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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Soft1 Cloud CRM Series 5 is a comprehensive software-as-a-service platform designed to help businesses enhance their relationships with customers, deliver exceptional service, boost sales, and foster further growth. This innovative CRM solution equips your organization with the tools needed to gain insights into accurate customer data and comprehend client behaviors more effectively. With its real-time capabilities, Soft1 CRM Series 5 allows team members to build on existing relationships and seize new sales opportunities from any location using any mobile device. Built on the Microsoft Windows Azure infrastructure, this system enables your business to lower operational expenses while empowering sales staff to achieve more, providing managers with deeper insights, and ensuring customers receive outstanding service. By consolidating customer information in a single location, businesses can seamlessly manage every aspect of the customer journey, from marketing and sales to support and service, thus enhancing overall customer satisfaction. This integrated approach not only streamlines processes but also fosters a more connected and responsive business environment.

Description

Are you finding it challenging to manage your scheduling and the administrative tasks that come with running your business? Whether you oversee rentals, classes, camps, teams, instructors, memberships, or customers, it’s essential not to become overwhelmed. eSoft Planner offers a versatile and customizable online solution that can enhance your facility's operations. With its user-friendly yet advanced features and modules, you can empower your business while enabling your customers to make real-time online bookings. This system effectively eliminates the risk of double bookings and helps improve your cash flow and overall profitability. Developed from years of industry expertise, eSoft Planner is built by professionals who have firsthand experience in managing facilities and businesses similar to yours. Drawing from established practices within sports academies and swim clubs, we have crafted the ultimate scheduling software for sports facilities. As a valued client and partner, you will benefit from unlimited, personalized customer support provided by our dedicated team of experts, ensuring you have the assistance you need to succeed. In addition, eSoft Planner allows you to streamline your operations, giving you more time to focus on growing your business.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Azure Yes 

Integrations

Microsoft Azure No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$30 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

SoftOne

Founded

2002

Country

Greece

Website

www.soft1.eu/cloud-crm/

Vendor Details

Company Name

PPC Communications

Founded

1998

Country

United States

Website

www.esoftplanner.com

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Product Features

Appointment Scheduling

Appointment Reminders Yes 
Automated Scheduling No 
Calendar Sync Yes 
Client Database Yes 
Group Scheduling Yes 
Mobile Access Yes 
Multi-Location No 
Online Booking Yes 
Online Payments Yes 
Recurring Appointments Yes 
Room Booking Management Yes 

Club Management

Attendance Tracking No 
Billing & Invoicing Yes 
Check-In Manager Yes 
Contract Management Yes 
Employee Management Yes 
Event Management Yes 
Inventory Management Yes 
Marketing Management Yes 
Member Portal Yes 
Membership Management Yes 
Payment Processing Yes 
Point of Sale (POS) Yes 

Membership Management

Application Management Yes 
Automatic Renewals Yes 
Committee Management No 
Dues Management Yes 
Email Marketing Yes 
Event Management Yes 
Member Directory Yes 
Member Portal Yes 
Member Types No 
Membership Database Yes 
Nonprofit Membership Yes 
Payment Processing Yes 
Website Management No 

Scheduling

Alerts/Notifications Yes 
Appointment Scheduling Yes 
Automated Scheduling Yes 
Calendar Management Yes 
Class Scheduling Yes 
Employee Scheduling Yes 
Facility Scheduling Yes 
Group Scheduling Yes 
Interview Scheduling No 
Meeting Room Booking Yes 
Multi-Location No 
Online Scheduling Yes 
Payment Processing Yes 
Real-time Scheduling Yes 
Reservations Yes 
Resource Scheduling Yes 
Room Booking Management Yes 

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