Freedom for you and your Customer Relationship Management SmartWe increases the freedom and independence of your CRM. You simply connect via the Cloud anytime and anywhere, then decide if you wish to work on- or offline using your smartphone, tablet PC or your Web browser to access your contacts, appointments, documents and other important information. And best of all, there are no contractual obligations and you can enjoy the benefits of flexible user and rights management. SmartWe’s striking slim design and intuitive operation will impress you. The individual SmartWe functions support you across all the relevant company areas, for example, sales, marketing, service, support or project management: Contact management – Your digital customer dossier is always on hand You can gather all of your relevant digital customer data together in one convenient dossier. The customer dossier allows you to scroll through any linked documents such as e-mails, telephone calls and appointments. And with just one click in the radial menu, you can display all of the contact interaction options available to you. Calendar – More time for customers, colleagues & family Impress your customers, colleagues and family with the fascinatingly simple appointment management system. We’ve made it really easy for you to manage your more precious resource, your time, whether for yourself or as part of a larger team. With SmartWe you can keep an eye on everything – appointments with colleagues, overlaps and conflicting appointments and free minutes. Leads & opportunities – Make the most of opportunities and secure business success Design your own sales process, recognize sales potential and keep an overview of your progress and options. Then use this information for analysis in reports. Picasso search – Finding, not searching In the mornings, your personal AI-based wizard will show you an overview of your day, reminding you of important information while sharing valuable tips with you. In the meantime, the integrated, rapid and intelligent, full-text search allows you to find the information you are looking for – even information which you hadn’t thought of. CAS SmartDesign® – A solution for the highest demands With the worldwide unique and award-winning CAS SmartDesign® technology, you can enjoy the familiarity of a consistent environment coupled with the characteristic ease of use of SmartWe on your tablet, smartphone and web browser across all your devices. Security & data protection – Our most important concern Besides winning multiple awards for data protection and security SmartWe is also TÜV certified. You can rely on the highest levels of data security – ‘Made and Hosted in Germany‘. No backdoors, optimal encryption and a sophisticated rights system, all help make SmartWe a secure fortress for both your data and your customers’ data.
What’s new in this version
As of now, the files of archive documents can be edited. The Dossier block is now displayed as a field directly in the data record. The automatic logon using stored biometrical logon data can now be re-activated using a button on the logon page. Meta data of archived e-mails can now be edited. Many thanks for using SmartWe. We post regular updates for you as we continually improve our app
- Dashboard – show all your important information at a glance
- Contacts – access all CAS genesisWorld addresses at any time
- Appointments – keep track of your data while on the move
- Documents – access your documents in realtime
- Dossier – profit from a 360° view of your customers
Published byCAS Software
CopyrightCopyright @ 2017, CAS Software AG
Approximate size37.68 MB
Age ratingFor ages 3 and over
CategoryBusiness > CRM
This app canUse your location
Use your webcam
Access your Internet connection
Access your Internet connection and act as a server.
Access your home or work networks
Access all the phone lines on your device
Read the call history and delete entries in the history
InstallationGet this app while signed in to your Microsoft account and install on up to ten Windows 10 devices.
Language supportedEnglish (United States)
Español (España, Alfabetización Internacional)