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CRM

PisaSales CRM Basics

All Information Immediately Available

In a single system you can manage all of the address data, contact persons, company structures and contact relationships of any business partner. No matter whether you have prospects, customers, dealers, suppliers or competitors. Our CRM is also an XRM! Of course with a highly flexible user interface and the highest level of data protection. 

Contact Management

One Powerful System for All Contacts

  • Address data, contact persons, company structures and contact relations
  • XRM management of any business partners, suppliers, competitors, etc.
  • Support of international address schemes
  • Powerful duplicate check

Relevant Information

at a Glance

Activity Management

  • Efficient planning, control, handling and documentation of work processes
  • Flexible workflows for a partial process automation
  • Bidirectional integration with Outlook Exchange, Lotus Notes and Google Suite

Data Protection

  • Comprehensive data protection functions to cover the GDPR
  • Capturing consent through different channels
  • Exercising the right of access to personal data by click
  • Multi-level deletion concept, expiration date of addresses and much more
Innovative Tools to Help You Succeed

User Interface

Very easy to use
  • Modern surfaces in flat design
  • Customization of menus, tabs, lists with a few clicks
  • Multilingual user interfaces for international use

Find and Organize

  • Full text search engine across all fields, relationships and document content
  • Quick finder for ad hoc search
  • Powerful filter tool for almost all objects

Chat and Collaboration

  • Chat tool for an easy communication on all devices
  • Common working platform thanks to a shared knowledge base
  • Internal messages and chats with hyperlinks to any objects/information
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