Hotel feature

Advisory record for insurance and financial advisors, matched to your region, built for Italian businesses

Businesses in Rome, Milan and Naples usually want something running before the next quarter close, so the scope follows how you actually work. We build for how Italian SMEs really operate: regional differences, holidays that vary by region and seasonal peaks in tourism and trade. Meeting notes turn into an advisory record from a template; the client approves and the document is added to the file. Date, participants and recommendations are on record.

• Italian and English
• EUR, VAT and tourist tax
• Data protection under GDPR