Software > Manufacturers, Industry > Mechanical Engineering, Tool-making > Erpwerk CRM

Erpwerk CRM

CRM software with Product Catalog and Iffer Configurator

Version:  2.7

Software exposé

Erpwerk CRM is a customer relationship management (CRM) software for mechanical engineering. Based on the integrated product catalog, technically correct and precisely calculated quotations can be created even for complex products that require explanation. The software offers comprehensive support from customer inquiry to order placement. The basis is a product database that contains all information on the products, such as images, photos, data sheets and flyers, prices and discounts, as well as technical information on the composition of products and product variants.

The software can be customized and compiled according to the customer's needs, so that it does not contain superfluous functions and data, making it easy and comprehensible to use.

The following modules are available

  • Marketing: companies and organizations, contacts, lead management, project management.
  • Sales: Sales process support, product catalog maintenance.
  • Offer configurator: Creation of technically correct and precisely calculated offers (rough offer, binding offer),
  • Product configurator: Taking expert knowledge into account when selecting and configuring products.
  • Service / Maintenance: service case management, management of service information, document management, maintenance management, preventive maintenance

Other functionalities and features

  • Rights management: Access for authorized users only, user groups, rights clusters
  • Multilingual: German, English, Dutch, French
  • Presentation mode: Appealing presentation of products during customer meetings
  • Separation of sales and project planning: The sales department creates a rough configuration of the product together with the customer, which can be reworked by
  • he project planning department according to technical aspects. After checking the technical correctness, the offer is adjusted and sent back to the sales representative. The separation of sales and technical review eliminates the need to provide expert knowledge to the sales department.
  • Erpwerk CRM is a classic Windows application that can be operated via the Internet. Data can be stored either on a secure database on the Internet or on the customer's intranet. Prices and other confidential information are encrypted separately so that they cannot be viewed even in the event of data theft.

Further information is available upon request.

Target groups:

  • Mechanical engineering
  • Manufacturer of complex products
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Functions (excerpt) of Erpwerk CRM:

Address management
Quotation generation
quotation management
Contact persons
Article, customer and invoice numbers
Order data
CRM customer data reconciliation
Contact management
Contact persons
Customer communication
Customer display
Customer data
Customer accounts
Customer management
Lead management
Project Management
Complaint Management
Master data management


on request

Get to know the software better! Request a video appointment for a personal presentation!

Technical specifications:

SaaS, Cloud:
On-premises (local installation):
Multi-user (network-compatible):
Manufacturer based in:
Dialogue language(s):
English, German, Dutch
System requirements:
Compatible operating systems (runs with):
Win 11
Win 10
Win Server
Mainframe based
Unix based
Linux based
Mac OS
Mobile OSs (supports):
Old Compatible Operating Systems:
Win 8
Win 7
Win Vista
Win XP
data storage medium:
Flash memory