tech from europe
CRM

STEPS.CRM

🇩🇪 DE

German CRM for sales pipelines, contracts and recurring billing

EU hostedGDPR
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STEPS.CRM is a German customer relationship management system for mid-market companies, particularly in trade, services and IT. It covers contact and opportunity management, campaigns, contract workflows and recurring billing. The software integrates with ERP and order processing, offers mobile access via mySTEPS and is delivered with GDPR compliance. Hosting and development are in Germany.

Features

Contacts and relationship management

  • Multi Relation Management (MRM) for flexible data linking
  • Retains person data when changing employers
  • Data-quality assistants
  • Duplicate checking and merging

Sales and marketing

  • Sales pipeline management
  • Opportunity tracking
  • Campaign management
  • Offer creation and monitoring
  • Conditions management

Customization and usability

  • Process customization via Application Designer
  • Configurable one-click interfaces
  • Mobile-optimized access

Mobile access and data availability

  • Mobile device usability
  • Rapid data availability
  • mySTEPS for mobile business information access

Integration capabilities

  • Compatibility with all ERP systems
  • CTI integration with estos ProCall
  • Outlook add-in (tested in customer reference)

EU Trust Profile

What we verified against public sources, last checked 2026-11-01. Every point links to its evidence.

  • EU data residencyGermany

    Software and personal data are hosted exclusively in German data centers.

    Evidence →
  • European legal entity

    Contracting entity registered in Austria.

    Evidence →
  • ISO 27001

    ISO 27001 certification is claimed for the cloud infrastructure.

    Evidence →

We list only what we could verify against a public source on the check date. A point that is absent was not established either way — it is not a finding against the vendor. The vendor's own information prevails.

Work at STEPS.CRM?

This badge is free for every vendor we list and has no bearing on the order of any list. It is issued on the basis of a verified European headquarters (DE) and the compliance points we checked against public sources — the date on it is the date we last checked.

STEPS.CRM — verified European company on tech-from-europe.euSTEPS.CRM — verified European company on tech-from-europe.eu

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Reviews

Recurring themes, synthesized from public reviews across portals.

What users value

  • Handles complex, industry-specific workflows like variable IT-service contracts and billing cycles
  • Centralizes work and data in one shared system for consistency
  • Offers flexibility to adapt standard functions to individual processes
  • Provides reliable day-to-day support for employees
  • Reduces tool sprawl with an all-in-one platform

Where users see room to improve

  • · External integrations, especially with calendars, could be easier
  • · Usability could be improved
  • · Onboarding, reporting, and analysis speed need simplification

Integrations

estos ProCallOutlookeBayPowergapZalandoAmazonPOSMANV-LogDATEV

STEPS.CRM: frequently asked questions

Which tools does STEPS.CRM integrate with?
STEPS.CRM connects with estos ProCall, Outlook, eBay, Powergap, Zalando, Amazon, POSMAN and V-Log, plus 1 more integrations we found.
Where does STEPS.CRM store its data?
Software and personal data are hosted exclusively in German data centers.

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Feature, pricing and integration details are based on web research (as of 2026-11-01), without guarantee, errors are possible. The vendor's website prevails.