Medium-sized company in the mechanical and plant engineering sector is looking for CRM software

We are a medium-sized company in the mechanical and plant engineering sector and are primarily looking for a CRM system for use in technical sales.

The software should meet the following requirements:

• Mainly support for customer acquisition and contact management
• Detailed storage of customer data (group and country sorting, weighting, status, etc.)
• Sales overview, forecast, statistics
• Quotation creation with mask function
• Internal automatic reminder functions in connection with service tasks (annual (maintenance) orders must be displayed, etc.)
• Reminders for customer visits
• Calendar function
• Options for quick note and log entry (internet research integrated?)
• Connection to email (MS Outlook)
• It must be possible to transfer thousands of existing, entered customer and supplier contacts
• Portable use (mobile phone, tablet connection)
• User-friendly interface
• Optional: integration of information on telephone contacts and call content
• Optional: route planning for customer visits
• Optional: compatibility with PPS software

A maximum of 14 software workstations are planned.