From address book
to contact­control center

It's both: factory CRM can be deployed as a classic CRM and sales solution, but through its role logic, document linkage, date triggers, GDPR engine, workflows, historization, and Object Map, it clearly moves toward being a contact control center. People are actively embedded in business processes – with the CRM used standalone or as a module integrated into the factory product family.

A simple contact list stores addresses. factory CRM connects people with roles, organizations, projects, documents, tasks, appointments, deadlines, GDPR rules, and history. A contact thus becomes an active process object that can be used in sales, HR, training, project management, and workforce scheduling.

factory CRM is suited for every process in which people are connected to roles, tasks, documents, appointments, deadlines, and records. This includes sales, customer management, project management, training management, HR administration, qualification management, shift scheduling, workforce scheduling, specialist groups, supplier management, and collaboration with external partners. In every use case, the same person is managed in the relevant context – with roles, responsibilities, documents, tasks, communication, deadlines, validity periods, and history.

Yes. A person can simultaneously be a customer, contact person, project manager, training participant, specialist, inspector, supplier, or external partner. The CRM represents these multiple roles in a structured way and shows the person within the relevant working context – without duplicates.

Yes. Contacts, tasks, call histories, follow-ups, and documents are managed centrally, so multiple people can work across locations on the same contacts. For international sales, contacts can be structured by country, region, industry, role, and potential; historization and role permissions keep it traceable who added which information and what the next step is.

Yes. The user interface can be extended to multiple languages; menu items, field labels, help texts, and interface terms are translated into the desired languages, such as German, English, and French. Notes, individual texts, and uploaded documents are currently not automatically translated when the language is switched.

Yes. As a people and role control center, it connects employees with roles, functions, departments, locations, qualifications, documents, deadlines, follow-ups, and contacts. This makes it suitable for structured HR processes, records, responsibilities, and person-related workflows.

Yes. In training management, trainees, participants, trainers, examiners, supervisors, stations, courses, and exam dates can be represented. Certificates, training records, permits, and qualifications are managed on the person; expiry dates are linked to triggers, so reminders, tasks, or escalations are created automatically.

Yes. People can be assigned to shifts, teams, locations, specialist groups, qualifications, and deployment areas. This produces an overview of staffing strength, available skills, age structure, succession needs, and critical roles in workforce scheduling.

Yes. People are managed as project roles – such as project manager, site manager, client, inspector, supplier, approval authority, or internal approver. Tasks, documents, approvals, appointments, risks, and decisions can be linked directly to these roles.

Yes. A trigger can be placed on any relevant date – callbacks, follow-up actions, certificate expirations, exam and quote deadlines, data-protection or contract events automatically trigger tasks, reminders, or escalations. Recurring sales processes such as thank-you emails, document dispatch, quote follow-up, and decision checks can be standardized as follow-up chains without limiting personal handling.

Yes. Contacts can be segmented by industry, region, role, interest, product relevance, status, potential, or customer group. This lets campaigns, target groups, sales actions, and contact lists be prepared and tracked in a structured way.

Contacts trigger tasks, approvals, follow-ups, and escalations via the factory Workflow Engine. Documents tied to the person – certificates, contracts, records, minutes, approvals – are managed via DMS document management within the context of role, project, and organization: role-based, versioned, and deadline-driven.

Yes. The GDPR engine monitors retention, deletion, and encryption deadlines, consent status, and data-protection actions per person category. Once a deadline expires, personal data is anonymized or irreversibly encrypted, while the business history remains traceable – for example, that a company provided a project manager, while name, phone number, and other data are protected.

Yes. Visibility and editing rights are controlled based on user role, department, project assignment, person category, document type, security level, organizational unit, process status, and GDPR status. External partners such as customers, suppliers, service providers, or inspectors are included on a role basis and only see the information, documents, and transactions intended for their role.

Reports are possible on active contacts, leads, sales pipeline, open follow-ups, overdue tasks, quotes, customer regions, project contacts, certificate deadlines, training status, staffing strength, age structure, succession needs, GDPR deadlines, and communication intensity – prepared for sales, project management, HR, training management, and leadership.

factory CRM is suited for companies, public authorities, municipal institutions, educational providers, project-oriented organizations, and service providers. Wherever people are connected to roles, responsibilities, documents, deadlines, records, and communication processes, the CRM creates a central, process-oriented view of contacts. As a contact hub, the CRM supports sales, project management, HR administration, training management, qualification management, document management, contract management, shift scheduling, reporting, and a management cockpit – role-based, traceable, and with end-to-end process support.

Yes. Existing contact data can be taken over via import from Excel or CSV; data migration from existing contact lists is possible. Through a REST API as well as interfaces to email, calendar, ERP, HR, and project systems, the CRM connects to existing system landscapes.