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SMARTCRM.Web

With SMARTCRM.Web, you always have all the important data via online access and manage your CRM information conveniently via your browser. For example, you can access your address and contact data as well as the complete activity history at any time. Of course, you also keep an eye on all the information relevant to the sales and the key business figures at all times. Scheduled appointments on the go as well as upcoming tasks can be conveniently coordinated via the Personal Information Manager.

Highlights of SMARTCRM.Web:

  • Dashboard: overview of upcoming appointments and due tasks
  • Access to addresses, contacts as well of the complete activity history
  • Access to documents and upload of new files through the document manager
  • Up-to-date evaluations on customer level for targeted visit preparation
  • Economic indicators
  • Schedule / Task manager for fast internal information flow including calendar overview
  • Detailed search functions including wildcard search
  • Display of personal favorites and last entries
  • Available in English, German, French
  • Online synchronization with the server
  • Individual configuration (XML), e.g., display of opened quotations

System requirements

Requirements for SMARTCRM.Web:

  • SMARTCRM on a Microsoft SQL Server 2005 or higher
  • License for the use of the SMARTCRM.Web as well as a one-time company license for the central service available at SMARTCRM GmbH
  • Internet connection (min. 3G / WLAN)

Interested?

The SMARTCRM team will be happy to explain the details and answer any queries you may have. Get in touch with us.