Software > Sales and Marketing > Customer Relationship Management (CRM) > CAS Consulting
Complete CRM solution for client management, acquisition, resource planning, project manag

CAS Consulting

Complete CRM solution for client management, acquisition, resource planning, project manag
 
 
 
 
 
 
 
 
Demo version

What is CAS Consulting?

CAS Consulting is the complete CRM solution for consulting companies, supporting consultants and back-office staff with client management and acquisition as well as resource planning and project management. It is based on CAS genesisWorld, the award-winning and leading CRM solution for SMEs.

What are the benefits of CAS Consulting?

  • Simple and efficient processes
  • Direct communication and smooth collaboration within the project team and throughout the company
  • High knowledge transparency thanks to centralized access to information
  • Well-informed and motivated employees
  • Confidential data handling without loss of information thanks to individual access rights, even with changing project teams
  • Comprehensively informed consultants at all times, even when on the move, thanks to mobile data access
  • Motivated employees and satisfied, loyal clients
  • Efficient planning, management and optimization of projects
  • Long-term business success

Professional project management not only makes for enthusiastic employees, but above all for enthusiastic and satisfied clients. CAS Consulting provides you with ideal support for scheduling and resource planning, efficient execution and controlling. Structured processes throughout the company keep your employees motivated and working efficiently - your clients trust your services and feel they are receiving excellent support.

What functions does CAS Consulting offer?

  • Central, standardized client management with up-to-date addresses and files
  • Comprehensive project management with project structure and resource planning
  • Cross-departmental deadline and resource management
  • Early warning system for project control
  • Project controlling with standardized project reports, time, expense and cost recording
  • Central data access with comprehensive rights system
  • Mobile access at any time and regardless of location
  • Convenient telephone functions
  • Simple correspondence and central document management
  • Consistent sales process with method
  • Targeted marketing campaigns with systematic customer dialogs
  • Selection options and global search across all data
  • Comprehensive, clear management cockpits
  • Forecasts and reports

Target groups:

CAS Consulting is specially tailored to the requirements of management consultancies.

References:

More than 300,000 people from a wide range of industries around the world work with CAS Software AG products. In addition to numerous medium-sized companies, well-known companies such as Fraunhofer, KIT Karlsruhe, OKI and VDI are among the customers of CAS Software AG. In recent years, seven successful CAS customers have been honored with the renowned CRM Best Practice Award.

Contact information:
Ms. Ulrike Rittinger
Frau Ulrike Rittinger
07219638188
Links & Downloads:
Software exposé
request URL

Functions (excerpt) of CAS Consulting:

Address management
Calendar and appointment management
Campaign management
Central address management
Client management
communication
Contact management
Contact persons
CRM
Customer accounts
Customer data
Customer display
Customer frontend
Customer management
DMS
Electronic files
Kundenbackend
Notification system
Project Management
Report management
Scheduling
Synchronization functions
User management

Price

on request

Get to know the software better! Request a video appointment for a personal presentation!

Technical specifications:

Web-based:
yes
SaaS, Cloud:
no
On-premises (local installation):
yes
AI Supported:
no
Multi-user (network-compatible):
yes
Multi-client compatible:
yes
The product is also available in:
specialized suppliers
Maintenance:
for a fee
Customizing:
on request
First installation (year):
1998
number of installations:
3000
Manufacturer based in:
Germany
Training:
for a fee
Hotline:
included in price
Installation support:
for a fee
Documentation:
Manual, Online Help, Demo version, Technical documentation
Dialogue language(s):
French, English, German, Italian, Dutch, Portuguese, Spanish, Czech, Turkish, Hungarian
System requirements:
Compatible operating systems (runs with):
Win 11
Win 10
Win Server
Mainframe based
Unix based
Linux based
Mac OS
Mobile OSs (supports):
iOS
Android
Old Compatible Operating Systems:
Win 8
Win 7
Win Vista
Win XP
Symbian
Blackberry
Win Phone / Mobile
Data storage medium:
DVD
CD-ROM
Download
Flash memory

More software of the manufacturer:

CAS genesisWorld
CAS IT Services