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Comprehensive CRM Freeware

With CRM Freeware, you can easily manage your customer and address data. Work relaxed and without any extra effort through endless lists and great paper chaos. The free and easy CRM system supports you in your daily work and ensures that all correspondence such as e-mail, telephone notes, visit reports, sales opportunities, tasks and tickets are centrally visible in one place. For fast and successful customer management.

Manage addresses

Keep contact and company data central, clear and up-to-date. Contacts are your capital – have them with you anytime and anywhere. This allows you to respond to requests at any time.

Organize documents

The unique digital file combines your processes such as e-mails, letters, offers & logs with your business contacts. With the 360° view, you have access to all information at any time.

Conjuring with templates

The wide range of templates for emails, letters, logs and tickets makes your daily work much easier. Easily extend them with additional individual templates.

Opportunities in sales

Be faster and better than the competition. Create meaningful opportunities and quickly discover real potential. For the decisive advantage at the customer.

First-class support

What do customers want? Someone who solves challenges for them. Quickly and easily process complaints, questions, wishes or ideas. For more customer satisfaction.

Moving form letters

Address your customers specifically & convince you with valuable form letters. Playnitu, create audiences, personalize content, and send your information.

Classify and
quickly find

Modern tagging of contacts and companies through distributors, classifications, address source and definable keywords.

Explained the features of CRM Freeware in two minutes

Get to know the free CRM solution in just a few minutes. Learn all about document and address management features. This will help you discover the possibilities that CRM Freeware offers you.

Can be used in two surfaces:

in the web browser

Video CRM-Freeware mit dem Webbrowser

Domino Server is necessary.
(Video only in German, English version will follow.)

as a Notes application

Video CRM-Freeware mit dem Notes Client

Local for a user in the existing Notes client.
Required for Teams Domino Server.
(Video only in German, English version will follow.)

Easy & Intuitive to Use

Thanks to the slim and optimized design, THE CRM Freeware is easy to use. Without overwhelming training or IT skills. This way you can get started without CRM experience.

Ready to go in only
5 minutes

The installation takes only a few minutes. After that, you can start right away. With the pre-built databases, you get everything you need for a quick start and your daily work.

One-place or multi-seat application

Download the CRM Freeware locally and work with the single-site application. For access to up to 5 users at a time, the application can be installed on one server.

Download: CRM Freeware for 5 users

Download the free CRM. Quick and easy.
The download starts automatically after entering your data.

Deregistration and objection to data processing and storage is possible at any time in accordance with the EU General Data Protection Regulation.

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Do you have any questions about the installation?

We are happy to help you.

Service & Support

+49 531 123 868 0

Installation & Support

This video will guide you through the entire CRM Freeware installation process. Every step is quickly and easily explained to you and you are reminded of important things. You will also receive tips & tricks for working and handling the free CRM application.

Please note: for installing the application on a server, appropriate rights and prior knowledge are required.

Video CRM-Freeware Installation

(Video only in German, English version will follow.)

FAQ's - Frequently Asked Questions

Information about product and license - is the application right for me?

Why free? Is the application limited?
How can I use them?

The CRM Freeware CRM Contact Manager is a free version for up to 5 users, unlimited in time. Functionality is not limited. It can be used for a single user in the Notes client or used for up to 5 users at a time through an existing Domino server. The Domino server installation can be used in both the Notes client and the web browser. Server installation is also required to use the mobile version (AppStore or PlayStore).

A 30-day free version of the “IBM Domino Community Server” can be obtained here if required: www.ibm.com/account/reg/de-de/signup?formid=urx-33713

What scope of services do I receive?

The following features are fully available in the free CRM application: address management, document management, e-mail management, templates, user management, form letters, opportunities and support forms. In THE GEDYS IntraWare CRM, this corresponds to the modules: Contacts, Office, Templates and Organization. You can purchase additional modules at any time for a fee and migrate your data.

I need more than 5 users or other functions. Can I extend CRM Freeware?

The first 5 users will remain free of charge forever. You can easily expand the number of users at any time. You will only receive a new license key. The software does not need to be reinstalled again. All data already entered will be fully preserved.

The functionality can be extended by additional modules such as, Marketing, Sales, Service, Schedule, Event and Social.

Contact our CRM experts: Phone: 0531 123868-420, E-mail: contactmanager@gedys-intraware.de.

Can I use CRM Contact Manager in the cloud?

To use the application in the cloud, you need to extend to the cost-required version. For more product information: https://legacy.gedys-intraware.de/produkterweiterung/cloud-crm/

Can I use CRM Contact Manager with mobile devices?

Yes, the CRM Contact Manager is also available on the go.

