CAS PIA

CAS PIA is a customer management solution designed to support users in their daily work and sales activities. According to the vendor, this CRM software offers a wide range of functionalities to efficiently manage contacts, customer dossiers, calendars, documents, emails, tasks, phone calls, campaigns, opportunities, reports, projects, and more. CAS PIA is suitable for self-employed individuals, small enterprises, and SMEs, and is commonly used by sales professionals, customer service representatives, marketing professionals, small business owners, and insurance companies.

Key Features

Cloud CRM Solution: CAS PIA is a web-based CRM solution that allows users to access their customer management processes online. Users can manage contacts, customer dossiers, calendars, documents, emails, tasks, phone calls, campaigns, opportunities, reports, and projects through the cloud.

Dashboard: CAS PIA provides a customizable dashboard where users can create and arrange elements to display important data and functions. The dashboard offers an overview of appointments, reports, tasks, and phone calls.

Search: CAS PIA offers a central search function that allows users to quickly find specific information. Advanced search functions enable users to define parameters using filters, such as searching for customers in a particular postal code area.

Customer Dossier: CAS PIA provides a comprehensive customer view with a customer dossier. The customer dossier contains all relevant information, including correspondence, phone calls, quotes, tasks, appointments, emails, and opportunities.

Calendar: CAS PIA offers calendar functions for scheduling and managing appointments. Users can schedule appointments online, search for available time slots, and manage appointments using drag and drop.

Mobility: CAS PIA provides mobile contact management through mobile apps and mobile sync. Mobile apps are available for various devices, allowing users to access data and customer dossiers on the go. Mobile sync ensures access to up-to-date information even when offline.

Projects: CAS PIA allows users to save different data with the same topical content using project records. All project participants have access to the complete project history and other relevant information saved in the project dossier. Streamlined project management ensures effective project coordination.

Templates: CAS PIA enables structured working and supports daily routine tasks through templates. Users can define templates for each area and use them directly, ensuring efficiency in recurring tasks.

Recycle Bin: CAS PIA stores deleted data records in the recycle bin, providing the ability to restore data if needed. Targeted searching for deleted data records is possible, and only users with appropriate rights can permanently delete files from the recycle bin.

Security: CAS PIA prioritizes data and information protection. A multi-level rights system ensures appropriate access control. The high-security IT center in Munich complies with relevant security directives and data protection regulations.