How Bitrix24 helped a national regtech company in Bulgaria to automate workflows

We created a Regulatory Compliance Management website, that brought together various document types, and synchronized it with Bitrix24 CRM.

Each stage of the process is now defined in Bitrix24: from order creation through authorization to successful delivery of official documents at home and abroad, electronically or on paper.

As a result, we obtained a workspace with clear traceability of the customer service process, automated creation of multiple documents (powers of attorney, applications, etc.), and automated notifications to clients and associates.

As for the communication channels, we utilized Bitrix24's Contact Center that enabled us to receive requests via phone, email, SMS, live chat, and Viber.