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Web Financial Services

Heilberufeberatung

Heilberufeberatung advises medical professionals on their finances. Advisors previously had to copy client details into planning sheets. Client information now fills planning templates automatically, while a dedicated app calculates financial forecasts.

Key Outcome

Client details move from Pipedrive into planning templates automatically, and advisors can calculate forecasts in one app.

Tracked hours
338
Tasks
435

Tracked hours by project, as a share of the client total

Tools used

  • Pipedrive
  • Laravel
  • MCP
  • Vue
  • Tailwind CSS

What we built

  1. 01

    Client intake

    Pipedrive keeps client onboarding organised and sends client details into planning sheets automatically.

  2. 02

    Financial planning

    The app calculates income, taxes, available cash and retirement forecasts when advisors update assumptions.

  3. 03

    Client forms

    Clients submit their information through a form, with completion status returned to Pipedrive.

  4. 04

    Advisor access

    Advisors work with their own client records in separate workspaces.

  5. 05

    Reports

    Financial reports can be produced as PDFs from the planning app.

Heilberufeberatung helps doctors, dentists and pharmacists plan their finances. Moving client details between sales records and planning documents meant repeated typing. Pipedrive now fills planning templates automatically, and the financial app calculates income, cash flow and retirement forecasts.

Projects

  • Financial Planning App

    Advisors calculate income, tax, cash flow and retirement forecasts from client information in one financial planning app.

    Read case study

  • Company Brain MCP

    A dedicated company knowledge space gives the business protected access to its own stored information.

    Read case study

  • Advisor Brain MCP

    A dedicated advisor knowledge space keeps business information together with protected access for the advisory business.

    Read case study

  • Finanz MCP

    This project moves the advisory business to a new Pipedrive account and includes tracking for affiliate referrals.

    Read case study

  • CRM Onboarding

    The onboarding project helps the advisory team organise client relationships and establish its Pipedrive working process.

    Read case study

Recently touched

  • 2026-11-10 Selbstauskunft (Intake) form polish — validation, UX overhaul, testing Open
  • 2026-11-10 XPS import F2: VP field + enum mapping spec filled (461 fields, 73 enums) → Finanzapp entities In Progress
  • 2026-11-10 Praxiseinnahmen version management (base version, saved variants, version dropdown in Inko and Liqui) Open
  • 2026-11-10 INKO calculation: allow selective inclusion/exclusion of loans, companies, and assets analog to Liqui In Progress
  • 2026-11-10 XPS import S1: extraction scripts — standalone, read-only, full snapshot of every customer and every plan module into gitignored JSON Review