Customer dossier

Stay well informed about your customers at all times

Our CRM software solution CAS PIA provides you with a 360 degree customer view. Your customer dossier contains all your actions displayed as a history in one clear view - all your customer information in one place. Everyone in your team benefits from quick access to the chronologically sorted information, for example, who discussed what, when and with whom.

  • Correspondence, phone calls, quotes, tasks, appointments, e-mail and opportunities all at a glance and directly available to everyone

The customer dossier enables expert customer support – so that you can offer excellent service, anytime and anywhere.