Product overview: update.CRM

CRM Administration

Product details

more information: Configuration & Documentation

update offers additional administrative functionalities – as a result, you can manage, document and expand your CRM system.

Thanks to traceable, up-to-date, detailed documentation and process descriptions for the CRM application and its add-ons, including a change history, you can get an overview of the current data model of your individual CRM system.

Based on this centrally-stored information, you can export a complete documentation file in various file formats at the touch of a button. This helps even new employees learn the system quickly.


Configuration management and documentation

Manage, document, and expand your CRM system

CRM.cockpit forms the basis for detailed and up-to-date system documentation of your CRM system. You manage your configuration elements (designer elements, data model, triggers, etc.) as processes, record ongoing adaptations, and receive, thanks to extensive description, an overview of the system and add-ons including a change history. The included transport management allows a simple transfer from the development system to test and productive systems. An international CRM system can thus be administered centrally and distributed easily to various branch offices. Furthermore, CRM.cockpit can be used to expand an implementation with pre-defined processes by importing best-practice business templates.

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