Digitize customer management

From lead capture to invoicing — manage customer information in one central database. Experience the advantages of customized digital CRM and accelelerate your sales pipeline.

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Starte Ninox

These companies rely on Ninox

Best equipped with CRM

Automate your sales processes, starting with customer management and lead generation. Increase your sales efficiency with Ninox by working on deals together as a team

Efficient sales processes

Send quotes, invoice, and better document customer communications — for more deals and higher customer satisfaction.

Better order entry

Automate customer inquiries and respond faster. Capture all order details at a glance.

Successful cooperation

Improve the overview of new contacts, inquiries and leads — for a better synchronization between sales and marketing

Missed a webinar?

Mann prüft eine Metallprodukt in der Fertigung

Click here for the on-demand video

In this webinar, you will learn, using examples from everyday manufacturing, how you can automate processes quickly and easily with a flexible, customized MES solution based on Ninox.

This is what you will learn in this webinar:
‍

Clear dashboard for Order preparation and control center
replacement of manual processes in detailed planning
Better Predictability in the supply chain

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Invoices

Create and print invoices. Manage customers, articles, services.

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Contracts

Manage contracts centrally: Workflows, cost centers, deadlines and terminations.

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CRM

Create your own CRM and optimize your customer management, sales and marketing processes to save time in the long run.

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Solutions Intro Section Heading

Booking Management

Smart Travel Platform

BE-SCAPE is a smart travel platform for booking, contracts, documents, and communication management - with automation and integration capabilities.

End-to-End Automation – Streamlines booking, contracts, and travel document management.
Seamless Integration – Connects easily with external systems, partners and other ERP/CRM solutions.
Improved Efficiency – Reduces manual work with automated workflows and digital signatures.
Enhanced Communication – Centralized, traceable messaging between operators, suppliers, and clients.
Customizable Travel Solutions – Enables dynamic packaging of hotels, tours, and services.
Revenue Optimization – Supports revenue sharing models and financial tracking.
Scalability & Flexibility – Adapts to the needs of tour operators, agencies, and travel businesses.

Zur Software Lösung

Insurance

CRM for insurance companies

Smart CRM for insurance: manage customers, policies, renewals, communication, and collections – all in one connected and centralized system.

Customer & Contract Management: Store and update all client data and policy details in one place

Policy Renewal Tracking: Get reminders and manage the entire renewal process with ease

Collections & Accounting: Monitor payments, overdue accounts, and financial workflows

Email Communication: Send and archive emails directly from the system – secure and GDPR-compliant

Integrated Agent Management: Oversee performance, assignments, and communication across your team

Retail & Sales Tools: Support for selling insurance products across different retail channels

Custom Database Solutions: Tailored structures for specific insurance workflows and product types

Software Integration: Connect with other tools and systems you already use

Training & Support: Ongoing help and onboarding to get the most out of your setup

Zur Software Lösung

ERP/CRM

Service Business Management

A fully customizable ERP for service businesses, covering end-to-end business needs. Powerful automation and centralized data structure.

Lead Collection & Upsales Management: Efficient tracking and nurturing of potential customers.
Estimation & Approval Automations: Speed up proposal creation and client approvals.
Contracts & Supplier Invoices: Seamless management of agreements and supplier financials.
Customer Invoicing & Payments: Automated billing and financial tracking.
Project & Task Management: Full-scale tracking of projects, milestones, team tasks, and meetings.
Meetings Management Module: Manage meetings with notes and sync with clients for improved collaboration.
ChatGPT Integration: AI-powered insights and automation for smarter decision-making.
Timesheets & Resource Allocation: Monitor employee work hours and optimize workforce utilization.
Accounting Integration: Seamlessly connects with financial systems for accurate reporting.

Zur Software Lösung

ERP for all processes

Complete ERP

Complete ERP system to manage contacts, sales, orders, documents, and technical operations – faster, clearer, and with fewer errors.

Contact & Meeting Management: Keep all client and supplier details, meetings, and activities in one place

Sales & Purchase Management: Create and manage offers, customer and supplier orders efficiently

Technical Intervention Planner: Plan and assign field service or technical tasks with ease

Document Generator: Compile and manage documents quickly and accurately

Activity Overview: Organize all ongoing activities with full transparency

Collaboration Tools: Share data instantly across teams and departments

Error Reduction: Minimize manual input errors with guided, automated workflows

Faster Processes: Speed up execution through a structured and integrated system

Zur Software Lösung

CRM

Member Management System

Manage members, licenses, education, and communication in one system – with email integration and a clear, simple, centralized dashboard.

Member Management: Create and manage member profiles, track their affiliations and roles.

License Tracking: Monitor all licenses held by each member and which training is required to obtain them.

Education Management: Assign members to training programs and track participation and outcomes.

Activity Tracking: See who participated in which events or sessions.

Payment Monitoring: Keep track of membership fees, due dates, and payment history.

Dashboard Overview: Visual overview of key metrics – who holds which licenses, who paid, and more.

Email Integration & Archiving: Communicate via email and store all correspondence, linked to individual member records (GDPR-compliant).

Training Availability: Maintain a list of available trainings and link them to specific licenses or roles.

Zur Software Lösung

Tour guides

Guided tours coordination

An all-in-one tool for tour guide groups to plan efficiently tours, assign guides, and automate reservations, invoicing, and communication.

Save time, reduce manual effort, and offer your customers a seamless experience from the first click to the final feedback.

Efficient Tour Management: Automated bookings, scheduling, and guide assignments

Time and Cost Savings: Reduced administrative workload through automation

Improved Communication: Instant updates and reminders via email or SMS

Optimized Guide Allocation: Match guides to tours based on skills, availability, and language

Enhanced Customer Experience: Seamless booking process, clear updates, and integrated feedback collection

Insightful Reporting: Track guide performance, customer satisfaction, and financial metrics

Zur Software Lösung

Asset management

Technical asset management

The central, digital and efficient solution for asset management, operator obligations, LCC and interfaces to CAFM systems. Get in touch now!

An overview of the most important functions:

Norm-based assignment of duties: Automatic management of maintenance, inspection & tests per system (e.g. via Maqsima).
Data import & export: Import existing data from Excel, CSV or CAFM systems & return it in the appropriate format.
Interface capability: Connection to common CAFM systems such as Spartacus, VertiGIS, Speedikon, Waveware.
LCC analysis: Analysis of life cycle costs individually according to customer requirements.
Measure management: Planning, assignment & follow-up including deadlines, status & responsible persons.
Audit & inspection function: Carrying out & documenting audits — also by Drees & Sommer experts on site.
GAEB export function: Direct export of recorded investments including service items for tenders in GAEB format.
Scalability & flexibility: Expandable from a simple recording tool to complete operational management support.

Zur Software Lösung

law firms

“MyLegalFile”

Law firm software “MyLegalFile”: Optimizes processes with modules such as file management, time recording, document management and client login.

OnPrem
Email integration
DMS connection
Client login
API
Speedup
Slick HTML masks

Zur Software Lösung

Procurement

BECKPROCON x Ninox All in One Procurement

Efficient materials management with dynamic adjustment, intelligent demand planning and automatic scheduling for optimized and seamless production.

• Demand planning

• Bill of Materials Management

• Automatic logout In the manufacture of Ffnished articles

• Pricing: the cheapest source of supply

• Bulk prices for flexible pricing

• Sending mail from orders

• Tracking and care of order confirmations

Zur Software Lösung

Photovoltaics

Finestcloud PV

Finestcloud PV is software for solar companies that optimizes business processes and enables efficiency and cost reduction. One software for all processes.