Software > IT projects > Planning and engineering office currently being established is looking for a construction-related CRM system

Planning and engineering office currently being established is looking for a construction-related CRM system

IT project from: planning and consulting currently being established (Germany)Project no. 24/3274: finished
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Mr. Dipl.-Ing. Olaf Kram
olaf.kram@softguide.de

We are in the start-up phase of our future company for planning and consulting in building automation and are looking for a CRM system related to construction (technical building equipment) for our future projects.

The software should meet the following requirements, among others:

  • CRM
  • Invoicing
  • Financial accounting
  • Suitable for home office
  • Cloud-based if possible

Two to three software workstations are planned. We intend to work with MS Windows systems.

The software should have the following functions.

Necessary:
Additional database fields
Address and contact lists
Address Books
Address management
Article, customer and invoice numbers
Calendar and appointment management
Central address management
Client management
Cloud
communication
Computer Telephony Integration (CTI)
Contact persons
Contact persons
Contact planner
CRM
Customer account overview
Customer accounts
Customer data
Customer groups
Customer history
Customer management
Deduplicate functions
Electronic files
Error description
Financial accounting
Import interfaces for bills of quantities
Invoicing
LV according to GAEB standard
mailing addresses
Mailings
Master data management
Project Management
quotation management
Resubmissions
Scheduling
Service specifications
Statistics
Synchronization functions
tenders
Optional:
Address coding
Campaign management
Complaints
Contact management
Customer display
DMS
Escalation management
Escalation mechanisms
Geographical display
Listing of customer purchases
Migration of addresses
Phone logs
Future:
Report management
Sales opportunity management

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

ingo365
Engineering
PROJEKT PRO
Architecture
SIDOUN Globe
BIM
CAS genesisWorld
xRM

Project statistics

Quantity
Researched solutions 23
Selected potentially relevant solutions (of which published) 10 (4)
Sent e-mails (questions, queries) and telephone calls 63
E-mails received from vendors 7
Direct responses to the IT project 1
Responses classified as relevant 3