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Office service provider seeks software for dunning process

IT project from: office service provider (Germany)Project no. 22/2899: finished
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Mr. Dipl.-Ing. Olaf Kram
olaf.kram@softguide.de

We are an office service provider (invoicing, paperwork, accounting, etc.) based in northern Germany and are looking for software for our dunning process. We operate nationwide. We generate fewer than 500 reminders per year.

The software should meet the following requirements:

  • Reminder functions
  • Create reminders, including for customers
  • Monitor deadlines and due dates
  • Open item management – nice to have
  • Installment payments – nice to have
  • Interface to existing law firm software for tax advisors, if necessary
  • Multi-client capable
  • On-premises or web-based
  • Suitable for home office – would be ideal

Four software workstations are planned. We work with MS Windows systems.

Based on the specific requirements, the following solutions can be considered:

CANDIS

Project statistics

Quantity
Researched solutions 17
Selected potentially relevant solutions (of which published) 7 (1)
Sent e-mails (questions, queries) and telephone calls 44
E-mails received from vendors 8
Direct responses to the IT project 2
Responses classified as relevant 3