14-days trial

We offer you an access to all main functions, help in configuration and training in your trial period.

Begginer

Plan for begginers in insurance and investment sector
28,00 EUR user/month - yearly payment
(35 EUR user/month - monthly payment)
  • Database of Clients and Contracts
  • Client and Sales registration
  • Client File
  • Attachments
  • Renewal reminder
  • Clients and Contracts Import/export
  • CRM Calendar
  •  
  • Limit up to 4 users
Save 20%

Professional

Chosen by professional in insurance and investment industry
40,00 EUR user/month - yearly payment
(50 EUR user/month - monthly payment)
  • Database of Clients and Contracts
  • Client and Sales registration
  • Client File
  • Attachments
  • Renewal reminder
  • Clients and Contracts Import/export
  • CRM Calendar
  • Google Calendar Integration
  • Team Management
  • Sales Chances
  • E-mail (1 GB)
  • Intranet
  • Monitoring targets
  • Tags for Cilents
  • Fields and Forms management
  • Permissions and roles management
  • Easy commission settlement
  •  
  • Unlimited number of users

Save 20%

Sales network

The most comprehensive solution for multi-agencies and big teams
79,20 EUR user/month - yearly payment
(99 EUR user/month- monthly payment)
  • Database of Clients and Contracts
  • Client and Sales registration
  • Client File
  • Attachments
  • Renewal reminder
  • Clients and Contracts Import/export
  • CRM Calendar
  • Google Calendar Integration
  • Team Management
  • Sales Chances
  • E-mail (1 GB)
  • Intranet
  • Monitoring targets
  • Tags for Cilents
  • Fields and Forms management
  • Permissions and roles management
  • Easy commission settlement
  • Reprots and statistics
  • Marketing tools
  • Adjusted layout
  • Login via unique link
  • Support
  •  
  • Comission settlement for people not using System (OFWCA) for 10 EUR/month
  • Unlimited number of users
Save 20%

Net prices. Do not include 23% VAT

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For those who need individual implementation

Berg System is not limited to standard solutions only. If you need solution for more than 50 users, customization or creating new functions – our team is at your disposal.

As individual implementation:

  • We have completed over 60 projects
  • We offer a complex implementation incl. consulting, providing server and system development
  • We meet high security requirements of Insurance Companies, Banks ad Brokerages
  • We provide a high standard of post-implementation support
  • Our consultants provide training for key-users
  • We provide 24/7 support with 4-hour reaction time

or call us +48 535 950 687

Every day thousands of users rely on Berg System

FAQ's

Is Berg System secure?

Berg System meets the highest security standards of international corporations, insurance companies , banks. Data are hold in GDPR-ready Data Center. Every connection is encrypted and secured by SSL certificate. Access to System is only with unique login and password. We backup your data regularly.

How does 14-day free trial works?

Among 14-days of free trial you can use all the functions of Berg System. After this period it will be able in paid model. You will be asked to chose one of subscription plans, number of users and payment of first invoice if you want to use system.

How can I pay?

Berg System is available in subscription model (SaaS – Software as a Service). After a free trial you will be asked to choose your plan, number of users and then you can pay. To each payment we generate an invoice. Prices on this site are net. Settlements of transactions by credit card Visa, Visa Electron, MasterCard, Maestro, Diner’s Club, JCB, MasterCard Mobile and e-transfer are carried out via DotPay Settlement Center. 

metody płatności dotpay

What about resignation?

You can resign in every moment of free trial. For next periods you pay in advance. Berg System is a pay-as-you-go service. You just pay your account from month to month. If you cancel your account during the billing month, you will not be charge from the next billing month. 

Can I change my plan?

Yes, in every moment you can upgrade and dwongrade your plan. During the 14-days of free trial you can test, which functions you really need.

Can I change the number of users?

Yes, we understand that your team can grow or decrease. You pay only for active users. You decide.

My I import my data from Excel or other systems?

Yes. We have a tool for easy and quick data import from CSV or Excel format.

Is it possible to train new users?

Yes. We understand that every IT system has it’s own specification. That’s why we help our Clients in system configuration for their needs and business model. We can provide a training in your company. Everyday we support you by phone or internal chat.

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