«Ensuria»
Life and health insurance
iUM
Case
Company:
How did it all begin?
- Own admin panel and handy software were used to solve current problems
- When scaling the business, there was a need for a convenient tool that allows you to manage all operational processes in one place
- What tasks/goals were during the implementation:
- Implementation of CRM for the convenience of working with orders and customer support
What was implemented?
Odoo 13
Community Edition with open code
Application Features:
- Process automation
- Easy personalization
- Access from any device
Community Edition with open code
Application Features:
- Process automation
- Easy personalization
- Access from any device
Result:
- First of all, the amount of manual work has decreased, and all the necessary data is collected in one place
- Operators have the opportunity to get comprehensive information about the history of relationships with the client in a few clicks, most of the manual work is automated, and built-in reporting allows you to analyze the results and improve processes
Do you want the same?!
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