The CRM online tool for your sales department
All functions for good CRM in one place. Comprehensible, online, accessible design. In one CRM tool.
Enquire nowWhat is a CRM tool?
A CRM tool (customer relationship management tool, in English also called a customer management tool) is software that companies use to manage their customer relationships centrally: contacts, communication, quotations and sales opportunities in one place. projectfacts is one such CRM tool, letting you manage your sales online, automate routine tasks and increase the share of revenue-relevant activities. Development and hosting take place in Germany and are GDPR-compliant.
Unlike specialised CRM tools, projectfacts combines customer management, contact management, campaigns and sales planning with projects, time tracking and invoicing. This way, your customer data does not sit in separate isolated solutions but in a single system. To see how this creates a seamless flow from enquiry to invoice, take a look at our order processing.
What to look for in CRM tools
Good CRM tools differ in a few, but decisive, respects. These criteria will help you make your choice:
- All-in-one instead of an isolated solution: CRM connected with projects, time tracking and invoicing, so that customer data does not sit in separate tools
- Usable online: as CRM software online directly in the browser, without your own installation and accessible everywhere
- Hosting in Germany and GDPR compliance: development and server operation take place in Germany
- Interfaces: connection to Outlook, Excel, vCard and social networks
- Automation: routine tasks such as documentation and follow-ups run automatically
- Analysability: ABC analysis, sales funnel and individual reports in real time
Increase your sales success with our CRM online tool
Customer Relationship Management (CRM) is a central task in every service company. The bigger your company, the bigger the task. This is why many companies entrust their CRM processes to a flexible software tool. There are many reasons for this, but by far the most common is the gain in efficiency. With suitable CRM online software, you can outsource support tasks and increase the proportion of revenue-relevant activities.
Studies show that a whole range of improvements can be achieved with a CRM online tool such as projectfacts:
Increase your sales success with our CRM online tool
- Increase sales and efficiency in sales
- Create more and more effective customer contacts
- Reduce sales costs
- Optimise targeting of the relevant target group
projectfacts is an intelligent online CRM tool that provides you with comprehensive support for your sales work. We are happy to help and advise you in digitising and optimising your sales processes.
Advantages of the CRM tool for your company
Sales team
The higher degree of automation enables sales staff to shorten their sales cycles. As a result, more sales opportunities can be generated in the same period of time. By supporting your sales staff with customer care and campaign planning, for example, the CRM online tool also increases the quality and accuracy of sales activities. This increases the conversion rate of your leads in the sales funnel.
Sales Manager
Sales managers benefit from generally higher efficiency in sales because a larger proportion of working time is relevant to sales. This not only reduces sales costs. If sales employees can spend more time with their customers, the overall quality of customer relationships also increases. Thanks to a comprehensive reporting system within the CRM software, you can precisely track your successes and identify weaknesses.
Management
For the management, the benefits of a CRM system are primarily expressed in better sales figures and a larger market share. In addition, the sales successes are offset by cost savings due to more efficient personnel deployment. The consequence is a general increase in the profitability of your sales department. This is also reflected in an accelerated cash flow. The management also benefits directly from the advantages of a CRM online tool.
Highlights of the online CRM tool
From contact management to sales planning: these highlights bring all the important sales functions together in a single interface.
Analyse your customers
Customer management
Our CRM online tool provides you with the right tool for maintaining contacts. All the information you have about a potential customer is collected in customer folders: enquiries and quotations as well as meeting notes. Follow-ups help your sales team to keep track of every contact.
The ABC analysis helps you to set the right priorities for your customers. It is calculated in real time in projectfacts and you can immediately see which customers are particularly valuable.
The sales funnel in the CRM software helps you to maintain an overview. You can see which prospective customers are currently in which sales phase. Our customer management shows you how to use the customer file in detail.
- Systematic online database with all your customers
- Automatic ABC analysis in real time
- Keep an eye on all sales opportunities with the help of the sales funnel
The digital customer file
Contact management
Good, correct and up-to-date information is the basis of good customer management. With the integrated CRM tool from projectfacts, you can enter the contact details of your customers, potential customers, suppliers, applicants and employees once centrally and access them anywhere.
projectfacts not only offers pure contact data. You also receive all the information that the system can find about a contact: appointments, tickets, e-mails, quotations, invoices and much more. For example, customer-specific price lists, contracts and SLAs.
