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Heilberufeberatung · CRM Onboarding

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 4 months
Tasks 8
Meetings 7

Recently touched

  • 2026-06-17 Email Nikolai: service/product list + commission types/amounts; then Nikolai configures products — assigned to Melanie (https://fathom.video/calls/652204305?timestamp=609.9999) Done
  • 2026-05-31 Prepare SmartDocs e-signing demo for next meeting Done
  • 2026-05-18 Impromptu Google Meet Meeting Done
  • 2026-04-30 Impromptu Google Meet Meeting Done
  • 2026-04-21 Impromptu Google Meet Meeting Done

Other projects in this case study

  • 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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