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 workflows

Put your customer relationships into focus anytime.

Customer-centric communication

Use SmartTags to precisely align your communications with customer requirements.

Maximum transparency for ideal service

Create 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.

Targeted communication:
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.

Perfect overview:
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.

Ideal planning:
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.

Easy teamwork:
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

Consistently connected

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.

Watch now

Further highlights of
CAS genesisWorld x15 at a glance

  • Transparency in real timeWith product- and customer-specific real-time analyses, you can improve your processes and products and create the ideal operational planning.
  • Customizable appsUsing the App Designer or scripting functions, you can easily customize the interfaces and fields of your CRM solution - no programming skills required.
  • Start your day right with the personalized start viewYou can define favorite start apps and thus centrally define interfaces and dashboards. Additionally, you can customize the interfaces and dashboards according to company roles and target groups.
  • Celebrating milestones with webhooksIn addition to the existing notification services, webhooks help you to simplify interactions system-wide.
  • Best-prepared customer visitsWhether online or offline - your service team can always access important customer information and even let customers digitally sign documents while on location.
  • Knowledge can be accessed quickly and comfortablyThe AI-based Picasso search is now also available in the add-ins and helps you to quickly search and find information anytime.
  • Comprehensively informed With the dashboard, you keep an overview of all values and stay best prepared even when delegating tasks. The transparent data basis ensures you are always well-informed and can provide useful information anytime.
  • Proactive management for more growthWith the business metric widgets, you can view important information at a glance so that you can agilely react to market changes.

Data security for your digital independence

We do not compromise when it comes to protecting your data. Awarded with the (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.

Impressed with the new functions? Discover CAS genesisWorld x15

Network your CRM with your business

Our CRM experts will provide you with help and advice by phone or e-mail. Further, our Info Center contains handy tips and detailed information on current CRM topics.

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