CRM Software: One place for all your customer information

With AFAS CRM software, you can keep track of all contact with customers, suppliers and other relations in an organised way. From the very first phone call to the invoice: everything is stored in one central place, fully integrated with your administration.

  •  Relationship management
  •  Sales and forecasting
  •  Marketing
  •  Customer service
  •  Integrated with your administration

 More than 14,000 organisations already trust AFAS Software

AFAS CRM: All your relationships in one place

With the AFAS CRM system, you record all relationships in one clear overview - not only customers, but also suppliers, applicants, colleagues and prospects.

At a glance, you can see what’s going on: from contact moments to quotations, ongoing requests or outstanding invoices. All data is stored centrally and accessible to everyone in your organisation. This prevents duplicate work and enables you to provide better support.

What are the benefits of the AFAS CRM system?

  •  All customer information in one place: from emails to invoices
  •  Data is recorded once and available to everyone
  •  Build your own customer portal for requests or insights
  •  Fully integrated with, among others, HRM and finance in our ERP system

Discover why more than 14,000 organisations have already chosen AFAS CRM. Get in touch and see it for yourself.

Helping your organisation do business better - That is our mission

Discover the benefits of our integrated CRM system

 
 
 

Helping your organisation do business better - That is our mission

Discover the benefits of our integrated CRM system

 
 

CRM Software: The ideal foundation for your business processes

Our CRM solution is extremely versatile. That’s why: a selection of integrations with other business processes.

CRM and Case File


With AFAS CRM, all communication per relationship is clearly brought together - whether it concerns emails, notes, contact moments or requests via the website. Information is stored automatically or added manually, all within one central database.

This way, everyone works with the same information. When a customer calls, you enter the name and immediately see what has been discussed before. Your colleagues can also see your notes and actions. This prevents duplicate work and misunderstandings.

What can you record?

  • Requests via the website
  • Contact moments, emails and phone calls
  • Case files from other systems
  • Notes or internal comments

CRM and Finance


In AFAS, CRM and the financial administration work together in one system. Data is recorded only once and is immediately available to other departments. Does a customer provide a new address to customer service? Then that address is also instantly updated in the financial administration. This helps prevent errors and duplicate data entry.

Conversely, you can view information such as payment behaviour or outstanding invoices directly in the customer file - useful during the next contact moment. Naturally, this information is only visible to colleagues with the appropriate access rights.

What does it deliver?

  • Invoices are sent to the correct contacts
  • Invoices are automatically linked to the customer file
  • Payment reminders are automatically sent
  • Payment agreements are clear to everyone

CRM and Forecasting


With forecasting in AFAS CRM, you maintain a clear overview of your sales pipelines. For each potential customer, you record which stage the process is in, the expected revenue and who the competitors are.

This way, you know exactly where your opportunities lie — and how much revenue you have in the pipeline. You can manage goals more easily and adjust more quickly when needed. The forecast is linked to your marketing campaigns, allowing you to see immediately what each campaign has cost and what it has delivered.

What does it deliver?

  • Overview of all open sales opportunities
  • Insight into expected revenue and probability of success
  • Marketing results directly linked to your sales
  • More targeted management of goals and budgets

CRM and HRM


In AFAS, your HR and customer data are connected. You centrally record organisations, employees and applicants in CRM - rather than duplicating data across separate systems. The data also stays up to date, because employees maintain their own information.

When an applicant is hired, you start the onboarding process using the data already available in CRM. Employees can update their own details, such as address or phone number. This keeps everything current and prevents manual retyping.

Benefits at a glance

  • Employee files are immediately available to those who work with them
  • Personal data is entered only once
  • Correspondence and appointments are automatically recorded
  • Applicants enter their own details

All your business processes connected in one ERP System

The CRM system forms the core of our ERP software. From there, you digitise and automate all your business processes - such as sales, invoicing, HR and project administration.

You set up processes in a way that fits your organisation. Everything connects seamlessly: customer information, quotations, invoices and employee data are all in the same system. This enables departments to collaborate more effectively and helps prevent duplicate work.

Meer lezen over CRM in de ERP-software van AFAS?

 

CRM always at hand - with the AFAS Pocket app


With the AFAS Pocket app, you have access to your CRM data anytime, anywhere. Whether you are on your way to a customer or want to quickly make a call, everything is available in the app.

What can you do with it?

  • Look up organisations and contacts
  • Call directly from the app
  • View complete customer files
  • Navigate to customers via Google Maps integration

This way, you always have all the important information right in your pocket - up to date, complete and connected to your ERP system.

Read more about CRM and the AFAS Pocket app in the brochure

AI Assistant Jonas helps you with smart tasks

No big promises, just smarter work!


At AFAS, we believe that AI, in combination with our ERP software, makes your work more enjoyable and easier. Our vision on AI is clear: it is a tool to add value, not a goal in itself.

Want to spend less time on repetitive work? AI assistant Jonas helps you with time-consuming tasks, such as summarising texts or automatically triggering actions in a workflow.

What can AI Assistant Jonas do for you?

  •  Automatically perform AI tasks within your workflows
  •  Translate and quickly summarise texts
  •  Improve AI tasks using feedback from colleagues

Read more about AI in our brochure >

Discover all the benefits of AFAS

AFAS CRM – All customer data in one place

All your customer data in one place, easily connected to all your favourite tools.

 

Want to use other tools? No problem. With our standard integrations (APIs), you can easily connect AFAS to systems such as your email program, survey software or a marketing platform. This helps prevent duplicate work and ensures you always work with the same data across all your systems.

Read more about connecting with AFAS CRM in the brochure

Courses and events in CRM

Do you organise courses, training sessions or events? With our CRM system, you manage registrations directly in the same system that also contains your customer data.

Relationships register online, and after the event the software automatically generates an invoice. You can also easily set up internal training sessions and keep track of attendance. This saves a lot of manual work and provides clear oversight.

Collaborating in your own portal

With AFAS CRM, you can build your own portal for customers, applicants or course participants. You decide what they can see and do - from updating details to placing orders or viewing documents.

Are you collaborating on a project? Then both you and your customer have insight into outstanding invoices, subscriptions and ongoing orders. This saves time and gives your relationship more control over the collaboration.

Privacy properly taken care of – with AFAS CRM

With AFAS CRM software, you work securely and in compliance with regulations. Our software helps you meet current privacy legislation, such as the GDPR. This ensures that you handle the personal data of customers, employees and other relationships with care.

What does this mean for you?

  • Data is stored in the Netherlands, under European legislation
  • You work with a system that is Data Pro certified
  • We automatically create a daily backup of your data

This gives you control and assures your relationships that their data is in safe hands.

Want to know more? View the brochure.

Discover all the benefits of AFAS

Do you know where your organisation stands today?

Insight with dashboards

Which orders can you expect soon? How many events are taking place and how many visitors will attend? With the built-in dashboards, you have all these insights. Business Intelligence is a standard part of our software and ready to use right away. So there are no additional costs!

A selection of the standard CRM dashboards available

  •  Open forecast
  •  Scored forecast
  •  Unscored forecast
  •  Forecast by industry or department
  •  Case files
  •  Open workflows
  •  Event intelligence
  •  Course management

Do you want to work smarter?

We help you automate your business processes.