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    Designing the customer journey ingeniously

    across all touchpoints

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    With the open interface (API) to the cloud CRM, data can be exchanged via automation platforms such as make (formerly Integromat) or Zapier.

    The API is optimized for make, the solution for use in accordance with the EU GDPR. It can be used to access the CRM (documents can be searched for and created in the CRM) and to start data transfers to other systems from the CRM.

    You can use dashboards & reports to evaluate data from external tools. The analyses help you to develop suitable content for your customer contact points and have it automatically played out via the API.
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    Examples with the make automation platform

    With just a few clicks, you can connect your tools to your CRM via make. Workflows and actions can be freely defined.

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    Combining CRM & Trello for successful project management

    By connecting Trello and CRM, new boards, cards or lists are automatically created in Trello when new projects or changes are made in CRM. All project information is visible in Trello so that you always have an overview of tasks and projects in both tools. This ensures successful project and team work in every department.

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    Connect CRM and Google Forms to capture website leads

    Newly completed web forms from Google Forms can be automatically documented as a contact in CRM. If the contact does not yet exist, it is created automatically and the address is validated beforehand via ZeroBounce.

    Watch the webinar recording here

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    Connect CRM and Microsoft 365 e-mail for seamless documentation

    Emails from your Office 365 company mailbox can be automatically documented to the appropriate contact in CRM according to your specifications. The system first checks whether this contact already exists and whether the email address is valid.

    Cluster: Giving data a character

    Assign attributes to contacts with a click

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    With release 8.12, you can assign attributes to your contacts via the new tag cloud in the Web CRM and thus group contacts into clusters.

    This is an important prerequisite for sending newsletters or for analyses, for example. The corresponding fields are filled automatically with a click.

    If a customer has registered for your newsletter via your website, simply add the corresponding attribute "Newsletter customer" to the CRM. The automatic newsletter dispatch can then begin.
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    Further features for optimum user experience

    such as the expansion of drag and drop functionalities

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    • The search is now placed in a prominent position and has a pre-filtering function

    • Lightbox: Oversized images are scaled to be optimally visible and can be displayed in their original size with a click

    • Continuation of the redesign already started in 8.11

    • Support for 2-factor authentication in Web CRM, in the CRM app and in Business Mail

    • Incorrectly assigned emails or emails with new requests can be subsequently converted into tickets

    • Sales target: export jobs available for dashboards

    • Business Mail 4 Verse modernized as an Angular application

    • Business Mail 4 OWA - works with "Outlook on the web" (formerly Outlook Web Access (OWA) or Outlook Web App)
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    New functions

    in the CRM app goMobile Pro

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    • Configurable environments

    • Upload compressible images

    • Preferred map app can be selected on iOS

    • CRM actions can be included in the iOS shortcuts (e.g. for Siri shortcuts)

    • Business Mail shows recognized contact to email address
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