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.
work4all CRM software for customer management
Manage customer data, quotations, and sales processes centrally in one system
In the cloud or on your own server
Over 35 years of experience in CRM, customer management, and organization
1,000+ corporate customers
Excellent on all platforms
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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.
“work4all is the ideal all-in-one solution for transparent project management for us. All information related to customer communication and material flows is available digitally — both in the office and in the app.”
Managing director, comati automation GmbH
Your all-in-one solution
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.
Marketing campaigns
Group and categorize addresses to attract specific marketing leads or target existing customers. The work4all action assistant selects relevant target groups and turns them into serial e-mails and serial letters or exports them to external marketing software.
DMS and document templates
There are two areas of multilingualism in work4all: The language in which you write documents, offers, invoices, etc. to customers and the language in which you use work4all. Many languages are available in work4all.
Ticket management
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.
CRM/DMS
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
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.
One control centre instead of lots of special tools and makeshift solutions
Experienced process and digitalisation specialists by your side
Easy to use for all department - even when you're on the move
“Transparent customer and project management, fair prices and DATEV integration make work4all a real home for our business.”
Managing Director, Steffens Systems GmbH