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Treesoft CRM Software Management

If you sell software—or are even a software developer—then you’ve come to the right place. If you need to know which customer is using which version of a software product, whether they have a software service contract or not, and which activation codes were sent to them—and if you also want to perform updates or upgrades fully automatically—then this add-on module meets all your requirements.

Of course, we use Treesoft CRM ourselves in combination with our software management system. With nearly 8,000 customers, 12,000 installations, 70,000 add-on modules, and more than 2,000 software service contracts, there’s a lot to manage. And thanks to the software management system, an upgrade of 6,000 licenses at Treesoft—including packaging and shipping—is completed in just two days.

Treesoft CRM Software Management – Flexible & Secure

Protect, manage, activate, process, maintain

Use Treesoft CRM software management to effectively protect your software products, manage licenses and service contracts, and automate update deliveries with the click of a button. Thanks to the efficiency of CRM software management, you’ll finally have more time to focus on developing and selling your software products.

Core, ancillary, and third-party products

Simply create your software modules—whether they are in-house or third-party products—as materials, and enter the software-specific details on the designated tab. You can distinguish between main products, sub-products, and third-party products.

Bill of Materials and Alternative Items

Using the bill of materials functions, modular systems or multi-user licenses can be easily mapped. Even optional items and default values are possible.

Version Control

Use version control to organize your products into software groups and manage version and build numbers.

Licensing Models

Manage workstation or user licenses for simple software products or complex, modular applications.

Online Registration and Activation

Take advantage of online registration and activation to keep your customer information up to date. After purchasing and installing the software, the customer activates the relevant modules and explicitly confirms their address information once again. This also effectively prevents pirated copies.

Service Contracts

Enter your service contracts as services and assign them directly to the corresponding software products in the material master. This allows the software administration team to automatically assign the appropriate service contract when creating a license for the customer.

Licenses and Service Contracts at a Glance

See at a glance which software products your customers have purchased. The “Software” customer registry shows you which items and versions your customers have purchased. Based on the service contracts also stored there, your support department can immediately determine whether a customer is entitled to hotline support, updates, or upgrades. This means that hours of providing assistance without compensation are now a thing of the past.

Updates and Upgrades

The Treesoft CRM software management system helps you perform updates and upgrades. With the click of a button, the system automatically determines which customers have a valid software service contract and are eligible for updates or upgrades. Even open items can be taken into account upon request. The integrated mailing function allows you to create and send various email, fax, or letter templates. All activities are automatically logged in the customer records, and software information—such as version and build numbers—is automatically updated.

License Encoding

You can easily integrate your own mechanisms for generating license numbers via a DLL. Your license coding remains unchanged, and existing licenses will continue to work. No changes to your software products are necessary.

Treesoft CRM Flyer – Software Management

Questions?
We're happy to help!

+49 2266 4763-800
sales@treesoft.de