CASO Removed Data Silos and Improved Operations With Soffront CRM

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Soffront Software Inc., the mid-market CRM leader, today announced that CASO, a document management and content management consulting company has successfully removed data silos and improved operations using Soffront’s Enterprise CRM Solution. CASO uses Soffront’s customer service, project management, and QuickBooks integration modules.

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We are able to pull reports of hours, verify accounts payable invoices, and give a more accurate cost of jobs and project margins.

Soffront Software Inc., the mid-market CRM leader, today announced that CASO, a document management and content management consulting company has successfully removed data silos and improved operations using Soffront’s Enterprise CRM Solution. CASO uses Soffront’s customer service, project management, and QuickBooks integration modules.

Due to Soffront’s flexibility, CASO was able to easily customize Soffront to its unique needs beyond a traditional CRM. Today, CASO is using Soffront as a central location for project management and tracking hours for payroll, job costing, and expenses. Kelsey Murray, CRM admin for CASO said, “We are able to pull reports of hours, verify accounts payable invoices, and give a more accurate cost of jobs and project margins.”

CASO is utilizing Soffront’s role based dashboards to get instant snapshots of key performance indicators (KPIs) across departments. “The dashboards make overviews a breeze and give a good summary of information”, explained Kelsey.

With Soffront, CASO has become more organized with improved visibility on operations. “We have been able to catch discrepancies of up to $15,000 on vendor bills,” continued Kelsey. “We have reduced time for calculating margins and job costs.”

Kelsey concluded by saying, “I’m very pleased with Soffront products. The program has significantly helped with streamlining our Business Office. I look forward to having all of the modules implemented.”

About Soffront Software

For over twenty years, Soffront has provided CRM solutions for small-to-medium sized and enterprise companies. Soffront’s integrated CRM includes sales, marketing, customer service, knowledge base, help desk, project management, asset management, issue tracking and more. Soffront is the most customizable CRM in the industry that readily adapts to a company’s processes, workflows, and users. With on-demand or on-site options, Soffront is quick to deploy and easy to use with a desktop, laptop or a mobile device. Soffront is privately held, debt-free, and profitable.

Soffront Software, Inc. contact:
Sarah Bond
510-413-9000 ext. 115
sarah.bond(at)soffront(dot)com

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