About Worldsoft Business Suite
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Worldsoft Business Suite by Worldsoft is a comprehensive customer relationship management (CRM) platform designed to streamline business operations through integrated modules for sales, marketing, communication, and service management. Tailored mainly for small to medium-sized enterprises (SMEs), this software aims to simplify the entire customer lifecycle—from lead generation to after-sales service. Core features include contact and lead management, email marketing automation, task management, invoice creation, and customer support ticketing, all housed within one central platform. The software also includes a powerful content management system (CMS), making it an all-in-one digital business toolkit. The user interface of the Worldsoft Business Suite is functional but could be considered slightly dated compared to more modern CRMs. While not flashy, its straightforward layout prioritizes practicality over aesthetics. Users are presented with a dashboard that displays relevant KPIs and navigational menus to access various modules. The learning curve might be steeper for non-technical users, especially those unfamiliar with CRM systems, but the interface becomes intuitive with use.
Pros & Cons
- +All customer info in one place.
- +Saves time with automated processes.
- +Personalized outreach via multiple channels.
- +Online access for customers.
- +Expands beyond CRM with integrated modules.
- −Integrating various features might be complex.
- −Cloud-based, so requires internet access.
- −Cloud storage may raise security questions.
- −Pre-built features might not perfectly fit all needs.
- −Mastering all features may take time and effort.
Features
Key features
- Central Contact Data Management
- All customer information, documents, communications, and notes are stored in a single, accessible location.
- Automation of Website Interactions
- Automatically captures and processes inquiries, reservations, and orders from your website, integrating them directly into your management system.
- Personalized Communication
- Enables targeted communication with customers through personalized newsletters via email or SMS, significantly increasing sales.
- Online Customer Administration
- Offers customers online access to their profile management, invoice overview, and messaging functions, enhancing customer experience.
- Seamless Integration and Expansion
- The CRM can be expanded into a comprehensive business suite (EMS, Factura, Affiliate) and integrates with various online tools and payment providers via API.
- Cloud-Based Accessibility
- Being a SaaS solution, it offers worldwide access to the latest version without requiring software purchases, setup, hosting, server, or update costs.
Additional features
- Duplicate comparison
- Identifies and helps merge duplicate contact entries.
- Group management (tags)
- Allows for the segmentation and organization of contacts.
- Calendar
- Provides scheduling and organization features.
- Import/export of address data
- Enables easy transfer of contact information.
- User management with rights
- Controls employee access to different features and data.
- Reservations
- Manages bookings and appointments.
- API interface
- Allows integration with other software and systems.
- Online management (cloud computing)
- Provides access from anywhere with an internet connection.
- E-marketing system (EMS)
- Offers tools for follow-ups, online surveys, and calendars.
- Invoicing with article management (Factura)
- Manages billing and product information.
- Shop and affiliate program with automatic commission settlement (Affiliate)
- Enables online sales and affiliate management.
- Webhooks for data synchronization
- Facilitates real-time data exchange with other applications.
- Form plugins for WordPress and Worldsoft CMS
- Integrates CRM forms into websites built on these platforms.
- Interfaces for Google Calendar, Webinaris, and eight different payment providers
- Connects with popular online tools and payment gateways.
- Help texts integrated into the software
- Provides in-app guidance.
- News and patch notes
- Keeps users informed about updates and changes.
- Video tutorials
- Offers visual explanations of software features.
- Detailed documentation on the WBS help page
- Provides comprehensive information and guides.
- Search function and index
- Makes it easy to find information within the documentation.
- Automating your website
- Integrates website data with the CRM.
- Individual codes (virtual tag tags)
- Identifies contacts for accurate communication.
- Automated response to online inquiries
- Saves time by automatically addressing website inquiries.
- Online customer administration with profile management, invoice overview, and messaging functions
- Empowers customers with self-service options.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About Worldsoft Business Suite
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Worldsoft Business Suite Details
Worldsoft Business Suite's In-App Market Place
Does Worldsoft Business Suite have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), JPY (¥), AUD (A$), CAD (C$), CNY (¥), INR (₹), RUB (₽)
Pros & Cons
- All customer info in one place.
- Saves time with automated processes.
- Personalized outreach via multiple channels.
- Online access for customers.
- Expands beyond CRM with integrated modules.
- Integrating various features might be complex.
- Cloud-based, so requires internet access.
- Cloud storage may raise security questions.
- Pre-built features might not perfectly fit all needs.
- Mastering all features may take time and effort.
Worldsoft Business Suite's Support Options
Email Address
support@worldsoft.chContact
+41445334545Worldsoft Business Suite's Alternatives
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