Forums for users and administrators

Welcome to Forums! Let´s get acquainted

Welcome to forums, let’s get to know each other. Please introduce yourself and meet other forum participants.

Set yourself for success

Learn how to create a Help Center user, post a great question, share a solution to a problem, and find an answer to your question.

Core CRM features

Let's talk about contact management, privacy features, diary, document management, find and selection features, email and office integration tools that support personal productivity.

Sales management

Let's talk about sales and opportunity management, sales forecasting, sales guide, sales targets and KPIs, quote management and sales documents.

Marketing management

Let's talk about customer segmentation (selections), communication campaigns (mailings), tracking marketing results.

Service management

Let's talk about request / ticket management, automation and knowledge base management in SuperOffice Service.

Mobile CRM

Let's talk about using SuperOffice CRM on mobile devices.

Users and user right management

Let's talk about user setup, data access and functional rights management.​

Settings and maintenance

Let's talk about preferences, lists, labels, SAINT, data import and other CRM administration topics.

Setting up and administrating Service

Let's talk about setting up and administrating request management and knowledge base in SuperOffice Service.

GDPR in SuperOffice CRM

Let's talk about setting up and administrating GDPR processes using SuperOffice CRM.

SuperOffice add-ons

Let's talk about Customer Engagement Platform (web forms, chat, Customer Center) calendar synchronization, SuperOffice AI, and much more.

SuperOffice Mobile CRM (for SuperOffice 9.x or 10.x)

Mobile CRM provides real-time access to your CRM data through an intuitive and user-friendly app that you can use on both your smartphone and your tablet.

SuperOffice for Outlook

With the SuperOffice for Outlook add-in, you can save contacts and archive e-mails from your e-mail client. SuperOffice for Outlook provides access to your CRM data presented in an intuitive and user-friendly add-in in your e-mail client, - a “zero footprint” add-in for all Outlook apps (Web, Win, Mac or mobile)

SuperOffice WebTools for Windows

SuperOffice WebTools for Windows is a set of productivity tools for computers running Windows OS. This includes Document management integration against SuperOffice Web and MailLink for Outlook.

SuperOffice Pocket CRM

Pocket CRM provides real-time access to your CRM data through an intuitive and user-friendly app that you can use on both your smartphone and your tablet.

Previous Pilot Programs

These Pilot Programs are now closed.

SuperOffice WebTools for Mac

SuperOffice WebTools for Mac is a set of productivity tools for computers running Mac OS X (NOT iOS). This includes Document management integration against SuperOffice Web and Sync against Mac OS X Calendar and Contact

Configurable Archives

Create custom archives of SuperOffice entities on main cards

SharePoint Documents Migration

Move documents from CRM Online storage to to your SharePoint document library. This pilot program is only available for customer already have set up and use  SuperOffice SharePoint Documents 2.x

Configurable screens: Sales card and Project card

With Configurable screens: Sales card and Project card, users can customize and configure the web client to have more options and better fill their specific needs. This will make the users more effective in their daily work.

Request Management

SuperOffice Service - remade​: Merging service to the core of SuperOffice CRM