CAS Merlin CPQ

CAS Merlin CPQ is a product of CAS Software AG in Karlsruhe, whose legal notice gives the German commercial register number HRB 108751 at Amtsgericht Mannheim and names Martin Hubschneider as CEO.

The company says he has led it since its founding in 1986. CAS is best known as a CRM vendor, and its pages call it the German market leader for CRM in small and mid-sized enterprises, so Merlin is the CPQ line of a company whose headline product is CAS genesisWorld.

The CPQ is built on a base module, M.Sales, which covers configuration, price calculation and quotation documents. M.Customer adds guided selling and visualisation for end customers before the first sales contact, and M.Sales Reseller links dealers into the same process.

The vendor describes an integrated feasibility check that compares the set of rules with the quote configuration, order costing that shows purchase prices, sales prices and margins, and its Augmented Intelligence Assistants. Reference customers on the product page include MAN Truck & Bus, Jungheinrich and Essemtec.

On trust, the product page shows "Made in Germany" and "Hosted in Germany" seals and the fair.digital award, all stated by the vendor; it names no audit certificate such as ISO 27001 for the CPQ. No price is published and the route in is a consultation or demo appointment. The public page describes modules and benefits more than the rule-modelling method or APIs, so that detail arrives via brochure or demo.

What CAS Merlin CPQ does well

• German AG with register number, court and managing board named in the legal notice
• "Hosted in Germany" seal and fair.digital award stated on the product page
• Modular: M.Sales for quoting, M.Customer for guided selling, M.Sales Reseller for dealer channels
• Feasibility check against the rule set and order costing that shows purchase prices, sales prices and margins
• Reference customers named on the product page include MAN Truck & Bus, Jungheinrich and Essemtec

Where CAS Merlin CPQ falls short

• No pricing published; the product page offers a consultation or demo appointment only
• CAS Software is first a CRM vendor, so CPQ is a smaller part of a company whose headline product is CAS genesisWorld
• Seals are stated by the vendor; no independent audit certificate such as ISO 27001 is named for the CPQ
• Little public detail on the rule-modelling method or APIs; that comes through a brochure or demo

Standout feature. Separate modules for end-customer guided selling (M.Customer) and dealer channels (M.Sales Reseller) built on the same M.Sales quoting module.