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Heilberufeberatung

Heilberufeberatung berät Ärzte, Zahnärzte und Apotheker zu ihrer finanziellen Zukunft. Wir haben eine maßgeschneiderte Laravel-Finanzprognose-App und ein stark angepasstes Pipedrive CRM entwickelt und alles mit automatisierten Google Apps Script Workflows miteinander verbunden.

Dauer 5 Monate
Tasks 290
Meetings 18
Branche Finances

Zuletzt bearbeitet

  • 2026-07-07 Client bug-bash from Robin Lück / Mario Ammer — Finanzapp: Bugs and Requests In Progress
  • 2026-07-07 Zahlenanalyse Zinsen: link business loans to Companies (Praxis loans borrowed by Person aren''t surfacing on Company BWA) Open
  • 2026-07-07 Zahlenanalyse revenue projection: practice_revenues is_prognose rows stay flat across all projected years (need Mario confirmation if intentional) Open
  • 2026-07-07 Tilgungsplan display bugs: left columns truncated + year range exceeds loan end_date + sub-tab shows weird "9" + verify calc against client data In Progress
  • 2026-07-07 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.

Projekte dieses Kunden

  • 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

    Case Study lesen