In Time, in Quality, in Budget:
CRM solutions for project service providers

Even during the sales phase, project-oriented service providers place high demands on the CRM system used. In addition to the classic CRM functionalities, project management and resource management are in particular required in order to create reliable offers. Thus, the transition between sales phase and project start can be made smoothly in advance. Numerous tried-and-tested tools and controlling functionalities ensure that the project goals are reliably achieved.

Industry-specific CRM functions for project service providers and engineering companies:

  • Versatile contact management
  • Intelligent Visiting Reports
  • Central filing of all relevant documents with keyword management
  • Efficient sales control through sales funnel and forecast planning
  • Management of inquiries and offers via orders to invoices
  • Execution and evaluation of marketing campaigns
  • Support and service support with ticket system
  • Clear deployment planning for service technicians
  • Integrated project management with planning, documentation and time recording
  • Transparent resource planning
  • Mobile solutions for field service (online, offline)
  • Various project evaluations
Your contact person
Heike Klecha

Heike Klecha

+49 7544 966-200