• Schedule your calls as data recording and view them in calendar.
• Linking automatically the call note to the person who calls or is called.
• Generate calls and missed calls.
• Automatic update of key data in the system, such as the waiting call or the beginning, the end and duration of the call.
• Displaying the relevant information about the caller before answering the phone.
• Speed dialing directly from the contact screen.
• Identification of incoming calls by name and address and automatically opening the window of address or telephone reminders.

• Prioritize tasks as A, B or C, depending on their importance.
• Notifying at newly created tasks or at receipt of a delegated task. The notification shortly before the expiry of recurring appointments, new meetings or change of existing ones; notice where appointments are deleted.
• Create tasks for other colleagues to follow.
• Automatic alerts for task terms.
• Centralized management of all tasks in progress or completed, classified as single, repetitive or team tasks. Display current tasks in calendar.
• Program overview in bar form, on multiple working days, such as: business trips, fairs or festivals.
• Create appointments for third parties.
• Find free time slots for one or more participants, considering the time, place, duration, resources and possible overlaps.
• Issues an overlapping warning if a meeting is already established or double allocates resources such as projection equipment or a laptop.
• Personalized reminders for relevant participants
• Personalized reminders for relevant participants.
• Viewing appointments of third parties without being included. This requires proper admin rights. Displaying multiple users in one calendar to provide a fast overview of employee’s availability.
• Viewing appointments of third parties without being included. This requires proper admin rights. Displaying multiple users in one calendar to provide a fast overview of employee’s availability.
• Mark private or public meetings (i.e. access to all colleagues).
• Easily create and schedule task lists. 
• Easily create and schedule meetings directly in calendar and automatically include relevant participants.
• Personalized and confidential calendar.

• The evaluation of all records, expenses and third-party services, cross-checked with budget planning.
• Planning of employees effort, management capability and overview on workload and availability.
• Overview of the budget based on individual budgets aggregation, costs and project-related sales.
• Create project plans for customer projects,  product development,prepare for fairs and not only, with predecessor – successor correspondence, assign responsibilities and material resources.
• The overview of pending, critical or in progress projects, and global status indication based on a three lights code (green, yellow, red.
• Structured overview of all project data, such as: meetings, tasks, documents, call logs.

• Complex reports presentation, multidimensional pivot tables.
• Scheduled send, including automatic send of weekly report on Friday at a defined group.
• Scheduled reports at predetermined intervals.
• Report preview for verification and correction, if necessary.
• Creating context-specific templates. Easy to use visualization formats for reports, including in the form of tables, graphs and charts.
• Various options to export data results in order to continue the evaluation the process or to display them in third-party applications such as: Microsoft Access or Business Intelligence tools.
• Project related and clearly structured filtered data display such as: numbers, customer complaints or installed products.
• Structured display of customer-specific filtered or deployed data (e.g. Turnover, customer complaints).
• Create reports based on existing templates in predefined intervals with automatic sending function.
• Show key figures in tables where values can be grouped multidimensional or in chart graphs.
• Interactive data grouping in list view.
• Data export as CSV or XLS file to support further processing of data with third party applications.
• Define dashboard views at company-level to provide a clear picture of important data.
• Access to a report template for a clear overview of key data in PDF format.

Event planning – organizing invitations and evaluating. Restrictions on the number of participants, registration by custom e-mail and authentication link.

• Presentation of all types of data records, for example, all sales opportunities in progress presented as heat map.
• Evaluation of e-mail campaigns based on allocated marketing budget, to measure their success.
• Prepare a budget for each campaign. Record action costs and mobilized media resources. Inregistreaza costurile actiunilor efectuate si resursele mass-media mobilizate.
• Support in conducting follow -up campaigns dependent on the initial response from the customer.
• Documenting the customer response received during the calling campaign and recording data directly in the log window.
• Manages, execute and evaluate multi-stage campaigns through various channels of communication using graphic campaign designer.
• Interface with Inxmail for marketing; strong mail with assessment reports options for follow- up campaigns.
• Use predefined or customized templates for mass communication.
• HTML templates and custom communications campaign wizard via e -mail, letter, fax and telephone.
• Automatic compliance with permitted and preferred communication method before making contact / sending mail, to comply with data protection rules.
• Combine specific target groups in lists based on central database and applying extended search functions filtering.

• Post a company, a shipping address or a private address on a map and plan your route.
• Link companies through parent / subsidiary relations in order to provide a graphical view of the of the corporate group structure.
• Automatic checking of duplicate addresses when you enter and edit a data record.
• Contact data integration from social media pages including Facebook, Xing, Twitter and blogs, in accordance with data protection laws.
• Autocomplete of address in data fields, e.g. autocompleting the city or sector after zip code introduction.
• Copy and intelligently adding addresses from e-mail, websites and documents signatures.
• Operation assistance based on predefined settings.
• Customized classification options that include categories of types A / B / C or customer, lead, partner or supplier. Also other criteria.
• Easily assign contacts to a company with the possibility to transfer contacts from company A to company B, if the person changes working place.
• All contacts and data, including company and customer address, and sales information, are stored in a central database.

