€ 22,75 per site / month

More Info

Published

17.08.2018

Markets

Benelux, Denmark, Germany, Norway, Switzerland, United Kingdom

Languages

English

Activity folders for SuperOffice

Organize your SuperOffice CRM activities, to-do’s and documents in folders.​

About this app

When documents and activities are the lifeblood of your work, then having them all neatly sorted can significantly improve your productivity. Activity Folders for SuperOffice CRM groups documents and activities in folders for you. By automating this workflow process, businesses can enjoy significant savings on time.
The app is excellent for sales and service teams who create lots of customer-related activities, tasks, documents -like proposals and contracts & sales collateral.

The interface has a familiar feel and is easy to learn – create, move and rename folders just like in Windows Explorer. Based on the type of company, contact, project, or sale, a user selects the appropriate folder template to apply, and automatically the grouping process is started. In addition to these time-saving features, Activity Folders offers to create new versions of documents in just a few clicks and options to convert one or more documents to a PDF version. So, if your business wants a better way to organize emails, documents, and activities, this comprehensive, automated, and easy document and activity management system is for you.

Try it free for 30 days; no commitment required.

Key features

  • Organize document and activity types in folders.
  • Documents and emails can be moved automatically to folders based on document type.
  • Activities can be moved automatically to folders based on activity type.
  • Create predefined folder structures.
  • Use drag & drop to organize SuperOffice CRM activities.
  • Search for activities within created folders.
  • Optionally pop out the folder structure in a new window for easy navigation and organizing.
  • Folder views are available for the company, sales and project card.

What’s new

  • Create new versions or PDFs of existing documents in an instant. See this new feature demonstrated in this short video.
  • Merge multiple documents or appointments into one PDF document.
  • Export the contents of a folder to Excel.

Price information

The following price is per month, based on a yearly subscription and the number of SuperOffice CRM users:

USER

  • Between 1-5 users: € 22,75 per site per month.
  • Between 6-10 users: € 39 per site per month.
  • Between 11-25 users: € 55,50 per site per month.
  • Between 26-50 users: € 83,25 per site per month.
  • 51+ users per site per month: € 166,50.

In addition to the EURO, prices are available in NOK, SEK, DKK, GBP, and CHF. See all prices in more detail.

TERMS & CONDITIONS

Requirements

SUPEROFFICE CRM PLAN

  • All user plans.

SYSTEM REQUIREMENTS

  • There are no specific system requirements.

Getting started

  1. Click the green button to get started.

  2. Follow the online instructions and use your SuperOffice CRM Admin credentials to approve the app within your SuperOffice CRM environment.

  3. You will have a fully functional 30-day trial to experience the extended functionality in SuperOffice. After the trial period, the program will no longer work or defaults to a restricted version.


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