iUM

Case

Company:

«Ensuria»
Life and health insurance

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

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

Leave a request to get a consultation and the "TOP 10 mistakes at the stage of CRM implementation" checklist

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