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
- +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.
- −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
Monthly plans
Basic
EUR 100
Countries & Languages
Interface languages
Billing currencies
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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 Details
shm CRM's In-App Market Place
Does shm CRM have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Monthly plans
Basic
EUR 100
Accepted Payment Currencies
EUR (€)
Pros & Cons
- 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.
- 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
shm CRM's Support Options
Email Address
info@shm-software.deContact
+49 (0) 8041-782450shm CRM's Alternatives
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