Sunrise Software Relations CRM

Sunrise Software Relations CRM - for high efficiency, security and transparency in sales

The modular CRM offers companies proven and powerful functionalities. The sales dashboard provides a perfect and up-to-date overview of sales opportunities, quotation management and annual planning, providing perfect support for all sales tasks. The data is available online and offline, so that even mobile employees always have everything in view and can use the CRM. Ultrabook, tablet and smartphone make the office mobile and employees have access to company data even when on the move.

With the help of project planning and time recording, you can ensure fast and efficient planning and implementation of projects and at the same time have the option of project evaluation.

The service module for the CRM software ensures a smooth exchange between the front and back office. Customer inquiries can be assigned to employees in a process-controlled manner. Helpdesk, ticket system, escalation management, complaint management and a knowledge database complete the customer support functions.

The modules and functions include

• Company and contact management
• Paperless office (digital project & customer folder)
• Task and appointment management
• 360° view of the customer file
• Communication (mails, CTI/TAPI, fax, ...)
• Personalized serial mailings (letters, e-mails, ...)
• Activity management
• Project management
• Defined workflow
• Sales automation (quotation, target figures)
• Customer service (helpdesk)
• Offline and teleworking availability
• Office integration
• Interfaces to ERP, WAWI

The Sunrise Software Relations CRM is GDPR-compliant and implements the data protection requirements in accordance with the "Privacy by Design" and "Privacy by Default" specifications.