Flexible management of personal data

In mantau CRM, contacts can be created either as individuals or as organisations – both are treated as independent base units that can be flexibly linked to one another. This allows individuals to be specifically assigned to organisations and assigned individual roles within them.

The entire contact structure is configurable. You decide for yourself which roles are available, how attributes for individuals and organisations are named, and which data records you wish to capture in general.

In addition to contact details, a wide range of other information can therefore be stored.

Profile information for organisations and companies

In mantau CRM, organisations are managed as independent contact units and can be flexibly linked to individuals. This allows companies to be mapped in a structured way and individuals within the organisation to be assigned specific roles.

The data structure is fully customisable: you define roles, titles and required fields for organisations yourself, tailoring the system precisely to your requirements.

In addition to standard contact details such as address or industry, a wide range of other company information can be managed centrally.

Quick creation and import of new contacts

New contacts can be created quickly and flexibly in mantau CRM. As well as entering them manually, you can easily import them from vCard or Outlook – or add them on the go using the share function.

Larger volumes of data can be imported with just a few clicks via CSV/Excel upload. This allows thousands of personal records to be created at once. The automatic duplicate check ensures clean data: matches are identified, and overwriting is reliably prevented for critical fields such as email addresses.

WORK: Manage tasks, deadlines and notes in one place

The WORK module brings together all key project information in one place. Notes, tasks, appointments and communications can be assigned directly to individuals, companies or processes and clearly displayed in the timeline. Thanks to drag-and-drop from Outlook, email import and file upload, information is quickly captured and automatically linked. Contacts mentioned appear directly in their own history – ensuring a complete record of the entire contact history.

SALES: Effectively managing leads and sales opportunities

The SALES module tracks leads and opportunities in a structured manner through customisable stages. This allows you to monitor the progress of potential deals from initial contact through to completion in a transparent and traceable way. All sales-related information and tasks are available centrally, ensuring that the whole team can keep track of the current status at all times.

Search and filter function, e.g. birthdays, anniversaries and much more.

Using the search and filter functions, you can easily keep track of important events such as birthdays, anniversaries and much more at any time – and export the relevant lists for use in other applications.

Easy export of contact details

You can export contact and organisational data for use with external tools at any time – quickly, flexibly and without any loss of data.

Smart email synchronisation for modern CRM processes

With email synchronisation, you can link external email systems such as Outlook to your mantau CRM. 

• We make your CRM contacts conveniently available directly within your email application, e.g. in Outlook.
• You can automatically transfer appointments from selected calendars into the CRM, ensuring your customer and appointment management remains synchronised at all times.
• Emails can be transferred to the CRM selectively via drag & drop. This allows you to retain full control over relevant content at all times whilst complying with important data protection requirements. We do not retrieve or store entire mailboxes.