CRM Plus

Key features

1. All-in-one CRM solution with 6 Core Functions

This is a comprehensive solution that integrates sales, support, analysis, invoicing, projects, and marketing into a single platform, streamlining business processes and offering a holistic view of customer interactions.

2. Multilingualism & Language Editor

The system is available in German, English, French, Italian, and Spanish, and includes a language editor, making it highly adaptable for international businesses and diverse teams.

3. Flexible Cloud Application & Customizable Workspaces

As a cloud-based solution, it offers flexibility and accessibility. Users can also customize their workspaces, allowing them to focus on relevant functions and tailor the interface to their specific roles and needs.

4. Optimized DATEV Interfaces for Accounting

This feature significantly benefits accounting by allowing automatic reconciliation of outgoing and incoming invoices and booking entries with DATEV, streamlining financial processes and improving collaboration with tax advisors.

5. Integrated Project Management with Gantt Charts

CRM+ includes robust project management capabilities, enabling users to create projects, plan budgets and timelines, delegate tasks, track performance, set milestones, and visualize progress through Gantt diagrams.

6. Automated Marketing Workflows & Mass Communication

The marketing module allows for the creation of workflows to send personalized emails automatically or trigger staff appointments. It also supports mass mailings and serial letters, enhancing targeted communication and lead nurturing.