these insights to evaluate long-term performance and guide reliable capital and resource allocation.

In SuperOffice: Standard dashboards and reports allow year-on-year comparisons for KPIs such as revenue, pipeline development, or service volumes. Date filters display results across multiple years, making seasonal shifts and growth pace easy to spot. Managers and executives can use these insights to measure sustainable performance and make better-informed decisions.

Your CRM Data Ownership

Guarantees your organization retains full rights, portability, and deletion control of CRM data.

Data ownership ensures that all customer information stored in the CRM remains under your organization’s control, not the vendor’s. Contracts guarantee rights to access, export, and delete data at any time. This satisfies privacy officers and legal counsel, builds trust, and provides long-term confidence in vendor partnerships by safeguarding compliance and sovereignty.

In SuperOffice: Organizations retain full ownership and control of their CRM data. Data Processing Agreements, EU-only backups, and self-service export tools ensure compliance, data sovereignty, and security—placing privacy and governance firmly in the customer’s hands.

Year-End Closing Dashboard

Automated snapshot of quota attainment, pipeline rollover, forecast accuracy, and renewals.

A year-end closing dashboard compiles the most important sales and revenue metrics into a single view on the final day of the fiscal year. It summarizes quota attainment, pipeline rollover, forecast accuracy, and renewal performance without requiring manual spreadsheet work. This saves finance and operations teams significant time during a busy period and ensures leaders start the new cycle with clear, accurate insights.

In SuperOffice: Dashboards track year-end performance across quota attainment, pipeline status, forecast accuracy, and renewals. Reports can be scheduled to run automatically on the last calendar day, giving management a ready-made snapshot. These insights simplify fiscal close processes and help leadership prepare the next sales cycle with confidence.

Y-Axis Custom Charts

 Dual-axis charts plot two metrics together, such as lead count and average deal size.

Y-axis custom charts allow two related metrics to be visualized on the same chart. This makes it possible to uncover correlations that may not be visible in single-axis views—for example, comparing lead volume with average deal size. By combining metrics into one visualization, managers gain deeper insights and can make more informed strategic decisions.

In SuperOffice: Dashboards and reporting tools support side-by-side charts and tables to compare key metrics such as lead count and deal size. Filters by time period, segment, or owner make it easier to uncover trends and correlations without needing external tools. These views help managers identify growth drivers and adjust sales strategies based on real performance insight.

Z

Zero-Party Data

Customer-provided preferences, budgets, and timelines captured with explicit consent.

Zero-party data is information customers choose to share directly, such as preferences, purchase timelines, or budgets. Unlike inferred or third-party data, it is volunteered with explicit consent, making it highly accurate and privacy-compliant. This type of data allows for precise personalization and stronger trust, especially as third-party cookies phase out and GDPR principles demand transparency.

In SuperOffice: Customer preferences and consents can be stored in GDPR-ready fields, ensuring a lawful basis for processing. These fields power audience segmentation, personalized journeys, and tailored communications without relying on external trackers. Updates to preferences sync instantly across sales, marketing, and service, keeping every interaction relevant and compliant.

Zone-Based Territories

Assigns reps to geographic regions using postcodes or regions to balance workload and travel.

Zone-based territories divide markets into defined geographic areas, such as postal code ranges or regions, to allocate accounts fairly among reps. This model reduces travel overhead for field sales, improves local expertise, and ensures balanced workload distribution. Equitable coverage prevents quota disparities, boosts morale, and strengthens customer relationships through consistent regional ownership.

In SuperOffice: Territories can be defined using company, contact, or project fields such as country, region, or postal code. These criteria drive automatic assignment of leads and activities to the right account manager, reducing overlap and ensuring balanced coverage. Dashboards and selections provide managers with visibility into territory performance and highlight untapped opportunities.

Z-Scoring

Ranks leads statistically by deviation from the ideal profile across weighted attributes.

Z-scoring applies statistical standard scores to evaluate how closely a lead matches the ideal customer profile. By measuring deviation across multiple weighted attributes, it provides an objective, mathematical ranking system. This approach replaces gut-feel prioritization with data-driven decisions, helping sales teams focus efforts where conversion likelihood is highest.

In SuperOffice: Leads can be scored against defined customer profile attributes, with higher scores highlighting closer matches to the ideal profile. High-priority leads can then be segmented into selections or lists, enabling teams to focus on opportunities with the strongest ROI potential.

Zapier Connector

 No-code bridge connecting SuperOffice with thousands of SaaS apps to extend workflows.

A Zapier connector links CRM events to actions in thousands of third-party tools, from messaging apps to spreadsheets. It allows teams to automate tasks, sync data, and extend CRM workflows without custom development. This no-code flexibility enables niche departmental integrations and helps organizations adapt quickly as new SaaS tools emerge.

In SuperOffice: The Zapier connector links SuperOffice to thousands of apps such as Slack, Teams, Google Sheets, and Trello. Triggers and actions can automate notifications, update records, or sync data across tools. This keeps CRM processes connected, teams informed, and work flowing automatically—without developer involvement.

Zero-Downtime Updates

Weekly cloud upgrades deliver new features and security without interrupting users.

Zero-downtime updates use rolling deployment pipelines to deliver enhancements and fixes seamlessly. Users remain logged in and batch jobs continue running, even as updates are applied. This approach ensures teams always benefit from the latest functionality and security improvements without productivity loss or disruption.

In SuperOffice: Cloud upgrades are deployed automatically outside office hours with no downtime for users. All customers run on the latest version, with release notes published on the online status page to provide transparency and predictability.