Crm Adjustments / Customizing

Treesoft CRM optimized for your needs

As part of the installation and training of Treesoft CRM at your premises, we will work with you to customize the software to your operational and personal needs. Treesoft CRM is delivered with generally applicable, predefined customizations so that you can start working with the software right away. Any necessary changes can be made at any time, even retrospectively, to optimize the software for your workflows. Data and information that has already been stored will generally remain intact.

In most cases, after the initial implementation phase of Treesoft CRM, which usually lasts between 6 weeks and 3 months, further improvements to the customization are sought. We are of course happy to actively support you in this process.

Adjustments to program functions and settings

• Categorize target groups
• Define product groups and interests (opportunities)
• Define and create additional qualifications for addresses and contact persons
• Customize standard templates for email, fax, and letters, as well as text modules
• Store single and multiple mailings (form letters) including workflow diagrams
• Set up email accounts and connect them to existing structures and systems such as MS Exchange or Tobit David.
• Representatives and processors Map regulations
• Store user-specific and global calendars and define their use
• Customize project management settings
• Store definitions and procedural instructions in the Treesoft e-file
• Adjust printer settings
• Configure full-text fragment search
• Define and adapt basic workflows

Custom programming upon request

In addition to CRM, our CAD and ERP systems can also be customized. If customization reaches its limits, we will be happy to program macros, forms, interfaces, or create customer-specific adaptations according to your requirements specification.