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shm CRM

by shm software · Since 1997
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ActiveAvailable globallyCloud
Quick facts
Vendorshm software
Year launched1997
StatusActive
LocationGaißacher Str. 3 83646 Bad Tölz
Countries servedGlobal
Languages1
Integrations1+
Free tier
Free trial
Contact sales

About shm CRM

Shm CRM is a customer relationship management software from shm software that supports businesses in managing customer interactions and data. It includes contact management, sales tracking, and reporting features so companies can improve their customer engagement and track sales performance. Users can store customer information, monitor sales pipelines, and generate analytical reports to inform decision-making. Additionally, shm CRM integrates with other tools and platforms to provide a more comprehensive view of customer interactions. Key capabilities: contact management sales tracking reporting integration user-friendly interface Best for: small to medium-sized businesses that need to manage customer relationships efficiently.

Shm CRM by shm software is a comprehensive customer relationship management solution designed to help businesses streamline client interactions, improve sales tracking, and enhance overall customer engagement. Tailored for small to medium-sized businesses, Shm CRM focuses on simplifying the customer management lifecycle—from lead generation and pipeline tracking to post-sale follow-up and customer retention. The software is equipped with standard CRM modules such as contact management, sales funnel monitoring, task automation, and reporting tools. It also boasts modern enhancements like AI-driven insights and customizable workflows, positioning itself as a versatile yet affordable solution in the CRM market. The user interface of Shm CRM is clean, well-structured, and intuitive, allowing even non-technical users to navigate and operate it with minimal training. Its dashboard is designed with usability in mind, offering a visually appealing layout featuring graphs, cards, and notification alerts. A collapsible left-hand sidebar allows quick access to core modules such as Leads, Deals, Contacts, Reports, and Activities.

Pros & Cons

What users like
  • +Centralized customer and project management.
  • +Ensures legal compliance with GoBD archiving.
  • +Streamlines communication with integrated email.
  • +Improves organization and transparency through project-based work.
  • +Supports modern, cost-saving electronic invoicing standards.
What users flag
  • Limited customization options for specific industry needs
  • Steep learning curve for new users
  • Lack of integration with other popular software platforms
  • Slow customer support response times

Features

Key features

Centralized Customer Management (CRM)
Provides quick and central access to information about customers, projects, and potential clients, streamlining customer interactions.
Contact History
Automatically records all forms of communication (emails, calls, notes), offering a complete overview of interactions with customers and suppliers.
Integrated Email Client
Allows users to manage emails directly within the software, linking correspondence to relevant customers, projects, and suppliers.
GoBD-Compliant Archiving
Ensures legally compliant storage of invoices (outgoing and incoming) with features like immutability, encryption, and timestamps.
Project-Based Organization
Consolidates all related documents and communications (offers, orders, invoices, appointments, etc.) within projects for better transparency.
ZUGFeRD/XRechnung Support
Enables the creation and import of electronic invoices in these standard formats, facilitating a move towards a paperless workflow and reducing costs.

Additional features

CRM (Customer Relationship Management)
Centralized management of customer, project, and prospect data.
Contact History
Chronological archiving of all customer and supplier interactions (emails, calls, notes, information).
Integrated Email Client
Sending, receiving, and archiving emails directly within the software, linked to relevant records.
GoBD Archive
Legally compliant, unchangeable, encrypted, and time-stamped archiving of invoices.
XRechnung and ZUGFeRD
Generation and import of electronic invoices in these formats.
Project Organization
Management of business processes through projects, linking all related documents and communications.
Document Container
Centralized storage for address-related or project-related documents.
Order Management within Projects
Central element of projects with assignable employees and processing status, with overview lists for open and partially completed orders.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Basic

EUR 100

Countries & Languages

Global
Countries served
1
Interface languages
1
Billing currencies

Interface languages

German

Billing currencies

🇪🇺EUR

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