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

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

Industry solution IT, software and consulting companies.
 
 
 
 
 
 
 
 
Information

With the audius:Software & Consulting 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 is based on Microsoft Dynamics 365 Sales and Dynamics 365 Customer Service, depending on the scope of services.

Clear and streamlined processes for services and license business!

audius:Software & Consulting has been developed specifically for the day-to-day work and needs of the IT and consulting industries. The business processes start with the qualification and evaluation of leads or sales opportunities and then focus on consulting orders, project management as well as software development and sales.

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

Consulting companies that specialize in the provision of services dispense with the license management component and, with audius:Software & Consulting, receive business software that is geared towards sales and order processing.

A standardized system as a flexible and open platform.

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

The company divisions always work with a standardized system, but the solution itself is an open and flexible platform consisting of CRM and ERP components. Expandable with tools and connectors based on the Microsoft Technology Stack.

Interfaces:

audius:Agenda – Schnittstelle zu Agenda Rechnungswesen
audius:DATEV - Buchungsassistent für Dynamics 365 Sales
audius:SEPA - Schnittstelle für Bankeinzug
Konnektoren Microsoft Power Platform

Target groups:

Target groups:

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

The minimum number of users for the implementation is 10 users.

References:

Naming of references and contact persons on personal request from the manufacturer.

Contact information:
Ms. Christina Schwarzer
Vertrieb
+49 8654 4608 25
Links & Downloads:
Request software exposé and further documents (1)

Functions (excerpt) of audius:Software & Consulting for IT, software and consulting companies:

Accounting functions
Sales planning
Address and contact lists
Address merging
Address synchronization and matching
Address management
Change orders
Acquisition management
Analysis functions
order creation
Quotation generation
quotation management
Quotation prices
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
Report management
Order management
Order status
Business Intelligence (BI)
CRM
Dashboards
DMS
Duplicate functions
E-mail functions
E-mail management
E-Mail dispatch
Reminder and escalation functions
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 communication
Customer display
Customer data
Customer data import
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 management
Warehouse management
Lead management
Delivery addresses
Delivery addresses
Delivery bills
Mailing functions
Marketing tools
Multiple locations, branches, sales areas
VAT rate
Mobile data collection
Mobile time recording
Multiple campaigns
Multiple calendars
Newsletter
Outlook integration
Price-quantity scales
Pricing
Price groups
Price lists
Price management
Product content
Project acquisition
Project Management
Commissions
Discount system
Discounts
Discount profiles
Framework Agreements
Installment payments
Invoices
Create invoices directly
Invoices in PDF format
Invoice items
Invoice processing
Complaint Management
Repair, cost estimate
Returns management
Collective invoices
Mail merge functions
Service field operations
Service calls
Service requests
Service orders
Special offers
Master data management
Statistics
Status displays
Status overviews
Status monitoring
Hourly rate management
Subcontractor Management
Phone logs
Scheduling
Text module management
Ticket creation
Ticket history
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
Time recording
Central address management
Target groups
Target group marketing
Additional database fields
mailing addresses
Two-factor authentication

Price

on request

Technical specifications:

Web-based:
yes
SaaS, Cloud:
yes
On-premises (local installation):
yes
Multi-user (network-compatible):
yes
Multi-client compatible:
yes
Maintenance:
for a fee
Customizing:
possible for a fee
First installation (year):
2003
Manufacturer based in:
Germany
Training:
for a fee
Hotline:
for a fee
Installation support:
for a fee
Documentation:
Online Help, Technical documentation
Dialogue language(s):
English, German
System requirements:
Compatible operating systems (runs with):
Win 11
Win 10
Win Server
Mainframe based
Unix based
Linux based
Mac OS
Mobile OSs (supports):
iOS
Android
data storage medium:
DVD
CD-ROM
Download
Flash memory
Other requirements for soft- and hardware:
Browser Microsoft Edge Browser Google Chrome

More software of the manufacturer:

audius:Finance for financial service providers
audius:Energy for power engineering companies
audius:CRM – the cross-functional standard software
audius:Event for Event Management
audius:CRM+ERP for production and trade
audius:Seminar for training and seminar management

audius:Software & Consulting for IT, software and consulting companies is listed in the following categories