Effortless Teamwork Throughout Your Whole Company

Our objectives for your team

"Synchronize all your company activities"

• Streamline your cross-company processes by providing your sales, marketing and service teams with accurate, up-to-date customer information
• Improve communication and traceability company-wide
• Establish valuable relationships with your customers while reducing your overheads
• Improve the quality of information
• Integrate all company processes into your CRM approach
• Extend your CRM platform with extra features

Know-how of our CRM software solution

Coordinate activities throughout your company

• Share data (addresses, dossiers, documents, etc.)
• Coordinate the distribution of tasks company-wide
• Manage the creation, validation and release of documents (CAS teamWorks)

Integrate CRM into the user environment

• Compatibility with office tools (MS Office)
• Compatibility with third-party communication systems (e.g. messaging server, telephony)
• Interfaces adapted to the user's preferences (client application, Web client, PDA, mobile phone, etc.)

Synchronization with other enterprise management systems

• Access product information, offers, invoices, orders, etc.
• Use efficient reporting tools
• Combine your archiving systems

Integration

Manage your projects and corporate  working groups

• Manage projects (from initialization to implementation) and working groups (sharing documents, managing appointments, etc.)
• Plan projects (Gantt charts, compatibility with MS Project)