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Publisher seeks CRM software

IT project from: publisher (Germany)Project no. 20/2132: finished
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Ihr Ansprechpartner für diese Recherche
Mr. Dipl.-Ing. Olaf Kram
olaf.kram@softguide.de

We are a small publishing company in southern Germany specializing in leisure activities and are looking for CRM software that meets the following requirements:

  • Quotation creation
  • Invoice creation with CSV source file
  • Contact data storage
  • Electronic communication storage
  • Accounts receivable and accounts payable management, i.e., open item management (only a small portion of invoices are paid by bank transfer; the majority are paid by SEPA direct debit)
  • Generating statistics
  • Web-based or cloud solution
  • Support for mobile devices

Two software workstations are planned. We work with Apple systems.

Project statistics Quantity
Selected solutions from our thematically relevant pool (1,823) 27
Solutions with high relevance according to corresponding feedback 13
Communication between SoftGuide and providers (emails, telephone) 82