Fiduciaries & financial companies in Luxembourg
The CRM software that centralises your client data
Find all your client data in one place with Camele’on, allowing you to manage and structure your client relationships directly within your working environment.
1 in 2 fiduciaries
use Camele'on in Luxembourg
Our Camele'on clients
Software designed by and for fiduciaries in Luxembourg
Why centralise your client data in a CRM?
Client management requires reliable and easily accessible information on a daily basis. Camele’on enables fiduciaries to enter, centralise and reuse their clients’ data (name, contact person, contact details, bank account, organisational chart, etc.) to simplify day-to-day management.
- Time savings for your staff
- Reduction in manual errors
- Quick access to information
- A single view of each client file
- One unique software to use
- A well-managed database
Camele'on software
The software that simplifies the production of your required documents in Luxembourg
Camele’on synchronises and centralises your accounting and company data
by connecting to your other tools (CRM, ERP, business software), such as Sage BOB, Horus Software, Odoo, Gesall,...
Camele’on centralises your client information in one place
by defining the company status (prospect, client) as well as the current relationship status (active, inactive)
Camele’on feeds your tax returns and required documents in Luxembourg
using the client information entered, ensuring regulatory compliance and a standardised document
Camele’on generates your documents in PDF, XML or Word format.
dynamically displaying mandatory data to eliminate the risk of errors or omissions
Camele’on software in numbers
Prepare and automate annual accounts in Luxembourg
Why use Camele'on software ?
Elimination of manual tasks and errors
Centralising your client data to feed your required documents in Luxembourg reduces repetitive tasks and the risk of errors or omissions associated with manual processing.
Designed for fiduciaries in Luxembourg
Working with Camele’on means using a tool developed in collaboration with Luxembourg fiduciaries to meet the specific needs of the financial sector, such as automating daily tasks.
Work hours saved
Speed up the processing of your files by automating your accounting and legal documents. Camele’on helps you save valuable time on every file, allowing you to focus on advising and supporting your clients.
Everything you need to know about CRM solutions in Luxembourg
Discover the answers to the main questions about CRM solutions in Luxembourg, how they work and how they can be used to centralise client information.
What is a CRM used for by fiduciaries and accountants in Luxembourg ?
A CRM solution allows you to centralise and structure client information within a single environment. Companies can maintain a comprehensive client profile that is regularly updated, making it easy to quickly access any information.
In Luxembourg, it can also facilitate the management of data required for various administrative, accounting and tax processes. With Camele’on, information entered in the CRM module can be reused to feed all your required documents, reducing duplicate data entry and repetitive tasks.
What information can be entered into Camele’on’s CRM ?
The CRM module of Camele’on allows you to enter and centralise the main information relating to your clients and their contacts :
- Company name
- Contact details (phone number, address, email address)
- Contact person and their position
- The status of contacts (shareholder, beneficial owner, management, etc.)
- The company’s bank account(s),
- Any other information useful for manag
How is client data entered in the CRM used ?
The information entered in Camele’on’s CRM module is not only used to store client data.
Once entered, it is used to dynamically feed all your required tax returns and documents in Luxembourg :
- Annual accounts
- Tax forms
- VAT returns and eCDF
- Legal documents (approval of accounts, notices of meeting, AGM minutes, etc.)
- Regulatory reports (BCL & CSSF)
- Contracts (mandates, registered office services, engagement letters, etc.)
- Invoices
- …
This process saves companies time and reduces repetitive manual tasks.
Our other features
Annual accounts
Automatically generate and customise your financial statements (annual accounts and notes, SPVs, UCITS, alternative investments).
Taxation
Generate your tax forms for companies (500, 506A, 800) and for individuals (100, 110, 190), as required in Luxembourg.
VAT
Easily generate all your clients’ monthly, quarterly and annual VAT returns.
eCDF
Easily generate all your accounting documents (balance sheet, profit and loss account, etc.) for electronic filing with the authorities.
KYC
Automated screening, risk analysis (legal, financial, etc.) and preparation of the documents required by the authorities.
Timesheet & Invoicing
Creating your contracts, recording your team’s working hours, and creating your invoice templates.
Legal
Easily generate your legal documents (audited accounts, meeting notices, management reports, AGM minutes, audit committee reports, etc.).
BCL & CSSF
Automatically generate your regulatory reports, as required by the BCL (S2.16, S2.17, TPT OBS, etc.) and the CSSF (U1.1, etc.)
Workflow
Track the progress of your projects in real time by defining milestones and assigning tasks.
Electronic signature
Sign your documents electronically with a fully automated process and step-by-step tracking.
Bank reconciliations
Synchronise your bank statements on Camele’on® and automate the reconciliation of your transactions with your invoices.
CRM software for fiduciaries in Luxembourg
Camele'on® quote and demo
Contact In-Edit to receive a personalized quote or schedule a demo of the Camele’on software.