What policies can be sold?

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AmoCRM functionality includes: Integration with the site; Segmentation of the customer base; Built-in telephony; Automatic sending of credit decisions to clients; Visual analytics; Reminder system; Free API. This CRM can be easily and quickly set up for a small team. 3.BITRIX24 CRM "Bitrix24" allows you to automate the work processes of any business. It can also be adapted for the work of a brokerage company.

For example, the settings allow you to automate the loan data process of filling out and submitting a borrower's questionnaire to different banks. The CRM includes: online office, checklist with tasks, project management, contact center, live chat. Connecting messengers and social networks to the CRM will help optimize the work of the credit intermediary.



MegaCRM This CRM is developed based on the experience of Amo and Bitrix. This determines its advantages for use by credit brokers. It allows tracking any interaction with clients. MegaCRM provides for automatic generation of a client questionnaire upon first contact and saving of document templates. Access to the system is possible via any device, including a phone. There are two tariffs for using the program, one of which is free. It allows you to manage up to 100 clients and close up to 100 transactions. The standard tariff is 690 rubles per person. 5. Finpartners The consulting company "Financial Partners" has developed its own CRM, which will help you speed up business processes and reduce costs.