€ 22,75 per site / month

More Info

Published

18.12.2015

Markets

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

Languages

English

Panels for SuperOffice

Sort, search and find your most important SuperOffice CRM archives with Panels for SuperOffice CRM.

About this app

All the communications you have with your customers are nicely stored in SuperOffice CRM Online. However, after a while, finding the right activity, document, sales or mailing can be tricky. With Panels for SuperOffice CRM, you create extra archive panels which are optionally pre-filtered with just the information you need.

As well as sorting your activities, Panels for SuperOffice CRM also has a search function for finding the information even quicker. Moreover, as a bonus, you get some special panels like a birthday panel that lets you see all upcoming birthdays of your important contacts, a sales history panel for viewing the complete history from start to close of a sale, and a Google Maps panel to show your customers' location directly on the map.

New panels you can include:

  • Activity panel.
  • Birthday panel.
  • Document panel.
  • Google Maps panel.
  • Mailing panel.
  • Sales panel.
  • Sales History panel.

Try it free for 30 days; no commitment required.

Key features

  • Create new panels quickly and easily with step-by-step wizards.
  • Filter on all popular types like activity, document, sales, and status.
  • All panels created are fully searchable.
  • Every user can set his or her own specific filters per panel.

What’s new

  • Create new versions or PDFs of existing documents in an instant. See this new feature demonstrated  in this short video.
  • Define your own preferences for how this feature is set up; including controlling the postfix of the document name, what to do with the document date, and whether you want to view the document dialog before the new version is created.
  • Keep the original document type or convert it to PDF in just a couple of clicks.

Price information

The following price is per month and based on a yearly subscription:

SITE

  • € 22,75 per site per month

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 Admin credentials to approve the app within your SuperOffice environment.
  3. Set up your panels in the Panels for SuperOffice portal, refresh your browser and you are ready to go.

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