Software > IT projects > Management consultancy seeks customer relationship management (CRM)

Management consultancy seeks customer relationship management (CRM)

IT project from: management consultancy (Germany)Project no. 21/2743: finished
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Mr. Dipl.-Ing. Olaf Kram
olaf.kram@softguide.de

We are a management consultancy based in southern Germany and are looking for a customer relationship management (CRM) system for our own use.

The software should meet the following requirements:

  • Contact management
  • Customer management
  • Customer history
  • Sales process mapping (e.g., assignment of sales representatives)
  • Calendar function
  • Notes
  • Email history mapping
  • 3CX and MS Exchange connection so that contacts, emails, and calendar entries are synchronized
  • Use and access from an iPhone
  • Suitable for home office
  • Web-based

Six software workstations are planned. Various operating systems are used.

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

celanio CRM Lead Management
Customer Relationship Management
Projektron BCS - Web-based project management software
Project Management
humbee - the cloud workplace
Document Management Systems

Project statistics

Quantity
Researched solutions 27
Selected potentially relevant solutions (of which published) 12 (3)
Sent e-mails (questions, queries) and telephone calls 63
E-mails received from vendors 12
Direct responses to the IT project 3
Responses classified as relevant 3