UNIVERSAL brokerage house a.s. is one of the biggest
brokerage companies operating not only in Slovakia, but also in the Czech Republic
republic, where they provide quality financial and insurance services. With a goal
provide clients with top-notch service and a personalized approach at all times
they invest in modern technologies and innovative solutions.
We started using CRM Mango as a tool that we
enables effective management of contacts, communication and business opportunities within
network with more than 1000 agents. The directory section provides us with clear access
to all contacts, while the activity section serves to record phone calls,
meetings and email communication, which guarantees us that nothing important will be left behind
unnoticed.
Thanks to the business opportunities function, we have a detailed overview
about all the processes and activities we work on, including leads,
which are connected via REST API directly with our company's website. CRM Mango
it also allows us simple and targeted email campaigns, which are the basis
effective communication with our clients.
Individual customization was also a big benefit for us
CRM system, incl connections with our internal information system on
records of customers and contracts. In addition, our users to the system they log in
through your own SSO, which meets the highest safety standards – what
is essential for us in the area of sensitive financial data.
For us, CRM Mango is a key tool that helps us
not only to make work more efficient, but also to increase the quality of services for our clients in
the entire region. We recommend it to everyone who is looking for flexible and secure
solution for customer relationship management.
