Industry & Mechanical Engineering

Modern CRM
Is the Ideal Backbone
Of Your Digitization Strategy

Modern CRM software forms the ideal backbone of your digitization strategy to solve current and future challenges. PiSA sales CRM bundles all your customer, prospect and product data in a single system, making it available for fact-based sales, individual marketing campaigns and efficient customer service at the highest level.

With PiSA sales CRM, you have a highly flexible and modern system at your side, which digitally supports you from lead management through quotation preparation to the processing of planned or unplanned service assignments. Even in the standard version, you can optimally map even complex sales projects, in which sales and construction work hand in hand, as well as individual processes in the calculation and configuration of quotations for your complex products. In addition, you benefit from our decades of industry expertise gained from a large number of CRM implementations successfully implemented over the long term in national and international companies in the fields of mechanical engineering, plant construction, the metal working and electrical industries or in the chemical industry.

What the PisaSales CRM Can Do for Your Company in the Manufacturing Industry and in Plant and Mechanical Engineering

  • sales, marketing and service of complex products such as plants, machines, devices, etc.
  • mapping of the installed base and its history
  • networked 360° view of customers, prospects, competitors, installed products, sales partners and more
  • uniform knowledge basis for all relevant employees across departments and locations
  • transparent lead management
  • time-saving creation, calculation and tracking of individual offers with single- or multi-level parts lists
  • comprehensive product and performance database with connection to your ERP system
  • planning, implementation and evaluation of marketing campaigns such as events, newsletter mailings or mailing
  • after sales and service with ticket management, planning, execution and feedback of customer service assignments
  • service planning board for efficient deployment and resource planning
  • automated maintenance and contract management
  • Machine-to-Machine-Coupling (M2M) for predictive maintenance
  • mobile and offline-capable field service apps for smartphones and tablets, for example, time recording and visit reports
  • flexible analyses and graphical dashboards
  • modern interfaces to ERP systems, BI tools, e-mail programs, Office applications, phone systems, etc.
  • attractive and easily customizable user interfaces for high user acceptance
  • fit for international use: multilingualism, multi-currency capability, support of time zones etc.
  • comprehensive standard functions for legally compliant handling of the EU-GDPR

LUTZ Aufzüge Case Study

Find out how the medium-sized family business LUTZ Aufzüge is implementing digitalization in sales and customer service with the PisaSales CRM as its central information platform.

LUTZ Aufzüge logo

GEMÜ Gebr. Müller Apparatebau GmbH & Co. KG

  • Manufacturer of valves and automation components
  • Amount of employees1.800
  • CRM FocusSales, Marketing, Service


  • Manufacturer of high-precision grinding machines
  • Amount of employees400
  • CRM FocusSales, Service, Quote Configuration

MENNEKES Elektrotechnik GmbH & Co. KG

  • Manufacturers of industrial plugs and sockets and solutions for electric mobility
  • Amount of employees1.000
  • CRM FocusSales