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.

  • CRMmehr erfahren


    Streamline your customer relationship management with cleversoft’s financial services solution for MS Dynamics CRM. You profit in marketing, sales and service from an integrated solution, which can easily be adopted and is intuitive to use. Integration into your established MS Office World eases acceptance within your team.

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  • CRM Marketing / Newsletter & Factsheetmehr erfahren

    CRM Marketing / Newsletter & Factsheet


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  • CRM Financial Services Templatemehr erfahren

    CRM Financial Services Template


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  • CRM Developmentmehr erfahren

    CRM Development


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  • CRM Analysismehr erfahren

    CRM Analysis


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  • SharePoint Integrationmehr erfahren

    SharePoint Integration


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  • CRM PSplus Integrationmehr erfahren

    CRM PSplus Integration


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  • CRM-Integration ProviAM™mehr erfahren

    CRM-Integration ProviAM™


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