Customer relationships, that grow.
Manage contacts, deals, and communication in one place.
Trusted by leading companies
Powerful functions
Everything you need to work more efficiently.
Contact Management
All customer data centralized in one place.
Sales Pipeline
Visual overview of your sales opportunities.
Email Integration
Connect your communication.
Reports
Analyze your sales performance.
AI Assistance
Support in customer contact.
Integration
Connects with other modules.
Why cashwerk CRM Is the Right Choice for Your Business
A CRM system is only as good as the processes it can map. cashwerk goes far beyond basic contact management and connects sales, project management, and invoicing in one seamless platform.
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 German platform, cashwerk CRM is fully GDPR-compliant. All data is hosted exclusively on German servers, and the system is not subject to the US Cloud Act. For companies that process sensitive customer data, this provides a level of legal certainty that international competitors cannot guarantee. 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, OAuth 2.0, or Bearer tokens.
How the CRM Workflow Works
From lead capture to invoice — seamlessly connected.
Capture Lead
Create a new contact manually, via CSV import, or through an AI voice command. All relevant data is stored in a structured format.
Create Deal
Move the contact into the sales pipeline and track progress through freely configurable stages on the Kanban board.
Generate Quote
Create a professional quote from the deal with line items, taxes, and discounts — with one click, not copy-paste.
Create Invoice
Convert the approved quote into a GoBD-compliant invoice. XRechnung and ZUGFeRD are natively supported.
Start Project
A project with linked tasks, time tracking, and document storage is automatically created from the won deal.
This is what it looks like
Insights into the intuitive user interface.
Your CRM Dashboard
The Sales Pipeline
Works great with
Seamlessly integrated modules for your complete workflow.
Common questions
Can I import contacts?
Yes, via standard import formats.
Is it suitable for teams?
Absolutely, with rights management for different roles.
How does email work?
You can assign and manage emails directly in the CRM.
Smart teams rely on smart software
Increase Efficiency Through Intelligent Automation.
Avoid resource waste caused by outdated processes. Our strategy guide shows you how to automate operational workflows and sustainably optimize your cash flow.
Your data is safe with us
Made in Germany
Developed & hosted in Germany
GDPR-compliant
Fully data protection compliant
Cloud Hosting DE
Servers only in Germany
ESG Certified
Sustainable & responsible
Ready for more efficient workflows?
Test cashwerk for free. No credit card required.