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CRM software sought for an energy consulting company

IT project from: energy consulting company (Germany)Project no. 16/679: finished
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Mr. Patryk Rydlewski
patryk.rydlewski@softguide.de

We are an owner-managed energy consulting company and are looking for suitable software for our sales team for address management, contact management, and quotation creation.

The CRM software should also meet the following requirements:

  • Support for sales in energy consulting
  • Sending quotations
  • Support for consulting and sales in the field
  • Appointment management
  • Recording appointments using a follow-up system
  • Ideally, it should also be possible to work from home occasionally

Approximately 4 software workstations are planned.

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Communication between SoftGuide and providers (emails, telephone) 98