Ready to use right away
No implementation, installation, IT hardware or licenses required. You can start as soon as your account is open.
SmartWeCloud CRM, up and running on day one
Contacts, leads, calendar and AI assistants on a monthly subscription, with no implementation project and no hardware to buy.
SmartWe, the CRM you can start using today
SmartWe is the cloud version of the CAS genesisWorld CRM, developed by the German company CAS Software. It combines CRM with artificial intelligence assistants, all on a monthly subscription, with zero investment in hardware or licenses.
It keeps all your customer information, documents, calls and sales opportunities in one place, accessible from any device. Assistants such as Picasso Search simplify your workflow with personalized suggestions, and opportunities built into the CRM give you a clear view of sales stages and progress.
You manage leads, talk to customers, send quotes and customize apps without any programming skills. The calendar coordinates activities and prevents double bookings, and automatic sync keeps your data at hand, even on the road.
From EUR 9.90 per user per month · 30-day free trial
Why choose SmartWe
Browser access
As a cloud solution, it gives every user constant access to the same database from any device, including smartphones and tablets, wherever they are.
Easy to use
An award-winning interface design, with smart assistants that guide you from account setup to data import.
Affordable
Subscriptions start at EUR 9.90 per user per month. It's the right option for business owners who want efficiency at predictable prices.
Security
Hosted in data centers that meet the strictest security standards. GDPR-compliant, with no backups for you to manage.
Integration
It connects to the apps you already use: Gmail and Office 365, including Outlook, Word, Excel, PowerPoint and Teams.
The benefits of implementing with NEXT
NEXT has 15 years of experience setting up business software (CRM, ERP, SFA, Business Intelligence and WMS), gained on more than 500 projects with clients across many industries.
SmartWe is easy to use, but on request NEXT can configure it properly, handle data import and integrate it with your other applications. These services ensure a smooth transition, with no risk of losing data or underusing the platform.
Discover our product
The five areas of the platform
Pick one to jump straight to it.
Contact management
A full set of features for managing and updating contact details: addresses, phone numbers and emails.
- Import and address wizardAdd contacts quickly from a CSV file and create new ones with the address wizard.
- Card ScannerA business card scanner in the mobile app: it reads the details automatically and transfers them to SmartWe, cutting down on human error.
- No duplicatesIf a colleague has already entered the contact, SmartWe spots the duplicate and offers to merge the two into one complete record.
- Radial menuNo more digging through traditional menus: every action is one gesture away.
- Activity wizardInstant access to the customer's history, quotes and past correspondence.
Efficient contact and activity management
It automates processes and reduces human error. It keeps information in one place, improves teamwork and gives you fast access to the right data at any time.
Lead management
Lead management starts with the first contact. Opportunities connect with your other sales processes for one continuous workflow.
- An opportunity in secondsAfter talking to a prospect, your sales rep creates the opportunity with a name, stage, owner and win probability.
- One dossier per opportunityDocuments, calls, meetings and correspondence in one place. Your team sees what has been done and avoids contacting prospects too often or too rarely.
- Sales funnelThe dashboard shows leads by acquisition stage.
- Map viewSpot important contacts nearby.
- Quotes sent on the spotCustomized and emailed directly, which helps you close the deal faster.
Opportunities are part of the sales process
Your team follows every opportunity on the dashboard and map, and sales reps create personalized quotes quickly, so deals close faster.
Calendar
An advanced calendar with a clear view of your daily, weekly or monthly schedule, 365 days a year.
- Recurring meetingsCreated in one click, with quick edits and warnings when two meetings overlap.
- Rooms and equipmentThe calendar shows their availability, so logistics are sorted out when you book.
- Time slot suggestionsSmartWe checks your colleagues' availability and suggests alternatives, so there are no clashes.
- Meeting templatesFor training sessions or customer appointments, with the number of participants and viewing rights set in advance.
- Mobile Sync and iCalAppointments show up in your phone's calendar, and events can be exported to iCal.
Time management, coordinated across the team
Sync, integration and automation features help users manage meetings and work together quickly, whatever their location or device.
Picasso Search
A digital assistant that brings together data on meetings, tasks, opportunities and documents, and anticipates what you need based on how you work, through personalized suggestions.
All features
The MyDay widget gives you an overview of your workday: your schedule, important meetings and relevant documents (open quotes or complaints) at hand, on mobile too.
- Smart filtered searchWhen the automatic suggestions aren't enough, search the database quickly and precisely: documents, projects, opportunities, meetings.
- Learns as you use itThe more you use it, the more accurate the results become.
Artificial intelligence that anticipates your needs
The assistant makes it easier to manage your daily activities and information, with instant access to relevant documents and data, on mobile devices too.
App Designer and SmartWe App Store
Customize SmartWe apps to your requirements, with no technical skills. App Designer gives you an intuitive interface for building apps, and the App Store lets you subscribe monthly to ready-made solutions.
- DocumentsAll your documents in one place.
- DashboardYour most important KPIs in a compact view.
- Tasks and ProjectsPrioritize tasks so you never miss a deadline, with step-by-step guidance through your projects.
- Phone Calls and E-mailsYour phone connected to the CRM so you can take notes during calls, and emails linked to the customer's dossier.
Apps that fit your business, not the other way around
Built-in features cover documents, tasks, projects and communication, which makes your team more productive and better organized.
Three subscription plans
You can try it free for 30 days, with full access to every feature. The trial ends automatically, with nothing for you to do. After that, you can cancel your subscription in any month and export your data at any time.
Starter: EUR 9.90/month
The essentials: customer and contact management, leads, tasks and scheduling, central document archiving, automated personalized emails and letters, dossiers with each customer's full history, smart search and filtering, phone system integration, access control, MS Teams integration, SmartTags and two-factor authentication through SecureLogin.
Team: EUR 19.90/month
Everything in Starter, plus: task, appointment and contact sync with mobile devices, offline access in the mobile app, and a customizable interface (charts, fields, KPIs).
Premium: EUR 29.90/month
Everything in Team, plus: your own document templates (PDF and MS Word), tools for building new apps, and Map Display for viewing data on an interactive map.
What you get
SmartWe is cloud CRM software available on a recurring monthly subscription. For a CRM deployed on-premises, see CAS genesisWorld. Setup services are provided by the NEXT team on request.
-
Business process analysis
System design and configuration. Rollout in your organization. System testing.
-
User training
Optional ongoing monthly training as your business and applications evolve, or to onboard new staff.
-
Go-live
We make sure your system goes live smoothly and safely.
-
Post-implementation support
Support during the first stages after go-live.
Still undecided?
SmartWe 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.