Consultant advises his clients with various functions of video conferencing tool Bridge

Bridge functions


In the overview

Bridge – Everything for sales and consulting in just one software package

Customer Management

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.



Use Bridge with all devices: computer, laptop tablet and with all browsers

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.


Cloud storage for relevant content and forms of your customer meetings

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.


Invite your clients via email using our software

Digital Customer Service

With Bridge, not only is a 1-to-1 video chat possible between you and your customer, but several 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.

Let several clients or colleagues participate in your consulting

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.

Show your content to your clients with the screen sharing function

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.

Use integrated live text chat to communicate with your clients while consulting

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.

For companies, Bridge Business offers even more functions

Bridge can also be used as software for customer management. However, we know that especially medium-sized and large companies already work with other CRM solutions. To ensure that data exchange in this case can take place without problems, we will create the appropriate interface according to your individual requirements.
So you can configure your customer data as well as information from a Bridge consultation with your respective CRM.

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 team leader how many online consultations each of your employees has made. 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 guided customer conversation. Findings from this can be used, for example, to optimize your consulting processes and for internal training.

Bridge business provides statistics for evaluating the consulting processes and sales activities in the team

As a manager in sales or customer service in the finance and insurance industry, you are usually responsible for coordinating several employees at the same time. 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, e.g. by sales region or current campaigns.
With Bridge as sales software, you always have an easy overview of your team and can therefore manage your employees efficiently.

Coordinate your employees and assign tasks to each user with Bridge business

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

The colors and logo of our software Bridge can be customized as requested

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.