Software > Sales and Marketing > Customer Relationship Management (CRM) > TOPIX CRM
The CRM for successful selling

TOPIX CRM

The CRM for successful selling
 
 
 
 
 
 
 
 
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What is TOPIX CRM?

TOPIX CRM helps small and medium-sized companies simplify their customer management. Linked data such as e-mails, external documents, notes, sales and project status, tickets, appointments, etc. are stored logically and clearly and can be accessed with a single click. Clever workflows help to accelerate the sales cycle and increase completion rates. The CRM is the heart of the system and perfectly supports sales, customer service, marketing, e-commerce, administration and all other departments.

Thanks to the optional connection of telephone systems, telephone calls can be made directly from the system. Of course, the data is automatically stored and managed in the database. The consistent integration of all information results in an unusually good overview of the program For example, all information and processes belonging to a company, a person or a project can be viewed and accessed directly in a single central mask.

You can choose the operating system: whether MacOS, Windows, mixed networks, in the cloud or on-premises. And thanks to the smartphone app, you can access your data even when you're on the go.

Your advantages with TOPIX CRM

  • Attractive design and easy to use
  • Detailed history of notes, correspondence and appointments
  • All data accessible with a single click
  • Clever workflows for an automated sales process
  • Can be optimally combined with TOPIX time tracking and project management
  • Individually customizable dashboards
  • 100% in-house: from development to support

Target groups:

TOPIX is ideal for use in small and medium-sized companies in the DACH region. The all-in-one platform offers the best for retailers and service providers. They benefit from a full range of functions without compromise.

References:

We will be happy to provide references on request.

Contact information:
Links & Downloads:
Software exposé
request URL
 

Functions (excerpt) of TOPIX CRM:

Acquisition management
Additional database fields
Address and contact lists
Address coding
Address database
Address management
Analysis
Article, customer and invoice numbers
Automated price recommendations
Basic price function
Business Intelligence (BI)
Calendar and appointment management
Call guide
Campaign management
Cataloging
Central address management
Client management
Commissions
communication
Complaints
Computer Telephony Integration (CTI)
Contact management
Contact persons
Contact persons
Contact planner
CRM
CRM customer data reconciliation
CRM interfaces
Cross-selling
Custom branding
Customer and consumer behavior
Customer and sales data analysis
Customer data
Customer data import
Customer display
Customer distribution
Customer groups
Customer history
Customer management
Customer portal
Customer prices, sales discounts
Customer registration option
Customer-specific prices and article texts
Delivery addresses
Discount profiles
Discount system
Discounts
DMS
Document overviews
Duplicate functions
Employee and vehicle assignment
ERP interfaces
Error description
Field service management
Fixed prices
Geographical display
Google Maps integration
Graphical disposition
Group structures
History
KPI
Lead management
Listing of customer purchases
Mail merge functions
mailing addresses
Mailings
Maintenance
Manual route change
Map displays
Master data management
Material control surcharges
Mobile data collection
Mobile working time recording
Multiple calendars
Newsletter
order creation
Order data
Order distribution and tracking
Order management
Order management
Order processing
Order status
Order status
Order tracking
Phone logs
Price groups
Price list
Price lists
Price-quantity scales
Pricing
Project acquisition
Project Management
Promotion price intervals
Quotation generation
quotation management
Quotation prices
Recyclables surcharges
Remote access
Repair order
Repair, cost estimate
Report management
Resource overview
Resubmissions
Returns management
Route planning
Sales call planning
Sales controlling
Sales employee management
Sales functions
Sales opportunity management
Sales planning
Sales planning
Sales statistics
Scheduling
Seller leaderboard
Service calls
Service field operations
Service orders
Service report
Service requests
Special offers
Special prices
Statistics
Status displays
Status overviews
Store system
Synchronization functions
Target group marketing
Target groups
Task management
Text module management
Ticket creation
Ticket Distribution
Ticket history
Ticket processing
Ticket system
To-do lists
Travel expense recording
Upselling
Variable support
Views
Work order management
Working time recording

Price

on request

Technical specifications:

Web-based:
yes
SaaS, Cloud:
yes
On-premises (local installation):
yes
AI Supported:
yes
Multi-user (network-compatible):
yes
Multi-client compatible:
yes
Maintenance:
for a fee
Customizing:
possible for a fee
First installation (year):
1990
number of installations:
4000
Manufacturer based in:
Germany
Training:
for a fee
Hotline:
for a fee
Installation support:
for a fee
Documentation:
Manual, Online Help, Demo version, Technical documentation
Dialogue language(s):
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
Old Compatible Operating Systems:
Win 8
Win 7
Win XP
Min. memory requirements:
4 GB RAM, 20 GB Hard disc
Data storage medium:
DVD
CD-ROM
Download
Flash memory

More software of the manufacturer:

TOPIX Financial Accounting
TOPIX ERP