Customer relationships, that grow.

In many companies, customer relationship management is spread across multiple tools: contacts in Excel or an isolated CRM, quotes in Word, invoices in separate accounting software, and projects in yet another tool. This fragmentation costs time and leads to data silos and information loss. With cashwerk CRM, this problem is a thing of the past. All customer data — from contact information and conversation notes to linked quotes, invoices, and projects — is in one central place.

The integrated sales pipeline visualizes your entire sales process as a Kanban board. Leads pass through freely configurable stages, and for each deal you can see the value, probability, and expected closing date at a glance. The decisive advantage over standalone CRM solutions: from a won deal, you generate a quote with one click, which can then be converted into a GoBD-compliant invoice. This end-to-end chain from lead to deal to invoice eliminates manual data transfers and reduces errors.

The AI assistant CASPER takes CRM usage to a new level. Instead of filling out forms, you simply say: 'Create a new contact for John Smith at Company Inc.' CASPER understands natural language, semantically searches your entire business database, and delivers relevant information in seconds. The integrated activity history and audit trail ensure every change is traceable — an important aspect for compliance and team transparency.

As a European platform, cashwerk CRM is fully GDPR-compliant. All data is hosted and processed exclusively in the EU (Frankfurt). For companies that process sensitive customer data, EU data residency provides a level of legal certainty that US-hosted competitors cannot guarantee in the same way. CSV import with duplicate checking, PDF export, and comprehensive reporting features round out the CRM package.

Through the full REST API with interactive OpenAPI documentation, cashwerk CRM integrates seamlessly into existing systems. Webhooks notify external applications in real time about changes to contacts, deals, and companies. For low-code automation, native n8n nodes are available: pre-built workflow templates like 'Won Deal → Create Project' or 'Contact Created → Slack Notification' enable automation of complex business processes without programming. Authentication is available via API keys or OAuth 2.0.