Intelligent. Connected. Digitally sovereign
CAS genesisWorld x17
Automated processes, strong customer loyalty, and intelligent applications
Discover how CRM becomes even more efficient, intelligent, and connected: with powerful business process automation and intelligent security mechanisms, you can make processes not only simpler, but also smarter. Use modern technologies to automate routine tasks, save valuable time, and take your customer experience to a new level: personalized, data-driven, and future-proof.
From AI-powered workflows with AI Connect and an optimized map view with SmartMaps to a new way to communicate with Social CRM, the new version of CAS genesisWorld brings powerful innovations to your daily work. Discover a wide range 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 manage recurring business processes, such as quotes or service requests, without any programming knowledge. Thanks to the intuitive 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 performance indicators provide complete transparency into execution, results, and potential errors. This ensures that processes are executed reliably and accurately at all times..
Webhooks also enable flexible integration with external systems, for automated and seamless processes that transcend system boundaries. This allows you to benefit from AI-powered process decisions, reduce employee workload, and increase business efficiency..
From list to map: address data at a glance
The new map view makes working with address data even more intuitive and visual. SmartMaps integration allows you to display CRM address data directly on an interactive map in CAS genesisWorld. You can create custom legends for different data types, helping you maintain an overview even with complex data sets. New visualization options, such as 3D view, provide a realistic image of the surrounding environment, including building structures.
Whether it's sales or service, with just a few clicks you can classify your contacts based on potential or urgency and plan them specifically: for example, you can view all open support tickets in the area filtered by severity. Or you can prioritize sales opportunities based on their classification and plan your travel routes even more efficiently.
Simplified digital surveys
With CAS genesisWorld Web's questionnaire designer, you can expand your options for feedback and survey processes. With the "Survey Manager" license, you can now create, edit, and send questionnaire templates directly.
Whether it's a support process, customer feedback, or 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 intelligent AI capabilities to your CRM. Whether it's text creation, summaries, tone adjustments, or translations, AI Connect supports you in efficiently and targeted content processing. A special advantage: when combined with Business Process Automation, for example, texts in your workflow are analyzed using AI for defined keywords to dynamically select the most appropriate process path.
Predefined prompts allow administrators to centrally manage instructions and customize them based on user groups. This allows recurring tasks, such as pre-qualifying leads or triaging service requests, to be performed quickly and consistently.
Social CRM: The New Way to Communicate with Customers
With the connection of CAS genesisWorld to We.Network A new social CRM from fair.digital is here. Invite contacts to your CRM channels, share information on channels specific to your target audience, and send personalized messages with just a few clicks. SmartTags help you reach your customers in a targeted manner.
Social CRM therefore becomes the basis for secure, customizable communication that is constantly geared towards the needs of your customers and potential customers.
Seamless interaction with the Microsoft 365 add-in
The CAS genesisWorld add-in for Microsoft 365 brings your CRM data directly into your email program. In the Outlook sidebar, you always have the right file and all your important information at your fingertips. You can access the 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 email.
You also benefit from cross-platform integration: emails can be archived in CAS genesisWorld with just a few clicks and assigned to a file, optionally as a document, task, or appointment. Additionally, unknown email addresses can be transferred directly to your CRM system as new contacts.
Smart supplemented with address completion
When creating new contacts, the intelligent address completion feature makes it easy: starting from the third character entered, all matching addresses for the selected country are automatically suggested. The list is updated in real time with each additional character entered, following the proven principle of searching as you type..
YellowMap AG's integrated service offers you up to five relevant suggestions to choose from. This not only saves you time entering data, but also minimizes typing errors and ensures the quality of your address data.
More features. More options.
Discover many practical features that will make your CRM even more powerful and simplify your daily work:
More convenient operation
To make things even easier, dialog windows can be flexibly moved, enlarged, or reduced, tabs can be organized by dragging and dropping, and browser notifications provide information about alarms. The user is also notified when documents are still being processed, which is then locked for other users until they can be edited again.
Views of individual links
It is now possible to save individual link views in a contact's dossier and share them with other users.
Expandable item list in sales opportunities
The item list can now be flexibly expanded and offers an even better overview.
Email Campaign Assistant for XRM/Mail Merge
The new email campaign wizard lets you conveniently select recipients using views or filters, and preview the email campaign. SmartTags can be automatically inserted after sending. With XRM emails, you can also integrate other data record types, such as archive files, as content.
Flexible planning
The ability to create different team planning views and schedule resources with different settings allows you to manage projects much more efficiently and helps you optimally distribute tasks.
Improvements in the mobile app
The mobile app has been extensively revamped and now offers simplified time tracking, the option to share data records, a recurring appointment option, business card customization, 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.
Intelligent. Connected. Digitally sovereign.
Data protection at the highest level
CAS genesisWorld's comprehensive rights management and extensive security features allow you to maintain control of your data at all times. From differentiated rights assignment to secure two-factor authentication, CAS Software solutions continue to offer you the highest level of data protection, transparency, and digital sovereignty, customized to your company's needs.
More Information on CAS genesisWorld
