
CRM FOR SERVICES AND CONSULTING
Far ahead, thanks to satisfied customers
With CRM for services, you can specifically impress potential clients with your services, win them over and retain them in the long term
- through transparent and centrally stored knowledge
- through quick reactions due to extensive documentation
and the optimal overview (360° vision) - with differentiated campaigns and evaluations
Digitisation as an opportunity for development & growth
Convincing interested parties of their services is now a major challenge in their industry.
The GEDYS IntraWare CRM for services & consulting supports you in this.
The demand for services and advice has increased enormously with the enormous change. Although expert knowledge can be accessed at any time via the Internet, the complexity of the many technical developments makes it more difficult for companies to keep up without advice and services. This opens up new perspectives for your industry. With the GEDYS IntraWare CRM, potential clients can be targeted. Impress them with your knowledge, experience and offers. And turn new clients into satisfied customers in the long term. There is no better advertising.
Customer information transparent about 360°
Ensure transparency by allowing your employees to share the same information about a customer or project at any time. The comprehensive documentation of customer data, contact histories or telephone logs not only serves to secure all collected information for your company in the long term, it also saves your employees from searching. This creates more time for personal customer care or creativity in the next project.
Always one step ahead
Inspire your customers by thinking ahead. By means of comprehensive evaluations of the digital data, you can easily determine the needs of your customers and anticipate them with individual offers. This is what perfect customer and contact managementlooks like.
Quick reactions that impress
Always be ready for your customers with good services. Service innovations such as multichannel support, customer self-service or predictive maintenance are the future. Your customers do not want to wait: Neither when it comes to a quick information retrieval on the service phone, nor the answer to a question in chat or in a consultation via mobile CRM app: with clearly collected customer, project and know-how data, waiting times are a thing of the past.
Keeping the focus
Not only does the head of your employees remain free for your customers. You also save timeby using the CRM software to take work away from your employees via automatable processes. The shortage of skilled workers is being reduced. This leaves time for the focus of your work: excellent services.

CRM for services supports export
Germany’s foreign trade in services grew faster than trade in goods. The “know-how” factor and the “Made in Germany” brand still offer potential to gain a foothold in foreign markets.
Many companies offer their services on foreign markets without having their own branch or form of business abroad. That is why they have to use online portals to promote their services and digital ways of communicating with customers and partners. The GEDYS IntraWare CRM for Services & Consulting provides a unique email integrationfor this purpose, the key function for
- Daily email traffic
- Mailings
- Marketing automation
Digitally improve customer service
Linking physical services and digital offerings to “smart services” is inevitable,
to meet the demands of your customers. In the future, you will not only offer your services on site.
With uniform data for all:
- To remain competitive, a central information base and efficient processes are needed. GEDYS IntraWare CRM supports your customer management with well-structured digital customer files.
- The perfect teamworkthat benefits your customers is served by functions such as schedule overviews, reminders, tasks, series tasks and escalations.
- With the CRM app, all data is also available on the go for mobile, location-independent and flexible working.
- Communicate in a target group-oriented manner via all modern channels. 100% EU-DSGVO compliant.
- In the CRM you can see all the details as well as processes about customers, partners, suppliers, competitors, members and also about employees (= xRM).
- Structured processes throughout the company help to combat the shortage of skilled workers. The automation of many administrative tasks saves a lot of time and leaves your employees more room for important tasks.
Evolutionary instead of revolutionary:
- Typically, you start with CRM in Sales. For teamwork and process optimizations, it is crucial that you connect other areas with CRM in marketing and CRM for service & IT.
- This gives you advanced features,such as Customer Self Service, which enables you to offer services around the clock.
- Targeted expansion for:
– the creation of offers
– Marketing campaigns
– Customer service
– Statistics and analyses - Of course, you can also choose the complete package from the beginning.
- Download our all-in-one package here for more information:
Product flyer download - It is best to discuss special solutions for your industry or adjustments directly with one of our experts:
CRM Consulting & Contacts
Connect ERP and other systems :
- Provide users with important information in the CRM system that they would not otherwise be able to see. For example, thanks to the JDBC or SAP interface, your sales and service have access to delivery notes, invoices and open items in the customer file. Or on special specifications for machines.
- Watch this video: SAP Outlook Integration.
- Digital web services facilitate important organizational work:For example, integrate the services of bahn.de, Google Maps, HRS and others with a simple link in your CRM. This makes it easier to realize field service appointments.
- Thanks to CTI (Computer Telephony Integration) you save time on many phone calls, because you dial with a click on the phone number. For incoming calls, the CRM system automatically displays the caller and his electronic file.


Achievements with
CRM for Services & Consulting
With targeted CRM evaluations on the success strategy
DB Kommunikationstechnik
Guaranteed higher customersatisfaction with CRM in sales
Baumineral
Salesoptimization as a success factor in the
competition
LTS Licht & Leuchten
To start with CRM
The base of CRM for services & consulting: With contact management, you get the 360° view of your customers. You generate leads and qualify new prospects. You not only collect data about your customers centrally and transparently, but also assign them detailed correspondence histories. With intelligent search functions, you get exactly the information you need at any time.
Register now for the CRM Tour. We offer industry know-how and individual industry solutions.
Please fill in the form and send it. You will receive an email with a link. Click on it to confirm your email address. You will then receive your appointment.

