Basic functions

Zentrale Adressverwaltung

Master Data Management

  • Ensure the quality of your contact data through central master data management with integrated duplicate checking.
  • Connect your documents with the corresponding digital folders.

i-taros Analytics

  • Create flexible - even complex - report templates with i-taros , generate ad hoc and recurring evaluations and display them graphically . Send reports automatically, directly from the system.
Auswertungs- & Berichtsassistent
Dokumentenverwaltung

Document Management

  • Manage your documents systematically and transparently with automated document Versioning.
  • Create and manage document templates.
  • Manage generated documents automatically in the corresponding digital files, or transfer external documents conveniently with drag & drop.

Further Additional Functions

i-taros offers many features to prioritize deals, track performance, and to predict sales

Clients & Multi-Users

Manage any number of clients and users and easily switch between clients as an authorized user.

Roles & Rights

Easily control who should get what rights in the system with the roles and rights management.

Personalized dashboard

Configure your personalized dashboard and home page according to your personal priorities and work role.

Integration

Connect your solution with external systems. Without much effort, using Application Programming Interface (API).

Search Assistant

Create and manage complex search assistants for your frequent queries.

Import and Export

Import your data from various sources and export in the different formats.
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