Softr Features

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. This feature was mentioned in 59 Softr reviews.

As reported in 54 Softr reviews. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Based on 57 Softr reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

As reported in 47 Softr reviews. Enables users to view and transact business with the same content in multiple languages and currencies.

Based on 53 Softr reviews. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. 47 reviewers of Softr have provided feedback on this feature.

As reported in 56 Softr reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. 48 reviewers of Softr have provided feedback on this feature.

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. This feature was mentioned in 22 Softr reviews.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. 20 reviewers of Softr have provided feedback on this feature.

As reported in 16 Softr reviews. Enables users to view and transact business with the same content in multiple languages and currencies.

As reported in 22 Softr reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Is consistently available (uptime) and allows users to complete tasks reliably. 22 reviewers of Softr have provided feedback on this feature.

Based on 15 Softr reviews. Is accessible from a mobile device and by users on the go.

As reported in 19 Softr reviews. Provides analytics tools that reveal important business metrics and track progress.

Has a centralized dashboard for users to interact with. 20 reviewers of Softr have provided feedback on this feature.

Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. 43 reviewers of Softr have provided feedback on this feature.

Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information This feature was mentioned in 43 Softr reviews.

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. This feature was mentioned in 41 Softr reviews.

As reported in 46 Softr reviews. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

As reported in 39 Softr reviews. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

As reported in 37 Softr reviews. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Based on 40 Softr reviews. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. 38 reviewers of Softr have provided feedback on this feature.

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. 39 reviewers of Softr have provided feedback on this feature.

Based on 38 Softr reviews. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.

As reported in 39 Softr reviews. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. 36 reviewers of Softr have provided feedback on this feature.

Based on 35 Softr reviews. Enables analysis of effectiveness of an organizations various marketing activities

Based on 42 Softr reviews. Tracks issues/help requests reported by customers through the resolution process.

Based on 49 Softr reviews. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.

Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. This feature was mentioned in 47 Softr reviews.

Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. 36 reviewers of Softr have provided feedback on this feature.

Based on 35 Softr reviews. Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

As reported in 52 Softr reviews. Ability to input, modify and extract data from the application in bulk through a structured file.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. 54 reviewers of Softr have provided feedback on this feature.

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. 47 reviewers of Softr have provided feedback on this feature.

Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone This feature was mentioned in 36 Softr reviews.

As reported in 37 Softr reviews. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.

Allows software to be easily used on multiple mobile devices include phone and tablet devices. This feature was mentioned in 38 Softr reviews.

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. This feature was mentioned in 39 Softr reviews.

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance 45 reviewers of Softr have provided feedback on this feature.

As reported in 35 Softr reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Enables the user to share job posting on social channels.

Posts job listings to job boards.

Reports where applicants are finding job listings.

Searches for qualified candidates by integrating with career sites.

Configures branded career page for the users website.

Creates dashboards to track information like open positions, current headcount, and recruiting pipeline. 12 reviewers of Softr have provided feedback on this feature.

As reported in 10 Softr reviews. Enables the building of custom recruiting workflows.

Tracks a candidates spot in the hiring process.

Integrates with calendars and allows the scheduling of phone screens and interviews.

Based on 10 Softr reviews. Stores applicant data that can be accessed by multiple people on a team.

Enables users to share feedback on candidates.

Analyzes resumes and applicant data based on user-selected preferences.

Enables candidates to view where they are in the hiring process.

Provides the ability to drag-and-drop elements into the application to customize interface. 172 reviewers of Softr have provided feedback on this feature.

Provides tools for inserting brand logos, colors, quotes, and other proprietary content. This feature was mentioned in 179 Softr reviews.

Provides base-level application templates to build atop and customize for specifc users and actions. This feature was mentioned in 179 Softr reviews.

As reported in 169 Softr reviews. Allows the creation ofpage sequences, forms, and libraries for users navigating the application.

Lets users add data from existing sources when creating the initial application or changing data sources. 155 reviewers of Softr have provided feedback on this feature.

Continuously updates data as users or external data sources are edited. This feature was mentioned in 183 Softr reviews.

