Organization of work

Organize your and your team’s work more effectively.

CRM Calendar

Use the Calendar to organize your and your team’s work. You will not miss any email, deadline or task anymore. Calendar, to-do list and mail available anywhere and from any device.

Berg System provides everything you need to manage an effective team. With no unnecessary appointments or calls and no too complicated software.

ORGANIZATION OF WORK

A Calendar integrated with Google Calendar App

Would you rather work having a calendar that is built-into Berg System or keeping all your terms in your Google Calendar? You don’t have to choose. With Berg System, you can integrate both tools easily.

ORGANIZATION OF WORK

To-do list based on Sales Process

Plan and delegate tasks, then monitor levels of realization.

Should you make a call to your Client in three days or maybe in two years? No worries – Berg System will remind of it just in time.

ORGANIZATION OF WORK

Built-in e-mail

All emails integrated with the System? This is the reason why there is no need to look for information in many places – they’re all available in a Client’s File. You don’t have to copy anything, all you need is in one place. You send and get e-mails right in the Client’s File. There’s no need to copy anything. You send and get e-mails directly from a Client’s File.

ORGANIZATION OF WORK

Link events to customers and deals

Each event in the System can be assigned to a person/company or a sale/sale opportunity. As an effect it will appear also in the Client’s or Sale’s File. This is the way we create a history of each Contact or Contract support.

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

Integrations

Integration with tools you already use!

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