The Highlights of CAS genesisWorld x15
CRM + AIA® for successful fan relationships and forward-thinking companies
Discover the new CAS genesisWorld version: an exciting lineup of innovations and new functions are at your disposal to fully exploit your potential for success company-wide. The highlights include, i. a., SmartTags and numerous intelligent assistants that efficiently and transparently support you along the entire Customer Journey saving time - even while on the go.
You can look forward to more flexibility in dashboards, views, and templates when working with the App Designer as well as automatic follow-up actions, such as a welcome e-mail to newly won customers. With its useful push notification and reminder functions, you will never again miss an appointment. Furthermore, you can access analysis based on business metrics at exactly the locations you need them. Moreover, the 2-factor authentication function ensures more data protection. These and many more functions await you in the new version.
Whether you work in the sales, marketing, project management, or service department:
with CAS genesisWorld x15, you create fan relationships that are thoroughly successful and elevate your teamwork to a new exciting level.
Smart functions for your sustainable success
Save time working thanks to efficient workflowsPut your customer relationships into focus anytime.
Customer-centric communicationUse SmartTags to precisely align your communications with customer requirements.
Maximum transparency for ideal serviceCreate even more efficient, structured, and secure processes.
CRM with a vision:
Each relationship with a customer counts
Each new day offers the chance to successfully create meaningful relationships. Based on reference values, you can create your custom customer relationship assistant that enables you to keep an overview of all your contacts. The fan principle by 2HMforum. integrated into CAS genesisWorld x15 serves as an indicator to identify the satisfaction of your individual customers and the general fan quota of your company.
One step ahead:
Ready to go anyplace and anytime
With CAS genesisWorld x15, you can access important data on the go. You can easily record and edit new data records while in the field so that you are best prepared and ready to go anytime. Moreover, you will never again miss an appointment: with the new mobile push notification function, you will automatically receive a notification on your smartphone when the next appointment starts.
Personalized e-mails at the push of a button
Create personalized messages that utilize relevant contact field values with the extended e-mail campaign assistant (also available in the web client as of end of 2023). Use the extended filter functions directly in the wizard. Define your target groups using the new SmartTag search. Tag the targeted recipients when sending the e-mail campaign and use them as the basis for your follow-up actions.
SmartTags for custom relationship management
With the new SmartTags, you can easily enrich your customer contacts with additional information. Dynamic tags indicate directly, for example, in which products or newsletters the customer is interested or to which distribution lists the contact has been added. The SmartTags are automatically added to the respective contact and continuously adapt to customer-specific changes.
Transparency throughout each project phase
Organize your resources better and more transparent by integrating resource information in your planning view. In the new version CAS genesisWorld x15, you can now manually enter working times per interval in the project planning view. This provides the ideal basis for balanced resource planning for the entire team.
Easily record data:
Purposeful contact information
With the new version, you elevate your lead management to a new level: simply scan digital business cards using QR codes, NFC tags, or photos - taken live or from your gallery - to immediately create contacts in your CRM system. Moreover, you can create your personal digital business card. In the process, you can always choose which contact information you want to share with others.
Agile board views
With agile board views, the Microsoft Teams channel, and the team calendar, you always keep an overview of all relevant information. When you define graphical start views, you can see all information at a glance. Thus, you ensure consistent teamwork, and all involved parties can view all necessary project information already in their start views. The integrated overview, for example, in the form of swimlanes, quickly and intuitively informs about the available tasks and the current project status.
Ideal CAS genesisWorld extensions
Connect your business tools for consistent processes without system breaches: with CAS genesisWorld, you can seamlessly integrate extensions and third-party applications into one interface. For example, you can offer efficient and custom-fit configurations during the entire sales process by integrating a CPQ solution such as Merlin CPQ.
Highlight video: CAS genesisWorld x15
Be inspired by the new functions:
From innovative SmartTags to thinking assistants, the new version x15 supports you in a time-saving, efficient and transparent way along the entire customer journey - even on the road, of course.
Further highlights of
CAS genesisWorld x15 at a glance
Data security for your digital independence
We do not compromise when it comes to protecting your data. Awarded with the fair.digital (digitally fair) quality seal and certified as software "Made and Hosted in Germany", CAS genesisWorld protects your data from unauthorized third-party access.
Complying with the EU-GDPR, the "SecureLogin - CAS & SmartWe" authenticator app is available to you to ensure a secure logon with 2-factor authentication (2FA). The open and modern QAuth2 standard is the basis for this authentication.
As of now, administrators can set up a so-called federation, that is, user logon using the Microsoft Azure Active Directory.
Your solution, your choice
Whether you want to buy or rent CAS genesisWorld, whether you want to host on premise in your company, in your private cloud, or a public cloud - you can always select the operating and financing model that fits your requirements. Easily customize the CRM solution to fit your company needs.