Research & Collaboration
Deep-dived into Pro Finanz's needs, collaborating for customized solutions.
XRM Platform | Pro Finanz Schweiz AG
"Create an efficient XRM system that streamlines our complex financial processes."
Tim Nielen, Business Analyst at Pro Finanz Schweiz AG
Pro Finanz needed a comprehensive XRM system to digitalize internal and external financial processes, aiming for increased efficiency and reduced administrative tasks.
Our Approach
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Custom Development
Designed a focused XRM, emphasizing functionality over aesthetics.
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Triple UI Design
Crafted interfaces for clients, employees and administrators.
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Smart Automations
Integrated auto-payrolls, commissions and a pivotal ticketing system.
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Ticketing System
Efficient communication during contract submissions.
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Insightful Dashboards
Visual data representations and performance metrics.
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Payroll Automation
Time-saving and precise salary calculations.
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Language Flexibility
Comprehensive translation table for multilingual communications.
The Result
Boosted communication efficiency, streamlined operations and emphasized core tasks.
Talk to Us
Reduced Admin Work
The system minimizes administrative tasks for focused productivity.
Performance Tracking
Enhanced monitoring of sales performances.
Operational Streamlining
Automation features ensuring smooth operations.
Business Growth
Tools that allow the company to prioritize their workflows.
Let's Bring Your
Ideas to Life
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or give us a call
+41 44 523 60 61
