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Service company seeks CRM system

IT project from: service provider (consulting) (Germany)Project no. 19/1549: finished
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Mr. Dipl.-Ing. Olaf Kram
olaf.kram@softguide.de

We are a service provider based in southern Germany with two organizations in the plant engineering sector and are looking for a CRM system.

The software must be able to meet the following requirements:

  • Management of both existing and prospective customers
  • Sales functions
  • Skype4Business connection
  • Multi-client capability (integration of multiple companies that access the same master data)
  • CTI (computer telephony integration)
  • Optional campaign management
  • Purchase or rental solution

We work in an MS Windows system environment, including MS Office 365.

Seven software workstations are planned.

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

Software / Company Functions Customizing OS
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