Automated and data-based CRM for managing customer interactions

International Assurance Limited PCC

"Bitrix24 provides us with an automated and data analytics-based CRM solution that is perfect for managing our customer interactions!"

Background

International Assurance provides financial advisers and their clients with a range of investment and life insurance products.

Challenge

Bitrix24 was an obvious choice when we needed a customizable and cost-effective CRM solution.

Solution

After using Bitrix24 for almost two years, the platform has proven to be an invaluable tool for the business giving us access to cutting-edge CRM features like project management, internal communications, leads, quotes, and automated processes, which is exactly what we require on a daily basis. The visibility of our client contacts, the ability to track support requests, and the data we have been able to use as a result have been some of the biggest gains so far.