SuccessControl CRM
🇩🇪 DE · Free plan · paid from €114/mo
German CRM for SMEs with Office integration and e-invoicing
Features
Contacts and CRM
- Centralized customer and address records
- Notes and contact history
- Custom fields and keyword/category tagging
- Search and filters
- Linked customer communications and documents
Sales and order processing
- Manage orders and their status
- Create offers, order documents, delivery notes, and invoices
- Reuse customer and transaction data across documents
Documents and projects
- Organize files and correspondence in project-linked folders
- Manage Word templates and text modules
- Generate letters and PDFs, including mailings
- Automatic backups
Marketing and communication
- Select target groups
- Create personalized letters, labels, and email newsletters
- Use Word and Outlook for correspondence and mailings
Office operations
- To-do follow-ups and reminders
- Team calendar
- Cash book
- Time tracking
- Optional association-management module
Deployment
- Pro version is team- and network-capable
- Microsoft SQL Server-ready
Pricing
- Includes technical support
- Updates and new releases included
- No contractual commitment
- Includes technical support
- Full Pro-version functionality
- Ends automatically
- Limited functionality
- Single workstation
- No support
Prices are exclusive of VAT.
EU Trust Profile
What we verified against public sources, last checked 2026-10-24. Every point links to its evidence.
- Evidence →European legal entitySteppat GmbH, Idar-Oberstein (DE)
- Evidence →Data Processing Agreement (DPA)
Downloadable Data Processing Agreement (DPA) for database hosting, SaaS, and IT support.
- Evidence →Self-hosting available
Local use without cloud dependency is supported.
- Evidence →Documented data exportPDF, Excel
Export of invoice-related data for accountants is documented.
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 SuccessControl 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.
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Reviews
Recurring themes, synthesized from public reviews across portals.
What users value
- Intuitive and easy to learn with a short onboarding period
- Responsive and practical customer support
- Effective for daily office tasks like correspondence, invoicing, and sales processing
- Reliable long-term performance reported by some users
- Handles stock and purchasing tasks in addition to CRM
Where users see room to improve
- · Windows and Microsoft Office dependency limits platform flexibility
- · Network setup may require technical adjustments for file permissions or IPv6
Integrations
SuccessControl CRM: frequently asked questions
- How much does SuccessControl CRM cost?
- SuccessControl CRM has a free plan; paid plans start at €114/mo. Plans: 6-month license (€114/mo), 12-month license (€216/mo). Prices are exclusive of VAT.
- Which tools does SuccessControl CRM integrate with?
- SuccessControl CRM connects with Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft SQL Server, DATEV and SEPA XML.
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Feature, pricing and integration details are based on web research (as of 2026-10-24), without guarantee, errors are possible. The vendor's website prevails.