Reference Kontora Family Office GmbH
As a multi-family office, Kontora's mission is to understand complex wealth and leverage that understanding for the benefit of its clients - providing strategic advice, investment sourcing and screening, monitoring and administration.
Thanks to CAS genesisWorld and our special adjustments, the CRM system is currently a key module in our corporate processes and helps us deliver a professional consultancy service to our clients.
Christian Piper, Strategic Consulting
The success story at a glance
Requirements and goals
- Controlling for sales activities
- Mapping of previous data and project structures
- Entering working times for clients and projects
- Automatic notification of activities
- Audit compliance
- Authorization concept at object level
- Telephony integration
- Standardizing the work processes
Benefits and advantages
- Rapid access via client files to all relevant projects and histories
- Individual reports at the click of a mouse thanks to the integration of Crystal Reports
- Processes are significantly streamlined
- Invoices based on working hours are automatically created
- Pre-configured procedures are used, for example, to link minutes of meetings with tasks, thereby automating the distribution to employees and clients
Industry
Consulting/Tax/Auditing ServicesCustomer since
2012Website
www.kontora.comSupporting partner
gid Gesellschaft für innovative , Norderstedt
Read the full success story here
Reference Report
CAS Consulting
The CRM for Company Consultants
As a company consultant you must have as much information about your customer as possible. CAS Consulting helps you to record, edit and analyze customer information systematically and across different teams. With the latest information from the CRM software, your consultants are always up to date and impress customers and partners with advice tailored to your needs.
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