SMARTCRM in Marketing


The tool for successful campaigns

Launching a new product on the market, preparing the next trade fair, the annual customer day or a seminar?
How to spread the news? By mail, e-mail or in person? Who are you writing to? How can you avoid the waste coverage? And how can you measure the success?
The mailing draft is already approved? Is everything fine with the trade fair registration? When does the deadline expire?

SMARTCRM in marketing: so that your information appeals to the customer – for a successful campaign management and a strong customer engagement.

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

Open data sheet

Selection of target groups

selektionenIn the framework of a marketing campaign, it is important to appeal to the right target group and so to maintain the waste coverage as low as possible. Instead of writing to all companies, the potentially interested contacts should be addressed. For instance, when introducing new accessories, it is helpful to know which customers have already purchased the associated product. Since no one will be interested in an accessory for a machine they do not have. Targeted marketing actions promote customer loyalty and thus strengthen your customer relationships in the long term.

The targeting possibilities in SMARTCRM are practically unlimited with the freely definable features to categorize and classify your addresses and contacts.

With their help, you can precisely define and select the appropriate target group for a marketing action. This ensures that you only write to those people who really fit in with your campaign.

sending mailings


Moreover, you can easily create mailings using SMARTCRM. You can compose and send serial e-mails to your existing customers directly from the CRM system, for instance, or awaken prospective customers’ interest with a mailing – and this with the greatest possible comfort, as all recipient data are automatically inserted. Document at the same time your mailing in each customer file and send the task to a colleague in charge for example to follow up the action.

Using our standard interface, you can combine SMARTCRM and the e-mail marketing tool Inxmail Professional trouble-free.

Campaign management

Likewise in SMARTCRM.Basis, an extensive campaign management functionality is available. No matter whether you plan an event or the launch of a new product – you always keep an eye on your campaign.

Manage your campaigns with any number of campaign steps, only valid for a defined period of time if needed. Store documents and partners, such as agencies, suppliers and hotels with which you collaborate

Document target and actual costs per campaign step. SMARTCRM automatically calculates the difference and the total budget for the campaign.

Send your mailings by e-mail or by mail, simply link the campaign step with the used selection of your target group. By maintaining the feedback of your mailings using the features, SMARTCRM automatically displays the corresponding figures and guarantees a current performance measurement. Thus, you have an exact overview of how many of your customers have accepted or rejected the invitation.

 If you map your approval processes in the CRM system, SMARTCRM shows all involved parties at the start which campaign steps are still to be released.

Our CRM software guarantees you a complete overview on the development and the current state of your campaigns.

The suitable modules for your marketing 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.



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


The right CRM software also for your marketing?

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