The CRM with System

The CRM with System

For macOS, Windows and as an App

  • Increase Quality & Productivity
  • Reduce Work Hours & Costs
  • Enhance Customer Relationships
  • Boost Revenue
  • Optimize Workflow Processes

These customers trust TOPIX

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Did you know that the key to customer retention and revenue growth lies in your data?

An effective CRM system is crucial for your business as it allows you to strengthen customer relationships sustainably, improve customer satisfaction, and ultimately increase revenue. By providing comprehensive customer profiles and interaction histories, the TOPIX CRM system enables personalized care and tailored offers that cater to the individual needs and preferences of your customers.

Moreover, it automates business processes, reduces administrative overhead, and allows your employees to focus more on nurturing and expanding customer relationships. The insights gained into customer behavior and sales trends empower you to make informed decisions and implement targeted marketing strategies. This not only enhances customer loyalty but also facilitates acquiring new customers.

Thus, the TOPIX CRM system serves as a powerful engine for sustainable growth and success in today's competitive market environment.

Your Benefits

Optimal Customer Care

The modular CRM solution from TOPIX assists you in address management, customer relationship management, and categorizing your customers into groups. With TOPIX, you can allocate your resources and processes more efficiently, save time, and increase revenue. To track whether and when your targets are achieved, revenue is displayed in a clear target/actual representation. Take advantage of the many clever features of TOPIX, such as the automatic follow-up of sales projects. This way, you have more time for the truly important projects.

Intelligent Customer and Contact Management

The TOPIX CRM is much more than just a customer database. The intuitive and straightforward customer management provides customizable features for customer care, loyalty, and active sales. It offers functions for sales support, controlled customer care, and efficient visit planning. Once the intervals for personal visits, calls, or correspondence with customers are defined, the target/actual status of customer contacts is always traceable in the visit overview.

In terms of usability, TOPIX is a particularly simple CRM system with a focus on user-friendliness for service providers, agencies, trade, production, and sales/marketing. The functions of TOPIX CRM are remarkably easy to learn and apply. Nevertheless, it's important to note: The smoother the operation of the programs and the use of automations and processes, the clearer your structure and the better the master data quality for customer management.

Includes Consultation and Training

So that you can make the most of your TOPIX, we recommend training as well as strategy and organizational consulting by our experienced consultants. This can significantly shorten the clarification and implementation phase and avoid initial "tuition fees." It can also be used to define CRM goals and directly set adjustments and tasks in the CRM software.

Our training sessions can be conducted as online training or as a seminar at your location or ours. The training facilitates the software introduction as well as the handling of new functions and features and the onboarding of new employees.

In short

With TOPIX, you enhance efficiency throughout the entire chain of quotation, order, delivery note, and invoice. With minimal administrative effort and a fast, clear, and seamless representation of all related processes, our CRM system is a crucial component for your success.

Smart Features for Increased Revenue

Digitally manage addresses and appointments. Centrally store and make communication across your entire company transparent for everyone. With a ticket system for superior service and support. All in one system.

TOPIX Rating Stars

We are convinced of TOPIX as a first-class CRM solution. It meets all our requirements for a good tool. In addition, the service and support really help us.

Sophie S.
Information Technology & Services, 11-50 employees

Why the Thai Middle Class Chooses TOPIX

Companies opt for the TOPIX CRM system as it helps them save valuable time by automating business processes and minimizing manual data entry. This allows them to allocate their resources more efficiently, reducing costs and optimizing capital deployment. With the transparency provided by the TOPIX CRM system, companies gain a comprehensive overview of their customer interactions and sales trends, leading to better decision-making.

The use of cutting-edge technology ensures companies a competitive advantage and ensures they are prepared for the future. The system's flexibility allows seamless integration into existing business processes and adapts to the individual requirements of each company.

Furthermore, companies receive expert consultation and support to fully leverage the potential of the CRM system. Overall, TOPIX provides tailored solutions for German middle-market companies to strengthen customer relationships, enhance customer satisfaction, and secure long-term success.

Clock Time

Save Time

Enter data only once and find it quickly

Cut Costs

Automate processes, leverage potentials, and avoid errors

TOPIX Finance

Optimize Capital Deployment

Flexible subscription model, on-premises, or in the cloud

Increase Transparency

All data in one system, linked and ready for analysis

Utilize Cutting-Edge Technology

Fully integrated database with zero administration

Secure the Future

System with full update capability (including customization)

Increase Flexibility

Cross-platform and fully scalable system

TOPIX CRM

Get Help Quickly

Expert advice in support and consulting

So, you see: With TOPIX, you get everything from one source, in one CRM system, directly from the provider, at eye level, and at a fair price! Whether macOS, Windows, mixed networks, single-user, client-server installation, on-premises, cloud, subscription, rental, or purchase – this flexibility is only found with TOPIX!

Features of TOPIX CRM

    Appointment Management

    Events, Appointments, and Tasks

    Our appointment management program is fully integrated into the TOPIX CRM system and software. This means that cross-departmental information and connections can be directly incorporated. Objectives of the tool: Enable team-oriented work and establish appointment management as the basis of successful workflow management. Customer appointment management is simple and convenient – appointments and events can be viewed by all colleagues, saving valuable time.

    With the practical invitation function of TOPIX CRM, external participants can also be involved in the appointment planning process at an early stage. Notification of the upcoming appointment, as well as acceptance or rejection, is handled via email. TOPIX provides a CRM solution that seamlessly combines customer management software with the organization of appointments.

