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Your customer management software

Digital customer file, ABC analysis and sales funnel in one place. Your customer management software from projectfacts. Test now!

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What is customer management software?

Customer management software is a tool that centralises all information and activities relating to your customers: from master data to offers and invoices through to appointments and notes. projectfacts is one such customer management software. It combines a digital customer file, the ABC analysis and the sales funnel in a single system. Development and hosting take place in Germany and are GDPR-compliant.

Unlike a mere address file, the customer management tool links your customer data with projects, offers and invoicing. Thanks to the all-in-one approach and open interfaces, all customer information is held in one place instead of in separate isolated solutions. You maintain the relevant contact details in the contact management, while the CRM software provides the sales overview.

Your customer management software

Managing customers is of paramount importance for companies: there is hardly any other area where good work pays off so quickly and so directly in terms of positive sales development. This makes it all the more important to leave nothing to chance when it comes to customer management. It is good to have software at hand to help you make the right decisions. projectfacts offers you a range of valuable benefits:

Digital customer file

The digital customer file gives you a complete overview of all your company contacts. However, the customer file is much more than just an address file. Here you will find all activities relating to a customer: offers, orders, invoices and much more.

ABC analysis

The ABC analysis is a powerful tool for correctly assessing your customers. Our customer management software automatically calculates the ABC analysis for you. So you always know which customers are most valuable to you.

Sales Funnel

The sales funnel shows you at any time where your customers are in the sales process: early contact phase or shortly before closing the sale? This allows you to recognise sales gaps or order peaks in good time, before they reach your company.

First, learn everything about prospects, customers and suppliers and the relevance of organisations and contacts!

CRM - Prospects, customers and suppliers

A complete overview of your company is only possible if you maintain prospects, customers and suppliers in the system. This has several advantages: More transparency in sales, better ...

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CRM - Organisations and contacts

Contacts are persons but also companies with whom you communicate, for whom you write offers or process tickets. Organisations play a central role in your CRM. When you organis...

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We use cookies and similar technologies on our website and process personal data about you (e.g. IP address), e.g. to personalize content and ads, to integrate media from third-party providers or to analyze access to our website. Data processing may also take place as a result of cookies being set. We share this data with third parties that we name in the privacy settings.

Data processing may take place with your consent or on the basis of a legitimate interest, which you can object to in the privacy settings. You have the right not to consent and to change or revoke your consent at a later date. Further information on the use of your data can be found in our privacy policy.

Are you under 16 years old? Unfortunately, you are not allowed to consent to this service yourself. Please ask your parents or guardians to consent to the service with you.

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The digital customer file

Almost any information about your customers is valuable for successful customer management in the software. Although this knowledge is available in many companies, it is bundled with individual sales staff or key account managers. Not so with our customer management software.

projectfacts collects information about your customers in one central location. In addition to basic master data, you can find the facts that matter for the customer at a glance. This can include projects, offers, enquiries, appointments or notes.

In order to be able to contact your customer directly, the stored contacts are of course also linked to the customer. The result is a central CRM customer database with which you optimise your customer management.

  • One customer management software for all your customer contacts
  • Collect contact data, activities, offers, invoices, etc. centrally
  • Be well informed before you make contact with customers
  • Create an ideal starting point for statistical analyses

Simply record your customers' data online

Everything in one application, less effort and easier to use. The customer management tool from projectfacts.

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Customer data with a big impact

Thanks to the all-in-one concept of projectfacts, customer data has a major impact. The result: no more duplication of effort and many advantages in day-to-day work.

As customer manager software, projectfacts puts the right contact person centre stage: if you wish, you can define a key account manager for each customer. This can be viewed wherever the customer is involved. This means that for incoming enquiries (whether by email or telephone) you always know directly who the right contact person is. In combination with a comprehensive authorisation system, you can ensure, for example, that the key account manager only sees the enquiries or offers of their own customers.

Simply enter a customer price list or other document information such as a VAT exemption. The data is used automatically when the next quotation is created. Save yourself the hassle of searching for and collating information by storing it centrally and applying it automatically.

ABC analysis of customers in projectfacts

Setting priorities with the ABC analysis

Setting priorities and targeting customers is part of your day-to-day work. With the software for your customer management, you receive a clear list of your contacts in real time. The ABC analysis helps you to identify valuable customers for your business.

