Intelligent. Connected. Digitally sovereign.
CAS genesisWorld x17
Automated processes, strong customer loyalty & smart applications
Experience how CRM is becoming even more efficient, intelligent and networked: With powerful Business Process Automation and intelligent security mechanisms, you can not only make processes simpler, but also smarter. Use modern technologies to automate routine tasks, save valuable time and take your customer experience to a new level - private, data-sovereign and future-proof.
From AI-supported workflows with AI connect, to an optimized map view with SmartMaps, to a new way of communicating with Social CRM, the new version of CAS genesisWorld brings powerful innovations to your day-to-day work. Discover a fountain of innovations with the new version of CAS genesisWorld.
Smart workflows make the difference
Simply inspiring: Business Process Automation
With Business Process Automation in CAS genesisWorld, you can model, automate and control recurring business processes, such as quotation or service requests, without any programming knowledge. Thanks to the user-friendly drag and drop interface, even complex processes can be mapped quickly and intuitively with just a few clicks. A detailed workflow history and meaningful key figures provide you with full transparency regarding execution, results and possible errors. This ensures that your processes are stable and valid at all times.
External systems can even be flexibly integrated via webhooks - for consistent, automated processes across system boundaries. This allows you to benefit from AI-supported process decisions, reduce the workload on your employees and increase the efficiency of your company.
From a list to a map: Address data at a glance
The new map view makes working with address data even more intuitive and visual. Thanks to the integration of SmartMaps, CRM data with an address reference can be displayed directly on an interactive map in CAS genesisWorld. You have the option of creating individual legends for different data types and thus maintain an overview, even with complex data situations. New display options, such as the 3D view, give you a realistic picture of the surroundings, including building structures.
Whether in sales or service, with just a few clicks you can classify your contacts according to potential or urgency and plan them in a targeted manner: For example, you can display all open service tickets filtered by severity for the area in question. Or prioritize your sales opportunities based on their classification and design your itineraries even more efficiently.
Digital surveys made easy
With the questionnaire designer in CAS genesisWorld Web, you can expand your options in the area of feedback and survey processes. With the "Survey Manager" license, you can now create, edit and send questionnaire templates directly.
Whether as part of a support process, for customer feedback or for internal surveys: With just a few clicks, you can create customized questionnaires and send them to specific individuals or groups. This allows you to make your feedback processes even more flexible, modern and consistently digital.
AI connect - Powerful AI integration for your CRM
With the AI connect module, you can add smart AI functionalities to your CRM. Whether text creation, summaries, tonality adjustment or translations - AI connect supports you in editing content efficiently and in a targeted manner. A special plus: In combination with Business Process Automation, for example, texts in your workflow are analyzed for defined keywords with the help of AI in order to dynamically select the appropriate process route.
Predefined prompts allow administrators to control instructions centrally and tailor them individually to user groups. This allows recurring tasks such as the pre-qualification of leads or the evaluation of service requests to be carried out quickly and consistently.