Systematic customer management – your central contact database

With our flexible CRM software, you can organise your professional and private contacts efficiently and in a GDPR-compliant manner. The central customer file forms the core of your contact database: each contact contains all important information about individuals and companies. Link entries directly to documents such as letters, invoices or projects – you can find all relevant information with a single click, without having to search for long.

Social Intelligence & Networking

Intelligent contact management makes it possible: Link contacts and identify relationships at a glance. Document how the contact was established, which people are connected to one another, or which employees are assigned to a company. Networking your contacts provides clarity and added value.

Screenshot module Kartei - selection relations
Screenshot module Kartei - DSGVO setup

Data Security & GDPR Transparency

Data protection is paramount: monitor the GDPR status of every contact instantly. You can see at a glance whether, for example, consent for telephone contact has been granted. With another click, you can see the complete history of who processed personal data, when, and how.

Flexible custom fields for individual requirements

Our CRM solution adapts to your needs. Flexible custom fields ensure that only the information relevant to you is displayed – whether it's a person with multiple addresses or numerous social media profiles, email addresses or websites. The clear layout is always maintained, and you retain an overview at all times.

Screenshot module Kartei - additional fields
Screenshot module Kartei - selection tags

Efficient Tagging & Categorisation

Using tags (keywords), you can structure your contacts intuitively and in a modern way. In your CRM system, tags serve not only for categorisation, but also for direct linking: filter, sort, or search by categories such as location, industry, or individual keywords – and connect your database even more precisely.