swoffice AG

CRM solution for financial services providers and insurance brokers with contact management, activities, correspondence, document management, reporting, and contract and product management.

Licence for financial services providers with contact management, product management, contract management with document archive, multi-stage commission processing, activities, correspondence, and reporting.

Licence for insurance brokers with contact management, product management, benefits capture and benefits billing, project and mandate management, and reporting.

Setup fee for installation and configuration on servers, including documentation, as well as a basic setup for operating the CRM solution.

German-language customer service and training on request for using the CRM solution and its functions.