work4all CRM software for customer management
Manage customer data, quotations, and sales processes centrally in one system
Excellent on all platforms
.avif)
1,000+ companies trust work4all
Vom Einzelanwender bis hin zu Teams mit 200 Anwendern. Vom Sachbearbeiter im Büro über den Monteur unterwegs bis zum Management.
CRM/DMS features at a glance
Tasks
In work4all, tasks serve as a tool for managing and organizing daily work collaboratively with colleagues. With tasks, you always have an overview over outstandig work deliverables for a customer or a project.
DMS and document templates
In work4all, you store all documents from customers, suppliers or projects. The direct connection to (Microsoft) Word allows you to quickly write letters or other documents that are stored directly in the digital file.
Communication
At the heart of CRM is the storage of emails, appointments, telephone notes, documents, visit reports, letters, etc. All of these can be stored with the customer, supplier and/or project via drag & drop in work4all so that all employees have access to the data and know what is going on.
Contact management
A central database for all customers, suppliers, partners and projects is the core of a well-organized organization. work4all helps to prevent duplicates and, with the quick search, creates an efficient tool to get work done efficiently.
Centralized data, available everywhere
With the work4all Exchange connector, you have contacts and appointments from work4all are also available in your Outlook or phone (Android, iOS). Contacts are synchronized one-way from work4all to Outlook or to your mobile phone, and appointments can also be synchronized from both sides if you wish.
Ticket management
Tickets are organizational tools that help colleagues work together collaboratively on a customer case. Tickets origiate from the IT sector, but they also improve the organization in areas such as crafts, production, etc.
Sales opportunities
Sales opportunities help you to assess and manage sales activities. They serve not only as an organizational tool, including reassesments in sales, but also as a basis for management's forecast.
Feature overview
Easy to use Windows interface
Synchronization with Outlook and mobile devices
ERP and project management seamlessly integrated
Connecting telephone systems
Managing customers, suppliers, employees, and partners
Document management with text modules
Marketing features (categories) for customers
Extensive user rights
Drag & drop documents and emails
Sales support with field service integration
Serial letters & serial emails
Integrated ticket management
Appointments and group appointment calendar
Frequently asked questions about using work4all CRM & DMS
work4all combines Customer Relationship Management (CRM), Document Management (DMS), ERP (Enterprise Resource Planning), and project management into a single, all-in-one software solution. Instead of using multiple standalone tools, all departments work from the same database within one system. Customer information, documents, projects, tasks, and commercial processes are interconnected and centrally available at all times.
work4all CRM is ideal for small and medium-sized enterprises looking to centrally manage customer communications, documents, and projects. work4all is used in sectors such as trade fair construction, plant and mechanical engineering, civil engineering, skilled trades, and other project-oriented industries. The majority of our clients are SMEs.
work4all was specifically developed for small and medium-sized enterprises. Thanks to our many years of experience, we know exactly how SMEs operate and what they need from business software. Our software consolidates all customer-related information in one place, thereby reducing administrative overhead. Employees can find information faster, collaborate more efficiently, and create transparent processes. work4all is used across all departments – meaning you don't need separate software for every area of your business.
The digital customer file consolidates contact details, points of contact, emails, documents, letters, appointments, tasks, and tickets into a single, centralized view. In addition to communication data, the customer file also stores commercial information. This ensures that all authorized employees have access to the same up-to-date information at all times.
Emails, appointments, documents, and other communication processes are automatically assigned to the relevant customer, supplier, or project. You can also simply drag and drop documents into the respective file.
Yes. work4all can be connected to Microsoft Outlook and Microsoft Teams. Your Outlook email inbox and calendar are linked to work4all. Through the Teams integration, you can call your desired contact directly from the customer record.
With all-in-one software, every department in your company works from a single, shared database. You eliminate redundant data entry and complex interfaces, making processes more efficient and ensuring information is available centrally. You save both time and money.
work4all CRM für kleine und mittelständische Unternehmen
work4all ist eine All-in-One-Software für kleine und mittelständische Unternehmen. Sie verbindet CRM, DMS, ERP und Projektmanagement in einer zentralen Lösung.
Das Kernmodul von work4all ist Customer Relationship Management (CRM) mit integrierter Dokumentenverwaltung (DMS). E-Mails, Termine, Briefe, Microsoft Teams, Aufgaben, Tickets und weitere Kommunikationskanäle werden zentral verwaltet und den jeweiligen Kunden, Lieferanten oder Projekten zugeordnet. Alle Informationen stehen in einer digitalen Kunden-, Lieferanten- oder Projektakte übersichtlich zur Verfügung.
Das Ziel von work4all CRM ist es, die gesamte Kommunikation und alle kundenbezogenen Informationen in einer zentralen Software zusammenzuführen. Dadurch werden Informationen schneller gefunden, Prozesse effizienter gestaltet und die Zusammenarbeit im Unternehmen verbessert.
Bring your growing business processes into a digital home
work4all connects what belongs together: projects, customers, invoices, documents, articles, employees. Everything clearly integrated in one software system.
“Transparent customer and project management, fair prices and DATEV integration make work4all a real home for our business.”
