Feature · Stammdaten
Customer data
that grows with every order.
A central customer database with master data, contacts, tags and complete history. On every inquiry you immediately see what happened last.
Ms. Krüger calls. Two clicks: last order, open quote, note from the site-measurement appointment. You talk about the next order — not about the file folder.
Was diese Funktion macht
The CRM in Gantway is deliberately not Salesforce — it does exactly what a workshop needs, and does it well: every customer automatically gets their number (KD-001) and carries contacts with their own contact details, payment terms and tags like "regular customer" or "commercial". The complete order and quote history builds itself from the daily work — nobody maintains it afterwards. Nothing is deleted, only deactivated: historical orders keep their reference. And you start the next quote right from the customer file, with all data prefilled.
Was Sie damit können
Know your customers, without studying CRM.
Automatic customer numbers
In the format KD-001, KD-002, ... sequential. Admin-overridable, in case you migrate from a legacy system and want to keep existing numbers.
Any number of contacts per customer
Any number of contacts per customer, each with their own fields: salutation, position, phone, email. In practice usually 1–3 per customer (managing director, project manager, accounting), and 10 or more for larger corporate customers.
Tags for segmentation
From a predefined list or your own tags. Regular customer, VIP, commercial, private, property developer — whatever you want to distinguish. Filterable in the overview.
Soft delete instead of real deletion
Customers cannot be deleted, only deactivated. That keeps the link to historical orders intact. Reactivation is possible at any time.
Complete order history
Per customer, all previous orders and quotes with status, date, value and margin, plus manually recorded notes and comments. On every call you immediately see what you last did for them.
Internal notes per role
Sensitive notes can be marked as internal and are then only visible to authorized roles. That lets you record pricing notes or internal assessments without every employee seeing them.
Passive database — no communication integration
Gantway is deliberately not an email/telephony platform. No sending mail from the CRM, no click-to-call integration, no automatic call logging. Instead, a central, reliable view of customers, orders, quotes and notes — without the complexity of a full-feature CRM like HubSpot or Salesforce.
Anwendungsfälle
So nutzen Sie es.
Drei typische Situationen.
Call from a regular customer
The phone rings — "Müller Joinery". You type in the name and immediately see the last three orders, the open order, the notes from the last conversation. You come across prepared, without seeming to.
Inquiry from the customer portal
A new customer reaches out for a quote. You add them as KD-127, assign the tags "private" and "interior fit-out", create the quote — the customer is in the system without you having to fill in ten fields.
Export the regular-customer list
You want to send a newsletter to all regular customers. Filter "tag = regular customer", CSV export. Your marketing software imports the list.
CRM & Customer Management
in Ihrer Werkstatt sehen.
In 15 Minuten zeigen wir Gantway anhand Ihrer typischen Aufträge — unverbindlich, kostenlos, mit Fokus auf Ihre Branche.
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