Efficient Document Management

Sygeta CRM – Your Complete System for Business Letters, Invoices, and More

In the modern business world, efficient and professional document creation is crucial. With Sygeta CRM, you can automatically generate business letters, invoices, reminders, delivery notes, and many other documents in perfect design.

Documents are generated in the correct language so that internationally operating companies can easily implement multilingual communication. All templates comply with current standards, including ISO 5008 standards for business correspondence.

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Dörte Brühlmann

Head of Document Management

Sygeta Sample Bill

Why are e-invoices important?

From 2025, companies in Germany must be able to receive e-invoices. From 2026, sending e-invoices will also become mandatory. An e-invoice is not just a PDF file – it contains structured data in a machine-readable format.

The ZUGFeRD format (Central User Guide of the Forum for Electronic Invoices in Germany) combines a visually readable PDF with an XML file that can be automatically processed by accounting software. This reduces manual input, minimizes errors, and speeds up payment processes.

E-Rechnung mit ZUGFeRD-Format

Main features of Sygeta CRM

Automated invoices

Generate invoices that comply with the latest e-invoicing standard.

Professional document designs

Choose between ISO 5008 Form A & B for your business correspondence.

Multilingual documents

Automatically generate documents in your customers’ preferred language.

Mass mailings and document management

Need to send a letter to hundreds or thousands of recipients? With Sygeta CRM’s mass mailing function, you save time. Create personalized letters for each recipient in minutes.

Sygeta CRM also offers centralized document management for customers and employees. You can create upload lists for different user groups. Once all required documents are uploaded, the responsible employee is automatically informed.

Serienbrieffunktion in Sygeta CRM

Use Sygeta CRM for efficient business processes

Optimize your document creation and prepare for the digital future.

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