Product overview: update.CRM

Web-based CRM application

update.CRM - web-based CRM with included processes for marketing, sales, and service.


360 degree customer view

All customer data is created, managed, and updated centrally. The 360 degree view and the customer history show the most important customer data and activities arranged clearly. The web-based CRM allows you to make complex, user-specific queries in real time. Customer classification, portfolio view, phonetic search, and the linking of documents with data records complete the functional scope.


CRM for marketing

Marketing is supported efficiently with the planning, execution, and measurement of multi-level campaigns thanks to the lead and campaign management feature. A graphic campaign designer, a query module for target group segmentation, and a marketing calendar are all included.


CRM for sales

Available to sales are opportunity management, and offer, order, and price management for a structured sales process. The sales forecast analysis shows projected sales or sales quantities for particular periods of time or employees.


CRM for service

For customer service, all of a customer's products and purchases are visible at a glance. This is how customer inquiries about services can be managed quickly and effectively and customers' questions answered.

The user-friendly Windows-like interface, a wizard, dynamic screens, and an intuitive user interface lead you through complex processes.


For whom?

  • Marketing, sales, service

Technical details

  • Flexible adaptation of the processes
  • SaaS application hosted by IBM or as in-house solution
  • High-performance solution that is scalable at any time
  • Expanded security checks and data encryption
  • Guaranteed security of important data
  • .NET architecture-based AJAX technology



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Why update.CRM?
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