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CAS genesisWorldAI-powered CRM

Contacts, documents, sales, marketing and helpdesk in one platform, implemented by NEXT.

CAS genesisWorld, the CRM that learns

CAS genesisWorld is CRM/XRM software (Customer Relationship Management / Any Relationship Manager) developed by the German company CAS Software.

It builds in several artificial intelligence features and gives small and mid-sized companies everything they need to manage customer relationships. It brings together and processes information from multiple sources to simplify every stage of your relationship with customers, partners and suppliers, from first contact to after-sales support.

It gives your sales, marketing and support processes professional structure, with many ways to automate workflows. Your team works in a standardized way, based on rules and templates, and finds information through smart search.

It stands out in how it supports sales teams: it records every customer interaction and generates predictions that improve your chances of closing a deal. It also includes document management, project management and helpdesk features.

CRM/XRM developed by CAS Software, Germany
CAS genesisWorld, the CRM that learns

Why choose CAS genesisWorld

Collaboration and transparency

All data sits in one integrated CRM/XRM, which makes collaboration easier for everyone, remote staff included. Tasks are managed through dashboards and Kanban boards, activities are shown visually, and Microsoft Teams meetings start right from the system.

Work from anywhere

Access from smartphone, tablet, laptop or smartwatch, on iOS, Windows and Android. SmartDesign technology keeps it intuitive on any device.

Offline access

The "offline dossier" feature gives you access to all relevant customer data even without an internet connection, which is essential for field work.

Access control

Each user sees only what they need, through multiple layers of security. Data is protected on desktop, web and mobile, following the "fair.digital" and AppConfig standards and in line with GDPR.

AI assistants (AIA)

The latest version includes Augmented Intelligence Assistants, which help you write mass emails, manage sales opportunities and run smart searches.

Flexibility and scalability

A modular architecture that adapts to your business. The client-server design allows custom application integration and lets the platform scale as your company grows.

The benefits of implementing with NEXT

The benefits of implementing with NEXT

NEXT has 15 years of experience implementing business software, covering ERP, CRM, SFA, Business Intelligence and WMS. That experience lets us take on complex projects and tailor every implementation to your organization.

Our consulting and implementation services follow a well-structured methodology refined over the years: business analysis, system design and configuration, installation and testing, and user training.

NEXT also provides post-implementation support to resolve any issue quickly. A structured process and ongoing support are what get you to the goals you set.

Discover our product

Artificial intelligence and automation

CAS genesisWorld brings artificial intelligence into everyday CRM work and provides tools for automating processes, customizing the application and connecting to the AI ecosystem.

All features

AI Connect generates and summarizes text, drafts emails and puts CRM information to use in daily work. Through MCP, AI assistants can interact with CRM data and features, while AI Coding makes developing and customizing the application simpler. Business Process Automation automates workflows, notifications and repetitive tasks.

  • AI ConnectContent generation, information summaries and AI-assisted writing.
  • MCP – AI connectivityAI assistants integrated with CRM data and features through a standardized protocol.
  • AI CodingDeveloping and customizing CRM features with the help of artificial intelligence.
  • Business Process AutomationBusiness processes automated through workflows, rules, conditions and automatic actions.
CAS genesisWorld: the start page with the AI assistant
CAS genesisWorld: the day's calendar, weather and favorite apps on the start page

AI assistants work directly with your CRM data

Texts, emails and summaries start from what the CRM already knows about the customer, not from a blank page.

Repetitive tasks move into automated workflows, and the team keeps the work that actually needs people.

Contact management

A set of features for recording any type of contact: customers, companies, suppliers, employees and other partners (XRM).

All features

Capture contacts from email signatures, documents or web pages with the Address Assistant, create new contacts by photographing business cards with CAS CardScanner, customize access and editing rights, filter by any criterion and see your contacts on a map (Heatmaps).

  • Any type of relationshipNot just customers, but also suppliers, employees and partners. That's where the "X" in XRM comes from.
  • Automatic captureFrom email signatures, documents or web pages, with no manual retyping.
  • Business cardsPhotographed with the mobile app and turned into digital contacts.
  • Contacts on a mapHeatmaps show where your customers and partners are concentrated.
Contact management
Contact management becomes efficient, smart and personal

Contact management becomes efficient, smart and personal

It changes how companies manage their relationships, combining AI with advanced features to turn data into concrete action.

It streamlines day-to-day operations and helps organizations connect more effectively with their partners and customers.

Document management

Document management

Smart handling of documents in any format (PDF, image, CAD), with classification, customized mass communication, PDF signing, drag & drop archiving, central storage and integration with third-party DMS systems.

  • Central storageDocuments are accessible from anywhere, consistent and updated in real time.
  • Metadata-based organizationCategories, tags and metadata help you find relevant information fast.
  • VersioningTrack changes and roll back to an earlier version when needed.
  • Secure sharingWith your team or external partners, including through temporary links.

