CRM & Document Management
Given the ever-growing range of customer relationship management systems, it is increasingly complex to compare and select the appropriate solution. The special requirements of the financial sector cannot be met by an “out of the box” solution. This is where the cleversoft solution for CRM & Document Management comes in. Our specially developed Microsoft Dynamics CRM Template scores highly as a result of many years of development know-how in the financial sector. In cooperation with our customers, we have developed various modular extensions for all financial services fields. Further development and optimisation is continuously carried out on cleversoft CRM & Document Management.