The starting point

Inquiries by email, quotes in Word

What I build

From calculators to customer portals

Case studies

From real projects

All case studies

FAQ

Questions about and CRM

If off-the-shelf software covers your process, I’ll tell you in the free 30-minute check, and you save yourself the development. Custom software pays off when your process has rules that standard software doesn’t know, such as your own fee rules, expert reports as PDFs or portals for partners.

On Cloudflare: the database in Cloudflare D1, documents in Cloudflare R2. R2 can be set to keep data in the EU, and that is how the WertBasis CRM is set up. If you prefer, everything runs in your own Cloudflare account.

Through Cloudflare Access, with a one-time code sent to their email address. Your staff and partners don’t have to manage passwords for it.

Yes, if your accounting software has an interface. The WertBasis CRM syncs customers with Lexware and collects signatures digitally through inSign.

That depends on how many stages, roles and integrations it needs. After the free 30-minute check you get a written quote.

Free 30-minute check

Which process costs you the most time today?

Tell me in the free 30-minute check. Afterwards you’ll know whether off-the-shelf software is enough or whether your own software pays off.