Dear Bitrix24 users,
Insurance and travel agencies can be called agencies in a similar way, but they have different requirements in how they deal with their customers or what their sale process is. So, when you build a CRM system for your company, you might have specific requirements in CRM funnels, pipelines or automation rules. You may need particular fields on the client’s profiles or steps in deals processing. Setting it up from scratch is a tedious task, especially if you deal with unknown software. In the Bitrix24 CRM system, there is an option to import ready-made solution presets.
If you require a CRM with particular pre-established settings, you can choose a set of features, get a link from our partners, install on your account and use instantly.
Feel free to find a suitable partner for you here and contact them about solution presets they have available.
You can read more about how to set up and deal with the solution preset importing here.
Set up an account with customization according to your industry requirements with CRM solution presets in few clicks.
Your Bitrix24 team