Building strong relationships with customers and working carefully with their data will become a little easierthanks to our CRM for insurance companies.
Use your client data more effectively. Predict and meet their needs. Personalise your communication with them.
The key to success in the insurance industry – and beyond – is gaining customer trust. A customer shouldn’t be just another anonymous entry in your client database. And your company shouldn’t just be a service provider and a name on a contract that will be replaced at the earliest opportunity.
Our CRM system will help you avoid such a situation. Get to know your clients better and offer them relevant services with features like…
Having all the data and information about your clients easily accessible in one place really saves a lot of effort. Each of your customers has a profile in the database, where you can not only see their personal data, but also change or add to it. Family relationships, interests, contract and communication history, creditworthiness and much more - all of this allows you to provide a truly tailored service.
Divide your clients into different groups and segments according to your defined customer criteria.
Before the expiration of a given contract, the system can automatically send out a notification to clients or offer a new product straight away. Keep your existing customers and don't miss out on any new business opportunities.
AutoCRM is not only suitable for collecting data, but thanks to its advanced analytical functions, it can also help you analyse and evaluate it. The results of such analyses are then presented to you in clear automated reports.
AutoCRM is not only suitable for improving your company's customer relationships, but it can also help improve processes within your company. Automation of routine activities, better planning and synchronization of tasks, improved communication between departments, sales monitoring and much more will become much easier with the acquisition of our system.
Of course, it is also possible to record calls not only from a landline but also from a mobile phone. Another option is to transcribe the conversation into a document using AI.
AutoCRM can offer dozens of essential features that can dramatically improve your company’s operations.
Sales automation tools, calendars, emailing, project management, an integrated chat tool, a call center, or features to enhance customer support and marketing automation and more – you’ll be able to take advantage of all of this at the same time you purchase the software.
Take a closer look at the functions offered by AutoCRM here.
Our CRM is Opensource software that you can customize to your own needs. The source codes become your property with the purchase, so you can further customize and develop the CRM as needed.
měsíčně za systém AutoCRM
měsíčně za systém AutoCRM
měsíčně za systém AutoCRM
jednorázový poplatek za AutoCRM
jednorázový poplatek za AutoCRM
jednorázový poplatek za AutoCRM
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Automatizovaný systém pro řízení firmy
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