shortinfo
CRM software with Product Catalog and Iffer Configurator
MICROSOFT DYNAMICS 365 - the next generation of CRM and ERP applications
PisaSales CRM
A CRM that builds your customer relationships brick by brick
Price
- on request
- on request
- from 70,21 EUR (59 EUR plus 19% VAT) monthly - Cloud Solution (SaaS)
- from 773,50 EUR (650 EUR plus 19% VAT) once - Purchase Solution (On Premise)
Multi-user (network-compatible)
yes
yes
yes
no
Multi-client compatible
yes
yes
yes
yes
Compatible with
Interfaces
Adobe InDesign
AutoCAD
CATIA
Datev Mittelstand
DHL Cillox
ePlan
Facebook
Inventor
LinkedIn
Magento
ME10
Microsoft Azure IoT Suite
Microsoft D365 for Operations
Microsoft Dynamics BC (NAV)
Outlook / Exchange
P&I Loga
Pro/Engineer
PROCAD
Solid Edge
SolidWorks
Twitter
WSCAD
Xing
XML / EDI Schnittstellen zu Lieferanten und Verbänden
Yammer
ABAS
Cleverreach
Google Workspace
Infor
Inxmail
Microsoft Dynamics
Microsoft Teams
Outlook / Exchange
Proalpha
PSIpenta
SAP
Slack
Other requirements for soft- and hardware
Dialogue language(s)
English, German, Dutch
English, German
English, German, French
English, German, French
Documentation
Manual
Online Help
Demo version
Technical documentation
Manual
Online Help
Demo version
Technical documentation
Manual
Online Help
Demo version
Technical documentation
Manual
Online Help
Demo version
Technical documentation
Training
for a fee
for a fee
Hotline
for a fee
for a fee
Installation support
included in price
for a fee
Maintenance
included in price
for a fee
Customizing
possible for a fee
possible for a fee
possible for a fee
number of installations
First installation (year)
1999
Functions
22/328
242/328
158/328
52/328
8D report
Absence management
Access management
Accounting
Acquisition management
Additional database fields
Address Books
Address and contact lists
Address coding
Address database
Address management
Address merging
Address synchronization and matching
Analysis
Analysis functions
Annual reports
Approval workflow
Archive access rights
Archiving
Archiving, paper documents, scanning
Area marketing
Article management
Article, customer and invoice numbers
Asset accounting
Asset management
Asset management
Bill of material functions
Bill of material processing
Budgeting
Business Intelligence (BI)
CRM
CRM customer data reconciliation
CRM integration
CRM interfaces
Calculation
Calendar and appointment management
Calendar functions
Call center functions
Call guide
Call history
Call limits
Caller ID logging
Campaign management
Capacity planning
Categorization
Central address management
Client management
Cloud
Cockpit functions
Collaboration
Communication tools
Competitive products
Complaint Management
Complaints
Compliance management
Computer Telephony Integration (CTI)
Contact management
Contact persons
Contact persons
Contact planner
Contract management
Controlling functions
Cost accounting
Cost analysis and budget control
Cost estimates
Cost management
Cost recording
Cover letter, advertising
Custom branding
Customer account overview
Customer accounts
Customer and item data
Customer cards
Customer communication
Customer data
Customer data import
Customer display
Customer evaluations
Customer experience management
Customer frontend and backend
Customer groups
Customer history
Customer ideas
Customer information system
Customer management
Customer portal
Customer prices, sales discounts
Customizing
DMS
Dashboards
Data analysis
Data protection management
Data warehouse
Deadline management
Deliveries
Delivery addresses
Delivery addresses
Diagrams
Digital personnel file
Discount system
Discounts
Document archiving
Document workflow
Documentation
Documentation systems
Drill-down analysis
Dunning
Duplicate functions
Dynamic disposition
E-Mail dispatch
E-mail archiving
E-mail attachments
E-mail invoice dispatch
ERP interfaces
Electronic files
Employee capacities
Error description
Escalation management
Escalation mechanisms
Event Management
Event Management
Excel export
Excel import
Excel interface
Extensible functions
Fault management
Feedback processes
Field service management
File archiving
Financial accounting
Financial ratios
Financial status
Forecasting
Full text search
Gantt charts
General ledger
Geographical display
HelpDesk
History
Import of process data
Incoming payments
Indexing
Inspection management
Inventory
Inventory check
Inventory lists
Inventory management
Inventory update
Invoice verification
Invoices
Invoicing
Invoicing
KPI
Key figures and key figure systems
Knowledge databases
Knowledge management
Label printing
Large address quantities
Lead management
Liquidity planning
Listing of customer purchases
MS Excel interface
Machine management
Mail integration
Mail merge functions
Mailing functions
Maintenance
Manual route change
Map displays
Marketing tools
Master data management
Material planning
Material requirements
Material requirements determination
Materials management
Merchandise group hit list
Messages
Migration of addresses
Milestones
Mobile working time recording
Monitoring functions
Multi-project controlling
Multi-user capability
Multilingualism
Multiple campaigns
Newsletter
Object management
Onboarding
Open item management
Operating cost accounting
Operating orders
Order data
Order distribution and tracking
Order grouping
Order management
Order management
Order processing
Order processing
Order production list
Order status
Order status tracking
Order tracking
Outlook integration
Parts lists and where-used lists
Parts management
Payment entry
Payment transactions
Payroll accounting
Performance Management
Personnel controlling
Personnel cost planning
Personnel development
Personnel management
Personnel resource planning (PRP)
Phone logs
Photo documentation
Price groups
Price lists
Price-quantity scales
Problem management
Process documentation
Process management
Product data management
Production control
Production postings
Production types
Progress Tracking
Project ID
Project Management
Project acquisition
Project budgeting
Project controlling
Project cost centers
Project costing
Project data acquisition
Project evaluations
Project forecasts
Project invoicing
Project planning
Project statistics
Project templates
Project time recording
Project timing
Project workflow
Project-related vacation planning
Publications, News
Quality assurance
Quality management
Quotation generation
Recruitment
Recurring entries, company codes
Reminder and escalation functions
Reminder functions
Remote access
Repair, cost estimate
Report management
Reporting
Resource Management
Resource management
Resubmissions
Review management
Risk management
Route display
Salary statements
Sales call planning
Sales comparisons
Sales controlling
Sales employee management
Sales functions
Sales hit lists
Sales lists
Sales opportunity management
Sales planning
Sales planning
Sales statistics
Sales statistics
Scheduling
Search
Search strategies
Seller hit list
Service calls
Service field operations
Service orders
Service report
Service requests
Shipping processing
Software integration
Special prices
Statistics
Status Reporting
Stock lists
Structure plan
Supplier management
Target group marketing
Target groups
Task management
Task tracking
Template management
Ticket Distribution
Ticket creation
Ticket processing
Ticket system
Time and work plans
Time planning
Time recording
To-do lists
Travel expense report
Upselling
User management
Vacation management
Version management
Views
Wages and salaries
Warehouse management
Workflow management
Working time recording
call displays
comparative statistics
data aquisition
mailing addresses
multidimensional sales planning
order creation
payroll accounting
personnel master data
personnel requirements
project groups
quotation management
sales plan management