Bringing great value to a financial consulting company from the UK

Sam Nurse

CEO, Money Advice Hub

Great value for money and affordable for a small team without losing out on technological advancements.

Background

Our systems and processes required streamlining and automating to provide essential efficiency and value, and we were on the search for a new CRM as a not-for-profit that embraces cutting edge technology.

Challenge

When our former CRM provider closed down, we wanted to procure a reliable and progressive CRM system, especially important with the rapid pace of technology. Value is of paramount importance to us as a not for profit organisation and Bitrix24 was top of the list in our search.

Solution

Bitrix24 has helped us to achieve efficiency with processing complex personal data and tracking case management. It was great value for money and affordable for a small team without losing out on technological advancements.

What also amazed us was that not only was it top for value, it also hosted every function you could want or need, and more. We subscribe to the professional plan to benefit from all the automation features, as these compliment what we do and support our team to be efficient.