    More about Appointment Management

    Address Management

    Real-time Address Management

    With TOPIX address management software, improving customer relationship management is easy by optimally managing address data. Gain a complete overview of all information with just one click and always work with the latest version of the address database. How does contact management work? It's simple: updates occur automatically and without delay in the address management program. With TOPIX's easy customer management and customer management software, you can communicate directly with customers, record notes, and maintain address data. Especially in sales, marketing, and the service sector, customer management is the bottleneck, and central management as in a cloud is crucial for success. Therefore, leverage the advantages of our CRM solution with a database for macOS, iOS, and Windows for your business.

    More about Address Management

    Categories

    Category System for Attribute Assignment

    With TOPIX, data about companies and individuals can be stored in files, known as categories. Own criteria can be defined there—beneficial for later sorting based on specific features. The better you know your potential and existing customers, the more optimally you can address specific needs and desires. The assigned criteria and features can be easily edited in customer management with TOPIX and can be used for target-specific activities, promotions, and marketing. Contact management with categories as features simplifies handling and is ideally usable for both small businesses and large companies in comparison. And that's exactly what we understand in consulting as Customer Relationship Management: defining goals, processes, and a strategy for project management with customer data.

    More about the Category System

    Correspondence

    Use for Direct Correspondence

    The communicative CRM: 'Customer Correspondence' within the CRM module means composing and archiving letters, fax messages, emails, phone calls, and meeting protocols. With TOPIX, it is possible to select the type of correspondence and the corresponding template and send it directly from the CRM software. A selection of text modules supports our users and CRM managers in quickly setting up the document and in all correspondence with their customers. The CRM software is suitable for all areas, especially for sales and marketing. In addition to customer management software, CRM applications such as direct communication are also possible. The customer database is linked to contact management, customer relationship management, and all communication channels, making it ideal as a collaborative CRM, communicatively available to the user.

    More about Correspondence

    Process History

    For Traceability and Better Understanding

    In the linkage area, all contacts and the event history in the system can be viewed at a glance. Through the customer history of the CRM software, records can be uniquely assigned and traced seamlessly. What does it mean for a company to have customer history? Viewing the complete process history allows for important insights into the relationship with the customer. To sort the amount of data in a clear manner, details can be configured: Then you only see the data that is actually interesting and relevant. Once again, customer relationship management is intelligently combined with customer management and address management for support, sales, and marketing, providing a comprehensive and filterable system.

    More about Process History

    Change Log

    Record and View Changes

    TOPIX offers many automated processes and workflows with goals in the area of order processing. With TOPIX CRM software, changes to entries in a database can be accurately logged and centrally viewed. The origin of entries is also traceable. Standard evaluations can be used in the areas of company master data, articles, and invoices. This point is often overlooked or not considered in CRM strategy. Thus, analytical CRM provides a significant advantage for the future as well as retrospectively for the past.

    More about Change Log

    Ticket System

    Maintain Overview in Customer Management

    Operational CRM includes automated support for operational processes in marketing, sales, and customer service/management. TOPIX's ticketing system allows for the quick capture, classification, processing, and storage of customer data, service, and support requests. It is well-suited for small and large businesses, serving as a comprehensive customer service tool. All inquiries receive a ticket number and an entry, containing information about the processor, priority, and communication. Status indicators can be easily assigned, and automated emails can be sent to customers. Customers are well-informed, and customer care representatives maintain an overview in customer management.

    More about the Ticket System

    TOPIX DMS

    Your Document Management Solution

    TOPIX offers a fully integrated Document Management System. This means for you: Document management like in the cloud. With this system, documents and files of all types can be directly linked and searched with a full-text search. Information is quickly available accordingly. Outgoing documents are stored and archived securely and in compliance with GoBD with the TOPIX DMS. There is a holistic networking that ensures transparency and provides information to all authorized employees. The DMS makes TOPIX CRM even more flexible and turns operational CRM into an all-round talent in system comparison, suitable for both small businesses and larger companies.

    More about TOPIX DMS

    Revenue Planning

    Detailed Revenue Planning

    By dividing into customer groups, the expected revenue for any period can be precisely determined, and the current status can be reliably monitored. To see if and when the target goals are achieved, revenue is displayed in a clear target/actual presentation. The analysis can thus be live in relation to operational business and current communication, influencing the advantages, classification, and customer loyalty, and increasing your revenue through the right sales and marketing for your target audience.

    Proposal Follow-up

    Proposal Follow-up via Email

    The ideal CRM for sales: Sales projects can be tracked automatically via email. With the help of a freely selectable offer value, it can be defined whether the offer should be followed up manually or automatically by TOPIX. This leaves more time for important projects. The corresponding email forms are already stored and can be used flexibly. The smart CRM combines customer management and collaborative collaboration with sales and financial accounting (FiBu) in one software for Apple macOS, iOS, and Windows.

    Mobile Access

    Mobile Access via Apps and Cloud

    In addition to installation on the desktop PC with macOS or Windows, TOPIX also offers an app for Apple iOS and Android for quick access to all important data. Furthermore, remote access, as with an online CRM, is provided through the TOPIX cloud. This makes the work for field service and sales a breeze or enables work from home. In this way, you access exactly the same data as your colleagues in the company via the cloud and have not only read but also write access.

     

    Test TOPIX.

    Free and non-binding.

    You will receive:

    • A 14-day trial version of TOPIX in the cloud
    • A selection of the most popular features
    • A pre-prepared sample database
    • The opportunity to thoroughly test your processes
    • Optional: Support and individual consultation

     

    CRM and ERP Guide

    The Comprehensive CRM/ERP Guide

    Answers to the Key Questions

    Before acquiring a new CRM or ERP system, there are dozens of things to consider. With this guide, we provide you with a concise overview of the key questions and answers that are frequently asked of us as software providers. Topics:

    • Benefits
    • Capabilities
    • Effort
    • Investment security
    • Preparation
    • Customization
    • Consultation
    • Vendor selection