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Heilberufeberatung

Heilberufeberatung advises doctors, dentists, and pharmacists on their financial futures. We built a custom Laravel financial forecasting app and a heavily customized Pipedrive CRM, tying everything together with automated Google Apps Script workflows.

Duration 7 months
Tasks 339
Meetings 18
Industry Finances

Recently touched

  • 2026-09-10 Finanzapp v2 — Planned upgrades (paid) Open
  • 2026-09-07 v2 — Selbstauskunft submission history UI (timeline + diff-preview + compare) Open
  • 2026-09-07 v2 — Tax engine editor (advisor правит % rates сам, year-versioned) Open
  • 2026-09-07 [v2] Selbstauskunft re-submission: data overwrite protection + alter/neuer Wert diff workflow + per-value advisor approval Open
  • 2026-09-07 [v2] One-click "copy address from spouse" button on Ehepartner edit (avoid retyping) Open

Heilberufeberatung

Heilberufeberatung advises doctors, dentists, and pharmacists on their financial futures. We built a custom Laravel financial forecasting app and a heavily customized Pipedrive CRM, tying everything together with automated Google Apps Script workflows.

Projects

  • Finanzapp

    A full financial planning application for healthcare professionals (Heilberufler). The app calculates complex multi-year projections: income development, tax burden, liquidity forecasts, and…

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  • CRM Onboarding

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