Consulting and management software
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CBM is a software for customer management and advice. The software allows the easy and secure recording and management of customer data, integrates a full encryption of all data, provides evaluation and reminding functions and thus supports the consultant in preparing the best financial plans for each individual customer.
Features (Selection)
- Software package
- Recording and management of customer data
- Secure data storage, encryption of all data
- Custom user management and user data storage
- Support for preparation and creation of financial plans
- No requirements for third party software (e.g. for the generation of the documents)
- Documents are exported as PDF
- Possiblity to customize all used base documents
- Skinable GUI
- ...
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