Turbo for your sales

A new prospective customer – but does his request really fit and how much efforts are worth here? Which customers do belong to the top customers? And which one just happens to be? Where is more growth potential?  Which customer could need the new accessory?
Preparing quotations is long and time-consuming every time? And then, keeping track of those which are still open!
What about your sales targets? Not on your radar? And a simple tour planning is as much a foreign concept as the mobile access on customer data?

Our CRM software provides structured processes, well-informed decisions and the reinforcement of your customer retention.

SMARTCRM is your sales support!

The 360° customer view

phone_receiver2Knowing who is calling before answering? SMARTCRM displays this information directly on your screen. Using the CTI function integrated in SMARTCRM.Basis, you can switch to the activity history of the calling customer or prospective customer and you can immediately see which colleague he was in contact with and for what reason.

Moreover, all further customer-related information is accessible depending on the implemented SMARTCRM modules. Thus, you can see for instance, whether there is any open quotation or whether the service colleagues are currently processing a ticket from this customer, how the sales figures are developing and which products have already been purchased. Thanks to this 360° customer view, our CRM software enables you to provide competent support and shows you possible cross-selling and up-selling potentials – for successful sales work and high customer satisfaction.

Successful cross and up selling

auswertungenFor the sales staff, figures are an indispensable indicator of how they successfully manage their sales work. SMARTCRM is the foundation for such decisions since it provides all necessary information in extensive evaluations for sales.

SMARTCRM can indeed answer many questions such as:

  • For which customer have the revenues collapsed?
  • Who has not bought anything for a long time?
  • Which products are particularly well sold in a territory, which ones are shelf warmers?
  • Which one of the top products does the customer not yet use?
  • Can I offer matching accessories or follow-up models to a customer?

… with your ERP figures

erpSMARTCRM.ERP imports the figures from your ERP system using an interface and provides them in extensive evaluations in the module SMARTCRM.Sales.

maschinenIf your company sells equipment or machines, you can document their locations at your customers’ as well as the conducted service visits with SMARTCRM.Machines.

Which competitors‘ products are used by your customers?

With SMARTCRM.Competitionwettbewerb, you can store competitors’ products in the database and confront them to our own products. Compare the prices, weigh the pros and the contras of the make and list the arguments for a change to your own product.

Keep track of your target agreements

zieleDefine your sales targets and store your target agreements – such as the revenue, the number of visits or the first contacts – for individual employees or teams in the module SMARTCRM.Targets.

SMARTCRM indicates you your daily target achievement at any time. If the figures do not develop as hoped, then you can timely take counteractions such as phone calls or mailings.

Your detailed annual planning

planungTop-down or bottom-up – how do you plan? With  SMARTCRM.Planning, both can be implemented. No matters whether you would like your plan to be based on your merchandise groups, product groups or products, of piece numbers or revenues, SMARTCRM delivers reliable figures and keep them up-to-date.

Sales and revenue figures do not always develop as expected at the beginning of the year. This is why you have the possibility to adjust plan figures at any time. SMARTCRM confronts the current to the target values, so you are informed of deviations at an early stage.

Tour planning made easy

tourenplanungWith SMARTCRM.Basis – the foundation of each SMARTCRM installation –plan and manage your tours. Assign your customers and prospective customers to specific sales tours, automatically create appointments and visit reports and assess your tours.

geomapFor an optimal overview, you can use the tours planning together with SMARTCRM.GeoMap. Using this module, you can visualize all tours on a map from the online map service Bing Maps – or save the routes you have planned on a map as tour in SMARTCRM with just one click.

Successful lead management

scannerWhether at the office or on your notebook on the go – whether business card, e-mail signature or imprints: the lead acquisition is quickly done with SMARTCRM.Scanner.

Therefore our CRM solution stores all address and contact information and checks the data for possible duplicates. When adding a new contact person, you can send at the same time products documentations to prospective customers and follow-up tasks to colleagues.

