BSI CRM is appreciated for its simplicity by 20,000 users around the world. Its intuitive user guidance is patented and based on the familiar tree structure. Both occasional users who rarely work with CRM and power users find BSI CRM to be a simple tool to use: fast, reliable and logical.

And the administrator profits as well: A new template, a new process or a new report is implemented in the administration view with just a few mouse clicks and without requiring a new release. This saves time and enables you to implement ideas without dependences, time delays and costs. BSI CRM is as flexible as the market, like you are.

With BSI CRM you are opting for Swiss software that sets new standards. BSI CRM provides all the functions you need for Customer Relationship Management (CRM): sales, marketing and contact center. Whether you look after business or private customers or would like to depict complex multi-channel sales structures or partner networks: BSI CRM supports you. 

The multichannel Contact Center bundles all communications with the customer while the reporting and analysis tools enable selective evaluation of the CRM success. Your processes and the business cases resulting from them are clearly depicted, including monitoring, escalation management and process optimization.

BSI CRM integrates all customer-related data from all departments, countries and peripheral systems. This results in 360 degree knowledge of your customer, which is available to everyone. It enables marketing, sales and customer services to plan networked campaigns and to execute appropriate actions. In addition to linked data, BSI CRM supplies valuable additional services, such as the integration of social media (e.g. Twitter), SWOT analyses and automated workflows based on events such as changes in sales turnover or expiring contracts.

BSI CRM is there where you are: as a classic, high-performance Java client in your call center, on your website, on your sales rep's laptop or mobile phone, as well as a lean Web solution in the home office or at branch offices. What makes it interesting is that your logic need be invented only once and then is available to all positions by means of intelligent software and service architecture.

All functions and data can also be used by other systems thanks to 100% service-oriented architecture (SOA). For example, they can be used as a Web service on a website. The basis of BSI CRM is Eclipse Scout, a sophisticated open source Java development platform. 

BSI CRM is always integrated by BSI in tandem with your IT department and your proven consultants – at a fixed price with a guaranteed launch date. BSI is at your service, from A to Z: From the concept to the packaging, to the smooth introduction and training with subsequent support. We have specialized in CRM projects for 20 years, and are passionate about what we do.

• Contacts
• customer file and history
• relationship management
• groups/households
• networks
• sales planning
• sales cockpit
• synchronized calendar
• strategic selling
• opportunity tracking
• offer generator

• Campaign management
• review process
• interest management
• promotional article management
• reactions template
• body of rules
• lead generation
• address import
• duplicate control
• mass-mailings

• Sales funnel
• prognoses
• budget comparison
• market segmentation
• file reports
• balanced scorecard
• CPM (Corporate Performance Management)
• MS Excel diagrams
• pivot tables
• interfaces to social media

• Complaint management (ticketing)
• customer communications
• direct access for customers
• installed base
• completion process and journalized follow-up
• management and generation of maintenance contracts
• knowledge database
• escalation management

• Process configuration and management
• channel administration
• multichannel handling (letter, telephone, e-mail, self service, mobile)
• business case administration
• escalation management
• knowledge management
• scripts
• teams and groups

• Milestones
• project phases
• budgets
• cost control
• time recording
• status monitoring
• billing
• fees and materials managements
• project roles

• Personnel management
• employee contracts
• resource planning
• utilization management
• perfect fit
• portfolio planning
• vacation planning
• roles concept
• group calendar
• course scheduling

• Sales force automation
• lettershop link
• ERP integration
• short keys
• favorites
• third-party interfaces
• BPM integration
• Web services (SOA)
• CTI (inbound, outbound)
• automatic update
• document management (including versioning and full text searches)
• synchronization
• replication
• MS Office integration
• Outlook synchronization
• Lotus Notes integration
• drag & drop