Start now with Bridge & save 20% Code*: Start2020

*Enter code during registration, promotion is only valid for the Bridge Premium package in monthly and annual subscriptions, valid until 29.2.2020

Start now with Bridge & save 20% Code*: Start2020

*Enter code during registration, promotion is only valid for the Bridge Premium package in monthly and annual subscriptions, valid until 29.2.2020

Start now with Bridge & save 20% Code*: Start2020
*Enter code during registration, promotion is only valid for the Bridge Premium package in monthly and annual subscriptions, valid until 29.2.2020
Mann zeigt die Bridge Online Beratungssoftware auf einem Laptop

Your customer service has never been easier. With Bridge – video consulting plus+

With Bridge, you can easily conduct your customer consultations digitally. Our consulting software enables interactive product presentations, digital contractual agreements and complete online customer calls – this and more in an all inclusive software package.

Mann zeigt die Bridge Online Beratungssoftware auf einem Laptop

Your customer service has never been easier. With Bridge – video consulting plus+

With Bridge, you can easily conduct your customer consultations digitally. Our consulting software enables interactive product presentations, digital contractual agreements and complete online customer calls – this and more in an all inclusive software package.

Are you an insurance or financial consultant?

Customer administration, appointment scheduling, creation of consulting guidelines, digital contract signing – all in one software package. Would you like to learn how Bridge significantly increases the efficiency of your sales and advisory processes?

Your advantages with Bridge’s consulting software

All in one software solution

From the administration of your customer data and preparation of your customer appointment to the follow-up and documentation incl. digital signature – you can do everything conveniently in just one solution. digital signature – you can do everything conveniently in just one solution.

Bridge is the all-in-one tool for digital customer communication and online sales.


Work paperless

A paperless office means: no more mailing of printed contracts and documents, no more retyping handwritten notes subsequently and no more heavy folders with customer data and forms.

Bridge combines cloud library, automatic documentation and contract signing with digital signature.


Consultations digital & personal

Your customers wish for personal contact in case of questions and problems, but in a simple and comfortable matter Online consulting via Bridge offers you exactly that.

Above all, you can reach your young target group better via digital channels and win them over with personal, interactive customer communication.


Save travel costs

Are you often on the road to your customers? even for smaller and less important decisions? Not with Bridge!

Every journey to your customer and vice versa costs time, money and stress. With Bridge you can counsel your customers conveniently online. The software offers you an optimal communication platform with video chat, screen sharing and various presentation options.


Customer consultations at any time

You and your customers enjoy the freedom to be at different places during the meeting. With our cloud-based application, you are completely location-independent and always ready for a call, thanks to video telephony & cloud library.

Whether from the comfort of your home or on the road – communicate easily & stress-free online with your customers and keep it 100% personal.


No installation necessary

Other communication tools require the installation of an App on each mobile device on which you want to use it. Not with Bridge! Benefit from our web-based, device-independent solution – no installation required! Your customers don’t have to create an account. Simply start your appointment at any time.

Digital consulting & personal persuasion – with Bridge’s consulting software.


Bridge – Your all in one software package for sales and consulting!

Customer administration

Bridge is a web-based consulting software. That means it works without installation, simply via your browser. So you can use Bridge on your laptop in the office and on the tablet while you are on the road with your customer. Also your customers, who you invite to a digital consultation via Bridge, do not have to install anything in advance and do not need an account with Bridge themselves. All you need to do before the meeting is send an e-mail with the access link to the consultation interface. Your customer's online consultation can start immediately.

Bridge is also cloud-based. This means that all customer data and your documents are stored securely and DSGVO-compliant in the cloud, on German servers. You can access required data and documents from anywhere and at any time.

With Bridge you are always and everywhere ready for your customer appointments.



A laptop and a tablet show the overview page of Bridge's consulting software. To the left is an enlarged section of the software overview page and below it the icons of the browsers Google Chrome, Firefox, Safari and Microsoft Edge.

Bridge Premium

Many functions of a classic CRM system are directly integrated in our consulting software. Use Bridge conveniently for your customer management.
You can clearly store customer data and documents for planned and completed appointments. You can create a "digital file" for each of your customers, with basic data, appointments, contracts and documents. Even entries from forms and interactive slides in our software are transferred to the "digital customer file". Bridge works cloud based, which enables you to access customer data and documents independent of device and location. Thus you always have a 360° view of your customers.


Screen from the consulting software of Bridge. In the foreground is a symbol image for a CRM system. This shows an icon with a user in the middle while icons like a speech bubble and a calendar are arranged in a circle

Bridge Premium

With Bridge you can quickly and easily record and store your customers' data. Bridge also allows you to create interactive forms with the form generator (from Bridge Premium), which you can then send to your customers. Your customer fills out the form digitally and their details are automatically stored in the customer details of our software. Even during a customer meeting with Bridge you can add information and data about your contact person directly in the customer details. All data is securely stored in the cloud and is available to you on all end devices at all times.

