Planning office seeks CRM software (customer relationship management)

We are a planning office in southern Germany specializing in energy infrastructure and are looking for CRM (customer relationship management) software.

The software should meet the following requirements:

Required

• CRM, customer management, customer database
• Customer data
• Master data management
• Central address management, address management
• Address and contact lists
• Article, customer, and invoice numbers
• Quotation management
• Transfer of data from the database to MS Word documents (quotations, invoices, etc.)
• Lead management
• Project database
• Time tracking (per project)
• Mailing functions
• Financial overview
• Contact
• Additional database fields
• Link to MS Outlook (e.g., automatic folder creation when creating projects)
• Suitable for home office use
• Web-based

Optional

• Project management
• Scheduling
• Calendar and appointment management
• Reminder and escalation functions
• Follow-ups
• Contact persons
• Contact management
• Statistics
• Geographical presentation
• Customer registration option
• List of customer purchases
• Link from the input mask on our homepage to the database

We do not need classic project management, i.e. Gantt overview, milestones, timeline, etc.

Approximately 20 software workstations are planned. We work with MS Windows systems.