Software > Sales and Marketing > Customer Relationship Management (CRM) > PisaSales CRM
PisaSales CRM

PisaSales CRM

PisaSales CRM

Version:  8

 
 
 
 
 
 
 
 
Demo version

The PisaSales CRM is one of the most flexible and powerful CRM standard solutions on the European market. The software is designed for use in the areas of marketing, sales and service as well as for company-wide use (XRM). The PisaSales CRM is tailored to the requirements of medium and large companies, optimized for international use and developed with a focus on high usability. Thanks to its modularity and open architecture, PisaSales can be easily and quickly adapted to growing requirements and integrated into the existing IT landscape.

With PisaSales CRM you use a central system for all a professional activity management with a business process management. Customer relationship management made easy! Benefit from a 360° view of all business partners. Calendar synchronization is easily possible with Outlook Exchange and Lotus Notes. E-mails can be sent directly from CRM. A particularly powerful check and cleanup of duplicates is available. Another highlight of PisaSales CRM is the innovative chat collaboration tool.

Scope of services (excerpt)

Marketing

  • complete cost control and budget planning
  • digital capture of trade show reports (via app)
  • e-mail marketing
  • multi-level target group selection
  • campaign management
  • ...

Sales

  • workflows for all phases of sales
  • forecast analyses, sales funnel
  • multilingual configuration and calculation of offers
  • product database, performance database
  • mobile CRM (via app and laptop)
  • cross-departmental lead management
  • ...

Service

  • contract management
  • automated maintenance management
  • management of tickets, complaints and faults
  • knowledge database with FAQs and error codes
  • mobile service (via app and laptop)
  • ...

 mobile CRM

  • customized apps possible
  • responsive interfaces
  • support of all platforms (iOS, Windows, Android)
  • all fields, masks, lists and functions are customizable
  • ...

PisaSales is already prepared for the important aspects of data protection (GDPR) by default. PisaSales supports data protection with modern technical and organizational functions, taking into account "privacy by default" and "privacy by design".

Learn more about our CRM-Software.

Interfaces:

ABAS
Cleverreach
Google Workspace
Infor
Inxmail
Microsoft Dynamics
Microsoft Teams
Outlook / Exchange
Proalpha
PSIpenta
SAP
Slack

Target groups:

The PisaSales CRM is designed primarily for the following industries:

  • Industry and mechanical engineering
  • Construction and construction subcontractors
  • Media and publishing
  • Pharmaceuticals and biotech
  • Trade
  • Service providers

Find out more about our reference customers in the above industries here.

References:

Extract from our customer list:

  • AMADA GmbH
  • Beuth Verlag GmbH
  • bielomatik Leuze GmbH + Co. KG
  • Big Dutchman AG
  • COMET Group
  • Deutsche Zentrum für Luft- und Raumfahrt e. V.
  • FFG Europe & Americas
  • GEMÜ Gebr. Müller Apparatebau GmbH & Co. KG
  • Hekatron GmbH
  • ISOTEC GmbH
  • LUTZ AUFZÜGE
  • MENNEKES Elektrotechnik GmbH & Co. KG
  • Sanacorp Pharmahandel GmbH
  • Vattenfall GmbH
  • VDM Metals Group
  • Wolff & Müller Holding GmbH & Co. KG
  • ZÜBLIN

More references at https://www.justrelate.com/customers

Contact information:
Mr. Dirk Kosellek
030 7479930
Links & Downloads:
Information
direct to webpage
Request online demonstration
request meeting
Success story
direct to webpage
Software exposé
request URL

Functions (excerpt) of PisaSales CRM:

8D report
Sales planning
sales plan management
Address and contact lists
Address coding
Address Books
Address database
Address merging
Address synchronization and matching
Address management
Acquisition management
order creation
Quotation generation
quotation management
Asset management
Call limits
Caller ID logging
Call history
Views
Contact persons
Working time recording
Article, customer and invoice numbers
Asset management
Task management
Listing of customer purchases
Order data
Order grouping
Order status
Order distribution and tracking
Field service management
Analysis
User management
Report management
Complaints
Call center functions
Cockpit functions
Collaboration
Computer Telephony Integration (CTI)
Controlling functions
CRM
CRM integration
CRM customer data reconciliation
CRM interfaces
Dashboards
DMS
Documentation
Duplicate functions
Electronic files
Reminder and escalation functions
Reminder functions
ERP interfaces
Escalation management
Escalation mechanisms
Label printing
Excel export
Error description
Forecasting
Photo documentation
Area marketing
Geographical display
call displays
Call guide
Large address quantities
HelpDesk
History
Calendar and appointment management
Calculation
Campaign management
Map displays
Categorization
Competitive products
Contact management
Contact persons
Contact planner
Cost analysis and budget control
KPI
Customer communication
Customer display
Customer data
Customer data import
Customer experience management
Customer frontend and backend
Customer groups
Customer history
Customer ideas
Customer information system
Customer cards
Customer accounts
Customer account overview
Customer portal
Customer prices, sales discounts
Custom branding
Customer management
Lead management
Supplier management
Mailing functions
Mail integration
Client management
Manual route change
Marketing tools
Multilingualism
Mobile working time recording
multidimensional sales planning
Multiple campaigns
Messages
Newsletter
Price-quantity scales
Price groups
Price lists
Publications, News
Discount system
Discounts
Complaint Management
Route display
Mail merge functions
Service field operations
Service calls
Service requests
Service orders
Service report
Special prices
Master data management
Statistics
Fault management
Search strategies
Phone logs
Scheduling
Ticket creation
Ticket Distribution
Ticket processing
Ticket system
To-do lists
Sales hit lists
Sales lists
Sales planning
Sales statistics
Upselling
comparative statistics
Seller hit list
Sales opportunity management
Sales statistics
Version management
Contract management
Sales controlling
Sales functions
Sales call planning
Sales employee management
Merchandise group hit list
Maintenance
Resubmissions
Knowledge databases
Knowledge management
Workflow management
Central address management
Target groups
Target group marketing
Additional database fields
mailing addresses

Price

from 59.00
EUR
plus 19% VAT
monthly
Cloud Solution (SaaS)
from 650.00
EUR
plus 19% VAT
once
Purchase Solution (On Premise)

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

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
Manufacturer based in:
Germany
Training:
for a fee
Hotline:
for a fee
Installation support:
for a fee
Documentation:
Manual, Online Help, Demo version, Technical documentation
Dialogue language(s):
English, German, French
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
Old Compatible Operating Systems:
DOS
Win 8
Win 7
Win Vista
Win XP
Win 9x/ME
Symbian
Blackberry
Win Phone / Mobile