CAS genesisWorld SmartDesign
Free
25.12.1for iPhone, iPad and more
Age Rating
CAS genesisWorld SmartDesign Screenshots
About CAS genesisWorld SmartDesign
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
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
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What's New in the Latest Version 25.12.1
Last updated on Apr 11, 2024
Old Versions
With the new "My business card" category, you can now easily and comfortably share your business contact details with other people via a scannable QR code. Which information is included in the QR code is displayed below the code itself. With this category, we completely replace the CAS CardScanner functions.
Moreover, you can now also create tickets from within product uses.
Both functions are available as of CAS genesisWorld server version x14.2.9 or x15.1.9.
Moreover, you can now also create tickets from within product uses.
Both functions are available as of CAS genesisWorld server version x14.2.9 or x15.1.9.
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Version History
25.12.1
Apr 11, 2024
With the new "My business card" category, you can now easily and comfortably share your business contact details with other people via a scannable QR code. Which information is included in the QR code is displayed below the code itself. With this category, we completely replace the CAS CardScanner functions.
Moreover, you can now also create tickets from within product uses.
Both functions are available as of CAS genesisWorld server version x14.2.9 or x15.1.9.
Moreover, you can now also create tickets from within product uses.
Both functions are available as of CAS genesisWorld server version x14.2.9 or x15.1.9.
25.12.0
Apr 4, 2024
With the new "My business card" category, you can now easily and comfortably share your business contact details with other people via a scannable QR code. Which information is included in the QR code is displayed below the code itself. With this category, we completely replace the CAS CardScanner functions.
Moreover, you can now also create tickets from within product uses.
Both functions are available as of CAS genesisWorld server version x14.2.9 or x15.1.9.
Moreover, you can now also create tickets from within product uses.
Both functions are available as of CAS genesisWorld server version x14.2.9 or x15.1.9.
25.11.0
Mar 7, 2024
You can now tap a segment in charts to open a list of the included data records.
In opportunities, you can now create item groups.
In opportunities, you can now create item groups.
25.10.1
Feb 28, 2024
We have fixed the bugs you have reported. Thank you for your feedback.
25.10.0
Feb 19, 2024
We have fixed the bugs you have reported. Thank you for your feedback.
25.9.0
Jan 30, 2024
You can now set reminders for activities, such as appointments, phone calls, tasks, and opportunities.
If groups have been created for an opportunity, you can now select them in the "Parent group" field of an item.
As of now, the “Reload customizations” button is available in the "Settings" category. With this button, you can reload existing UI customizations. The mobile app is then restarted. Your settings and offline data are retained.
If groups have been created for an opportunity, you can now select them in the "Parent group" field of an item.
As of now, the “Reload customizations” button is available in the "Settings" category. With this button, you can reload existing UI customizations. The mobile app is then restarted. Your settings and offline data are retained.
25.8.0
Dec 18, 2023
We have fixed the bugs you have reported. Thank you for your feedback.
25.7.0
Nov 27, 2023
If you have installed third-party phone apps on your device in addition to the system phone app, you can now choose which app you want to use for outgoing calls. You can change your selection in the settings at any time.
If you use the Exchange sync module, you can now edit the block "Invitations" for appointments.
Moreover, we have fixed the bugs you have reported. Thank you for your feedback.
If you use the Exchange sync module, you can now edit the block "Invitations" for appointments.
Moreover, we have fixed the bugs you have reported. Thank you for your feedback.
25.6.0
Nov 2, 2023
We have fixed the bugs you have reported. Thank you for your feedback.
25.5.0
Oct 17, 2023
Custom colors set for category groups are now displayed.
If you have logged on via an external provider, this provider is now displayed in your list of logons.
The search field now also appears above lists if you work with a device with a smaller screen.
If you use the Exchange sync module, the "External access (maximum)" field is displayed in appointments.
Moreover, we have fixed the bugs you have reported. Thank you for your feedback.
If you have logged on via an external provider, this provider is now displayed in your list of logons.
The search field now also appears above lists if you work with a device with a smaller screen.
If you use the Exchange sync module, the "External access (maximum)" field is displayed in appointments.
Moreover, we have fixed the bugs you have reported. Thank you for your feedback.
25.4.0
Sep 19, 2023
You can now search for SmartTags in any app by entering a #. This function is available as of CAS genesisWorld server version x15.
When searching for company data in the Unternehmensverzeichnis.org directory, the country location of the company office is directly displayed. This function is available as of CAS genesisWorld server version x14.
Moreover, we have fixed the bugs you have reported. Thank you for your feedback.
When searching for company data in the Unternehmensverzeichnis.org directory, the country location of the company office is directly displayed. This function is available as of CAS genesisWorld server version x14.
Moreover, we have fixed the bugs you have reported. Thank you for your feedback.
25.3.0
Aug 30, 2023
As of now, you can filter and display SmartTags by their sources.
Additionally, SmartTags are now displayed with icons.
Moreover, we have fixed the bugs you have reported. Thank you for your feedback.
Additionally, SmartTags are now displayed with icons.
Moreover, we have fixed the bugs you have reported. Thank you for your feedback.
25.2.0
Aug 10, 2023
With SmartTags, we now offer you the possibility to add important information to data records in a precise manner. When editing a record, you can assign or remove SmartTags.
With the search field above each view you can search for one or more SmartTags by entering a #. A search-as-you-type search supports you here.
The prerequisite for this is CAS genesisWorld server version x15.1.0.
With the search field above each view you can search for one or more SmartTags by entering a #. A search-as-you-type search supports you here.
The prerequisite for this is CAS genesisWorld server version x15.1.0.
