Customer Management
Made Simple

Customer Management Made Simple

Many functions of a classic CRM system for customer management are directly integrated in bridge. You can store customer data and documents for planned and completed appointments. You can create a profile for each of your customers that contains: basic data, appointments, contracts, and documents. Entries from forms and interactive slides in our software are also transferred to the customer’s file.

 

With bridge’s cloud based system, you can access customer data and documents regardless of device and location. This way you always have a 360° view of your customers. The connection to an external CRM system is also possible for bridge Business users.

Your Advantages with Digital Customer Management

Overview of all customer data in a digital file

Save time & costs through direct digital data acquisition

Customer data is always accessible

Interactive data capture during the conversation & storage in digital customer file

Digital Customer Files

A digital customer file is automatically generated for each customer profile that you create in bridge.

There you can store: basic data, personal information, appointments, contracts, and documents.

Customer Management Made Easy with bridge Premium

  • Digital contract conclusion
  • TĂśV tested
  • Digital Signatures: legal, secure, and verifiable
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Benefits of a CRM Interface in bridge

Seamless Integration

With an integrated CRM interface, customer data collected in bridge can be automatically stored directly in your CRM system.

Calendar Synchonization

Creating unnecessary appointments in your calendar is no longer necessary with a CRM interface to bridge. Your appointments are all automatically synchronized in bridge.

Start a Consultation from Anywhere

Start a new consultation conveniently from your own system. With a CRM interface, we can set up a single sign-on where you need it.

Interface Between bridge and Your CRM System 

Available for bridge Business customers

  • Central storage of customer data
  • Calendar sync
  • Customer data available on any device
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