SuperOffice Docs - SuperOffice

docs.superoffice.com

The official documentation site for the SuperOffice Platform - the leading CRM & Customer Service available.

User guides

Product knowledge-base to learn concepts, features and solve issues.

Sale

Manage your sales pipeline from lead to closed deal.

Marketing

Create mailings, forms, and marketing flows that convert.

Request management

Track and resolve customer requests efficiently.

Email

Great customer relations start with great communication.

Document

Store and organize documents alongside your customer data.

WebTools

Connect your website forms and pages to SuperOffice.

Settings and maintenance

Configure and maintain your SuperOffice installation.

Customization

Tailor SuperOffice to fit how your organization works.

Automation

Automate workflows with CRMScript, triggers, and webhooks.

Database Mirroring

Keep your on-premise database in sync with the cloud.

Developer portal

Learn how to create online applications.

What type of user are you?

SuperUser

A person who has system administrative privilege’s and special functional and data access rights for managing how SuperOffice behaves. The friend you need to tweak the system!

Consultant

A person who works with companies to improve their use of SuperOffice to achieve business goals. An expert in all technical aspects of SuperOffice—hired to provide advice, solve problems, and increase efficiency.

Developer

A software engineer responsible for implementing application or integration requirements, or providing consultancy on how integrations should be built using current industry trends.