Tickets are organizational tools that help colleagues work together collaboratively on a customer case. Tickets origiate from the IT sector, but they also improve the organization in areas such as crafts, production, etc.
Transparent communication for scalable growth
CRM and document management (DMS) for orderly communication with business partners
The core module of work4all is Customer Relationship Management (CRM) with integrated document management (DMS). E-mails, appointments, letters, Microsoft teams, tasks, tickets — employees communicate with customers, suppliers and business partners via various channels. work4all presents all communication clearly in the digital customer, supplier or project file. Marketing campaigns can also be managed from here and sales opportunities can be maintained.
The goal: Communication with all partners in one single central software.
Highlights
The work4all desktop clearly shows all types of communication with the business partner.
Of course, commercial topics such as offers or invoices (ERP) and projects are also fully integrated into the CRM — without the need for external integrations.
One software for all customers, suppliers and projects
Clear customer or project files with emails, documents, appointments, telephone notes, letters and tasks
ERP and project integration
Integrated ticket system
Marketing campaigns based on customer criteria
“Regardless of which employee had contact with our customers, all communication is stored in work4all. With drag & drop, the effort is minimal, and the user-friendly design allowed us to get started right away.”
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Your all-in-one solution
CRM/DMS features at a glance
Tasks
In work4all, tasks serve as a tool for managing and organizing daily work collaboratively with colleagues. With tasks, you always have an overview over outstandig work deliverables for a customer or a project.
DMS and document templates
In work4all, you store all documents from customers, suppliers or projects. The direct connection to (Microsoft) Word allows you to quickly write letters or other documents that are stored directly in the digital file.
Communication
At the heart of CRM is the storage of emails, appointments, telephone notes, documents, visit reports, letters, etc. All of these can be stored with the customer, supplier and/or project via drag & drop in work4all so that all employees have access to the data and know what is going on.
Contact management
A central database for all customers, suppliers, partners and projects is the core of a well-organized organization. work4all helps to prevent duplicates and, with the quick search, creates an efficient tool to get work done efficiently.
Marketing campaigns
Group and categorize addresses to attract specific marketing leads or target existing customers. The work4all action assistant selects relevant target groups and turns them into serial e-mails and serial letters or exports them to external marketing software.
Multilingualism
There are two areas of multilingualism in work4all: The language in which you write documents, offers, invoices, etc. to customers and the language in which you use work4all. Many languages are available in work4all.
Ticket management
Sales opportunities
Sales opportunities help you to assess and manage sales activities. They serve not only as an organizational tool, including reassesments in sales, but also as a basis for management's forecast.
High customer satisfaction — with best-in-class grades!
As in previous years, work4all ranks among the top software providers in various survey categories in the Trovarit user study!
The study is solely based on customer reviews. work4all received top satisfaction scores in, among others, the following areas:
CRM/DMS
Feature overview
Easy to use Windows interface
Synchronization with Outlook and mobile devices
ERP and project management seamlessly integrated
Connecting telephone systems
Managing customers, suppliers, employees, and partners
Document management with text modules
Marketing features (categories) for customers
Extensive user rights
Drag & drop documents and emails
Sales support with field service integration
Serial letters & serial emails
Integrated ticket management
Appointments and group appointment calendar