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Service provider seeks software for customer data management

IT project from: care service provider (Germany)Project no. 21/2471: finished
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Mr. Dipl.-Ing. Olaf Kram
olaf.kram@softguide.de

We are a service provider in southern Germany specializing in care services and are looking for software to manage customer data.

We expect the software to meet the following requirements:

  • Capture of customer data
  • Contact management, address management
  • Creation of forms (e.g., resource planning)
  • Export function for existing customer data to forms (e.g., from MS Word)
  • Optional invoicing
  • On-premises or in the cloud
  • Windows-compatible

Two software workstations are planned.

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

ADRESS PLUS
Customer Relationship Management
humbee - the cloud workplace
Document Management Systems
Projektron BCS - Web-based project management software
Project Management
Findentity Office - DMS and CRM
Document Management Systems

Project statistics

Quantity
Researched solutions 30
Selected potentially relevant solutions (of which published) 24 (4)
Sent e-mails (questions, queries) and telephone calls 69
E-mails received from vendors 13
Direct responses to the IT project 11
Responses classified as relevant 18