SuperOffice user plans and subscriptions

You can choose from 3 stand-alone solutions - Sales, Marketing, and Service - based on different roles in your company. Within each solution, there are tiers - the Essential and Premium plans. Find the correct plans to base your application on. All solutions can have different add-ons. An add-on is a software extension that adds extra features to a program. It may extend certain functions within the program’s interface, or give the program additional capabilities.

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Common features across all plans and tiers

• Contact management
  • Companies and contacts
  • Relations
  • Custom fields
  • Consent management
• Calendar
  • Diary and invitations
  • Video meeting integration
• Mobile CRM
• Document management
  • Documents and templates
  • Language support
  • MS SharePoint documents
  • Google Workspace documents
• Email
  • SuperOffice inbox
  • SuperOffice for Outlook 365
  • SuperOffice for Google
• Search / Selections
  • Static selections
  • Dynamic selections
  • Selection tasks
  • Send email to (max 500)
• Reporting and dashboards
  • Dashboards with default charts
  • Print

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Sales

For the salesperson. Includes the common CRM feature set. Essentials:

• Sales and opportunity management
• Sales forecasting
• Dashboards with default tiles
• Currency support
• Sales secretary

Premium:

• Sales guide
• Sales forecasting on the product level
• Dashboards with custom tiles
• Stakeholders
• Sale targets and KPIs
• Activity Monitors (SAINT)
• Combined selections
• Project management
• Quote Management

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Service

For handling incoming inquiries. Includes the common CRM feature set. Essentials:

• Request / Ticket management
• Categorization
• Auto reply and reply templates
• Mobile CRM Request management
• Standard Service reports
• Dashboards with default tiles

Premium:

• Automated rule-based escalation
• Auto-assign to agent
• Warnings and notifications - Time limits
• Knowledge base (FAQs)
• Activity Monitors (SAINT)
• Dashboards with custom tiles
• Combined selections
• Project management

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Marketing

For the marketing professional. Includes the common CRM feature set. Essentials:

• Mailings (personalized mass email)
• Mailing service included (MailGun)
• Drag and drop email designer
• Company-specific mailing templates
• Free mailing template library
• Free image library built in
• Google analytics tracking
• Tracking of open-rate and link-clicks
• Custom actions on link-clicks
• Dashboards with custom tiles
• Bounce management
• Spam complaints management
• Forms (Web forms)
• Form submissions management with custom actions
• Consent management in forms
• Company-specific form templates
• Free form template library
• Double opt-in and landing pages on forms
• Automatic Reply email on submissions
• Combined selections (Create/Edit)
• Project management

Premium:

• Marketing automation (flows)

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Multi-plan users

When the same person needs access to more than one plan, they become a multi-plan user (previously called a complete user). We have the basic plans:

• Sales-Essentials
• Sales-Premium
• Service-Essentials
• Service-Premium
• Marketing-Essentials
• Marketing-Premium

These can then be combined to produce:

• Sales-Essentials + Service-Essentials
• Sales-Essentials + Service-Essentials + Marketing-Essentials
• Sales-Essentials + Service-Essentials + Marketing-Premium
• Sales-Essentials + Service-Premium
• Sales-Essentials + Service-Premium + Marketing-Essentials
• Sales-Essentials + Service-Premium + Marketing-Premium
• Sales-Essentials + Marketing-Essentials
• Sales-Essentials + Marketing-Premium
• Sales-Premium + Service-Essentials
• Sales-Premium + Service-Essentials + Marketing-Essentials
• Sales-Premium + Service-Essentials + Marketing-Premium
• Sales-Premium + Service-Premium
• Sales-Premium + Service-Premium + Marketing-Essentials
• Sales-Premium + Service-Premium + Marketing-Premium
• Sales-Premium + Marketing-Essentials
• Sales-Premium + Marketing-Premium
• Service-Essentials + Marketing-Essentials
• Service-Essentials + Marketing-Premium
• Service-Premium + Marketing-Essentials
• Service-Premium + Marketing-Premium

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Available add-on subscriptions

• Customer Engagement Platform (CEP)
• SuperOffice AI
• Expander Services
• Calendar synchronization

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Change user plans for active users

When people take on new tasks or get a new job in your company, you may need to change their user plan. You can give users access to new sets of functionalities by changing their user plan in Settings and maintenance.

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Steps

1. In Settings and maintenance, click Users.
2. In the window for associates, choose the active user whose user plan needs to be changed. Make sure they have the right role and belong to the right primary group.
3. In the User plan field, choose the desired user plan.
4. Click Save. The next time the user logs in to SuperOffice CRM, they will have access to the new features.