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!

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

Open data sheet

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.TourPlanning 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 tour 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 vcf file in Microsoft Outlook, e-mail signature or imprint: the lead acquisition is quickly done with SMARTCRM.Basis.

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

  • 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

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!