Berg CRM

Gathers and stores all customer information in one central location.

Supports customer interactions at every stage of the purchasing process.

Provides functionalities to aid in marketing activities.

Guides and tracks the sales process from lead to close.

Facilitates activities related to post-purchase customer service.

Automatically gathers leads from web forms or advertising campaigns.

Manages and records customer consents in compliance with GDPR regulations (and RODO/APK).

Enables the creation and execution of SMS marketing campaigns.

Automates the sending of marketing emails based on predefined triggers or segments.

Tools for understanding and analyzing customer requirements.

Automatically sends collected leads to the sales team.

Allows for dividing the customer and prospect database into targeted groups.

Enables the definition and creation of specific target audiences for marketing.

Automatically creates tasks based on information collected from surveys.

Sends alerts for contracts that are nearing their expiration date.

Provides customizable notifications via SMS.

Connects with various third-party tools and platforms.

Tools to create web forms for lead capture.

Divides customers into groups based on various criteria.

A secure online portal for clients to access their information and possibly interact with the business.

Allows users to define and manage any number of custom sales processes.

Provides flexible options for filtering and searching data.

Automates the sending of SMS messages to clients interested in offers.

Can be integrated with current client systems (e.g., accounting software).

Supports the administration of both in-house and external sales teams.

Designed to meet stringent security standards.

Helps streamline and improve business processes.

Manages and calculates sales commissions.

A separate internal communication platform (part of the broader suite).

A platform for online learning (part of the broader suite).

A system specifically for managing sales networks.

Specific tools for adhering to GDPR and Polish data protection regulations.

Offers a mobile app for on-the-go access.

Supports single sign-on for user authentication.

Connects with Microsoft Active Directory for user management.

Integrates with Apache Kafka for high-throughput data streams.

Provides an open API for custom integrations and data exchange.

Offers the possibility of building specific integrations as per client needs.

Provides tailored functionalities to meet unique business requirements.

Adheres to regulations set by the Polish Financial Supervision Authority.

Meets OWASP Level 2 security standards.

Designed for continuous operation and minimal downtime.

Offers support with defined service level agreements.

Provides options for SaaS, one-time license, and modular solutions.

Integration with Polish central statistical office and business register data.

Connects with Outlook for email and calendar.

Connects with Gmail for email.

Connects with Google Calendar.

Integrates with Focus Telekom (likely a Polish telecom provider).

Supports RESTful API for data access.

Integrates with Keycloak for identity and access management.

Connects with a Polish insurance comparison platform.

Provides a comprehensive overview of customer interactions and data.

Manages customer portfolios.

Organizes and tracks tasks.

Generates reports on sales effectiveness and other metrics.