Customer management
simple & reliable
with the CRM functions in Bridge
Many functions of a classic CRM system for customer management are directly integrated in Bridge. You can clearly store customer data and documents for scheduled and completed appointments. You can create a “digital file” for each of your customers, with basic data, appointments, contracts and documents. Entries from forms and interactive slides in our software are also transferred to the “digital customer file”.
Bridge is cloud-based, which allows you to access customer data and documents regardless of device or location. This way you always have a 360° view of your customer.
Connection to an external CRM system is also possible for Bridge Business customers.
Your advantages with digital customer management
Overview of all customer data in a digital customer file
Save time & costs through direct digital data capture
All client data always with you, whether at a personal appointment or video consultation
Interactive data collection directly in the conversation & storage in digital customer file
This is how customer management works with Bridge
The digital customer file
A digital customer file is automatically generated for every customer you create in Bridge.
There you can store basic data of your client and details, family members, contracts, documents, appointments and consultations.
You don’t have time to enter large data sets? No problem!
Create a corresponding form in Bridge and send it to your customer, who can enter his data there independently. Bridge automatically saves this data in the respective client file. Alternatively, you have the option of entering customer data directly during a consultation – online or digitally on site, with your customer via forms or interactive slides provided by Bridge. This information is then also automatically stored in the client file.
Your advantages of a CRM interface to Bridge
Integrate your customer data
With an integrated CRM interface, customer data already recorded in Bridge can be automatically stored directly in your CRM system.
Synchronise your calendar with Bridge
Unnecessary appointment creation in your calendar is no longer necessary with a CRM interface to Bridge. Bridge automatically synchronises all your appointments.
Start counselling from within your own system
Start a new counselling session conveniently from your own system. With a CRM interface, we can set up a Single Sign On where you need it.
Our customers appreciate the possibilities of the CRM interface
“You can simply send a link to your clients with Bridge and neither they nor the brokers have to install anything before the consultation.
In addition, one can prepare a guided sales process in the form of a guideline that resembles a PowerPoint and represents a red thread through the consultation in which the customer is interactively involved. He can, for example, enter and draw data himself.
Bridge simply represents the classic counselling situation better than is known from other software solutions.”