Based on 156 Softr reviews. Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data.

Lets users add data from existing sources when creating the initial application or changing data sources. This feature was mentioned in 37 Softr reviews.

Continuously updates data as users or external data sources are edited. 37 reviewers of Softr have provided feedback on this feature.

Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data. This feature was mentioned in 35 Softr reviews.

Releases the application for access on desktop or mobile devices. This feature was mentioned in 185 Softr reviews.

As reported in 177 Softr reviews. Lets users build cross-platform applications or provide specific templates for different device types.

As reported in 149 Softr reviews. Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation.

Releases the application for access on desktop or mobile devices. 18 reviewers of Softr have provided feedback on this feature.

As reported in 17 Softr reviews. Application hosting abilities are delivered directly by the product's vendor.

Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data. This feature was mentioned in 17 Softr reviews.

As reported in 17 Softr reviews. Allows administrators to control access to updates, releases and changes.

As reported in 17 Softr reviews. Provides features to allow scaling for large organizations.

As reported in 16 Softr reviews. Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation.

Streamline the flow of work processes by establishing triggers and alerts that notify and route information to the appropriate people when their action is required within the compensation process. This feature was mentioned in 17 Softr reviews.

Based on 17 Softr reviews. Visually displays connected applications and integrated data. Allows customization and management of workflow structures.

Processing changes to data sources and applications as changes are made in real-time. This feature was mentioned in 17 Softr reviews.

As reported in 17 Softr reviews. Provides base-level application templates to build atop and which users can customize for specifc users and actions.

Gives users the ability to edit or write custom HTML, Javascript or CSS code. This feature was mentioned in 17 Softr reviews.

Provides the ability to drag-and-drop elements into the application to customize interface. This feature was mentioned in 17 Softr reviews.

Share, review and develop web applications remotely between members of a collaborative team. This feature was mentioned in 17 Softr reviews.

Allows users to simultaneously collaborate on a document within the application. 109 reviewers of Softr have provided feedback on this feature.

Stores different versions of a document. 106 reviewers of Softr have provided feedback on this feature.

Allows users to provide an e-signature within the platform. 101 reviewers of Softr have provided feedback on this feature.

Based on 106 Softr reviews. Allows businesses to request files from clients.

As reported in 110 Softr reviews. Allows businesses to solicit feedback on projects or documents from clients.

Based on 111 Softr reviews. Provides billing and invoicing within the application.

As reported in 103 Softr reviews. Provides internal and/or external instant messaging capability.

As reported in 105 Softr reviews. Offer project management features like task creation and tracking within the application.

Offer analytics concerning productivity or client engagement. 100 reviewers of Softr have provided feedback on this feature.

As reported in 96 Softr reviews. Allows businesses to track time spent on projects within the application.

Provides a mobile application. This feature was mentioned in 101 Softr reviews.

Based on 40 Softr reviews. Allows users to create complex applications with rich features.

As reported in 41 Softr reviews. Allows users to create a wide variety of application types.

As reported in 42 Softr reviews. Provides tools for inserting brand logos, colors, quotes, and other proprietary content.

Provides base-level application templates to build atop and customize for specifc users and actions. 39 reviewers of Softr have provided feedback on this feature.

Facilitates simpler user experience through syntax highlighting, shortcuts, completion aid automation, etc. 24 reviewers of Softr have provided feedback on this feature.

Based on 21 Softr reviews. Manage individual software component files as a part of the greater overall project.

As reported in 19 Softr reviews. Provides the ability to write in more than one programming language.

Allows users to modify interface (e.g., theme selection) and layout by personal preference. This feature was mentioned in 24 Softr reviews.

Performs core functionalities without the need of immediate additional feature or add-on installations. 24 reviewers of Softr have provided feedback on this feature.

Based on 23 Softr reviews. Supplies users with basic-to-intermediate guides regarding IDE functionality and use cases.

Downloads and installs updates automatically for product improvement and pace-keeping with programming language evolution. 23 reviewers of Softr have provided feedback on this feature.