Service Providers

Your Marketing, Sales
and Service Departments

The modern CRM solutions are ideally suited to successfully meet the requirements placed on service companies today. In addition to classic CRM functionalities such as central contact and activity management, the PisaSales CRM also allows you to digitize your marketing, sales and service departments in a meaningful way. With this all-round perspective, you can always see what was last discussed, which products the customer has already purchased, whether they are currently being addressed in marketing or whether there are open service tickets.

As the inventor of project-oriented CRM, we offer you unique opportunities on the market to manage sales projects and lead them to success in a targeted manner. When it comes to mobility, you benefit from the easy-to-use CRM apps for smartphones and tablets. Powerful functions especially for the field service of service companies such as visit reports, time recording, feedback and billing of customer service assignments or the everywhere available access to all information and documents relevant for your sales activities save time, paper and nerves.

In addition, you can purchase the PisaSales CRM as a buying solution or opt for our cloud solution, which is of course hosted in Germany. The advantage of cloud application for the digitization concept in your service company: You save initial investment barriers for the installation, maintenance, servicing and operation of your corporate IT.

What the PisaSales CRM Can Do for Your Service Company

  • 360° view of your customers, prospects, projects, competitors, partners and more
  • fast access to all information and business processes
  • clear cockpits show relevant key figures and operations at a glance
  • special view on properties for building service providers
  • transparent lead management
  • planning, implementation and evaluation of marketing campaigns such as newsletter mailing, events, invitation campaigns, etc.
  • standard functions for legally compliant handling of the EU-GDPR
  • planning, implementation and evaluation of marketing campaigns such as events, newsletter mailings or mailing
  • unified sales control
  • support of the sales process from the inquiry over business opportunities and quotes up to the order
  • mobile CRM apps for smartphones and tablets with convenient functions for the field service
  • ticketing and helpdesk for customer service
  • graphical planning board for the scheduling of your service team
  • choose between the PisaSales CRM as on-premise or cloud solution


Industry: State-owned economic development agency
Amount of employees: approx. 75
Users: approx. 25

  • use of PiSA sales CRM on own servers
  • management of the settlement projects of potential investors
  • mobile availability of CRM data on smartphones and tablets
  • control and evaluation of events