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    Project-centered work

    For increasingly complex tasks

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    As tasks become increasingly complex and demanding, they need to be viewed as projects. With the new project management, you can keep track of the status, costs and time of your projects.
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    • Project managers have the option of assigning tasks to their team members and creating schedules.
    • Your resource management is supported by calendar functions, workload overviews and project scheduling.
    • The basis for calculating workloads and costs is the working time calendar, the company calendar with public holidays and the information on hourly rates in the user profile.
    • You can track project progress using the integrated traffic light function and an overview for deadline and cost control.
    • Further support is provided by the "Project management" widget on your CRM start page, especially when processing appointments. This allows you to view and open your projects and
      projects and tasks with one click, record the progress of your tasks and book your times.
    • Other supporting functions include the project structure and the Gantt chart with a representation of the critical path.

    Planning has never been more important

    A shortage of skilled workers, energy costs and material bottlenecks are just some of the problems that currently need to be solved. The focus for successful projects is on planning reliability and process efficiency, which requires an up-to-date overview at all times. Resources are often a scarce commodity in companies.

    To ensure that your projects are successful, you need to avoid overloading your employees, postponing tasks or failing to meet deadlines. Resource planning is therefore of great importance.

    It provides answers to questions such as:

    • What resources are available in the company?

    • How are the resources utilized?

    • How do I allocate the available resources efficiently?
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    Work directly from your projects

    Project-centered working is even better supported with Release 8.13. No need to switch to other Flexviews or the mailbox. You send your e-mails to the project participants and arrange your appointments with them - all from within the project.
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    Functions for daily business

    Work more comfortably with Gedys CRM 8.13

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    File integration into CRM

    You work with files and documents outside the CRM and would like to see them in the CRM, for example directly for the customer, an opportunity or a project.

    With the new File integration widget , you can link a CRM data record to a folder on your file system.

    You can view and open the assigned files via the widget and also store new data on the file system using drag & drop

    See attachments in the preview

    Save yourself the trouble of downloading and opening each individual attachment to view the content. The new attachment widget shows you all the attachments in a document in the form of a slideshow. You can conveniently switch through attachments such as images, videos and PDF files.
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    Dates and deadlines for documents

    With Gedys CRM 8.13, deadlines can now be created for every document and thus important deadlines can be met.

    The subject of the document is transferred to the subject of the appointment or task.

    You can also select resources from the NAB directory when creating appointments and invitations.

    Online meeting with Webex

    Online meetings have become an integral part of customer service. In addition to Jitsi and Microsoft Teams, we have now also integrated the provider Cisco with WebEx Meetings into appointment management at the customer's request.

    Language setting per user

    You probably prefer your native language as the language setting in the browser, but you need to work with the CRM system in your company in a different language.

    The new release 8.13 solves this problem by allowing you or your administration to set the language for your CRM in your user profile, regardless of the browser/client language.

    Highlights for mobile working

    in the CRM app goMobile Pro

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    Offline functions

    If you don't have an Internet connection when you're out and about, you can still look up information about your customers in the CRM app and create visit reports and phone notes offline.
    To prevent dead spots from causing you extra work, data that has already been entered is temporarily stored in the CRM app in the event of a connection failure.

    Push notifications

    By activating push notifications, you will automatically receive news about tickets, workflows, appointments and documents that you are following on the start page of your smartphone. Without you having to open the CRM app.