- Intelligent contact management
- Link between contact and appointments, documents, etc.
- Customer-specific price lists, contracts and SLAs
Take off with the CRM online tool from projectfacts!
Generate maximum impact with a minimum of effort. Efficient sales with the CRM online tool from projectfacts gives you the optimum basis for effective sales.
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Newsletter, mail merge & more
Campaign management
Our CRM online tool digitises and optimises your sales processes. Whether newsletters, form letters or phone calls.
With projectfacts, you can comprehensively plan, monitor and control your marketing and sales campaigns. Mailings, for example, can be sent directly from the CRM tool.
Follow-ups remind your sales team of specific tasks and next steps. This means that no relevant information and actions within your campaigns are neglected. Thanks to automatic reminders, your sales team always has an overview, without having to constantly make an active effort.
- Online campaign management
- Automated marketing and sales campaigns
- Reminders and follow-ups
Effective acquisition
Sales management
As a sales CRM, projectfacts puts the focus on selling. As we all know, it all starts with acquiring new customers. With projectfacts, you can systematically track contacts. This means you never miss a potential lead for your sales work.
You also have the option of creating individual sales funnels. Always keep track of where your prospects are in the sales process.
A key account system automatically assigns a contact person within your company to each customer. The key account manager receives all the necessary information about their customers at a glance. This enables them to respond to enquiries immediately and competently.
- Individual sales funnels depending on the business
- Complete overview of current sales opportunities
- Comprehensive key account management for your customers
Exploiting potential
Sales planning
With a large number of sales opportunities running in parallel, good planning is the be-all and end-all. Our CRM tool makes sales planning as easy as possible by providing you with all the relevant information directly at your fingertips.
Thanks to numerous customisable reports, you can make your planning data-driven and in real time. This puts an end to the days when sales was purely a "gut job". The CRM tool shows you quickly and clearly where there is potential.
You can also generate quotations and orders directly from the software. All the necessary data and information is entered automatically. This allows you to create professional quotations with a minimum of effort but maximum impact.
- Comprehensive online sales planning
- Customisable reports and analyses in real time
- Integrated quotation and order creation
"With projectfacts, we have found a solution that reliably supports us in the consulting business across the entire value chain and all processes and significantly increases efficiency."
Automate your sales processes with our CRM online tool
A side effect of extensive sales work is that it entails a lot of documentation work. In practice, this means that sales employees often spend half of their working time on internal documentation. As a result, they only have the other half of their working time available to devote to the actual core task: looking after customers. This ratio is particularly unfavourable for key account managers, as they are supposed to be the mouthpiece between the customer and the company.
Instead, they are occupied with internal administrative tasks. However, these are often small-scale and time-consuming. All in all, a lot of time and money is lost for your sales work. This is exactly where our CRM tool comes in. projectfacts is designed to automate routine processes. This reduces the amount of manual work to a minimum. Thanks to the integrated CRM system and intelligent links, projectfacts can take on a variety of tasks:
- Manage personal and company contacts automatically
- Document customer communication completely and automatically
- Automate marketing and sales campaigns
- Automated sales controlling with individual reports
Our CRM tool helps you to automate sales processes so that your employees are relieved of administrative tasks. Instead, they can concentrate on what is most profitable for your company: looking after customers.
Manage your sales with the CRM tool
Get the best out of your sales. With projectfacts, you have the perfect basis for optimising your sales process and making it more efficient. Get started right away!
Enquire nowFurther functions of our CRM tool
- Special contacts per company
- Caller lists per day
- "Not reached" automatic
- Excel interface
- vCard
- Tracking of socialising & acquisition
- Special contacts
- Company hierarchies
- Organisational chart
- Tickets & Mails
- Merging contacts
- Synchronisation with Outlook
- Service Level Agreements (SLA)
- Forum per contact and company
- Integration of social networks
You can view a complete overview of all functions here:
Who is a CRM tool like projectfacts right for?
A good fit if you want to bundle customer management, sales and campaigns in a single CRM tool and connect them with projects, time tracking and invoicing, instead of maintaining several isolated solutions. This is also the right choice if German hosting and GDPR compliance are important to you.
Less of a fit if you are looking solely for a pure marketing automation tool with no connection to projects, orders or invoicing.