Name: Digitaler Assistent
Price: 10 USD
Author: Finanzmakler.online

Help Desk

Web and Video Conferencing

Customer Support

Service Mesh

Development

K-12 Online Learning

Education

Business Intelligence (BI)

Collaboration

Demand Planning

Policy Management

Enterprise

Accounting

Accounts Receivable

Crypto Accounting

Tax Compliance

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

HR Service Delivery

Payroll

Talent Intelligence

Talent Management

Time Tracking

Workforce Analytics

Workforce Management

Human Resources

Application Infrastructure

Cloud Management

Cloud Storage

Code Review

Converged Network Adapters (CNAs)

Data Center Networking

Data Integration

Density-Optimized Servers

Embedded Database

Fraud Detection

Identity Verification

Integration Platform as a Service (iPaaS)

Intranet

Low-Code Development

Managed Detection and Response (MDR)

Mobile Device Management (MDM)

Network Performance Monitoring

Platform-as-a-Service (PaaS)

Technology Business Management

WAN Optimization

Information Technology

A/B Testing

Account-Based Marketing (ABM)

Ad Serving & Retargeting

Affiliate

All-in-One Marketing

Click Fraud

Content Management

Customer Journey Mapping

Digital Rewards

Email Marketing

Marketing Automation

Mobile Analytics

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Video Conferencing

Professional Services

Auction Software

Call Recording

Customer Relationship Management (CRM)

Lead Management

Predictive Sales Analytics

Product Configuration

Quote to Cash

Sales Engagement

Sales

Application Security

Database Security

Virtualization Security

Security

Civil Engineering

Inventory Management

Mobility as a Service

Physical Therapy

Vertical-Specific

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The Digitaler Assistent, developed by Finanzmakler.online GmbH, is a web-based software solution aimed at streamlining the real estate financing and acquisition process for financial intermediaries, financial institutions, and real estate agents. This versatile tool is designed to cater to the needs of professionals in these industries by providing features such as:

**Website Integration**: Seamless integration into the websites of financial intermediaries, financial institutions, and real estate agents, ensuring a unified user experience and easy accessibility for customers.

**Customer Data Capture**: Capture of customer data, including personal and financial information, through a user-friendly interface, ensuring accurate and secure data collection.

**Feasibility Assessment**: Comprehensive assessment based on customer data, providing insights into eligibility and suitable financing options.

**Financing Offers Generation**: Generation of financing offers based on customer data and available financing options, offering customers a clear overview of financing options for informed decision-making.

**Online Financing Applications**: Convenient submission of financing applications online, eliminating the need for paper-based applications and accelerating the overall financing process.

**Automatic Email Notifications**: Automatic email notifications sent to customers and financial intermediaries throughout the financing process, keeping them updated on the status of applications and other relevant communications.

**CRM Integration**: Integration with customer relationship management (CRM) systems, ensuring seamless data flow and efficient lead management.

**Reporting and Analytics**: Reporting and analytics features to track and analyze key metrics related to customer interactions and financing applications, helping identify areas for improvement and optimizing the overall financing process.

Basic

Free

Team

Business

Twilio Segment

Personal

Growth

Closely

Digitaler Assistent

Lead Generation

Finanzmakler.online

The process of tracking and managing prospective customers from lead generation to conversion.

Lead nurturing automation

Users can set up targeted drip email campaigns based on time intervals or prospect behavior, to automate the lead nurturing process and move them further down the sales funnel.

Lead scoring and grading

Users can set up the software to automatically rate leads based on calculations such as buying signals, such as form submissions, or page views, and automatically qualify leads based on demographic factors.

Data quality management

The software helps store, manage, and organize data around each lead, and avoid data problems such as duplicate contacts or non-standard formats.

Automated sales alerts and tasks

The software helps ensure that a sales person is notified of lead activity and can act on the information in a timely fashion.

Automated lead capture

Auto-collection of leads from websites, forms, and third-party sources such as social media. This may include compliance with GDPR and other regulatory standards.

Automated follow-ups

Email or text follow-up messages are automatically sent in response to buying signals from potential customers. Contacts may be segmented and tagged for auto-replies with personalized messaging.

Lead segmentation and distribution

Facilitates the distribution and assignment of leads to sales representatives or teams, ensuring a fair and efficient allocation of leads for follow-up and conversion.

Form Building

Enables users to build and customize forms for lead capture or research.

Drag & Drop editing

Allows users to edit forms using click, drag, and drop functionality.

Branding customization

Design capabilities for tailoring forms to specific brand requirements.

Different question types

Rating, Multiple choice, Picture choice etc.

Conditional logic paths

Enables the inclusion of conditional statements (if/then/else) to depict different paths based on defined conditions.

Embedded calculations

Allows form fields to be calculated using embedded formulas.

Form templates

Pre-built or customizable form and landing page templates.

Custom code

Enables users to insert their own coded sections via CSS, HTML, Javascript, etc.

Web embedding

The ability to embed forms on websites or landing pages.

Mobile responsiveness

Optimization for use on different mobile devices.

Date picker

UI widget that enables users to pick a date from a pop-up calendar.

File upload

Dynamic content

The ability of form content to change based on varying input data or user behavior.

Conversion Rate Optimization

Allows users to run tests and analyze results of different versions of landing pages and forms, with the goal ofoptimizing their conversion rate.

Drop-off analytics

Enables users to analyze at which point in a form, landing page, or website a customer exited, or dropped off, without completing a desired action.

KPI analytics

Provide key performance indicators (KPIs) such as conversion rate over time, as well as information about time of submission, time spent on site, device used, etc.

A/B tests

Allows users to test and optimize different versions of a form or landing page.

Lead Management Integrations

To help generate and manage leads, the software may provide native 3rd-party integrations with CRM, email, or social media marketing tools.

Integrations with advertising platforms

This includes paid search and social advertising on Google, Meta, LinkedIn, TikTok etc.

Integrations with CRMs

Includes integrations with CRMs such as Hubspot, Salesforce, and Pipedrive.

Integrations with data storage tools

This may include data storage tools such as Excel or Google Sheets.

Integrations with lead automation tools

Lead automation tools may include products such as Zapier.

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Digitaler Assistent

Overview

What is Digitaler Assistent?