CAS genesisWorld

What is CAS genesisWorld?

CAS genesisWorld is a CRM solution that can be flexibly adapted to industry needs and business areas. Intelligent interfaces ensure seamless integration into existing systems. A central database and smart functions support you in your daily tasks – online and offline, from anywhere and in SmartDesign® on all end devices.

Advantages

Consistent smart operating concept for all end devices
Relationship management with all interest groups
Update-proof standard solution
Software support for data protection and data security
Picasso search – intelligent assistant equipped with artificial intelligence algorithms

What functions does CAS genesisWorld offer?

CAS genesisWorld is available in different editions. With its common and proven CRM basic functions, individual modules as well as various interfaces and extensions, CAS genesisWorld offers the flexibility and customisability you need to contribute to your company's success with unique service and forward-looking decisions.

The modular design of the solution allows you to customise your CRM / xRM to your exact departmental and industry-specific requirements.

Modules and functionalities (an extract)

CRM & xRM core functions

Addresses and appointments

Any-Relationship Management by mapping any addresses (customers, companies, suppliers, employees, etc.)
Duplicate checking and cleansing
Postal completion
Categorization of addresses
Group formation
Address synchronization
Customer cockpit
Customer file
Team calendar

Communication

xRM e-mail
Separate e-mail client
Connection to external e-mail clients
Rules for e-mails
Letter salutations & signatures
Caller ID
Call logging
All telephone systems that support TAPI, such as Skype for Business and Swyx.

Documents

Templates in corporate design
Document distribution
Archiving
Categorization of documents

Management

Analyses

Automatic and up-to-date compilation of any reports and display, e.g. as a PDF document.
Creation of context-dependent templates. Clear display formats for reports, e.g. in the form of tables, graphics and diagrams.
Evaluations via pivot table
Evaluation intervals and automatic dispatch

Cockpit
User rights system

Marketing

campaigns
Geomarketing
Events

Sales

Leads and sales opportunities
Forecast
Definition of sales steps
Workflows

Primary linking of notifications
Execution period
Individual notifications
Questionnaires & surveys

Configuration
Reporting
Product configurator, product catalogs, product variants

Projects

Time tracking
Resource planning
Project controlling

Service

Help desk
Complaints
FAQs

Interfaces

ERP interfaces
DMS interfaces

Mobility

Browser
Tablets and smartphones
Replication

Target groups:

CAS genesisWorld was designed specifically for the needs of SMEs and is suitable for every requirement, every industry and every company size.

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.

Contact information:

CAS Software AG

Mr. Timo Schlegel

+49 721 9638 188

Contacting via e-mail

Links & Downloads:

Functions (excerpt) of CAS genesisWorld:

Additional database fields

Address and contact lists

Address Books

Address management

Analysis functions

Archiving

Article, customer and invoice numbers

Calendar and appointment management

Calendar functions

Campaign management

Capacity planning

Catalogs

Central address management

Channel Management

communication

Computer Telephony Integration (CTI)

Contact management

Contact persons

Contact planner

Controlling functions

CRM

CRM customer data reconciliation

CRM interfaces

Customer accounts

Customer data

Customer data import

Customer display

Customer distribution

Customer groups

Customer history

Customer management

Customer prices, sales discounts

Customer-specific prices and article texts

Dashboards

Data maintenance

Delivery addresses

Discount system

Discounts

Duplicate functions

E-Mail dispatch

E-mail integration

E-mail management

ERP interfaces

Escalation management

FAQs

Field service management

Forecasting

Gantt charts

Geographical display

Geomarketing

HelpDesk

Interfaces

Label printing

Lead management

Listing of customer purchases

Logging

Mail merge functions

mailing addresses

Mailings

Management Cockpit

Marketing tools

Master data management

Migration of addresses

Milestones

Mobile data collection

Multi-project controlling

Multiple calendars

order creation

Phone logs

Price lists

Price-quantity scales

Pricing

Print templates

Product configurator

Project budgeting

Project controlling

Project data acquisition

Project evaluations

Project ID

Project Management

Project planning

Project statistics

Project time recording

Project timing

Quotation generation

quotation management

Report management

Resource Management

Resubmissions

Sales call planning

Sales controlling

Sales functions

Sales opportunity management

Sales statistics

Scheduling

Seller leaderboard

Serial appointments

Special prices

Statistics

Status displays

Status Reporting

Synchronization functions

Task management

Tax consultant interface

Text templates, sample texts

Ticket creation

Ticket Distribution

Ticket history

Ticket processing

Ticket system

Time recording

To-do lists

Travel expense report

User management

Variable support

Versioning

Views

Wordtemplates

Workflow management

Price

on request

Make a request

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):

Hungarian, Turkish, Czech, Spanish, Portuguese, Polish, Dutch, Croatian, Italian, French, English, German

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

Data storage medium:

DVD

CD-ROM

Download

Flash memory

More software of the manufacturer:

SmartWe

Customer Relationship Management

CAS IT Services

Service Companies

CAS Consulting

Customer Relationship Management

CAS netWorks

Club Management, Organizations