Customer Relationship Management (CRM)
Document Management System (DMS)
Our CRM system guarantees the best service for your members and guests. All relevant personal information can be viewed directly during the conversation, for example scanned documents, emails, notes, letters, dates or bills.
CRM also provides the best possible support to represent your target groups and to organize campaigns, facilitating efficient targeted marketing and sales. With the integrated team function ("groupware"), you can make sure that your agenda and tasks (the daily ToDos) are no longer lost, but understandable by everyone in the team and referenced back to the customers.
"The CRM system is our central organizing tool, with which we ensure all daily operations and our high standards. Whether member and customer care, tournaments or events – the PC CADDIE CRM-system allows us to manage all of these, and to provide top quality services!"
Karsten Voss, Gut Apeldör
- CRM\DMS data display directly during the customer call. Unlimited data mappings, organized into summary categories (all entries, contacts, emails, documents, etc.)
- Free category selection for sorting and evaluation (e-mails, ToDos, appointments, notes, projects, events, tasks, etc.)
- Groupware functions: task allocation, scheduling, group functions, resubmissions, representation settings, prioritization, visibility settings.
- Comprehensive evaluation and list functions.
- Direct scanner integration
- E-mail plug-in for Microsoft Outlook and Thunderbird: by clicking on the e-mail symbol directly from CRM
- Complex customer management
* All prices are net prices and subject to value added tax at the statutory rate. The basic module is a prerequisite for installing an additional module or an extension; only this way we can guarantee the overall functionality of the software. We will gladly make you an offer.
Please consult our general terms and conditions, which you can view and download here: › Terms and Conditions, international or contact us for more details. PC CADDIE is a registered trademark and product of PC CADDIE AG, Switzerland. Errors and omissions excepted.