We are a small magazine publisher and currently supply approximately 8,500 companies with approximately 10,000 people. We are looking for suitable CRM software with the following requirements.
Alarm list (to-do list)
- Convenient maintenance
- Variable display with pre-filters AND sorting
- Display customer status
- “Batch processing” of the alert list
- Contact times for alert list (mornings only, Tuesdays and Thursdays only)
Selections (queries)
- Convenient (no programming knowledge required)
- Variable (and, or, not, neither, at least...)
- Saved
Quotation/order/invoice
- Convenient quotation creation with conversion to order
- Interface to WORD for quotation/order confirmation/invoice
Miscellaneous
- Any links between companies and persons
- Merging of some address and contact person characteristics
- Multiple status fields (first cancellation, then old customer)
- Note to contact person (“nice”)
- Search possible in all field contents
- Duplicate comparison how and according to what?
Statistics
- Quick and selectable overview of booked orders and open items
- Checksums Selections and alarm list for checking data migration.
Interfaces
- Email interface to Outlook
- Original emails stored in the system WITH attachments
- Convenient mass emails to selectable recipients
- Easily changeable email sender (???@domain.de)
- Telephony at the touch of a button (currently: VOIP via Unitymedia, Plactel telephone system, Gigaset)
- Interface to WORD for quotations/order confirmations/invoices
“Customizing”
- New database fields
- New functions
- Adaptation of nomenclature
- Hide/deactivate functions for specific users
- Quotation, order, and invoice templates and formulas (multiple discounts, AE%)
Data backup, import, and export
- Insurance for data loss in the cloud?
- Easy backup of data on the PC
- Where are the documents stored (AB, invoices, etc.)?
- Import and export in various formats
Documentation and support
- Documentation or manual, online help
- Support when/how/who and at what price?
Standard functions
- Cut/copy/paste
- Select/mark with right mouse button
- Copy & paste
System requirements
- Ideally browser-based, alternatively Windows 10-compatible, Office 2010 (32 or 64 bit)
- Complete transfer of all data (export to multiple CSV files) should be possible
- Multiple users possible
- Location-independent access
- User-dependent restricted access options
Initially, only one software workstation is planned. In the future, the system should be multi-client capable (franchise and/or commercial agencies).