• An optimized view that provides a quick indicator of the current status and key details about the customer.
• Structured and chronological view of all interactions that are linked to a contact, including a display of e-mails, meetings, documents, opportunities, purchase orders or ERP data.
• Selects addresses from a defined radius.

• Archiving email campaigns sent in recipient’s folders
• Extensive reporting options for opening, click, or cancellation rates, with visual representation of the success of the e-mail campaigns.
• Journaling subscriptions and unsubscribe to the newsletter in order to update future e-mail campaigns.
• Compose and customize e-mail campaigns in HTML format for selected customer groups with Inxmail Professional
• Set individual and global signatures.
• Send e-mails at a specific settled time.
• Setting rules for automatically moving and archiving in client default folders.
• Customize e-mail archiving or use templates to automatically configure links and suitable participants.
• Display current status when you send e-mails simultaneously.
• Optional use of the e-mail client integrated in CAS CRM.
• External integration of e-mail clients like: Microsoft Outlook®, Thunderbird or Lotus Notes.

• Personal calendar with warnings in case of overlapping with other appointments
• Integrated preparing and availabilities planning for trade shows or business trips.
• Access to the online forms, such as those for improvement suggestions, and also online creation of custom forms using templates.
• Management of absence periods with overview and assessment options.
• Overview of taken, approved, rejected and planned holidays.
• Holiday applications and approval by the manager in question; holiday rights management.
• Holiday applications and approval by the manager in question; holiday rights management
• Structured evidence of key documents, simple search information and also accessibility.
• Birthday list with active notifications on home page.
• Access to shared calendars from other departments or the entire company.
• Cauta angajati cu responsabilitati sau competente specifice.
• Search staff member with specific skills.
• Define your personal home page as “my today meetings”, a news ticker, notifications or favorite views.
• At company, department, group or project level.
• Presentation of the different sections, such as departments.

• The request initiator and the person who processes the request are notified of receiving and processing and any changes in the recorded data.
• Contractual insurance of service delivery, e.g. scope, response time, processing time, product documentation of implementation and maintenance billing.
• Information on the approved product versions and people authorized to create support requests.
• Assistance portal with overview of all applications, online registration and FAQs. Clients can create new support requests and can view the status of submitted requests.
• Assemble processed support requests in a database of frequently asked questions. Publication of selected documents into a FAQ online portal.
• Automatic or manual recording of commitment time and customer engagement time allocation for each client – subsequently or in the background.
• Manage support requests from initial contact to remedial, with programming, assigning responsible personnel, prioritization or delegation.
• Filing support requests by categories of tickets; internal and external notifications based on rules, such as priority requests.

• Linking documents with any data registration, such as a contact or a scheduled meeting.
• Support for full text search in all content from all documents.
• Assign categories to documents such as quotes, minutes or reports.
• Easy archiving of external files with drag & drop.
• Detailed save of documents previous versions.
• Compose and send personalized letters, faxes and e-mails with variable fields, merged fields and attachments.
• Standardized templates that include letters, faxes and e-mails for a fast composition.
• Flexible interface to create and edit documents directly from Microsoft Office®.
• Manage any document format, including PDFs, image files, Microsoft Office or CAD files.

• Interface with ERP systems. Access to invoices, delivery notes and offers directly from CAS without having to resort to another application.
• Customized notifications, e.g. internal sales support notification when mobile sales force update customer file.
• Competition analysis based on the weighting and evaluation of competitors and contacts.
• Sales evaluation based on automatic calculation of closing probability.
• Interactive presentation options for sales pipeline with filtering by various criteria.
• Create free defining catalogs, e.g. for evaluation of leads.
• Develops and documents a complete offer with details about the product or funding proposals.
• Automatically generates contract, manage their execution and offer the environment for invoicing
• Defining sale methods such as “Next activity “, indicating immediate actions, such as a phone call, appointment or call-back.
• Sale process definition, criteria catalogs and mapping of the sales process.
• Presenting the sales process (identification of potential customers, bidding phase, closure and post sales process).
• Archiving of all documents and correspondence related to a customer in the customer file.

• Specifies an execution period for each rule, such as one day, or to be completed in a given time.
• Automatically triggers follow-up actions in response to an initial action, for example, a welcome e-mail or new data records when you open a new customer account.
• Usual rules for automatic notification. For example: if a higher discount was granted in an offer.

• Unidirectional and bidirectional Sync with mobile devices.
• View and search all lists of documents in CAS genesisWorld. Optimized document display depending on the equipment.
• Registering leads, opportunities and quotations.
• Displaying reports view and predefined reports. Display key performance indicators grouped in tables of values.
• Displaying reports view and predefined reports. Display key performance indicators grouped in tables of values
• Direct access to real-time updated data about client.
• Accessing key CRM data such as scheduled meetings, tasks, holidays and out of office contacts, including in offline view mode.
• Displaying calendar (team) and appointments with linked addresses; List view for a structured agenda, e.g. display after A, B and C clients.
• Sync addresses, meetings and activity data.
• Easy introduction of information such as scheduled appointments or addresses.
• Registering any addresses, such as company, customer and sales information in a central database.
• Entering addresses of companies / organizations.
• Add a picture to a contact.
• Display and search all contacts in the system in list format.