Our panel prioritizes client privacy and data protection, ensuring all your interactions are secure. You can track detailed client activity and enjoy a range of additional features to manage your business efficiently.
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Create multiple, personalized anamnesis forms for your clients.
Add anamneses with a guided questionnaire and include an electronic signature at the end.
Add, search for, modify, and delete client information as needed.
Record and track detailed follow-ups for each client, including the date when the follow-up was added.
Upload and store all company documents securely in the cloud.
Add documents to individual client folders for easy retrieval and organization.
All uploaded data is encrypted and secured, with access restricted to the user only; even administrators cannot view your data.
Assign tasks to each client and track their completion status.
Enable clients to sign documents electronically with a user-friendly interface.
Access a comprehensive dashboard with a summary of client information and a general overview of the data. Option to delete all clients to reset the panel.
Our team ensures that all your data is protected and that our system complies with Swiss data protection laws. Here are some examples of the measures we have implemented to ensure our software is both compliant and secure:
This panel offers unique and highly useful features that you won't find in other systems. This is why our clients have chosen our panel over the competition.
Personalized Anamnesis: Create a unique anamnesis for each client.
Detailed Tracking: Maintain comprehensive records and follow-ups.
Online Signing: Enable clients to sign documents electronically.
Cloud Storage: Securely store and organize all client documents in the cloud.
In this video, we’ll show you how to log in and use the panel to optimize your time managing clients, allowing you to focus more on other aspects of your business.
Start NowOur team is available to provide a live demonstration and walk you through all the details of the panel. We’re here to answer any questions you may have, so don’t hesitate to contact us now to schedule a meeting.