Building services provider seeks order management with CRM functions

As a service provider for technical building and facility management, we are looking for software for order management and order processing with CRM functions. The entire workflow, from damage reports by tenants to invoicing customers (landlords), should be mapped.

Creation of a clear database with tenant master data and customer information for invoicing (landlord) so that all the necessary information is quickly available when a tenant reports damage by telephone.

The software should meet the following requirements:

• Order processing
• Management of tenant master data
• Management of customer master data (landlord)
• Recording the type of damage report
• Recording the various trades and item numbers (what needs to be repaired)
• Who handles the repair (own technicians or external companies, e.g., window manufacturers)
• The status of the order must be displayed (e.g., display of all orders from the last seven days)
• Reminder function - whether the order has been completed or is still in progress
• Data transfer to DATEV for payroll accounting and financial accounting (e.g., invoicing, dunning)
• Excel lists are used in some cases
• An on-premises solution is sought

Eight software workstations are required initially, with a prospect of approximately 20 in the future. Work is carried out in an MS Windows environment.