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Maximum performance in sales with
piaX-CRM |

More efficiency, better customer relationships – with a CRM that adapts to your daily work routine.

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piaX-CRM – turning prospects into customers

With piaX-CRM, you automate numerous tasks in sales, customer service, and marketing. Increase your market knowledge and sales opportunities by capturing detailed customer information. This gives you a complete picture of your customer relationships and enables you to respond to individual needs. Automated processes save time, reduce errors, and increase efficiency. Whether it’s quote tracking, scheduling, or campaign management – piaX-CRM helps you structure and professionalize customer communication. This creates the foundation for sustainable customer loyalty and measurable sales success.

Get inspired – here’s what our customers say!

H. Weidmann

Managing Director, Kautzberger GmbH

In the past, our field staff used to write important data from Proalpha on index cards and manage appointments in Outlook. Today, all relevant information – from addresses to the latest documents – can be accessed quickly and easily via piaX.

J. Veit

Head of Sales, FREUND Maschinenfabrik GmbH & Co. KG

From 2008 to 2013, our sales team generated around 2,000 VIS sales activities. With the introduction of the piaX system, we were able to increase the number of entries to over 15,000 within three years. piaX has significantly improved the acceptance of the Proalpha CRM system.

How our customers use piaX CRM to significantly boost their efficiency

First contact

From the very beginning – perfectly organized

Capture new contacts and leads directly in the system, even offline. All relevant data is stored centrally and accessible anytime.

Offers & contracts

Faster deal closure

Create tailored offers with up-to-date prices and stock levels. This saves time and reduces errors.

Customer communication

Never lose track

Use seamless Outlook integration to efficiently manage emails, appointments, and tasks. This keeps communication with your customers always organized.

Analysis & optimization

More successful deal closure

With piaX CRM, you can win the customers you want and gain more time to focus on what really matters.

Efficient customer care after closing with piaX Service

With our Field Service solution, you can optimize your after-sales processes and unlock upselling potential.

Learn more

The piaX Customer Dashboard – Click on the area that interests you!

360° overview – flexible graphical representation of current sales opportunities
Revenue details of individual product groups for current and previous year
Display of customer history
Latest sales documents, sales activities, phone calls, and emails
Customer details including mini-map and key contacts

Lead Management

Identify, capture, and evaluate leads for targeted action
Qualification and classification of prospects
Target group segmentation and analysis
Capture leads directly in the system or on mobile devices, including classification by freely selectable criteria and standardized industry codes

Opportunity Management

Support project-oriented sales processes with activities and tags
Manage and track relevant offer-related information, especially contact history from lead qualification,
key contacts, and offer values
Integrated competitor management,including classification options based on freely definable criteria

Relationship Management

Connect customers, clerks, key contacts, and representatives
Assign participants to opportunities, offers, objects, and projects
Map functional structures using role definition and role assignment

DMS (Document Management System)

Simple and intuitive document storage centrally in one system, directly linked to leads or opportunities
Capture photos easily on-site and store them in the DMS
Instant access to all customer documents, photos, emails, reports, or offers

Calls

Record complaints and error reports
Create and edit calls online or offline
Call details with positions and processing steps
Fast and reliable information handling – including permanent linking
Link to serial numbers, service objects, items, and projects
Custom call lists for better overview

Outlook-Integration

High user-friendliness and acceptance by working in the familiar Outlook interface
piaX integration in Microsoft Outlook: link Proalpha activities with calendar, tasks, and reminders for seamless scheduling and visit planning
Data synchronization via bidirectional standard interface with Proalpha
Import existing Outlook contacts and key accounts from any device into piaX

Overview of the most important piaX CRM features

Fast access, central storage, maximum efficiency.
Discover the key features of piaX CRM – for more efficient processes and stronger customer relationships.

360° view of your customers

All customer and contact data centrally consolidated, intelligently segmented, and always up to date – for targeted engagement and lasting relationships.

Systematically leverage sales opportunities

From the first lead to a successful close: keep every opportunity in view, prioritize by potential, and make reliable, data-driven forecasts with clarity.

Documents where you need them

Centrally archived, instantly available: emails, quotes, reports, and more – directly in the CRM, also mobile and offline. This is seamless collaboration.

Perfectly connected with Outlook & ERP

Smooth data exchange through deep integration with Outlook and proALPHA: appointments, contacts, tasks, and documents are always synchronized – with no extra effort.

Key figures that show the way

Individual views, flexible filters, smart analytics: turn data into real decision-making foundations – from revenue forecasting to route planning.

CRM to go – even offline

Whether in the office or on the go: piaX is always ready. Manage customer data, activities, and service tickets offline – and stay in control anytime.

Maximize your potential with our piaX CRM add-on modules

Further information

Learn more in our information brochure or through an individual presentation. Write to us – we will get back to you promptly.

Maximum performance in sales with piaX-CRM |