update.CRM
🇦🇹 AT
Industry-specific CRM with visual relationship mapping and mobile access
Features
Sales and customer management
- Manage leads, opportunities, accounts and contacts
- View customer information and relationship networks
- Track tasks, appointments and competitor data
Marketing and campaigns
- Create, track and evaluate campaigns
- Multi-tier visual campaign designer
- Campaign analysis and reporting
Service and field work
- Service request dashboard
- Create and dispatch service-case tickets
- Reminders for overdue service tasks
- Field technician access to maps and documentation
Reporting and analytics
- Operational analysis with CRM.intelligence
- Custom dashboards and reports
- Turnover trends and staff performance tracking
Mobile access
- CRM.pad 2.0 for online and offline access
- Brand-customizable interface
Product, offer and order management
- Item master with product hierarchies
- Multi-currency price lists
- Configurable discount conditions
- Offers and orders management
Additional features (blog-documented)
- Interactive Kanban boards with drag-and-drop
- Opportunity health scoring
- Suggested next actions
Pricing
Pricing is not publicly published. Contact vendor for details.
EU Trust Profile
What we verified against public sources, last checked 2026-11-02. Every point links to its evidence.
- Evidence →Data Processing Agreement (DPA)
Aurea provides a Global Data Privacy Addendum.
- Evidence →Self-hosting available
Aurea describes an on-premise CRM capability, including an on-premise AI engine for air-gapped environments.
- Evidence →Documented data export
Documented export functionality includes list/table exports and XML format.
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 update.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 (AT) 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
- Broad sales, marketing and service capabilities in one platform
- Highly customizable workflows and configurations
- Centralized customer view with pipeline and activity tracking
- Built-in reporting and analytics tools
- Mobile and offline access for field teams
Where users see room to improve
- · Steep learning curve and unintuitive interface for some users
- · Documentation and public forums lag behind larger competitors
- · Mixed reviews on customer support quality
Integrations
update.CRM: frequently asked questions
- Which tools does update.CRM integrate with?
- update.CRM connects with Microsoft 365, Microsoft Outlook, Microsoft Exchange, ERP systems, Document management systems (DMS), E-commerce platforms, Product configuration tools and Legacy applications, plus 4 more integrations we found.
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Feature, pricing and integration details are based on web research (as of 2026-11-02), without guarantee, errors are possible. The vendor's website prevails.