Bridge includes - in contrast to other providers - an integrated cloud library. This enables you to store all relevant consulting content and forms for your customer meetings directly in the digital consulting environment. You can access the data and documents in the cloud library at any time, regardless of device or location. You can easily upload your own content or create new customer presentations directly. Our sales-oriented software already contains some basic elements for free use. These include slides for greetings, for recording customer data and for obtaining feedback.


Screen from the cloud library in Bridge's consulting software with icons and a note that you can also create and upload your own content.

The invitation to an online consultation with Bridge can be sent to the participants by e-mail easily. This works directly in our software without the complicated integration of an e-mail client. The automatically generated invitation e-mail contains information about you, your logo, details about your customer and the planned appointment. The e-mail naturally contains the access link to the online consultation, which your customer can use to conveniently access the consultation interface with just one click.


Screenshot of an appointment invitation for an online consultation with the Bridge consulting software

Digital customer service

With Bridge, not only a 1-to-1 video chat between you and your customer is possible, but up to 8 participants can join a video conference.
Even during the ongoing conversation, additional participants can be added to the video chat. For example, you can add a colleague as an expert on a specific topic during the digital consultation. If spouses are not in the same place at the time of the conversation, both can still participate in the appointment. Take maximum account of your customers' needs and offer the best service with our software.

Screen with the welcome slide for an online consultation in the Bridge consulting software. Insurance broker and client communicate via video telephony.

What does screen sharing mean? Simply put, it means that the screen window of one end device is transferred to the screen of another end device. This means that both users see the same content. Use this feature to show your conversation partner content that you can't upload and display in the integrated cloud library in Bridge. For example, you can use screen sharing to fill out interactive PDF forms with your customer or work in MS Office programs. In addition, co-browsing allows you to surf together on any website. By means of screen sharing, you as a discussion leader can make content of any kind visible on your screen for the customer. To ensure the protection of your data, you only release a certain window.

An insurance broker and his client sit in front of your laptops in different places. During the online consultation with Bridge, the customer sees the screen of his advisor.

In Bridge, you direct during the customer meeting and control what your customer sees at any time. You have the possibility to switch functions for your customer on or off (e.g. the drawing function), so your counterpart can only interact with your permission. In your role as a consultant you can also jump unnoticed between presentation slides or spontaneously insert a suitable new slide, look at customer details and add them if necessary.
While you conduct your customer service online with Bridge, you can also use the integrated live text chat in addition to the video chat. Here you can exchange information such as your e-mail address, customer number or web addresses, which can be entered more quickly and conveniently via the text chat. Even in the event of technical problems with the microphone or audio output, you can still communicate via text chat and find solutions to the respective problems faster.

Screen of the Bridge consulting software during an online consultation with a live text chat.

Interactive presentations

Bridge already offers you a variety of ready-made interactive slides on which your customer can make entries independently. The consultation becomes more lively, your counterpart stays on the ball and feels more involved in the conversation. With the form generator in Bridge Premium you can convert specially created forms into interactive slides. That's how digital customer communication works!


Content for your digital customer service can be easily uploaded to Bridge and stored in the cloud library. This means that you can take these files with you anywhere and at any time for product presentations - the formats pdf, jpeg, png and gif are supported.
For each customer you can upload individual documents to Bridge and store them in the customer details. In order to show the contents afterwards, you do not need screen sharing, but simply integrate them into your presentation via Bridge.
Also the sending of documents is possible with Bridge Premium via e-mail without any problems.

Your customers rarely want a "08/15 consultation". Create individual and personalized presentations for your digital customer communication directly in Bridge. You can upload new documents and use all content from your cloud library. Create a presentation from individual documents and slides that is specifically tailored to the needs of your customer. Continue working across devices with ease, because all content is stored in the cloud. You can also include web and video slides in a presentation, which allow you to co-browse and interact on the same website.


On each presentation slide you can draw, mark and make notes during a consultation with Bridge. Use these functions to emphasize important aspects or to visualize facts additionally. Make your notes directly during the customer meeting and save time for follow-up work. You can insert blank whiteboard slides at any point during your presentation to draw freely on them or for extensive notes. You can also share all these functions with your customer. A modern customer service includes versatile interaction possibilities like these. With Bridge you can increase the attention of your conversation partner and enhance the success of your consultation.


Your customer expresses a spontaneous wish during the conversation or has a question that you can answer more easily with another slide? But this is not yet included in the current presentation? With Bridge you can change your consultation live, in real time and even without your customer noticing. Spontaneously add a new slide or document from the cloud library or upload new content from your computer and add it to your customer presentation. This allows you to respond optimally to customer needs and to conduct your conversation in a goal-oriented manner.

Paperless workflows

With Bridge, you will never again have to write anything down by hand during your customer meeting in order to digitize it afterwards. Bridge automatically takes over the documentation of your customer meeting for you. Recording your presentation and all added notes and drawings saves you a lot of time.
The documentation is available as a PDF document after the online consultation. With Bridge Premium you can also digitally sign it and send it to your customer. With our consulting software you save a lot of time and paper.


