Pipeflow
Visualise your whole workflow to maximise your productivity. From meetings and projects to events and goal setting, VobeSoft's features give any team the ability to quickly set up and customize workflows for just about anything.
Work smarter by processing data clearly. Create pipeflows based on the properties you want. With the pipeflow module, you no longer have difficult Excel files or loose post-its on your desk.
Forms
Create your own webforms to fill out any VobeSoft dossier and implement them wherever you want.
Bring tickets, service requests or leads together from different channels. All information is directly visible in your environment. We'll make sure that everything automatically goes to the right person or workflow.
Customer portal
Offer your customers and partners the possibility to view and edit their own data in the digital VobeSoft client environment.
Create a portal for your business and give one unified place for messages, files, payments, dashboards, and more.
Fully integrated within your environment to keep all data in the same place to create overview for your employees.
Helpdesk
Is there contact with customers, leads, suppliers or any other kind of relations by e-mail? Then the VobeSoft helpdesk module is going to realize enormous efficiency within an organization!
The helpdesk module automatically recognises the relation on the basis of the e-mail address. The e-mail conversation is then immediately stored under the correct relation. Vobesoft users/agents can then respond directly from, for example, the correct (customer) file.
Document generator
Create Word or PDF documents with dynamic information loaded from your VobeSoft environment. You create the template with your static information and tell us where to import dynamic information.
The more data you capture in VobeSoft, the bigger the impact of having a document generation tool will be. No longer have your users manually locate the data and insert it into a document.