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€ 27,70 per site / month

More Info

Age

8+
Years old

Latest release

30.09.2024

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 your valuable communications with your customers are stored in SuperOffice CRM Online. However, finding the right activity, document, sales, or mailing can take time and effort. With Panels for SuperOffice CRM, you create extra archive panels that are optionally pre-filtered with just the necessary information.

New archives created with Panels for SuperOffice CRM also have a search functionality for finding the right activity even quicker. Moreover, as a bonus, you get some unique archives like a birthday archive that lets you see all upcoming birthdays of your important contacts, a sales history archive for viewing the complete history from start to close of a sale, and a Google Maps archive to show your customers' location directly on the map.

New activities you can include:

  • Activity archive.
  • Birthday archive.
  • Document archive.
  • Google Maps archive.
  • Mailing archive.
  • Sales archive.
  • Sales history archive.

Try it free for 30 days; no commitment required.

Key features

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

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

  • € 27,70 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

SuperOffice CRM Plan

  • All user plans.

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.

System Requirements

  • There are no specific system requirements.

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