Customer Relationship Management (CRM)
Document Management System (DMS)
All relevant contact information is available to you in one central location at all times — directly within the conversation and without any disruption. Whether it’s scanned documents, emails, meeting notes, form letters, appointments or invoices: everything is clearly organised and immediately at your fingertips.
For targeted marketing and efficient sales, the CRM supports you in the structured presentation of your target groups and the professional planning of campaigns. The integrated team and groupware function also ensures smooth processes in day-to-day club operations: appointments, tasks and to-dos are clearly assigned, documented on a customer-by-customer basis and transparently traceable for the entire team — so that nothing gets lost and your club is professionally organised at all times.
Services
- Comprehensive management system for the intelligent management of all customer relationships (Customer Relationship Management)
- Document management and filing system (Document Management System)
- Automatic integration of Office applications
- Mail merges
- Customisable user workflow for appointment and task management
- Appointment-based project and event management for sales, order fulfilment and service
Available interfaces
Arbeitsmanagement-Tool
Schnittstelle und Synchronisation von E-Mails ins PC CADDIE CRM für Outlook
Schnittstelle und Synchronisation von E-Mails ins PC CADDIE CRM für Thunderbird
Telefonanlagen-System
