PROJEKT CRM
SKILL PROJEKT CRM
Our project CRM shows all prospect and customer data, with contacts, opportunities, activities, reminders of follow-ups (via mailing) and visualized in the unique, dynamic relationship manager.
In addition, all data from the point of view of a (construction) project is displayed in a dynamic network of relationships.
The connections between clients and performers become transparent and help with referral marketing.
In project business, this allows you to focus on promising opportunities. Your good business partners become a sales lever.
SKILL PROJEKT CRM - The 360° view of your customers
Your complete CRM software with up-to-date construction or project information. You track your sales opportunities and increase your turnover, have your addresses, contacts, actions, appointments, follow-ups constantly at hand.
All important tasks and milestones also appear in cell phones, reactions and new agreements are noted directly in the CRM. Wherever you are, so are your important customers and projects.
30 days free trial!
The free trial period ends at the end of the 30 days and is not automatically extended. You will receive a notification by email before the trial period expires.
Discover our Projekt CRM
Matured in practice: proven and optimized in many thousands of projects since 2012
Flexibly adaptable to requirement
Easy to use: can be learned immediately and operated intuitively - for every user. Adapted to your needs.
Interfaces
Interfaces for embedding in existing software landscapes such as Societas ERP, Microsoft Navision, SAP
Process overview and control
Permanent and location-independent process overview and control in real time. This guarantees increased performance on site.
Higher market transparency thanks to object view.
The more directly customers and partners are served, the more strongly they are bound to your company. That is why SKILL integrates Project CRM and Microsoft CRM as deeply and comprehensively as you wish. From direct contact entry with forms of your web page to offers with promotional prices to order, complaint and reclamation entry, solution proposals for customer support, used machine/equipment sales to customer clubs with online ordering, the systems are adaptable to your needs. Free access for your customers and partners to predefined data ensures smooth relationships and increased customer loyalty.
Most CRM systems only show the customer's view: who is the contact person, what is the contact history, what are the sales opportunities, etc.?
We also show the view of the construction project:
- who is the architect
- where do the doors come from
- who is the builder
More sales with existing customers
Today, an excellent Customer Management System (CRM) should help a company to focus on customers in all aspects and thus realize more sales from existing customers, turn satisfied customers into referrers and do more than customers expect.
With a view to adding value to customer relationships, we offer complete solutions for acquisition, management, project/property management and marketing.
This ranges from analysis to central data storage, professional project organization, value-optimizing management, and support for the active sales process.In addition, resources are also flexibly deployed for customers.
Relief of the support through ticketing
For every customer, there are good reasons for a trusting collaboration: The CRM strategy pursues the holistic approach of placing customers at the center of all company processes. Project CRM + Ticketing offers all support and service teams a solution for comprehensive customer care.
Die wichtigen Daten, Funktionen und Prozesse stehen bereit:
- Customer base and contact data
- Activity Management
- Communication by letter and mail
- Ticket management
- Reports and support time booking
- Workflow manager monitors response times, reminds and prevents problem escalation
- Knowledebase collects the knowledge of experts for competent information
MICROSOFT DYNAMICS 365 – CRM
Microsoft Dynamics CRM is a customer relationship management software. It is a part of Microsoft Dynamics enterprise software applications.
Since version 3.0 Dynamics CRM is completely based on Microsoft .NET and can be easily integrated into Visual Studio .NET projects. SOCITAS implements, trains and provides support in the entire German-speaking region.
- Adaptable to individual business process or industry requirements
- interactive help and documentation
- Optimize interactions via email
- Relationship-oriented sales through integration of social media
SOCITAS ERP – Enterprise Ressource Planning
ERP System Microsoft Dynamics NAV / Dynamics 365 Business Central
Quickly implemented. Easy to use. Investment protection. Digital backbone.
Time tracking for Dynamics NAV
SOCITAS is the manufacturer of DynamicTimes, an add-on for time and store floor data collection that is fully integrated into Dynamics NAV and certified by Microsoft.
Low installation effort thanks to web or intranet server
The project CRM application is only installed on a web or intranet server, which reduces the installation effort and the associated costs. All updates are updated centrally in the server and no longer have to be laboriously distributed or updated at the next meeting of all mobile users.
New products, new code tables, new prices, all desired data and processes are imported only once and are immediately available to all users in their current depth. This significantly reduces maintenance and installation costs.
Overview
- Address, contact, activity, opportunity, offer and service management
- Excel and Word connection, e-mail via Outlook
- Workflow manager and adjustable user views
- configurable reports, e.g. send customer history documents, reports, lists via PDF
- Integrated duplicate check protects against duplicate data
- Mailings with label printing, mail merge exports and auto entries
- Customer history (all contacts and activities)
- Work with SQL database (MS SQL, PostGre,..)
- Marketing functions, appointment calendar
- individual design according to the company CI
- free configurability
- Integration into your web portal
- flexible interfaces to Navision, SAP or BAAN, for synchronization of customer information, offers, orders, invoices and credit notes
Services & Prices
- CRM already from 50€/month
Our software plans include easy setup, project CRM and support. Save valuable working time thanks to intelligent software from Skill.
- each additional user also 50€/month
- highest flexibility & increased performance at any location
- Interfaces for embedding in existing software landscapes such as Societas ERP, Microsoft Navision, SAP
- permanent and location-independent process overview and control in real time
- More than 1000 users trust Skill Software and Socitas products every day to optimize their business success.
- Häfele, the traditional Swabian company and market leader in fittings, access and locking systems, has increased its offer performance by around 40% with Skill CRM.