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← Heilberufeberatung
CRM Project Financial Services

Heilberufeberatung · CRM Onboarding

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

Duration 15 weeks
Tasks 8
Meetings 8

This project covers the advisory team's introduction to its client management process. An onboarding session and shared planning materials give the team a starting point.

What was built

  • Hold an onboarding session for the advisory team.
  • Collect planning materials on a shared board.
  • Keep project documents together in a shared folder.

Other projects in this case study

  • 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

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