Our Main Target: One Solution - Integrated Processes

POOL4TOOL is more than just a powerful, user-friendly Customer Relationship Management tool. We provide a complete solution to fulfill all your requirements.

Use the power of the internet to exchange data more efficiently, both internally and with your business partners. POOL4TOOL includes all the tools and modules that you need for your business processes by offering a new style of usability: with pre-defined workflows, your processes are automatized, lightening your sales force's workload and easing internal acceptance.

The Right Information At The Right Time And Place

Your employees have complete access to POOL4TOOL's data, including information on clients, products, and projects, at any time and place. Start now, with effortless installation and implementation.

Comprehensive Client Information

Enjoy central, direct access to all relevant company and contact data. You can easily see and manage the activities and histories of clients, prospective buyers, and projects, including communication details, open offers, orders, meeting minutes, buying histories, project statuses and credit limits.

Campaign Management: Newsletters, Mass E-Mails, Serial Activities, Serial Letters

Send personalized e-mails to chosen groups of clients or prospective buyers, measure their response through the newsletter-tracking feature, and generate personalized serial activities. Compare the success of different campaigns, as well as their planned and real costs. 

Opportunity Management For Leads And Sales

Automate allocation and forwarding of leads and monitor them during the entire sales cycle. Use the comprehensive workflow rules and check lists to support and automate all procedures during the sales process.

Questionnaires For Market Analysis And To Measure Customer Satisfaction

Create and send complex questionnaires to research markets or to measure and evaluate customer satisfaction about client trainings or projects.

Product Catalogue

Implement a powerful product catalogue with complex price structures, sales units, discounts, price options, competitor information and all relevant documents.

Skill Management

Administrate your internal and external employees' profiles in a centralized, structured database. Check all changes and document all transmissions of employee profiles. Compare employee profiles with each other to find the right person for the task.

Order Management: Offers, Orders And Invoices

Apply offers to orders, and process and store them until the final confirmation. Automatically invoice recurring services like maintenance and rental contracts. Monitor open assets and send automatized reminders.

Project Management

Apply offers to projects, plan your projects in cooperation with partners, monitor project budgets, and record internal services, external services, and all other expenses.

Contract Management

Administrate all your contracts in one place and be reminded of important appointments automatically by e-mail.

Document Management

Use our document management function to administrate offers, descriptions, protocols, presentations and brochures, both internally and together with partners. Our content management system can then be used to publish documents on the internet.

Sales Documentation And Competitor Information

Administrate a research database with sales and marketing materials. Input data about your competitors and use this function to analyze their activities.

Data Quality

Use Excel to import new client data and to synchronize and update existning data. Monitor your database with the duplication checker to avoid sending e-mails to the same destination more than once.

Collaboration: Exchange Of Client Data, Opportunities, Projects And Documents

Facilitate collaboration with partners, clients and suppliers in managing and publishing client data, opportunities, projects and documents together via the internet.

MS Outlook And Lotus Notes Integration

Work with Microsoft Outlook or Lotus Notes online or offline and have access to the entire lead database, including your appointments, tasks and e-mails, at any time.