CRM Customization

Treesoft CRM, optimized for your needs

As part of the on-site installation and training for Treesoft CRM, we’ll work with you to customize the software to meet your business and personal needs. Treesoft CRM is delivered with a standard, predefined configuration, so you can start working with the software right away. Any necessary changes can be made at any time, even after the fact, to better adapt the software to your workflows. Data and information already entered are generally preserved during this process.

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

Adjustments to Program Functions and Settings

• Categorizing Target Audiences
• Define Product Groups and Interests (Opportunities)
• Define and create additional qualifications for addresses and contacts
• Customize standard templates for email, fax, and letters, as well as text blocks
• Set up single and bulk mailings (form letters), including workflow diagrams
• Set up email accounts and integrate them with existing structures and systems such as MS Exchange or Tobit David
• Map Representatives and Processors to Policies
• Set up user-specific and global calendars and define how they are used
• 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 available upon request

In addition to the CRM, our CAD and ERP systems can also be customized. If the standard customization options reach their limits, we’ll be happy to program macros, forms, and interfaces for you, or create customer-specific adaptations based on your requirements specification.