  1. Download the ‘CRM goMobile Pro’ app from the AppStore or PlayStore.
  2. After successful installation on the server, select Open Application (Mobile). This will send you an email with the setup link.
  3. Open the link in the mail on your smartphone. The previously installed app will automatically open.
  4. In the app, select “Enter credentials”. The Server and Path fields are already filled with the data you entered during installation. All you need to do is add your Notes user name and Notes Internet password and you can sign in afterwards.

Tip: Pin, TouchID, and FaceID are supported to avoid always entering the credentials.

Can I use CRM Contact Manager on my Mac?

Yes, you can use CRM Contact Manager through your web browser or Notes version for Mac.

Installation and prerequisites - what do I have to consider?

What are the requirements for installation?

For legitimate installation and licensing, you need an Internet connection. By registering, with your legitimate data, you will receive the license key from our server so that the application runs completely. Without a license key, the application runs in demo mode with various limitations, such as number of records. In demo mode, if you have an Internet connection, you can repeat the licensing steps to obtain a valid license key.

Technical requirements:

For The Domino Server installation, you must enter a server in the “Destination Directory Selection” step. Your rights will be reviewed. If you receive a message that you do not have enough rights, please check the domino directory server configuration document for your rights.

You must have the following rights to install:

  • Create databases on the server
  • Running agents on the server
  • use the server console

Are there any recommendations/tips for installation? What needs to be considered?

Before installing, do the following:

  • For more overview, create a new tab on your workspace (you’ll find the application there afterwards). To do this, right-click on any tab and select “Create workspace page”. You will receive an empty tab. Right-click “Properties: Workspace” to enter the name “CRM Contact Manager” in the Page Name dialog box.

Getting started after installation - how do I start?

How do I sign in to CRM Contact Manager for the first time?

Notes Client:
After successful installation, you will find six new tiles in the Notes Client workspace. For your daily work, use the Contacts tile.

  • “Contacts” – Address data and entry point of the application
  • “Office” – Location for all operations to the addresses. Called via “Contacts”.
  • “Templates” – Creating and Managing Templates
  • “Database Settings (DBSet)” – Settings and configuration of the application
  • “Organization” – Contact details of employees
  • “Help Database” – PDF manuals of the application.

Web interface:

  1. After the successful installation, select Open Application (Web). The application opens in your browser.
  2. Tip: After starting in the browser, save the accessed web address as a bookmark in your browser.
  3. Sign in with your well-known Notes username and Notes Internet password. You can obtain the credentials from your administrator or find them in the Domino Directory (Domino Address Book).

Mobile:

  1. Download the ‘CRM goMobile Pro’ app from the AppStore or PlayStore.
  2. After successful installation on the server, select Open Application (Mobile). This will send you an email with the setup link.
  3. Open the link in the mail on your smartphone. The previously installed app will automatically open.
  4. In the app, select “Enter credentials”. The Server and Path fields are already filled with the data you entered during installation. All you need to do is add your Notes user name and Notes Internet password and you can sign in afterwards.

Tip: Pin, TouchID, and FaceID are supported to avoid always entering the credentials.

How is your own customer data imported and exported?

You can import your customer data as follows:

  1. Open the Addresses (Web) tab or open the Contacts database (Notes)
  2. Select Action – Administration – Address Import – Select the file with your customer data – press the Import button
  3. The addresses are imported into the application and can be used by you

We are happy to support you with complex data lists and take over the address import for you. You can book the service offer at any time by mail to contactmanager@gedys-intraware.de.

How can I export addresses from the application?

  1. Open the Addresses tab or open the Contacts database
  2. Select your addresses – Action – Administration – Address Export – Select Create CSV file – Excel list is created
  3. The addresses are imported into the application and can be used by you

How do I create companies and contacts?

  1. Go to the Addresses (Web) tab or open the Contacts database (Notes)
  2. Always create an account first. Only then do you add a contact to the company. Create > Account menu, > Create Contact menu. Individuals are created directly > from the “Create Private Person” menu.
  3. Enter company data or contact details
  4. “Save > and Close Document” menu

Where can I find the User’s Guide and installation documentation?

In the Help Database tile on your workspace, you can find all the manuals and help files.

How can I back up my data and restore it as needed?

In the directory you have chosen, there are five files ending in .nsf. Back up a copy of all files regularly to an external medium (hard drive, stick, etc). During copying, the files must not be open in the Notes Client.

How do I create more users?

As the configuration progresses, the database access rights are set up. In this context, before installing, you should consider

  • who is an administrator and
  • who should work as a standard user with ‘GEDYS IntraWare 8’.

This information is used, among other things, to grant database access rights.
GEDYS IntraWare recommends working with groups at this point, for reasons of clarity. Therefore, create appropriate groups in the Domino Directory in advance.

Add users later: see the Administrator’s Guide Chapter Security & Access Rights.

Tips and tricks - how do I work with the application?

Information will follow at short notice.

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