Preparing and tracking quotations

projekteAlready included in SMARTCRM.Basis is the integration of Microsoft Office. In combination with SMARTCRM.Projects, you can create quotations directly in SMARTCRM. You can store templates in your corporate design and multilingual text modules with descriptions or pictures. You can also define special prices, discounts, etc. SMARTCRM generates your quotation with all information and prices at the press of a button and send follow-up tasks if needed.

All quotation documents are archived centrally in our CRM system – no matter whether the quotation was created in SMARTCRM or imported from the ERP system over SMARTCRM.ERP. This allows you to easily monitor and evaluate all quotation phases using the module SMARTCRM.Projects. In addition, SMARTCRM provides at any time an up-to-date overview of the forecast and gives you the tools for an optimal planning in the hand.

Writing a quotation on the go?

offlineFrom the app to the web client, from offline to online, from scheduling to route planning: get to know the various possibilities, with which SMARTCRM can support your field service.

All modules for your sales team at a glance


Thanks to its modular structure, SMARTCRM perfectly adapts to your business processes and requirements. The foundation of each SMARTCRM installation is the module SMARTCRM.Basis. Hereby, our CRM system already covers the important CRM tasks even across-department.



  • 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?
  • What field service tours are planned for next week?

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.

  • SMARTCRM.OfflineSMARTCRM.Offline


    • All CRM data handy on the go?
    • Talking through the open offers with the customer while visiting?
    • 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.



    • Customer visit over? Record the important agreements immediately in the CRM?
    • And send a task regarding the offer directly to the colleague?
    • Has he time tomorrow to clarify the details?
    • And all this using your smartphone, regardless whether Android or iOS?

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



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

    SMARTCRM.Web is your practical CRM on the go.



    • On the road and time left for a spontaneous visit? Perhaps with a prospective customer who has an open quotation? Who is nearby?
    • After three months, stopping by customers with declining sales? How do you optimize your driving route? See the route on a map?
    • And how to integrate the new customers in the existing sales tours?

    SMARTCRM.GeoMap shows you the direct path to customers.

  • SMARTCRM.PlanningSMARTCRM.Planning


    • Annual planning depending on territories? Key accounts? Or individual customers?
    • And also considering the seasonal curves?
    • Should there be any 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.

  • SMARTCRM.ScannerSMARTCRM.Scanner


    • Push business cards straight into the CRM?
    • With minimal effort?
    • During the fair?
    • And without internet connection?

    With SMARTCRM.Scanner, you save yourself from the cumbersome typing.

  • SMARTCRM.Exchange.SyncSMARTCRM.Exchange.Sync


    • Keeping track – not only of your own appointments but also of the ones of your team colleagues?
    • And what did the colleague representing you agree with the customer?
    • Is there anything written on this topic? An e-mail perhaps – and not only in the Outlook of the colleague but also centrally in the CRM?
    • And everything, without having to worry about how the data end up in Outlook and in the CRM – because everything runs automatically?

    With SMARTCRM.Exchange.Sync you are still in control of your appointments while on the go.

  • 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.

  • 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.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?
    • After the repair, immediately creating the maintenance report?

    SMARTCRM.Machines is our support for your service department.



    • Quickly finding real solutions for 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.



    • Always the corresponding solution for a customer problem?
    • Whipping up enthusiasm in your customers with quick help?
    • Sharing your solutions with colleagues?

    This works! With SMARTCRM.FAQ, your company-wide knowledge database.



    • Checking the current sales development before the annual evaluation meeting?
    • And comparing the sales trend of the top customer in your territory?
    • What products, that he has not been using yet, can you offer him?
    • Where can you see potential which are not yet used?

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



    • Here, CRM with customer information, there, ERP with figures and products – is there an easier way?
    • Everything important in one system? A centralized access for all colleagues?
    • Connecting ERP and CRM hassle-free? Best with a “finished” 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. 98% of our customers use the interface between SMARTCRM and their ERP solution. Do the same and rely on our interface competence.


SMARTCRM- your support in

Field service

SMARTCRM offers the adequate solution for all requirements in sales and service in the field.



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


The right CRM software also for your sales?

Make your own opinion! Get to learn SMARTCRM live in a free online demo and ask all of your questions!

Ask for an online demo now!