Consultant manages his customers digitally and personally

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

Icon showing advantage of customer management: Overview of all customer data in a digital customer file

Overview of all customer data in a digital customer file

Icon showing advantage of customer management: save time and money

Save time & costs through direct digital data capture

Icon showing advantage of customer management: customer data always with you

All client data always with you, whether at a personal appointment or video consultation

Icon showing advantage of customer management: interactive data acquisition directly during consulting

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.

Digital customer file for every client with Bridge

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 for digital customer management with Bridge Premium
Advantages with CRM interface to sales tool Bridge for our Bridge business clients

Systems to which interfaces already exist:

 Logo of Salia
Logo of iS2

Your advantages of a CRM interface to Bridge

Icon showing advantage of a CRM interface to Bridge: Integrate your customer data

Integrate your customer data

With an integrated CRM interface, customer data already recorded in Bridge can be automatically stored directly in your CRM system.

Icon showing advantage of a CRM interface to Bridge: Sync your calendar

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.

Icon showing advantage of a CRM interface to Bridge: Start consulting from your own system

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.

Advantages with CRM interface to sales tool Bridge for our Bridge business clients

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.”

Steffen Beitler

Chief Executive Officer, Finakom Maklerverbund