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CASO Document Management Selects Soffront for Ease of Customization

Cloud CRM Featured Article Archive

September 24, 2012

CASO Document Management Selects Soffront for Ease of Customization

By Rachel Ramsey, TMCnet Web Editor

Business success is driven by relationships with customers and partners. The best customer relationship management (CRM) software solutions are more than just a customer’s name and telephone number; it will track a customer’s personality, preferences, how they like to be talked to, how they view value and so much more. Soffront Software offers an integrated CRM suite spanning sales, marketing, service and operations, and was one of the first cloud-based CRM providers beginning seven years ago.


CASO Document Management, a provider of practical, cost-effective imaging services and content management systems, recently selected Soffront’s integrated CRM solution for its administrative and operations teams for its ability to customize to CASO’s specific needs.

In today’s challenging economic climate, businesses must use every available advantage to stay competitive. An Enterprise Content Management (ECM) System, or document management system, is one such advantage. CASO’s customized solutions help businesses achieve lower operating costs, improve data access, enhance productivity and streamline workflow. All solutions address the critical aspects of business continuity and disaster recovery.

Before selecting Soffront, CASO had data disbursed over several platforms, which meant spending a significant amount of time manipulating and analyzing important data. This time consuming, disorganized process affected profitability.




CASO evaluated two other CRM solutions before selecting Soffront. Kelsey Murray, accounts payable manager/admin said in a statement, "We took several months of testing different software to meet our specific needs and Soffront was able to customize and meet our needs over any of the others."

Unlike other CRM systems, Soffront has flat pricing with no expensive add-ons, is simple to use with intuitive navigation and features easy drag-and-drop customization that requires no programming.

Murray added, "Soffront CRM will help us in keeping our costs down and our profits up. It will ensure that the most accurate information is available across all departments. And important data is housed in one, scalable place."

Soffront provides CRM solutions for companies across any and every industry – from aerospace and construction to consulting and government. To learn more about its solutions or to see a free demo, click here.

Want to learn more about cloud communications? Then be sure to attend Cloud Communications Expo, collocated with ITEXPO West 2012 taking place Oct 2-5, in Austin, TX. Stay in touch with everything happening at Cloud Communications Expo. Follow us on Twitter.




Edited by Allison Boccamazzo
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