1. An audit
2. Definition of the specifications
The advantages of
All standard administrative management, with management of incoming and outgoing money flows by file and by project to facilitate liaison between the state, banks and individuals.
All the follow-up of interactions with customers or prospects, with contact management and history of communications and actions.
Model contracts or standard letters for correspondence with your contacts, linked directly to the files with the possibility of including annexes.
Agenda and schedule
All planning management, whether it be employee schedules or appointment management.
Equipment at your disposal
Naturally, you can benefit from tablets or smartphones for mobility and access to your data at any time and any place.