Software > Sales and Marketing > Customer Relationship Management (CRM) > aaudius:Software & Consulting for IT, software and consulting companies

aaudius:Software & Consulting for IT, software and consulting companies

Industry solution IT, software and consulting companies.
Compatible with
 
 
 
 
 
 
 
 

With the audius industry solution, consulting and software companies completely map the sales process and project management for their consulting services, service processes and license management. The solution has a modular structure and, depending on the scope of services, uses Microsoft Dynamics 365 Sales and Dynamics 365 Customer Service as a basis.

Clear and streamlined processes for services and license business!

audius:Software & Consulting was specifically developed for everyday work and the needs of the IT and consulting industries. The business processes start with the processing and evaluation of leads or sales opportunities and then focus on consulting orders, project management and software development and sales.

There is an explicit focus on the extensive and complex requirements of companies when processing offers and orders. The audius solution standardizes and structures the processes of service, service, maintenance and software usage contracts, the provision of services, the sale of licenses and the management of the customer inventory.

A uniform system, as a flexible and open platform

audius:Software & Consulting is a modular software. The scope of services ranges from customer acquisition, order and project management, product development, administration of activities as a service, maintenance or service to reporting and analysis.

The company departments work with a uniform system, but the solution itself is an open and flexible platform made up of CRM and ERP components. Expandable with tools and connectors based on the Microsoft Technology Stack.

Interfaces:
audius:Agenda – Schnittstelle zu Agenda Rechnungswesen
audius:BankClearing – SEPA-Schnittstelle
audius:DATEV - Buchungsassistent für Dynamics 365 Sales
Konnektoren Microsoft Power Platform
Functions:
Accounting functions
Sales planning
Address and contact lists
Address duplicates
Address merging
Address synchronization and matching
Address management
Change orders
Acquisition management
Analysis and simulation
Quotation and order creation
Quotation generation
quotation management
Quotation system
Views
Contact persons
Working time management
Archiving
Article, customer and invoice numbers
Task management
Listing of customer purchases
Order processing
Order management
Field service management
Receipt reversal
Notification system
User management
Reports
Order and complaint management
Order management
Order status
Business Intelligence (BI)
CRM
Dashboards
DMS
Duplicate functions
E-mail functions
E-mail management
Reminder and escalation functions
Campaign creation
Invoicing
Fixed prices
Form management
Geographical display
Large address quantities
Basic price function
Group structures
Credit notes
Calendar and appointment management
Campaign management
Contact management
Contact persons
Contact planner
Cost accounting
Customer and sales data analysis
Customer accounts
Customer communication
Customer display
Customer data
Customer data import
Customer display
Customer recommendations
Customer experience management
Customer groups
Customer history
Customer-specific prices and article texts
Customer accounts
Customer account overview
Customer portal
Customer prices, sales discounts
Customer discount systems
Customer complaint
Customer management
Warehouse management
Lead management
Delivery addresses
Delivery addresses
Mailing functions
Marketing tools
Multiple locations, branches, sales areas
VAT rate
Mobile data collection
Mobile time recording
Multiple campaigns
Multiple diaries
Newsletter
Outlook integration
Price-quantity scales
Pricing
Price groups
Price lists
Price management
Price discount and rebate functions
Product content
Project acquisition
Project Management
Commissions
Discount types
Discounts
Discount functions
Discount profiles
Blanket orders
Invoices
Create invoices directly
Invoices in PDF format
Invoices and delivery notes
Invoice items
Invoice processing
Complaint Management
Repair, cost estimate
Returns management
Collective invoices
Mail merge and mailing
Serial letters
Mail merge functions
Service field service
Service calls
Service requests
Service orders
Special offers
Master data management
Statistics
Status displays
Status overviews
Status monitoring
Quotation price control
Hourly rate management
Subcontractor Management
Phone logs
Scheduling
Text modules
Ticket creation
Ticket lifecycle
Ticket Distribution
Ticket processing
Ticket system
Sales planning
Sales opportunity management
Sales statistics
Contract management
Sales functions
Sales call planning
Sales employee management
Template management
Maintenance
Workshop accounting
recurring invoices
Workflow management
Payment methods
payment procedure
Payment targets, installment payments
Time recording
Central address management
Target groups
Target group marketing
Additional database fields
mailing addresses
Two-factor authentication
Target groups:

Target groups:

  • IT and software companies
  • Business consulting
  • Consulting companies
  • Service companies

The minimum number of users for the implementation is 5 users.

Price:
on request
More software of the manufacturer:
audius:Finance for financial service providers
audius:Energy for electrical enineering companies
audius:Seminar for training and seminar management
Contact information:
Manufacturer:
Contact
Frau Christina Schwarzer
Vertrieb
+49 8654 4608 25
Links and contact:
Information
direct to webpage