25.1.0
Jul 19, 2023
We have fixed the bugs you have reported. Thank you for your feedback.
24.16.0
Jun 28, 2023
As of now, you can create new contacts by scanning business cards with NFC tags. For the included contact information to be scanned, the data must be available in the vCard format.
Moreover, we have fixed the bugs you have reported. Thank you for your feedback.
Moreover, we have fixed the bugs you have reported. Thank you for your feedback.
24.15.0
Jun 12, 2023
You can now additionally create contacts by scanning QR codes on business cards. Alternatively, you can create new contacts by selecting an image of a business card from your device gallery and reading out the contained contact data.
In leads, you can now also select and upload images of business cards from your device gallery.
Moreover, we have fixed the bugs you have reported. Thank you for your feedback.
In leads, you can now also select and upload images of business cards from your device gallery.
Moreover, we have fixed the bugs you have reported. Thank you for your feedback.
24.14.0
May 15, 2023
Fields formatted as "Person days" now take the duration of a person day configured in the Management Console into account.
Moreover, we have fixed the bugs you have reported. Thank you for your feedback.
Moreover, we have fixed the bugs you have reported. Thank you for your feedback.
24.13.0
Apr 24, 2023
As of now, you can save changes to archive files via the Share dialog.
HTML contents in e-mails are now displayed.
If you want to open the address of a contact in a map, you can now choose the desired map app.
If you use the Event Management module, you can now create and edit event registrations.
Improved chart layout and additional support for bar chart labels.
HTML contents in e-mails are now displayed.
If you want to open the address of a contact in a map, you can now choose the desired map app.
If you use the Event Management module, you can now create and edit event registrations.
Improved chart layout and additional support for bar chart labels.
24.12.0
Apr 5, 2023
Optimization of performance and stability.
Many thanks for using CAS genesisWorld. We post regular updates for you as we continually improve our app.
Many thanks for using CAS genesisWorld. We post regular updates for you as we continually improve our app.
24.11.0
Mar 16, 2023
The mobile app now als supports user-defined grouping in aggregated lists and charts.
Moreover, we have fixed the bugs you have reported. Thank you for your feedback.
Moreover, we have fixed the bugs you have reported. Thank you for your feedback.
24.10.1
Mar 5, 2023
You can now create event appointments and assign them to appointment groups if the administrator has activated the Event Management functions for you.
Deactivated contacts are now also displayed in views and lists in the "Maps" category. The prerequisite for this function is CAS genesisWorld server version x14.1.6.
Moreover, we have fixed the bugs you have reported. Thank you for your feedback.
Deactivated contacts are now also displayed in views and lists in the "Maps" category. The prerequisite for this function is CAS genesisWorld server version x14.1.6.
Moreover, we have fixed the bugs you have reported. Thank you for your feedback.
24.10.0
Feb 23, 2023
You can now create event appointments and assign them to appointment groups if the administrator has activated the Event Management functions for you.
Deactivated contacts are now also displayed in views and lists in the "Maps" category. The prerequisite for this function is CAS genesisWorld server version x14.1.6.
Moreover, we have fixed the bugs you have reported. Thank you for your feedback.
Deactivated contacts are now also displayed in views and lists in the "Maps" category. The prerequisite for this function is CAS genesisWorld server version x14.1.6.
Moreover, we have fixed the bugs you have reported. Thank you for your feedback.
24.9.1
Feb 3, 2023
You can now view, create, and edit events if the administrator has activated the Event Management functions for you. You can then also review registrations.
When saving tickets, you can decide (depending on the system configuration) whether the submitter is supposed to be notified about the changes to the data record.
Moreover, we have fixed the bugs you have reported. Thank you for your feedback.
When saving tickets, you can decide (depending on the system configuration) whether the submitter is supposed to be notified about the changes to the data record.
Moreover, we have fixed the bugs you have reported. Thank you for your feedback.
24.9.0
Jan 31, 2023
You can now view, create, and edit events if the administrator has activated the Event Management functions for you. You can then also review registrations.
When saving tickets, you can decide (depending on the system configuration) whether the submitter is supposed to be notified about the changes to the data record.
Moreover, we have fixed the bugs you have reported. Thank you for your feedback.
When saving tickets, you can decide (depending on the system configuration) whether the submitter is supposed to be notified about the changes to the data record.
Moreover, we have fixed the bugs you have reported. Thank you for your feedback.
24.8.0
Jan 14, 2023
When you deactivate a company, you can now choose whether you also want to deactivate the corresponding contact persons.
You can now duplicate data records. In the process, you can choose whether you want to duplicate the data record with or without links.
You can now also create tickets for projects.
The prerequisite for the mentioned functions is CAS genesisWorld server version x14.1.5.
You can now duplicate data records. In the process, you can choose whether you want to duplicate the data record with or without links.
You can now also create tickets for projects.
The prerequisite for the mentioned functions is CAS genesisWorld server version x14.1.5.
CAS genesisWorld SmartDesign FAQ
CAS genesisWorld SmartDesign is available in regions other than the following restricted countries:
China
CAS genesisWorld SmartDesign supports English, Czech, Dutch, French, German, Hungarian, Italian, Polish, Portuguese, Romanian, Spanish, Turkish
Click here to learn how to download CAS genesisWorld SmartDesign in restricted country or region.
Check the following list to see the minimum requirements of CAS genesisWorld SmartDesign.
iPhone
Requires iOS 12.0 or later.
iPad
Requires iPadOS 12.0 or later.
Apple Watch
Requires watchOS 4.3 or later.
iPod touch
Requires iOS 12.0 or later.