Change the way you manage your documents

It improves operational efficiency and collaboration, and keeps your information managed securely and in compliance.

The right choice for companies that want to streamline their processes and gain a competitive edge.

Change the way you manage your documents

Smart communication

Complete records of every phone call: caller recognition, automatic logging of date, time and duration, call logs (incoming, outgoing, scheduled, missed) and detailed conversation notes.

All features

It includes one-click dialing from the address screen and call scheduling, and works with any system that supports TAPI, such as Skype for Business and Swyx.

  • Notes on every callA complete record of every conversation and the information exchanged.
  • Linked to the contactNotes appear automatically in the customer's history, so nobody has to hunt for them.
  • Scheduled callsBuilt into the calendar, with automatic reminders.
Smart communication
Phone calls become simple, efficient and strategic

Phone calls become simple, efficient and strategic

Advanced features for recording, organizing and improving phone communication, essential for teams that put personal customer relationships first.

Detailed reports

Detailed reports

Company dashboards give you an overview of customers, projects and sales. Analyses can be exported to Microsoft Access or other Business Intelligence tools, or to CSV for editing in another application.

All features

Reports can be emailed or archived automatically.

  • Custom reportsA complete picture of customers, projects, sales or any other area.
  • Real-time KPIsDashboards show your key indicators and progress as things happen.
  • Automatic archivingYour report history stays accessible and organized.

A powerful tool for managing and analyzing your company data

Intuitive dashboards give you an instant overview of customers, projects, sales and other key processes.

Better decisions, based on accurate data.

A powerful tool for managing and analyzing your company data

Sales processes

All documents and correspondence with a customer are archived in a dedicated dossier. You see the whole sales process, from lead acquisition to quote, sale and close, with visual progress indicators, forecasts and an interactive pipeline.

All features

You can measure customer loyalty with a Fan indicator and analyze overall satisfaction. The platform also helps you create sales documents (quotes, product catalogs, orders) and issue invoices.

  • Lead acquisitionTrack how prospects first get in touch with your company.
  • Quote stageManage and customize quotes with ease.
  • Sale and closeFollow the progress and outcome of every deal.
Sales processes
Rethink how you manage customer relationships and sales

Rethink how you manage customer relationships and sales

It adapts to every company, whatever its size or industry.

It turns customer relationships into successful partnerships.

Personalized marketing

Personalized marketing

Support for selecting target groups, building marketing lists and running campaigns with HTML templates for personalized communication by email, phone and letter.

All features

⭐ Your staff need no programming skills to run HTML email campaigns.

  • Budget planningMonitor and allocate the resources each campaign needs.
  • Success analysisMeasure campaign performance and adjust your strategy for future campaigns.
  • Questionnaires and surveysMultimedia surveys, run directly from the platform.

Simpler marketing, bigger impact

It makes marketing more accessible, more personal and more efficient. From planning to analysis, every step is designed to drive results.

Simpler marketing, bigger impact

Helpdesk

Log and process support requests, schedule your service teams, calculate costs, and view every request in a service/helpdesk portal.

All features

The platform connects to channels such as email and phone, and sends notifications to the people who asked for help.

  • Logging and trackingEvery request is documented and quick to find, at any time.
  • Dedicated portalAll requests in one place, visible to both your team and your customers.
  • SchedulingAssign the right resources based on requests and team availability.
  • Cost calculationTrack the cost of every intervention to keep your budget accurate.
Helpdesk
Build lasting customer relationships

Build lasting customer relationships

The right choice for companies that want to deliver fast, efficient, well-organized support. It turns support request handling into a smooth, transparent process.

What you get

CAS genesisWorld is CRM software sold with a perpetual license, deployed on-premises on your own infrastructure or hosted by an external provider. For a CRM on a recurring monthly subscription, see SmartWe. Implementation services are delivered by the NEXT team, based on the CAS Software methodology.

  1. Business process analysis

    System design and configuration. Rollout in your organization. System testing.

  2. User training

    Optional ongoing monthly training as your business and applications evolve, or to onboard new staff.

  3. Go-live

    We make sure your system goes live smoothly and safely.

  4. Post-implementation support

    Support during the first stages after go-live.

Still undecided?

CAS genesisWorld is a customizable platform that the NEXT team tailors to your business requirements after a detailed analysis, so your CRM is set up to be as efficient as possible.

NEXT also offers an annual support and maintenance subscription: custom application development tailored to your business, version upgrades and support for day-to-day operations.

Companies that use CAS genesisWorld

We're in good company.

  • Fuchs Lubricants
  • Keiron Logistics
  • Suntech
  • Naturevo
  • MWChim Plant Protect
  • Pro Life Pharma

Ready for a demo?

Get in touch and let's start your project with NEXT.