Customer Relationship Management

TreoLabs GmbH offers solutions for the implementation of CRM systems according to your specifications and needs. Our solutions are 100% open source and help you to optimize and automate the work with and on customer data. We completely take over the implementation and configuration of a CRM system for your company, advise you in detail, suggest possible solutions for your tasks and specific features and implement them. Of course, we also support you after the project implementation. You will get a permanently assigned contact person who accompanies you from the project start and who knows your solution very well.

100% Open Source CRM Solutions

For our CRM solutions we use only open source and free CRM software like EspoCRM, TreoCRM or OroCRM. All of these CRM systems are modern, open source, feature-rich configurable and offer many advantages for small and medium-sized companies . Our CRM solutions automate your business processes in sales, marketing and support and thus save time of your employees.A CRM increases the efficiency and quality of work, systematizes and structures the exchange of information and business prozesses. In EspoCRM and TreoCRM it is even possible to configure the entities and layouts easily, intuitively and without programming knowledge. Our CRM solutions can be adapted exactly to the business processes of the user.

Manage any Activity in a CRM

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Organize your customer data and related work processes

Collect data

Data can be collected manually or automatically via REST API or default import function.

Automate processes

You can edit your data individually or in groups, automate your business processes with additional tools by simply and intuitively entering important information and work results.

Measure success

Measure the success of all your activities managed in EspoCRM or TreoCRM using numerous configurable reports. Configure who should receive which information and notifications.

Interested?

We will gladly provide you with a personal presentation via screen sharing or a workshop at your site!

Please send us a request.

Contact us

Our services in Detail

CRM Consulting

We are happy to advise you and offer solutions to your problems. You decide which solution best suits your problems and tasks.

CRM Implementation

We will help you during the implementation of a CRM system to best achieve your business goals in customer relationship management.

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CRM Migration

We are happy to migrate your data from other systems - Salesforce, SugarCRM, vTiger etc.

Support

We are focused on a long-term cooperation and will gladly assist you even after the implementation of CRM and continue to develop your CRM solution in the future.

Further Development

We develop new or customize the existing modules to precisely map your processes and specific features.

Integration

We integrate a CRM solution with your ERP system or any third-party system and can also ensure fully automated data exchange.

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Typical Project Workflow

Consulting

  • Presentation of suitable CRM solutions
  • Needs analysis
  • Discussion of requirements and possible solutions
  • Technical concept

Configuration

  • System configuration
  • Setup of required entities, relations and fields
  • Setup of dynamic field logics
  • Setup of layouts and data filters
  • Setup of business processes, workflows and reports

Programming

  • Programming of new functions and extensions
  • Quality assurance
  • Data migration
  • Data integration
  • Programming of non-configurable processes and logics

Support and Optimization

  • Trainings and workshops
  • Administration and hosting
  • Updates and upgrades
  • Reports
  • Proactive consulting and support
  • Optimization
  • Further development

Why EspoCRM?

  • NOT rental solution!
  • Full and exclusive availability of your data
  • 100% open source and extensible
  • Integration with any third-party system thanks to REST API
  • Solutions based on TreoCRM or EspoCRM are extremely flexible and configurable
  • Role-based permissions at entity and field level
  • Automation of processes related to the product launch
  • Fast and comfortable user interface, also for smartphones
  • Large number of features right out of the box
  • Focus on completeness and quality of data
  • Low implementation costs and short time-to-market
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Contact us now

Contact us

Contact person

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  • Oleksandr Zinchenko
  • CEO
  • +49 (941) 206 026 10