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Web Finances

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 4 Monate
Tasks 241
Meetings 16
Branche Finances

Zuletzt bearbeitet

  • 2026-06-18 Client bug-bash from Robin Lück / Mario Ammer — Finanzapp: Bugs and Requests In Progress
  • 2026-06-18 Finanzapp v2 — Planned upgrades (paid) Open
  • 2026-06-18 Zahlenanalyse Zinsen: link business loans to Companies (Praxis loans borrowed by Person aren''t surfacing on Company BWA) Open
  • 2026-06-18 Tilgungsplan display bugs: left columns truncated + year range exceeds loan end_date + sub-tab shows weird "9" + verify calc against client data In Progress
  • 2026-06-18 Liqui grid: tax cells appear non-editable in Konzept view — Steuer column is greyed out / click no-op for mirror rows Done

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