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CRM · Business Solutions

ezSuperOffice CRM Customizing

We adapt SuperOffice CRM so that it fits your processes.

SuperOffice extensionsIndividually configurableFor mid-sized processes

SuperOffice CRM already comes with many functions. But real efficiency gains often only arise when sales, service and administrative processes are cleanly mapped in the software. ezSuperOffice CRM Customizing extends your system specifically with the functions your daily work really needs.

  • Map processes preciselyWe extend SuperOffice CRM where standard functions reach their limits.
  • Connect systems sensiblyInterfaces and master data synchronization reduce manual work and duplicate data maintenance.
  • Automate processesDelta checks and caching help carry out data comparisons more efficiently and selectively.
  • Suitable forCompanies that already use or are introducing SuperOffice CRM and want to map their sales, service or administrative processes more individually.
Why it concerns you

When CRM processes don’t match reality, you get detours instead of relief.

The situation

Your CRM can do a lot, but not automatically everything your company needs.

Standard functions are often enough to get started. But as processes become more complex, workarounds, Excel lists, media breaks or manual rework arise. This costs time, increases error rates and prevents SuperOffice CRM from realizing its full potential in day-to-day business.

Our solution

We extend SuperOffice CRM specifically with your process logic.

With ezSuperOffice CRM Customizing we develop scripts, interfaces and adjustments that fit your processes. This better integrates quotes, prices, master data, tasks, appointments or documents and turns your CRM into a robust work platform.

In detail

ezSuperOffice CRM Customizing in detail

ezSuperOffice CRM Customizing bundles consulting, technical customization and process understanding. We analyse where SuperOffice CRM already supports your processes well and where extensions make sense. This produces practical solutions: from small automations to custom interfaces and special functional building blocks.

Features

  • CRM scriptsCustom scripts extend SuperOffice CRM with concrete process logic.
  • InterfacesRelevant systems can be connected and data flows controlled cleanly.
  • ERP price lookupPrices and availability can be made usable directly in the CRM context.
  • Automated tasksTasks and appointments can be created automatically according to defined rules.
  • Data reconciliationUni- and bidirectional master data synchronization reduces duplicate maintenance.

Our service

  • Process analysisTogether we assess which processes should be mapped in the CRM.
  • Concept designAdjustments are planned in a structured way before technical implementation starts.
  • ImplementationOur ez experts develop the right extensions for your SuperOffice CRM.
  • ValidationField logic, workflows and data flows are checked traceably.
  • Further developmentExisting adjustments can be extended, optimized or supplemented.
Features at a glance

What you get, in concrete terms.

68%

Less manual rework

Automated processes reduce recurring maintenance tasks in the CRM.

Quote configurator

Quotes can be created faster and in a more structured way.

ERP price lookup

Prices and availability become usable directly in the CRM.

Task automation

Tasks and appointments are created based on defined triggers.

countless systems

Connected data sources

Relevant systems can be integrated into your CRM processes via interfaces.

Master data synchronization

Data is reconciled more cleanly between systems.

Advanced validations

Field checks ensure better data quality in the system.

The team

Our ezSuperOffice CRM Customizing team

Our specialists combine CRM expertise with technical implementation.

Christopher Merz

Christopher Merz

Abteilungsleitung

Andreas Bender

Andreas Bender

Senior Entwicklung

Jens Gödde

Jens Gödde

Senior Entwicklung

Yannick Müller

Yannick Müller

Junior Consultant

Katharina Kamutzki

Katharina Kamutzki

Consultant

Jonas Bhasin

Jonas Bhasin

Systemadministration

David Starzl

David Starzl

Entwicklung

Ready for a CRM that fits your everyday work better?

Let’s assess together which adjustments to your SuperOffice CRM deliver the greatest benefit — pragmatic, structured and with an eye on your processes.