As a financial services provider specializing in real estate financing and installment loans, we are looking for software to support us in our daily work.
The following requirements should be met:
- Customer management
- Follow-up reminders
- Statistics and reports
- Windows-compatible
- It would be advantageous if there were an app for this or if the solution could run on mobile devices (Android)
- Streamlined solution
- Paper files (customer financing files) should be able to be digitized into the new system
Two software workstations are planned.