KundenMeister – the software where service is very important

Nowadays customers place more and more emphasis on innovative and high quality services. Fast response times, personal service and targeted advice play an increasingly important role. So that you can impress your customers – whether as an agency, bank, insurance service provider or management consultant – with outstanding services, we combine CRM, project management and financial management applications under one surface with the KundenMeister.

Management of the entire service business

With our software for services, we help you digitize every area of your company, identify customer needs at an early stage and develop new service concepts. The modules of our service software take on all functions – from the handling of everyday office processes, to project planning and implementation, to the control of finances, customers and strategic business decisions.

The central storage of all data such as addresses, orders, projects or documents not only facilitates internal cooperation in your service company, but also supports you in addressing your customers in a targeted manner and providing them with services that are perfectly tailored to their requirements.

Project management & customer support

The contact management as our basic module forms the basis for CRM for services. Because due to the link to all of our other modules, you have exactly the data you need to work at your fingertips.

This starts with the sale of your services, which with the help of sales opportunities easily captures potential leads in the service business, then automatically sends offers via our order module and thus closes deals. It continues with project management, which, thanks to the interaction with task management, document management and time recording, always ensures that you deliver your services on time and with all the necessary resources. Finally, you can easily bill for your services with our invoice module.

Mobile services

In the service business in particular, it is important that service employees are mobile and can carry out their tasks and activities from anywhere. Regardless of whether you are using a laptop, tablet or smartphone – with the customer master you are always in a position to call up important information while on the move and to look after your customers on site.

Our mobile technology for services can therefore be used in a variety of ways in the following areas:

  1. On-site contact with customers and business partners
  2. Home office option for employees
  3. Quick access even outside of working hours
  4. It is possible to work on the same data records in parallel
For all aspects of my service business
With the KundenMeister, we have access to modern, intelligent software that supports us in fully exploiting our potential and in controlling our entire day-to-day business within a central system – from daily administrative work to optimal support for our customers with perfectly tailored service solutions.
For all aspects of my service business
For all aspects of my service business


  • More targeted advice to customers
  • Faster response times
  • Better teamwork
  • Holistic organization of sales, service and finance
  • Effective management of sales, projects and resources
  • Central storage of customer data, service information and documents
Hans-Peter Wolf
Hans-Peter Wolf
Hans-Peter Wolf
Head of sales & Authorised Signatory

Our contact person for CRM solutions for service companies is available to you at any time by phone or email. We would also be happy to make an appointment for an exclusive consultation or training session.

Recommended modules for services