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
  • 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?!

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

    Other cases

    Phoenix by Scarlett

    We helped to the producing tulle and curtain fabrics company to digitalize

    Vasyl Kisil & Co

    All routine processes in the legal company were adjusted and automated


    Helped a state-owned enterprise to digitalize and provide service on a par with commercial companies

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