Team management

Organize your team’s work to make traders sell more

Manage your team

Berg System is the best friend of a modern-day sales manager. Set goals, observe the progress, support in the key moments of sales process.

Berg System gives you everything you need to have an effective team.


Set goals and observe levels of their realization.

With Berg System you can set individual goals (not just finance ones) for your emloyees. You are always up to date where exactly all contracts are in a sales process. You don’t only know how much is left to succeed, but also who and at which level of the process should be supported.


Database visibility – depending on your preferences

A trader should only have an access to his clients’ data? Or maybe he should see all of them? It’s up to You. Adapt the structural visibility of your database to your sales process and organisational structure.


Tasks delegating – calendar

Work with your team basing on tasks attached to the Calendar. Evaluate tasks they went through, set deadlines and always keep the whole sales process under your control. Delegate tasks, as benefits the manager.


Rights and identity management

Give each of your employees an access to features he they really need. You can define different levels of security or adjust them individually. Process the personal data in compliance with the requirements of 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