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Cloud-based customer relationship management / CRM

SmartWe

Cloud-based customer relationship management / CRM
 
 
 
 
 
 
 
 

What is SmartWe?

SmartWe is a cloud-based CRM solution that supports you in your daily work with simple contact management, central document storage, team calendars and lead management. The platform can be flexibly expanded and adapted to individual customer needs. Digital sovereignty and the security of customer data are our top priorities.

Advantages

  • Professional customer management at a low price
  • Intuitive and flexibly adaptable user interface
  • Future-proof software
  • Intelligent assistants accelerate processes
  • Expandable with apps from the SmartWe Store

What features does the SmartWe CRM platform offer?

  • Your customers are the focus
    In SmartWe, you manage all information about customers and contacts in one place. A digitally networked customer file gives you a 360° view of all information related to customers and prospects.
  • Clear calendar function
    The calendar in our Cloud CRM solution helps you to easily plan appointments. The workload and availability of all project participants can be seen at a glance.
  • Structured lead management
    Never lose sight of sales opportunities: SmartWe shows you how successful you are with your strategy and products and makes results measurable.
  • Thinking assistants
    The innovative SmartDesign® technology makes SmartWe an adaptive and intelligent CRM + AIA® solution. Its intelligent assistants make processes more efficient and provide information for well-founded decisions.
  • Wide range of design options
    With the App Designer, you can design apps yourself without programming knowledge to adapt SmartWe exactly to your needs.

What does SmartWe cost? Who is SmartWe suitable for?

SmartWe is available in three different versions, flexible and adaptable to your needs.

SmartWe is available from as little as 9.90 EUR per month and per user. Why not give SmartWe a try with no obligation, the first 30 days are free of charge.

Interfaces:

CAS Merlin CPQ
Cleverreach
d.velop
DATEV Unternehmen Online
docuSign
ELO
Evalanche
Inxmail
LinkedIn
mailchimp
Microsoft Dynamics 365 Business Central
Microsoft Office-Schnittstellen (Word, Excel, Outlook)
Microsoft Office365
Office
office365
Power BI
Sage 100
SAP Business One
SAP ECC
SAP S/4HANA
Selectline
Skribble
SmartMaps
Weclapp

Target groups:

Small and medium-sized companies looking for a cloud CRM. Simple. Flexible. Endlessly customizable, with no programming knowledge required.

References:

Every day, small and medium-sized companies open a new chapter in their success story – that fascinates us and drives us forward!

Contact information:
CAS Software AG
Mr. Timo Schlegel
+49 721 9638 188
Contacting via e-mail
Explore more about the software:
Demo version
directly to the product website
Information
directly to the product website
Success story
directly to the product website
Software exposé
request URL
E-Mail-Contact
 

Functions (excerpt) of SmartWe:

Additional database fields
Address and contact lists
Address Books
Address management
Analysis
Area marketing
Article, customer and invoice numbers
Calendar and appointment management
Calendar functions
Campaign management
Capacity planning
Central address management
Channel Management
Client management
Cloud
communication
Computer Telephony Integration (CTI)
Contact management
Contact persons
Contact persons
Contact planner
Controlling functions
CRM
CRM customer data reconciliation
CRM interfaces
Customer accounts
Customer and sales data analysis
Customer data
Customer data import
Customer display
Customer groups
Customer history
Customer information system
Customer management
Dashboards
Data maintenance
Deduplicate functions
Delivery addresses
Document repository
E-Mail dispatch
ERP interfaces
Escalation management
Event Management
Field service management
Gantt charts
Geographical display
Geotargeting
Integration of office software
Label printing
Lead management
Listing of customer purchases
Mail merge functions
mailing addresses
Mailings
Master data management
Migration of addresses
Milestones
Mobile data collection
Multi-project controlling
Multiple calendars
order creation
Phone logs
Print templates
Project budgeting
Project controlling
Project data acquisition
Project evaluations
Project ID
Project Management
Project planning
Project statistics
Project time recording
Project timing
Quotation generation
quotation management
Report management
Reporting
Resource Management
Resource overview
Resubmissions
Route display
Sales call planning
Sales controlling
Sales functions
Sales Funnel
Sales opportunity management
Sales statistics
Scheduling
Seller leaderboard
Serial appointments
Service calls
Service field operations
Statistics
Status displays
Status Reporting
Synchronization functions
Target groups
Task management
Tax consultant interface
Text editing
Text templates, sample texts
Ticket system
To-do lists
Travel expense recording
Travel expense report
User management
Variable support
Versioning
Views
Wordtemplates

Price

from 9.90
EUR
plus 19% VAT
monthly

Technical specifications:

Web-based:
yes
SaaS, Cloud:
yes
On-premises (local installation):
no
AI Supported:
yes
Multi-user (network-compatible):
yes
Multi-client compatible:
yes
Maintenance:
included in price
Customizing:
on request
First installation (year):
2015
Number of installations:
>1100
Manufacturer based in:
Germany
Training:
on request
Hotline:
included in price
Installation support:
not required
Documentation:
Online Help, Demo version, Technical documentation
Dialogue language(s):
English, Czech, German, Spanish, French, Hungarian, Italian, Dutch, Polish, Portuguese, Turkish
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
Other requirements for soft- and hardware:
Software-as-a-Service, no local installation Recommended browser: Firefox, Chrome, Edge

More software of the manufacturer:

CAS genesisWorld
xRM
CAS IT Services
Service Companies
CAS Consulting
Customer Relationship Management
CAS netWorks
Club Management, Organizations

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