From the first customer contact to visit reports, forecast planning, provisions and controlling on individual or group level - Step2e will organize your customer lifecycle management. Resource-friendly, sales-oriented and transparent. Make the most of your sales team.

Customer management

Bring some transparency to your customer relationship. Maintain customer data, assign customers to a certain salesperson or to a sales team, or link them to an agency. Naturally, you will always see the entire customer history. Communicate directly from the customer management tool.

Contact management

Control your appointments, including group appointments, receive visit reports and notes from your team supported by the system on a regular basis. Keep track of tasks and staff rosters.

Sales planning

Compile substantiated forecasts,use permanent monitoring functions on an individual or group basis and regulate commission payment efficiently. You will also receive reliable analysis and evaluations at any point in time.


Stay on top of your broadcasting station! Step2e will give you complete transparency in your organization: sales statistics, branch matching, sales territory evaluation, customer lifetime analysis or customer movement - everything at the click of a button.

Key Features

  • Multi-user and multi-station enabled
  • Tools for analysis and statistics
  • Appointment and sales planning
  • Sales targets and commissions
  • Efficient customer management
  • Tranparency and control

Technical specifications

  • Java application, runs on Windows, Mac OSX and Linux
  • Supports Exchange, Outlook, iCal/CalDAV, LDAP, Apple
  • Import of various agency codes, e.g. EDI
  • Web interface, offline synchronization
  • Interfaces with SAP, DATEV, Lexware
  • Exports: PDF, Excel, Word, HTML, XML, CSV

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