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Training company seeks general service provider software

IT project from: training company (Germany)Project no. 23/3138: finished
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Ihr Ansprechpartner für diese Recherche
Ms. Dipl.-Betriebsw. (FH) Margit Müller-Marscholik
margit.mueller-marscholik@softguide.de

I am looking for general service provider software for my training company.

The software must meet the following requirements:

  • Store customer addresses in full
  • Create letters and emails for customer contact and customer acquisition
  • If necessary, additional functions such as
    • Quotation creation
    • Invoice creation
    • Contract management
    • Calendar and appointment management
    • Evaluations
  • Windows-compatible, also usable with mobile devices

Two software workstations are required (one for the PC and one for the smartphone).

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

celanio CRM Lead Management
Customer Relationship Management
SmartWe
Customer Relationship Management
TOPIX CRM
Customer Relationship Management
PROJEKTA
Multi-Project Management
Projektron BCS - Web-based project management software
Project Management
Findentity Office - DMS and CRM
Document Management Systems
Sage 100
xRM

Project statistics

Quantity
Researched solutions 37
Selected potentially relevant solutions (of which published) 25 (7)
Sent e-mails (questions, queries) and telephone calls 74
E-mails received from vendors 20
Direct responses to the IT project 8
Responses classified as relevant 17