Marketing tools

Build effective SMS and e-mail campaigns. Create landing pages.

Berg System gives you a set of tools that allows you to carry out marketing activities among your Customers.

Your tools

Use Berg System to carry out marketing activities among your Clients.

Get across to them sending SMSes and emails, create landing pages and save every action automatically.

More renewals

Send automatic SMS or email notifications straight to you Clients whose deals will soon be terminated or ones whose payment dates are knocking at the door. Create your own messages. Finally, save every Client’s reaction in his File automatically.

SMS campaigns

Filter your database by any criteria. Create SMS campaigns and send the messages to strictly selected groups. For example you can choose customers that already have a product, but also those who do NOT.

E-mail notifications

Notify your co-workers of important facts – renewals of deals, significant calls to make.

Build Landing Pages

Create your own landing pages and let your Customers get right into your sales funnel. Once they fill a form – the System will automatically add them to your database and attach them to a stage in the sales process.

Act in accordance with GDPR

In Berg System there are fields dedicated to each client so that you could mark the agreements your customers made, in accordance with GDPR.


It operates on all sorts of products

The System operates with all insurance, financial and investment products.


Full flexibility in setup

Add your own fields and forms


Filled fields validation

Require filling in blanks


Comprehensive settings processes

Business processes and sales funnels created flexibly


GDPR & Security

GDPR compliance. Security level comparable to a banking systems’ one.


Access from any device

Access from any device


Different access permission for each employee

Different access permission for each employee



Integration with tools you already use!

See how Berg System's implementation helped our customers to improve their sales

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