Bridge Premium

With Bridge Premium, applications, contracts and all documents that require a signature never have to be printed out and signed by hand again, neither by the client nor by you. You can obtain the digital signature during an appointment at the client's premises or during a conversation conducted entirely online. For this purpose we have integrated the market-leading software inSign into Bridge. This software is already being used successfully by many companies in the insurance and finance industry. The signature is absolutely legally secure, GDPR-compliant and TÜV-tested. This way you can create a modern customer experience with our online consulting software without media discontinuity.


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Bridge Premium

With this function in Bridge Premium you can easily send documents or forms to your customers before, after or during the online consultation, without printing and postage costs. You can send all documents that are already stored in the cloud library in Bridge or that you upload for sending (pdf, jpeg, png, gif).
You can also send your forms created in the software (Bridge Premium - Form Generator) by e-mail. With Bridge you can do this comfortably from on the road or at home, because all documents are stored in the cloud library.

Bridge Premium

Forms are necessary in many places to request and document data and information from your customers. In Bridge you create individual forms that you can send to your customers by e-mail and even convert into an interactive presentation slide. Information from such a completed form is transferred directly to the Customer Details area.

Screen mit der Vorlage für ein neues Online-Formular in der Cloud-Bibliothek der Beratungssoftware von Bridge.

Bridge Business offers even more functions for businesses

Bridge can also be used as customer management software. However, we know that especially medium-sized and large companies already work with other CRM solutions. In order to ensure an uncomplicated data exchange and to enable you to configure your customer data in Bridge as well as information from a consultation with your CRM, we will create the appropriate interface according to your individual requirements.

Statistics for the evaluation of consulting processes and sales activities in the team are provided directly and clearly in Bridge. As a consultant you can see how many customer meetings you have had in a certain period of time - or as a team leader - how many online consultations each of your employees has had. For each consultation, the current status, the customer rating and the responsible consultant are listed. For optimal and efficient resource planning, there is also an overview of already planned meetings.

In the details, you will also find the exact course of a conducted customer meeting. Findings from this can be used, for example, to optimize your consulting processes and for internal training.


Screen of Bridge's consulting software with one chart of customer conversations per month and an overview of customer feedback

As a manager in sales or customer service, you usually have the task of coordinating several employees simultaneously. In the user administration, you can see all colleagues who use Bridge. You can assign each user certain roles and thus authorizations within the software. It is also possible to divide users into different groups, for example, by sales region or current campaigns.
With Bridge as your sales software, you always have your team in view and can manage your employees efficiently.

Organization chart with a sales manager, who reports to three teams whose members fulfill different roles.

Business customers have the possibility to purchase Bridge as a white-label solution and brand it in the company's own corporate design. The logo as well as the colors of our software can be customized. This also includes the personalized login screen for all employees. These employees then have the impression of working with an internal application rather than a third-party solution.

Screen of Bridge's consulting software, without the Bridge logo, with the indication that the logo can be customized there.

We at Bridge will be happy to visit you and your team and train you on software and digital and online consulting in general. A training day comprises approx. 6-8 hours in which we explore the most important functions of the software together with your employees. Our motto: Learning by doing. Let us work out the optimal training and onboarding concept for Bridge in your company together.

Great software has satisfied users


„I use Bridge mainly because as an entrepreneur I am constantly at the upper limit of my time possibilities. By using Bridge, I can easily keep more appointments in the same time and therefore it enables me to generate a higher turnover. This is a great advantage for my entrepreneurial development.“

Marco Förster

Head of Management, Direktion für Deutsche Vermögensberatung (DVAG), Schöneiche

„With Bridge the connection to the customer has become much easier and more effective. The software offers many possibilities and is very easy to use. Especially for the customers the dial-up procedure is easy. The annual costs for using the software are only worth it because of the savings in travel expenses. In addition, the number of consulting appointments increases.“
Jürgen Schramm

Representative, Representative for Deutsche Vermögensberatung (DVAG) Hermsdorf/Erzgebirge

Innovative Finanzberatung Aktiengesellschaft
„Because we bear the word “innovative” in our company name, we chose the company with the most innovative solution for digital consulting. Thanks to the software, it is no longer decisive whether the customer is sitting directly at a table with us or whether the consultation takes place online. The results are identical. The consultant also benefits considerably from the advantages of the software in numerous ways.“
Thomas Kretter

Head of Sales Controlling & IT Management , Innovative Finanzberatung

GOING PUBLIC Akademie für Finanzberatung AG
„Good financial and insurance consulting and analysis is no longer conceivable without software in the 21st century. What I particularly admire about Bridge’s software, apart from the very appealing and tidy user interface, is the consistently completed digitalized consulting process for the customer. The dynamic adaptation of contents to the individual consultant is possible at any time and the very simple and reliable access to online consulting is only a click away.“
Dr. Wolfgang Kuckertz

Board of Directors, GOING PUBLIC Akademie für Finanzberatung AG

Henkel & Lares=

„Bridge’s extremely flexible and adaptable solutions support our consultants in producing customer-friendly financial reports and ensuring consistently high quality of consulting both online and offline at the customer’s location.“
Ronny Polack

Managing Partner, Henkel & Lares

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