Grundlegende Funktionen

Features that make your work easier: manage documents, get optimal results with complex search wizards, create your own reports with the report wizard, import and export data, and much more.

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.

Weitere grundlegende Funktionen

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

Mandanten & Mehrbenutzer

Verwalten Sie beliebig viele Mandanten und Benutzer und wechseln Sie als berechtigter Benutzer einfach zwischen den Mandanten hin und her.

Rollen & Rechte

Kontrollieren Sie ganz einfach mit der Rollen- und Rechteverwaltung, wer im System welche Rechte bekommen soll.

Dashboard

Configure your personalized starting page with the dashboard consisting of your individual preferences.

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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