SMARTCRM in Service


Standing out for competence and speed

Does a colleague know the solution to the customer’s problem? Has not the issue already been reported several times? Which products are actually in use at the customer’s? Is its maintenance contract still valid?

Having a quick look at important specifications on site at the customer’s – not possible? Creating 8D reports – too much time-consuming? And writing the spare parts order – but only when back at the office?

Not with SMARTCRM! Using our CRM, you have all necessary machine or ticket information ready, can coordinate your service appointments and can keep track of everything even on the go.

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

Open data sheet

Competent customer care on the phone

Customers calling the service department expect competent help…

SMARTCRM starts right at the ringing of the phone, since the CRM system uses the CTI function to display customer data even before the call has been answered. You can call the complete history with just one click. You are kept informed about the activities that have taken place with the customer.

… and that as soon as possible!

Using SMARTCRM.FAQ, a knowledge database in which, for instance, frequently asked questions as well as suitable solutions are documented is available. The customer can then often be helped during the call.

Fully informed about maintenance and repairs

aufgabenSMARTCRM enables an optimal coordination of the service operations in the field. If the back office colleague has arranged an appointment with the customer on site, he can directly send a task to the person in charge as well as create an appointment for him over the CRM system.

Before the customer visit, SMARTCRM informs about previous maintenance operations and reminds of the upcoming routine works.

All machine data at your fingertips

maschinenSMARTCRM.Machines enables the management of all machines or similar, that are in use at the customers‘, as well as the corresponding specifications such as technical drawings, etc.

Tour planning made easy


With SMARTCRM.TourPlanning and SMARTCRM.GeoMap , you can plan your service tours, benefit from the area search, visualize the routes on a map, automatically create appointments and document the service operations in the CRM system in no time.

Mobile CRM: fully informed even on the roads

laptopWhile at a customer’s site, SMARTCRM.Offline provides access to all CRM information on notebooks or tablets even in the event of poor Internet connection.

The SMARTCRM.App for Android and iOS guarantees online access to all important service information on your smartphone or tablet.

Following the service appointment, visit reports and 8D reports can be directly recorded in SMARTCRM. Moreover, the immediate creation of service orders from the existing activity is possible. The corresponding masks are adapted to your individual company requirements and the effort for data maintenance is then kept as low as possible.




Optimal complaint management

ticketsSMARTCRM.Ticket enables the management and evaluation of all complaints. Using company-specific checklists, the necessary information is queried and immediately available to the responsible employees.

In different evaluations, weaknesses such as recurring machine or product defects can be promptly identified and permanently remedied. If a customer signals a machine error several times, the vulnerable part can also be preventively exchanged at other customers.

All modules for your service 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.


The right CRM software also for your service?

Get a better sense to who we are, ask us your questions and experience SMARTCRM live in a free online demo!

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