What is a Notes Domino CRM?


Notes Domino CRM is a customer management system directly integrated into the Notes Domino platform. GEDYS IntraWare has developed such a system especially for HCL Notes. A document-oriented database system with seamless email integration for HCLNotes.

Just like in HCL Notes, masks are used to view or modify the data content of CRM documents, which have the advantage that they can be freely edited and designed. With an existing HCL Domino server, the software brings everything you need to connect the employees in an organization to important business applications or information databases. Alternatively, the CRM (What is a CRM system?) can also be used as a cloud CRM solution ( What is Cloud CRM?).

Reasons for Notes Domino CRM

More and more new ways of working are increasing the demands on CRM software

Different end devices and mail systems are to be supported and customer work integrated. Notes Domino CRM manages to support all platforms such as Cloud CRM, mobile CRM app and web and makes it possible to combine or switch them at any time.

Notes Domino CRM also offers the ability to assemble individual solutions from flexible modules – from address management and campaign management to sales control and ITIL help desk, including analytics and reports. The unique architecture enables flexible expansion, just as the corporate structure with various areas, national and sales organizations is required.

Notes Domino CRM by GEDYS IntraWare

The Notes Domino CRM from GEDYS IntraWare from IBM (predecessor operator of Notes Domino) has already been awarded several times as the best HCL Notes Domino software. The Lotus Notes CRM from GEDYS IntraWare is considered one of the best solutions with the award “Best Total IBM Lotus Software Solution” or in the category “Extending Collaboration to Mobile Devices”. Learn more about the HCL Notes Domino Service here.

Companies using HCL Lotus Notes have the ability to integrate the CRM system directly into their Notes environment with GEDYS IntraWare CRM. The advantages of integrating a CRM system with HCL Lotus Notes are, on the one hand, working seamlessly in a familiar environment, so that employees do not have to reorient themselves. On the other hand, the implementation of an HCL Lotus Notes CRM system no longer requires switching between CRM and Notes, saving time and making processes even more efficient.


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Functions of the Notes Domino CRM of GEDYS IntraWare

The CRM 360° function offers a fast and unique way of working, which already provides all important information about the sender in the mailbox. In addition, the communication processes can be unified and company-wide transparency on contact data with legally compliant communication can be created.

Forms, processes and applications are efficiently controlled – individual solutions are implemented by optimizing the most important information, audit and approval processes as well as warning blocks and representative regulations. In addition, workflow reduces lead times and manual processing to a minimum.

You can also optimize scheduling and tasks for people and groups. For example, it is possible to determine where colleagues are and what tasks they have. Thanks to the new found transparency, customer appointments, meetings, service assignments, etc. can be more easily coordinated.

CRM in Sales

Qualify leads, create opportunities and calculations clearly and send quotes directly as PDF to the customer.
Read more about CRM in sales

CRM in Marketing

Lead lists can be handed over to sales automatically, the time required to select the target group through insular solutions or outdated marketing software is reduced, campaign processes and task processing are more easily planned and documented and responsibilities are clearly assigned.
Read more about CRM in marketing

CRM for Service & IT

Complaint, complaint management or support via telephone, e-mail and internet are efficiently organized with the Service module and response and response times are minimized.
Read more about CRM for Service & IT

If you are already planning the introduction of a CRM system, you will find tips & tricks from 30 yearsof CRM practice in the e-book “In 15 Steps to CRM” .

Notes Domino CRM can also be used on the go

Since field staff need up-to-date information and contact information everywhere to respond quickly to customer requests, GEDYS IntraWare’s Notes Domino CRM solution can also be used on your smartphone or tablet(mobile CRM app). The features can be used both online and offline because the required data synchronization is done automatically or according to personal setting – without any business-critical aspects such as security, integration friendliness or costs. Neglect.

Start screen Video CRM app in detail from GEDYS IntraWare
Start screen Video CRM app in detail from GEDYS IntraWare

Top features of the CRM app

  • 360° overview: electronic customer file
  • Online and offline (reading)
  • Create Accounts & Contacts
  • Home can be configured as desired
  • Create Phone Notes & Visit Reports
  • Orbit Search & Create Route Plan
  • Create opportunities
  • Create emails & store them in CRM
  • Search function Quick capture & business card scanner
  • Inform function
  • and much more about the CRM app