Service provider seeks customer management software (addresses, documents, form letters)

We are a service provider specializing in the brokerage of usage contracts (statutory health insurance, energy supply, telecommunications) and are looking for customer management software (addresses, documents, form letters).

The software should meet the following requirements:

• Connection to MS Office (MS Word)
• Customer management
• Documents
• Management of documents for the relevant customer, filing
• Document templates can be called up at the touch of a button
• Document templates from MS Word
• Can be called up from the address master, e.g., for form letters
• Own customer data fields
• Word templates with own customer data fields
• Relationship to contact (link to family members)
• Local installation or web-based
• Licenses expandable, upgradeable
• Easy to use and user-friendly
• Price-performance ratio should be reasonable, lean solution

One to three, but no more than five, software workstations are planned. MS Windows systems will be used.