Electronic data archive that allows to maintain the same folder structure for different clients and adds features like tagging, marking documents as completed, etc.
Customer master data aggregated from different CRMs. There's also the possibility to add custom fields, like RichText, dropdowns, etc.
KIS
Client Information System the tax advisory company TPA Austria, written in C# and WPF. The software is used to as an internal electronic archive for searching and viewing customer data and files across various CRMs. It adds the possibility to tag and categorize files, add additional information to the customer data and obtain key KPIs of each customer, summarized in an easy-to-understand dashboard.
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