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Average Ratings 0 Ratings

Total
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features
design
support

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Write a Review

Description

BSI CRM provides a comprehensive 360° perspective on your customers, accessible at any moment across all departments and interactions. Its modular design, extensive configurability, and open technology make it a standout choice, garnering accolades from both industry experts and satisfied clients. The greatest satisfaction for us comes from the positive feedback of our users, as we have been passionate about CRM solutions for nearly 25 years. Currently in its 16th generation, BSI CRM benefits from advanced platform capabilities and innovative development practices. For organizations with intricate requirements, particularly large enterprises, we are the ideal partner. Our extensive ecosystem and numerous standard interfaces showcase our expertise, reflected in favorable total cost of ownership (TCO) metrics. Regardless of whether you operate in B2B, B2C, or B2B2C sectors, BSI CRM is designed to seamlessly integrate with your business model, workflows, and IT infrastructure, ensuring it aligns with your needs rather than forcing a change. Our commitment to adapting to your unique circumstances sets us apart in the CRM landscape.

Description

Transform your company's customer relationship management with CAS genesisWorld, the leading CRM software on the market. This robust solution offers a variety of adaptable modules that align perfectly with your specific business needs. With intelligent integrations, it seamlessly connects to your current systems, ensuring customer data is efficiently captured, updated, and utilized across all departments. Your organization can operate as a unified team, delivering exceptional service that leaves a lasting impression on your clients. Take advantage of streamlined corporate processes and access up-to-date customer information in a centralized CRM platform. Effortlessly manage all customer sales and service data, and make real-time updates from any mobile device while on the go. Leverage current insights to deliver top-notch consulting and services to your customers. Tailor your CRM solution to suit the unique demands of your industry and accommodate your business size, while also creating personalized offers that resonate with your target audience. By doing so, you will enhance engagement and drive growth within your company.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Enterprise Bot Yes 
Inxmail No 
Wufoo Yes 
finleap connect Yes 

Integrations

Enterprise Bot No 
Inxmail Yes 
Wufoo No 
finleap connect No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

BSI Business Systems Integration AG

Founded

1996

Country

Switzerland

Website

www.bsi-software.com

Vendor Details

Company Name

CAS Software AG

Founded

1986

Country

Germany

Website

www.cas.de/en/products/relationship-management/cas-genesisworld.html

Product Features

Construction CRM

Client Tracking Yes 
Contract Management Yes 
Forecasting Yes 
Project Management Yes 
Quote Management Yes 
Sales Management Yes 
Scheduling No 
Time Management Yes 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Financial CRM

Account Alerts No 
Asset Management Yes 
Expense Tracking Yes 
Household Tracking Yes 
Influence Tracking Yes 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management Yes 

Healthcare CRM

Audience Targeting Yes 
Campaign Management Yes 
Marketing Automation Yes 
Medical History Records Yes 
Patient Communications Yes 
Patient Management No 
Physician Management No 
Predictive Analytics Yes 

Real Estate CRM

Campaign Management Yes 
Client / Property Matching No 
Contact Management Yes 
Dashboard Yes 
Email Marketing Yes 
Interaction Tracking Yes 
Lead Management Yes 
Property Alerts No 
Referral Tracking No 
Segmentation Yes 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

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