CAS genesisWorld SmartDesign28.3.0 - App Store

Impress your customers: Easy. Intelligent. Forward-thinking.

CAS genesisWorld SmartDesign helps you to connect people emotionally. Get inspired to improve your daily relationship management and discover new possibilities and opportunities to excite your customers. Enter a new world of interconnected relationships. By using the CAS genesisWorld SmartDesign Mobile App, you can easily access your contacts, appointments, documents, and more on the go - even the dossier. Get instant, real-time access to your data. Thereby, we can ensure that you always work with up-to-date data from your CRM system and seamlessly exchange data between the internal office and the field staff. Naturally, all access rights are considered when you access your data while on the go.
. Offline on the go - Customer excitement to go
Take your CRM with you anywhere and use the CAS genesisWorld SmartDesign Mobile App as your personal companion. Work offline while on the go with all your mobile devices and carry important information with you everywhere you go. All relevant data is synchronized automatically as soon as you have access to a mobile network. Thereby, you are always well connected even while offline.

. Picasso search: Always one step ahead
The Picasso search helps you to prepare and structure upcoming events. Based on algorithms of the artificial intelligence, relevant information is individually provided. The algorithms prematurely recognize the needs of your customers and thereby create exciting customer experiences. With the Picasso search, you can see all appointments of the current day under "My day" - instantly and directly after logging on. You access contacts, documents, or the detailed appointment agenda by one touch from within the appointment.

. Expenses & time records - Comfortable mobile billing
You can quickly and efficiently record and edit expenses and time records while on the go. You create receipts for expenses or travel expenses in no time - the corresponding receipt document is uploaded directly from your mobile device. Alternatively, you can create a new photo and use it as a receipt document.

. Opportunities: partnerships at eye level
Using the new product catalog, you can start an eye-level dialog with your customers. Accompanied by images, your products are displayed as a visually appealing portfolio. You and your customers can select products and services together and thereby achieve a new transparent and clearly-structured consultancy experience. Information such as prices, quantities, and discounts of all available products are displayed in the product catalog. The desired products are adopted as product items in the opportunity. Possible scaled prices are taken into account.

. Team calendar: comfortably planning appointments for teams
One look into the team calendar and each team member knows what's up. The team calendar displays appointments, phone calls, jobs, and holidays of users, groups, and resources. It includes all information and details which support you in centrally planning and structuring your projects. The appointments of your employees are planned while taking their individual capacities and abilities into account. Your service technicians and sales representatives can see which appointments are on their respective agenda. Having to clarify appointments to avoid misunderstandings is now a thing of the past - your projects stay on schedule.

. Reports: instant decision-making authority on all levels
Reports display all important information for the management, sales, or service departments at a glance. With this quick overview, you can achieve instant decision-making authority. You can customize analyses in the Desktop Client and use them in the mobile app. You can easily access your reports on the go. Thereby, you always have a solid information base for all upcoming decisions at your disposal.

. Requirements:
CAS genesisWorld Server x8.1.1 or higher

Version History In the "Parent" block of a data record, you can now work even better with primary links. When searching for the right project or job, activating the checkbox also includes data records that share a primary link with the company or its contact persons. 28.3.0 6d ago When adding a new item to an opportunity, the app suggests matching products in the "General" block in the "Product name" or "Number" fields as soon as you begin typing. Tap a suggestion to adopt it, or enter the details manually as usual. 28.2.0 Sep 18 We have fixed the bugs you have reported. Thank you for your feedback. 28.1.0 Aug 31 For appointments, phone calls, tasks, and opportunities, you have the option to set a specific date and time for the reminder. This requires CAS genesisWorld server version x17.2.0 or x18.1.0. 27.14.1 Aug 14 For appointments, phone calls, tasks, and opportunities, you have the option to set a specific date and time for the reminder. This requires CAS genesisWorld server version x17.2.0 or x18.1.0. 27.14.0 Aug 7 We have fixed the bugs you have reported. Thank you for your feedback. 27.13.0 Jul 23 We have fixed the bugs you have reported. Thank you for your feedback. 27.12.1 Jul 10 We have fixed the bugs you have reported. Thank you for your feedback. 27.12.0 Jun 25 In the "Documents" category, you can select a template via the "Create from template" button in the "New" menu. The template's data and links are then adopted in the new data record.
If you use Inxmail, you can add and remove contacts from Inxmail distribution lists.
If a color classification is defined for a list view, the configured color is either displayed directly in the respective field or alternatively in an additional column at the beginning of the table. 27.11.0 Jun 10 We have fixed the bugs you have reported. Thank you for your feedback. 27.10.0 Apr 29 When creating a new customer data record from a lead, the data in the “Customer information” field is considered unless a business card is available.
The "Add to distribution list" action allows you to assign a contact to a distribution list.
In the change log of a data record, you can now track changes to links in the same way as you can track changes to field values and SmartTags. 27.9.0 Apr 13 You can create a follow-up call for an existing phone call via the action menu. The follow-up call is then linked with the original phone call and opens in edit mode. Most field inputs from the original phone call are transferred to the follow-up call. 27.8.0 Mar 16 We have fixed the bugs you have reported. Thank you for your feedback. 27.7.0 Feb 24 We have modernized the map display in contact views. You can search for addresses on the map via the search field at the top. You can also display your current location. The 3D view provides a detailed overview of the area. You can reposition the circumcenter in the proximity search using drag and drop. If a grouping is defined, contacts on the map are highlighted in the shape and color defined for that group. 27.6.0 Feb 1 We have fixed the bugs you have reported. Thank you for your feedback. 27.5.0 12/08/2025 If you use the AI Connect module, an additional button appears in the notes fields. This button gives you access to predefined AI instructions that you can apply to previously marked text. 27.4.1 11/26/2025 We have fixed the bugs you have reported. Thank you for your feedback. 27.3.1 10/15/2025 We have fixed the bugs you have reported. Thank you for your feedback. 27.3.0 10/07/2025 We have fixed the bugs you have reported. Thank you for your feedback. 27.2.1 10/02/2025 We have fixed the bugs you have reported. Thank you for your feedback. 27.2.0 09/20/2025 Data records such as contacts, tasks, and opportunities can now be created even more easily. To do so, tap the button to create a new data record and select "Use template" in the action menu. You can choose any template that is available for the respective data record type and that you have access to. The fields and links from the template are adopted in the opened data record. 27.01 08/07/2025 We have fixed the bugs you have reported. Thank you for your feedback. 26.13 07/15/2025 When you select an entry in the Company field when creating a new contact, the contact is automatically assigned as a contact person. Otherwise, the contact is created as an individual contact. This requires CAS genesisWorld Server version x16.1.5.

When you enter text in the Street field of a contact data record, suggestions for the address are displayed. Tap a suggestion to accept the address. This requires CAS genesisWorld server version x16.1.6. 26.12.1 07/02/2025 When you select an entry in the Company field when creating a new contact, the contact is automatically assigned as a contact person. Otherwise, the contact is created as an individual contact. This requires CAS genesisWorld Server version x16.1.5.

When you enter text in the Street field of a contact data record, suggestions for the address are displayed. Tap a suggestion to accept the address. This requires CAS genesisWorld server version x16.1.6. 26.12.0 06/25/2025 We have fixed the bugs you have reported. Thank you for your feedback. 26.11.1 06/05/2025