Partners with contacts
Any number of contacts per partner with role, phone, email and notes.
CRM & partnersCore platform
Keep partner knowledge where your team works.
Manage workshops, insurers and other partners together with their contacts and linked activity.
30 minutes, the real product, your workflow at the centre — free and non-binding.
Package: Both packages
How you use itThis is what it looks like day to day — in three steps.
Create the partner record
Add the company and relevant contacts with their communication details. Choose the appropriate partner category.
Connect it to your work
Use the partner in contracts, damage cases and other supported business records.
Follow the contact history
Review contact details alongside recorded communication. Export the relevant lists when further processing is needed.
CRM overview · Real product view with demo data
In detail
Everything this module takes off your plate.
Dedicated views
Separate views for suppliers and insurers so the list does not become a search exercise.
Communication trail
Document communication per partner and per contact — traceable even after staff changes.
Linked to cases
Insurers appear in damage management and insurance administration, workshops in maintenance.
Partner dashboard
An overview of partner base and structure rather than a plain address list.
Export
Export partner master data, for example for tenders or circulars.
- Module scope
- You unlock what your team needs — package and selected modules define the scope, yet you still install a single application. We confirm which capabilities are included before you start, so your quote fits exactly.
- Buy or hire-purchase
- Buy once per vehicle and use it for good — or finance the purchase through hire-purchase. Unlimited users and drivers are always included; maintenance with updates and support is shown transparently per vehicle and year.
- Operations and rollout
- On your servers, in your private cloud or as a container — your data stays with you. We plan data migration, setup and training together with your IT team; managed operations are available on request.Self-hosted fleet management software: deployment and cost
FAQ
Common questions.
No. It is partner management for a fleet: workshops, suppliers, insurers, assessors, authorities. It is about procurement and settlement relationships, not sales opportunities.
Insurance companies are shared master data. What you create in the CRM is available in damage management and insurance administration — you maintain it once.
Two permissions control this: one for viewing and one for managing. Clerks can use partner data without accidentally changing it.
Personal demo
See CRM & partners live — on your own workflow.
Tell us how you work today. We show you the relevant features in the real product, answer your questions about rollout, operations and licensing — and get back to you personally by email after your request to find a time that suits you.
Cloudkasten GmbH
Developed and supported in Erftstadt near Cologne, Germany. You talk directly to the team behind the software.
info@cloudkasten.net
+49 2235 978 979 0