Good prospect of success

Annual planning based on territories? Key accounts? Or individual customers? And even consider seasonal curves?

Should there be plan deviations, how quickly can you react and adjust the plan figures?

SMARTCRM provides you the long-term vision without losing sight of the latest developments.


Make your planning according to key accounts, customers, customer groups or territories. In addition, align the planning to product and product groups, single products or a specific period – months, quarters and years.

If required, split your planning according to seasonal curves. Using different routines, you can, for example, adjust the number of previous plan figures as a percentage or change them depending on the actual status of the order situation and sales trend.



Thus, the data and figures from your ERP system end up in SMARTCRM.

Your ERP system is not listed here? Please contact us!


Together smart in figures

Our customers tend to use SMARTCRM.Planning together with the following modules:




SMARTCRM.Sales analyses all figures from the ERP system in details and shows you from any perspective where the potential for the cross- and up-selling is.




SMARTCRM.Projects assures you a holistic view of your sales work. So, you know exactly in each phase of your sales project where you need to start.


SMARTCRM.Planning used by customers

CRM is part of our corporate philosophy and with SMARTCRM we found the tool that supports us hereby considerably. Since the installation, we have always adjusted the software to our processes. Meanwhile, we cannot imagine working without SMARTCRM.

Bruno Senn, Member of the board of CARL GEISSER AG