SMARTCRM in the field service


Always connected in the field

Preparing the customer visit without having to ask the back office for information? Discussing all quotation items on site with the customer on the notebook and saving his modification requests at the same time? Ironically enough, there is no Internet connection? Immediately writing the visit report and sending the colleague a follow-up task? Actually you still have time to visit another prospective customer? But which one is located close to here?

Quick access to the corresponding specifications during the maintenance operation? Need spare parts? Rapidly arrange the service order?

Why does the tour planning always have to be so complicated? Could it not be easier?

With our CRM solution, you find all answers and information in no time – and forget about the word “laborious”.

SMARTCRM offers for all requirements in the field the adequate solution.

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

Open data sheet

Our mobile solutions – you have the choice!

You would like to have your CRM information always with you? With SMARTCRM, no problem! No matter which terminal you prefer – whether tablet PC or smartphone, whether Android, iOS or Windows. We have the right solution. And when you happen to be in a location with no Internet connection, then you must not renounce your CRM!

  • SMARTCRM.Offline– Offline access to the complete CRM database using notebooks or Windows Tablets
  • SMARTCRM.App – App on iOS and Android devices for online access to all important CRM information
  • SMARTCRM.Web – Calling the CRM data relevant for you via your web browser
  • SMARTCRM.Exchange.Sync – Your appointments, tasks and contacts from SMARTCRM always with you also on the go

Tour planning or area search? Visit planning made easy!

How do you plan your sales tours or your routine maintenance appointments? Based on the calendar weeks? Or do you have fixed standard routes? No matter how you plan it, SMARTCRM can help. The module SMARTCRM.TourPlanning can be individually adapted to your requirements. For example, you can assign your customers to special tours and automatically create appointments in the schedule and document the results of your visits after the tour in no time.

umkreissucheLikewise extensive selection options are included in SMARTCRM.Basis. Thus, SMARTCRM shows you at a glance which customer have declining sales figures and that you should go there to visit once again. Since SMARTCRM performs a geocoding of the addresses, you immediately see which customers or prospective customers in the proximity you could also stop by using the function of the area search.

Moreover, you can use automatic reminders for visit planning and have SMARTCRM reminding you of the next due visit to a customer within a defined time interval.


No matter how you determine the customers and prospective customers you want to visit: With SMARTCRM.GeoMap,  you can visualize all addresses in Bing Maps with one click, plan the optimal routes there, check the travel time as well as the itinerary details and then transfer them back to SMARTCRM.

Figures, figures, figures

Sales analyses are indispensable for your sales work. As a sales representative, however, you have to forgo daily updates? Not with SMARTCRM! Thanks to an interface to your ERP solution, SMARTCRM.ERP imports the sales figures and evaluates them in SMARTCRM.Sales  on different levels. Thus, our CRM software displays the current turnover of a customer or the products he has already purchased.

You are on the roads and need some current analyses? Then, thanks to our mobile solutions, you can access all important figures – for instance, using your notebook.

The various evaluations as well as the complete activity history of the customer guarantee you a comfortable visit preparation and let you recognize possible cross or up-selling potentials.
And all this without having to ask the back office colleagues for information!

Service staff on the road


Are you a service technician and are servicing or repairing a machine at a customer’s? Then, pressSMARTCRM.Machines on your mobile device provides you all information concerning the machine or the device – from the specifications to the complete service history. Does your visit results in a service order? Capture it in no time directly at the customer’s premises and then conveniently document your service report directly in the CRM system.

Lead management at trade fairs‘

id_cardYou are traveling at fairs or information events and would like to import the collected contact data easily and quickly into the CRM system. Then, you can either transfer vcf data from your address book or photograph the business cards using the camera feature. In either case, the address or contact information is automatically stored in the corresponding field.

In case the prospective customer would like to receive information material, then it can also be done in the CRM system. You can also immediately send a similar task to your back office colleagues directly through SMARTCRM. 
Impress your potential customers with speed and service!

Writing and tracking quotations on the go

list_style_bulletsYou are at a customer’s and want to write a quotation during the conversation – or to discuss an already prepared quotation? With SMARTCRM, this is always possible on your notebook, since our CRM system offers already in the standard:


  • the integration of Microsoft Office
  • document templates for a uniform corporate design
  • storable product information such as text modules, pictures and prices

All offers are archived in the respective customer file. Thus, they can be tracked at any time without gaps. And SMARTCRM reliably reminds you to follow up the quotations with resubmissions.

All modules for your field 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


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.



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.


Guided SMARTCRM tour

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