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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 5 months
Tasks 314
Meetings 18
Industry Finances

Recently touched

  • 2026-07-30 v1 - Final Steps Open
  • 2026-07-30 Calculation transparency: on-demand detailed breakdown of every figure + linked objects Open
  • 2026-07-29 Client bug-bash from Robin Lück / Mario Ammer — Finanzapp: Bugs and Requests Done
  • 2026-07-29 Zahlenanalyse Zinsen: link business loans to Companies (Praxis loans borrowed by Person aren''t surfacing on Company BWA) Open
  • 2026-07-29 Konzept-Liqui: burdens from linked objects (Tilgung/Zinsen/insurance) not pulled into the forecast — Prognose rows stay empty 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…

    Read case study

  • CRM Onboarding

    Read case study