SmartWe

SmartWe increases the freedom and independence of your CRM. You simply connect via the Cloud anytime and anywhere, then decide if you wish to work on- or offline using your smartphone, tablet PC or your Web browser to access your contacts, appointments, documents and other important information. And best of all, there are no contractual obligations and you can enjoy the benefits of flexible user and rights management.

SmartWe’s striking slim design and intuitive operation will impress you. The individual SmartWe functions support you across all the relevant company areas, for example, sales, marketing, service, support or project management:


Contact management – Your digital customer dossier is always on hand

You can gather all of your relevant digital customer data together in one convenient dossier. The customer dossier allows you to scroll through any linked documents such as e-mails, telephone calls and appointments. And with just one click in the radial menu, you can display all of the contact interaction options available to you.


Calendar – More time for customers, colleagues & family

Impress your customers, colleagues and family with the fascinatingly simple appointment management system. We’ve made it really easy for you to manage your more precious resource, your time, whether for yourself or as part of a larger team. With SmartWe you can keep an eye on everything – appointments with colleagues, overlaps and conflicting appointments and free minutes.


Leads & opportunities – Make the most of opportunities and secure business success

Design your own sales process, recognize sales potential and keep an overview of your progress and options. Then use this information for analysis in reports.


Picasso search – Finding, not searching

In the mornings, your personal AI-based wizard will show you an overview of your day, reminding you of important information while sharing valuable tips with you. In the meantime, the integrated, rapid and intelligent, full-text search allows you to find the information you are looking for – even information which you hadn’t thought of.


Watch – Your CRM on your wrist!

Using the integrated Watch App for Wear OS, you have access to all the most important information at any time on your wrist.
Open your calendar, access your important contacts or even check up on your open tasks – all easily viewable via your Smartwatch – enjoy the benefits of your new digital companion in your daily routine.


CAS SmartDesign® – A solution for the highest demands

With the worldwide unique and award-winning CAS SmartDesign® technology, you can enjoy the familiarity of a consistent environment coupled with the characteristic ease of use of SmartWe on your tablet, smartphone and web browser across all your devices.


Security & data protection – Our most important concern

SmartWe won multiple awards for data protection and security. You can rely on the highest levels of data security – ‘Made and Hosted in Germany‘. No backdoors, optimal encryption and a sophisticated rights system, all help make SmartWe a secure fortress for both your data and your customers’ data.

Recent changes:
When creating a new customer data record from a lead, the data in the “Customer information” field is considered unless a business card is available.
The "Add to distribution list" action allows you to assign a contact to a distribution list.