Features/Customer Database

Customer Database

All customers who have ever booked an appointment with you, at a glance. 100% German servers – your data never leaves Germany. With configurable data retention and automatic CRM synchronization.

How It Works

1

View Customers

Access all customers who have ever booked an appointment – with complete booking history.

2

Set Deletion Period

Configure how many days after the appointment customer data is automatically deleted.

3

Use CRM Sync

With connected CRM (onOffice, Flowfact, etc.), customer data and appointments are automatically synchronized.

Key Benefits

GDPR compliant: all data exclusively on German servers

Automatic data deletion after configurable period

Complete overview of all customers with booking history

Automatic synchronization with connected CRM systems (onOffice, Flowfact, and more)

Screenshot coming soon

Who Needs This Feature?

See how this feature helps different users

Einzelmakler

Keep Customer History in View

See before the appointment when the customer last visited and which properties they viewed. Notes help with preparation.

Maklerbüro

Ensure GDPR Compliance

Configure automatic deletion periods for customer data after project completion and document compliance with data protection policies.

Bauträger

Centralized Prospect Management

All prospects from various projects in one database. With CRM sync, data automatically flows into your sales system.

Try It Now

Free for 30 days. No credit card required.