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.
Social CRM: The new way of communicating with customers
With the connection of CAS genesisWorld to We.Network a new, fair.digital social CRM is created. Invite contacts to channels from the CRM, share information in target group-specific channels and send personalized messages with just a few clicks. SmartTags help you to address your customers in a targeted manner.
Social CRM thus becomes the basis for communication with confidence that can be customized and consistently geared toward the needs of your customers and prospects.
Seamless interaction with the Microsoft 365 Add-In
The CAS genesisWorld Microsoft 365 Add-In brings your CRM data directly into your e-mail program. In the Outlook sidebar, you always have the right file and therefore all the important information to hand. You can access central CAS genesisWorld functions directly from Outlook via the integrated action menu. This allows you to search for projects or people, transfer recipients or attach documents from the file directly to your e-mail.
You also benefit from cross-platform integration: E-mails can be archived in CAS genesisWorld with just a few clicks and assigned to a file - optionally also as a document, task or appointment. In addition, unknown e-mail addresses can be transferred directly to your CRM system as a new contact.
Smart supplemented with address completion
When creating new contacts, the intelligent address completion function takes the work out of creating new contacts: As of the third character you enter, any matching addresses for the selected country are automatically suggested. The list is updated in real time with each additional character entered according to the proven search-as-you-type principle.
The integrated YellowMap AG service gives you up to five relevant suggestions to choose from. This not only saves you time when entering data, but also minimizes typing errors and ensures the quality of your address data.
More functions. Other options.
Discover many practical functions that will make your CRM even more powerful and make your day-to-day work easier:
More convenient operation
To make things even easier, dialog windows can be flexibly moved, enlarged or reduced in size, tab sheets can be arranged using drag and drop and browser notifications provide information about alarms. The user is also shown when documents are still being processed and these documents are then locked for others, until they can be edited again.
Individual link views
Individual link views can now also be saved in a contact's dossier and shared with other users.
Expandable item list in sales opportunities
The item list can now be expanded flexibly and offers you an even better overview.
E-mail campaign assistant for XRM/Mail merges
With the new e-mail campaign wizard, recipients can be conveniently selected via views or filters and the e-mail campaign can be checked via a preview. SmartTags can be entered automatically after dispatch. With XRM mails, other data record types, such as archive files, can also be integrated as content.
Flexible planning
The ability to create different team planning views and resource planning with different settings allows you to manage projects much more efficiently and helps you to distribute tasks optimally.
Improvements in the mobile app
The mobile app has been extensively revised and now offers simplified time recording, an option to share data records, an option for recurring appointments, customization of business cards and many other improvements.
Create a CPQ opportunity from a lead
The interaction between CAS genesisWorld and CAS Merlin CPQ has been further optimized: All CAS genesisWorld users can now access CPQ sales opportunities, and a new CPQ sales opportunity can be created directly from a lead.
Safe. Transparent. Sovereign.
Data protection at the highest level
The comprehensive rights management and wide range of security functions in CAS genesisWorld allow you to retain control of your data at all times. From the differentiated assignment of rights to secure two-factor authentication, CAS Software’s solutions continue to offer you the highest level of data protection, transparency and digital sovereignty - individually tailored to your company's requirements.
Further information on CAS genesisWorld
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