SMARTCRM in Management


The sound basis for successful controlling

How do the current sales figures look like? Not yet on your radar, given that the next Excel evaluation is expected tomorrow per e-mail?

For which product do the sales development tend to be negative, which counteractions can be taken? And by which customers is there a trend change? What about the forecast? Do target and current figures coincide? Do measures have to be taken or does the plan have to be adjusted? Are all indicators of the aspired sales targets on green?

Our CRM system delivers the answers: you always keep track of all company-wide tasks, resources and activities already with the basic system. Using different modules and interfaces, you can sharpen your view for figures, projects and goals.

SMARTCRM delivers all current information and analyses that you need as a founded basis for your management.

We have summarized all the important information about SMARTCRM uses in controlling in our data sheet.

Open data sheet

ERP and CRM: a strong duo

linkWith SMARTCRM.ERP , SMARTCRM  becomes your “figures CRM”. All important data, such as the current figures, are imported from your ERP solution using an interface and are then associated centrally with the relevant customer information. We offer preconfigured standard interfaces for numerous ERP systems.


The figures are automatically evaluated on different levels in SMARTCRM – from the company level to individual customers up to a given product. For instance, SMARTCRM.Sales shows you in tables and diagrams, how a customer’s revenue is developing, who your top 10 customers are, which products in which territories are selling well or how the incoming orders and the open items are looking like. You can clearly identify unused potentials and take action immediately.

Target figures always in view

crystal_ballNo matter how you design your planning – whether it depends on the customer, the merchandise group, the product or the seasonal curves: SMARTCRM.Planning compares your projected figures with the current ones and alerts you in advance if they do not align with your plans.
So you always know where you stand at the moment or what you need to do to achieve your goals. Moreover, you always have the opportunity to counteract negative trends in a timely way.

Target indicators on green

targetSuccessful sales management comes along with achieving target agreements. Nevertheless, as good as the target agreements are, they will not work if sales managers and sales representatives do not know where they stand.

This is why SMARTCRM.Targets shows you at any time the current status of the target achievement. Regardless of the goals you have agreed on, whether they are the numbers of visits, sales revenues or sent quotations: in the CRM system the employees always keep an eye on where they stand and are informed early if they need to be proactive. This makes targeted sales work possible.

Project management with panoramic view

briefcase2Using SMARTCRM.Projects,you can fully track your projects and always keep up to date. Evaluate them using the 4 field matrix and visualize right at the start of the project whether it is promising.

Then, you keep a close eye on every phase of the project and can consider the forecast from different perspectives. If projects need to be re-evaluated over time, SMARTCRM automatically calculates the new forecast.

Extensive rights management

lockAll information must not be accessible to all employees for their daily work. This is why SMARTCRM offers extensive rights management for detailed rights of use. From addresses, to sales targets and up to sales analyses: your system administrator can define who can see or edit which information at group or employee level.

All modules for your controlling at a glance

  • SMARTCRM.ProjectsSMARTCRM.Projects


    • Creating quotations in a few clicks and keeping track of all of them for follow-ups?
    • How high are the chances of success?
    • What is the current project forecast?
    • Who plays which role in the project and which arguments could convince the decision-makers?

    With SMARTCRM.Projects, you know exactly in each phase of your sales project you need to start.

  • SMARTCRM.InxmailSMARTCRM.Inxmail


    • By using SMARTCRM and Inxmail professional you automate your mailing processes. Indeed, a central database, extensive selection options, a complete documentation and a professional e-mail marketing solution all meet here.
    • Define your target group at any time, minimize the waste coverage and easily send personalized mailings and newsletter.

    SMARTCRM and Inxmail support you with a wide range of data protection, tracking and double opt-in features for GDPR compliant e-mail marketing.



    SMARTCRM already has an integrated document management system offering you numerous possibilities.

    This allows you to trigger different processes to edit, produce or manage documents directly from the CRM workflow.

    In addition, SMARTCRM can also be connected to third party document management systems.



    • All important data in one system?
    • A centralized access for all colleagues?
    • Connecting ERP and CRM hassle-free?
    • Best with a ready-to-use interface, which can be quickly and easily set up as a standard solution?

    With SMARTCRM.ERP, all customer-related ERP information can be found directly in SMARTCRM. 

