THE NEW GENERATION OF CRM
AI assistants. Automation. SmartDesign.
CAS genesisWorld x18
I can keep an eye on my clients and potential customers from my first cup of coffee in the morning until the end of the workday. Processes run automatically. AI steps in precisely where it can save time and provide a valuable basis for decision-making. My CRM easily adapts to my daily routine. This is exactly what modern CRM should feel like.A salesperson's day with CAS genesisWorld
The best way to start your working day
CAS genesisWorld x18 with the new SmartDesign 3.0
A good working day starts with the right overview. What's on the agenda today? What tasks and appointments are important? And what information do I need to get started right away?
With CAS genesisWorld and SmartDesign 3.0, you'll find all the answers at a glance. The new dashboard can be customized to display exactly the information and apps you need for your day-to-day work. Clear, modern, and focused on the essentials. Whether you choose the light mode or dark mode, the interface adapts to your preferences and your daily routine.
With custom themes, CAS genesisWorld becomes your company's CRM. Colors, layout, and corporate design can be easily customized to create a consistent look and feel. Combined with optimized keyboard controls and many well-thought-out details, the result is a CRM that feels more personal, is more efficient to use, and makes every day just a little bit easier.
Processes that run smoothly
Automation meets intelligence
With new capabilities, workflows become more versatile, smarter, and more transparent. Inquiries and custom forms can be integrated directly into processes and thus automated. This allows address data to be validated, appointment confirmations to be sent, and responses to be processed directly – for example, as part of a double opt-in process. Contacts can also be automatically added to distribution lists based on defined criteria. Customizable HTML e-mails ensure personalized communication and capture the recipient's attention.
Recurring checks enable status changes to be monitored automatically. For example, if a process checks the status of a task every four hours, the workflow will continue immediately whenever a change occurs. If no change occurs within four days, a reminder will be sent out automatically. This way, processes react immediately instead of just waiting.
Visualizing the process flow makes even complex procedures easy to understand: It shows what has already happened and what comes next. Workflow stages can also be quickly duplicated, and processes can be flexibly imported and exported. This allows existing automation processes to be efficiently adapted and applied to new requirements. The result: Automated workflows that respond, provide intelligent support, and remain transparent at all times.
Individual connections become a community
Community CRM: Personal. Connected. Privacy-compliant.
With Community CRM, you can combine the strengths of CAS genesisWorld with the fair.digital social network We.Network to build, for example, a communication platform for your employees and customers. Here's how you can create direct, privacy-compliant corporate communications, digitalize your bulletin board, chat with your colleagues or customers directly from the CRM, automate community processes, and strengthen relationships in a sustainable way. Channel memberships can be automatically managed based on individual processes and roles. To foster a genuine sense of community, your Community CRM can be customized to match your corporate design.
Whether they are employees, customers, partners, or event attendees: Turn your audiences into vibrant communities and reach your target groups with relevant content at the right time, to foster greater engagement and build lasting relationships.
Focus on what matters at a glance
Beyond list views: intelligent overviews
SmartTags are now displayed in their own column. Depending on the available column width, up to five SmartTags can be displayed at the same time. This way, important categories are visible at a glance, without having to open individual data records. In addition, the color-coded classification system provides an even clearer overview. This is how lists are transformed into structured overviews where priorities are immediately apparent.
Always a step ahead
AI assistants that think proactively
AI makes your CRM even more efficient and intelligent: With AI connect, for example, you can summarize incoming inquiries and conversations, create personalized responses and offers, or tailor e-mails to match your company's desired tone. Take it a step further with AI coding: You can implement your own CRM functions and complex business logic using natural language and low-code tools. Even multi-step rules and custom requirements can be implemented and flexibly adapted without in-depth programming knowledge. You can flexibly choose your preferred LLM provider from Google, OpenAI, Mistral, or Anthropic.
In this way, AI becomes an active part of your CRM: It not only assists with individual tasks, but also streamlines communication and allows you to further develop your CRM solution in a flexible and customized way. When combined with business process automation, AI automatically analyzes and categorizes incoming inquiries, identifies items such as support cases, price inquiries, or requests for presentations, and thus assists with classification, prioritization, and preparing for a decision. In this process, requests from various inbound channels can automatically trigger a workflow. The appropriate follow-up actions are initiated immediately – from the pre-sorted service ticket to lead qualification and the sending of a proposed appointment.
Digital sovereignty. Your freedom to grow.
Work safely and independently
You can count on the high level of data protection you’ve come to expect when working with CAS genesisWorld – whether through modern authentication combined with two-factor authentication or through single sign-on with identity providers such as Okta, Keycloak, or Microsoft Entra ID. In addition, flexible hosting options with server locations in Germany are available to you. This allows you to operate your CRM solution in a way that meets your specific data protection requirements.
With its integrated connection to the SmartMaps digital mapping platform and its connection to business.directory, the fair.digital portal for trustworthy business information, CAS genesisWorld offers digitally sophisticated solutions in this area as well. Find out how to combine a powerful CRM with digital sovereignty, data protection, and security.