CRM
FOR FINANCIAL SERVICES
We configure CRM for your industry workflow: Enquiry → consultation → documents → review → contract. We bring data, tasks and responsible team members together.
ORDER IN SALES
STARTS WITH THE PROCESS
CRM is useful when employees know the next action and managers can see how enquiries progress. We first examine how the department works, then configure pipelines, roles, integrations and automation. Project audience: financial-service customers and corporate clients.
ONE SYSTEM
FOR CUSTOMER RELATIONSHIPS
Workflow pipeline
Enquiry → consultation → documents → review → contract.
Customer data
Customer profile and a checklist of required documents.
Team tasks
Approvals, assigned owners and deadline tracking.
Integrations and oversight
Access permissions and a log of actions on data.
CONFIGURE THE SYSTEM.
HAND IT OVER TO YOUR TEAM.
Your industry’s use cases
Enquiry → consultation → documents → review → contract. Customer profile and a checklist of required documents. We define the first-stage scope before work begins.
Data migration
We check source databases, migration rules, duplicates and relationships between records.
Roles and permissions
We agree who can view data and which actions they can perform.
Handover and development
Approvals, assigned owners and deadline tracking. Access permissions and a log of actions on data. We agree on responsibilities and working rules with your team.
EVERY DEAL.
A CLEAR NEXT STEP.
Design concept: CRM for financial companies. Enquiry → consultation → documents → review → contract. Customer profile and a checklist of required documents. The screens illustrate a use case; the final interface is designed for your company.
SIX STAGES
OF CRM IMPLEMENTATION
At every stage, we agree on the outcome and the next step.
Brief and industry objectives
We review the current process, roles and data. Priority use case: Enquiry → consultation → documents → review → contract.
Outcome: objective and scope of the first stage
System design
We agree on pipelines, roles, required data and working rules.
Deliverable: Future CRM blueprint
Configuration
We create fields, stages, templates and agreed automated actions.
Deliverable: Configured system
Integrations and migration
We connect channels, migrate agreed data and verify data exchange.
Deliverable: Unified enquiry flow
Team training
We practise real scenarios and gather employee feedback.
Deliverable: Guides and training
Launch and support
We verify the workflow, resolve issues and agree on a development plan.
Deliverable: CRM in everyday useCHOOSE THE RIGHT FORMAT
FOR YOUR GOALS
Cost depends on processes, integrations, data and the number of roles. CRM licenses, telephony and paid apps are billed separately under an agreed quotation.
Premium Start
Pipeline, basic integrations and training
from $2,360for the agreed scope- pipeline and core fields
- basic integrations
- team training
Business
Plus telephony, messaging, automation and 1C
from $4,720for the agreed scope- telephony and messaging
- process automation
- agreed data exchange with 1C
Premium
Complex processes, integrations and support
from $9,430for the agreed scope- complex processes and roles
- advanced integrations
- agreed support period
ANSWERS TO
YOUR QUESTIONS
How do you handle financial product terms?
We use approved materials and agree on their update process. Interfaces distinguish general information from personal advice; staff permissions are defined before launch.
How do we choose between Bitrix24 and amoCRM?
We start with your processes, roles, channels and required integrations. We compare capabilities and total cost of ownership using a concrete working scenario.
Can you improve an existing CRM?
Yes. We first review configuration, integrations and data quality. We then agree on a change plan, preserving useful workflows and work history.
Do you migrate customer databases?
Yes, after checking the format and structure of the source data. We agree on fields, duplicate-handling rules and sample checks to validate the migration.
How long does implementation take?
Timing depends on the number of processes and integrations and the condition of the data. We prepare a plan after the audit; complex work can be launched in phases.
Is the CRM license included?
Platform and third-party service licenses are quoted separately. We show recurring costs before implementation begins.
How will employees learn to use the system?
We train your team using your scenarios, provide guides and answer questions. Post-launch support is included in the agreed support plan.
A PROJECT HAS
A FACE AND A CHARACTER.
“I personally contribute to strategy and key decisions. A website should do more than impress — it should clearly and honestly explain why a customer should choose you.”
LET’S ORGANIZE
YOUR CUSTOMER WORK
Tell us how enquiries arrive and are handled today. We will propose a CRM setup and estimate implementation.