Shameless Plug: CRM doesn't have to be old and ugly

By | October 1, 2012
When you think about business data management, for some reason old boxy interfaces comes to mind. Probably because that's what it is for most people: ancient applications, with old, boxy interfaces. But it doesn't have to be that way.

What is CRM?
CRM stands for Customer Relationship Management. But this product really does more than that – it manages all relationships between all people in the business ecosystem, not just customers. And it manages relationships between people and products, offerings, and issues… kind of like a small ERP system, with the focus on relationship instead of resource.

OK, so what about this video?
This video demonstrates the Smart Access CRM (Customer Relationship Management) client. It's modern, complete with the eye candy flipping effects and rounded buttons, and provides mobile access to the most important customer information for any customer visit or talk: Who they are, where they are, and your history of interaction with them. (Admit it: you, like me, sometimes like flipping back and forth just to see the sliding effects on a new toy, instead of being productive right away!) The full-featured client doesn't look quite as smooth yet, but is still more traditionally-styled – the primary focus being on functionality and flexibility instead.

Of course, if it doesn't work out-of-the-box for your needs, pretty much everything is customizable and extendable – anything from caller ID integration on VOIP hardware phones, to OCR business card scanners, to insurance policy calculations are within easy reach (but you have to ask).

Disclaimer: I work for CAS, albeit not on the demonstrated Smart Access client. This post is not commissioned by CAS, and opinions reflected here are my own.

4 thoughts on “Shameless Plug: CRM doesn't have to be old and ugly

  1. Sophie Wrobel

    +Mark Mccurdy 🙂 Funny, I was talking to some other colleagues recently and wondering if something like this would make sense in a lighter version for private households.

    At any rate, if you're interested, you'll need a 'full client' account (cas-pia.de is probaby the closest we have to a family situation now – there's a free trial there), and in the settings there's an option to enable mobile clients for each user, after which you can set up apps from the respective app store / market. I can hook you up with the right folk if you can't find exactly what you want!

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