Software > IT projects > Building services company seeks industry software with CRM system

Building services company seeks industry software with CRM system

IT project from: building cleaner (Germany)Project no. 16/697: finished

We are a medium-sized service provider in the building services sector (building cleaning) and are looking for modern industry software with a CRM system.

The software should meet the following requirements:

  • Acquisition/sales
  • Invoicing (order processing/creation of quotes, invoicing)
  • Advance sales tax return
  • Sales representatives should be able to enter customer data, make notes, set appointment reminders, and perhaps also view statistics, overviews, and evaluations. Otherwise, sales representatives should not have access to any other software modules. The boss 1 and boss 2 as well as the secretary should have access to all modules.
  • Ideally, the software should be multi-client capable.
  • Accounting (may or may not be necessary)
  • Interface to DATEV
  • In general, a modern app solution for mobile devices would be an additional advantage
  • Cloud-based (Mac and Windows compatible)
  • Optional good support

Approximately 2-4 software workstations are planned.

Based on the specific requirements, the following solutions can be considered:

audius:CRM – the cross-functional standard software

Project statistics

Quantity
Researched solutions 27
Selected potentially relevant solutions (of which published) 11 (2)
Sent e-mails (questions, queries) and telephone calls 65
E-mails received from vendors 25
Direct responses to the IT project 3
Responses classified as relevant 88

Contact the searcher:

The IT project has already been closed.

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