You individually define the standards according to which the analysis is created. For example, you can view the analysis for the last financial year only, or you can look at potential sales instead of actual sales.

The ABC analysis is deeply rooted in projectfacts. This ensures that you always have the desired classification to hand when you need it. For example, do you receive a ticket via the integrated ticket system? Then you can see the corresponding ABC status of the organisation directly in the ticket. Do you need more information? One click takes you to the customer organisation and gives you an insight into everything important for your customer management. This allows you to tailor your customer support accordingly.

  • Identify valuable customers at a glance
  • ABC category can be found everywhere in the software
  • Use the ABC analysis for your customer management

Sales Funnel – Winning new customers

Optimise your sales processes with the sales funnel in projectfacts. Because successful customer management starts with sales.

Prospective customers at service companies typically go through a sales process. You can map this process digitally with our customer management software. The sales funnel supports you at precisely this point.

Thanks to different phases, you can map your sales process in a structured way. This means you always know the status of your new customer. When is it worth following up and what information does the new customer still need? The sales funnel gives you the answer. You can also estimate the expected turnover at any time.

  • See at a glance how your new customer business is doing
  • Analyse and optimise your sales processes with the sales funnel
  • Recognise order peaks and sales gaps in advance

Customer management at a glance

Customer files

Projects, offers, enquiries, appointments, notes, etc. all in one place

ABC analysis of customers

Recognise sales and potential at a glance

Use the sales funnel

Monitor and control sales processes

When customer management software pays off

Not every company needs a comprehensive customer management tool straight away. The following overview helps you assess whether projectfacts suits your situation.

A good fit if ...

  • you have so far maintained customer data, offers and invoices in separate tools
  • several employees look after the same customer and need a shared overview
  • you want to prioritise valuable customers via the ABC analysis and manage the sales funnel
  • GDPR-compliant hosting in Germany matters to you

Less suitable if ...

  • you are looking solely for a simple address list without any associated processes
  • there are no sales or quotation processes to map in your business

Still have questions? We have the right answer!

Give us a call, send us an e-mail or take a look at our FAQ section! We will be happy to answer your questions!

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Frequently asked questions

What is customer management software?
Customer management software is a tool that centralises all information and activities relating to your customers: master data, offers, invoices, appointments and notes. projectfacts combines a digital customer file, the ABC analysis and the sales funnel in a single system, GDPR-compliant and hosted in Germany.
What is the customer management software from projectfacts?
The customer management software supports you in making the right decisions when managing your customers. It combines digital customer file, ABC analysis and sales funnel in one place.
What belongs in a digital customer file?
A digital customer file contains all of a customer's master data as well as all associated processes: projects, offers, orders, invoices, enquiries, appointments, notes and the linked contacts. In projectfacts, all of this information is held centrally in the customer file instead of scattered across individual employees.
What is the digital customer file?
The digital customer file gives you a complete overview of all company contacts. It is more than just an address file: here you will find all activities relating to a customer, such as projects, offers, orders, invoices, enquiries, appointments and notes.
Customer management or CRM – what is the difference?
CRM (Customer Relationship Management) is the umbrella term for the entire management of your customer relationships. Customer management software is the part of it that bundles customer data, processes and analyses in the digital customer file. In projectfacts, the two are closely interlinked: the CRM manages sales, while customer management handles the customer file.
How does the ABC analysis help with customer management?
The ABC analysis helps you to identify valuable customers. projectfacts calculates it automatically, and you individually define the standards according to which it is created, for example based on actual sales or sales potential. The ABC status can be found everywhere in the software.
What does the sales funnel show?
The sales funnel shows you at any time where your customers are in the sales process, from the early contact phase to shortly before closing. Thanks to different phases, you can recognise order peaks and sales gaps in advance and estimate the expected turnover.
Can I define a key account manager per customer?
Yes. You can define a key account manager for each customer, who is visible wherever the customer is involved. In combination with the authorisation system, you ensure that they only see the enquiries and offers of their own customers.
Is stored customer data used automatically?
Yes. If you enter a customer price list or document information such as a VAT exemption, this data is used automatically when the next quotation is created. This saves you the hassle of searching for information.
Is customer data linked to other areas such as the ticket system?
Yes. If you receive a ticket via the integrated ticket system, you can see the corresponding ABC status of the organisation directly in the ticket and reach the customer organisation with one click.