  • SMARTCRM.Exchange.SyncSMARTCRM.Exchange.Sync


    • Keeping track – not only of your own e-mails, activities and appointments but also of those of your team colleagues?
    • Gathering all information centrally in the CRM
    • And this, without having to worry about how the data end up there?

    Central instead of local: so easily SMARTCRM cares for the synchronization of your communication and contact data between the CRM solution and Outlook through Exchange Sync.



    • Accessing customer information over the browser?
    • Calling online the current statistics figures?
    • Creating appointments and tasks over the Web and sending them directly to the colleagues?

    SMARTCRM.Web is your practical CRM on the go.



      • Checking the current sales development before the annual evaluation meeting?
      • And comparing the sales trend of the top customers in your territory?
      • Which products they have not been using can you offer them?
      • Where can you see potential which are not yet used?

      SMARTCRM.Sales shows you the answers since this is the CRM with your figures.

    • SMARTCRM.PlanningSMARTCRM.Planning


      • Annual planning based on territories? Key accounts? Or individual customers?
      • And even considering the seasonal curves?
      • Should there be plan deviations, how quickly can you react and adjust the projected figures?

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



    • A colleague is sick? What has been discussed with the customer?
    • Has the quotation already been sent? Should you do a follow up?
    • When is the next agreed visit?

    SMARTCRM.Basis can tell you: what, when, with whom and with what result – centrally available in the CRM system for all employees and traceable even years after.



      • On your way back from a customer? The most important agreements immediately into the CRM?
      • And at the same time send a task to a colleague because of the offer?
      • Does he have time to clarify the details tomorrow?
      • And the whole thing using any mobile device, whether Android or iOS?

      SMARTCRM.App is your practical CRM on the go. Access important CRM data online at any time.

    • SMARTCRM.OfflineSMARTCRM.Offline


      • On the go and all CRM data accessible ?
      • Discussing the open quotations while at a customer site?
      • Writing a service report right after a maintenance appointment?
      • And all this without internet connection?

      With SMARTCRM.Offline, you always have your CRM with you – wherever you are.

  • SMARTCRM.TargetsSMARTCRM.Targets


    • Targets defined – and now?
    • How close are you to your target agreements?
    • How close is your team? And the whole company?
    • Are there any indications that you cannot achieve your goals? How can you react?

    With SMARTCRM.Targets, you keep the target in mind.



    • On the road and time for a spontaneous visit? A prospective customer with an open quotation perhaps? Who is currently nearby?
    • Back to the customers with declining purchasing volumes after three months? How do you get there? Look at the trip on a map?
    • And how do you integrate new customers into existing sales tours?

    SMARTCRM shows you the direct path to customers.

  • SMARTCRM.TourPlanningSMARTCRM.TourPlanning


    • Is the next weekly planning for the sales or service staff pending?
    • Which customers should be visited on the tour?
    • Which appointments have been already made?
    • To which tour can you combine them with?

    Schedule your tours with SMARTCRM at the blink of an eye: save time with visit suggestions, calendar entries and predefined visit reports.



    • Finding real solutions quickly when a customer calls?
    • Creating service cases and directly informing the relevant colleagues?
    • Coordinating and monitoring service appointments?
    • Early detection that several customers have already reported the same error?

    With SMARTCRM.Ticket, complaints become an opportunity to whip up enthusiasm in your customers.

  • SMARTCRM.MachinesSMARTCRM.Machines


    • Which machines has the customer in use?
    • When does the warranty expire and how long is the service contract?
    • When is the next maintenance work?
    • And at the customers’ premises? All urgently needed device information at hand?
    • Directly organizing a spare part delivery?
    • Creating the maintenance report immediately after the repair?

    SMARTCRM.Machines is our support for your service department.

  • SMARTCRM.CompetitionSMARTCRM.Competition


    • How is your market situation? Who are your direct competitors?
    • Which customers work with the competitor?
    • Which competitive products are in use?
    • What are the strengths of your products compared to the competition?

    With SMARTCRM.Competition, you keep an eye on your competitors and always find the right arguments for successful sales work.


SMARTCRM - your support in


SMARTCRM in sales means to recognize potentials and seize opportunities. It forms the basis for identifying market trends at an early stage, generating prospective customers and gaining competitive advantage.



With SMARTCRM, you have all necessary machine or ticket information ready, can coordinate your service appointments and can keep track of everything even on the go.