CONTACT / CRM

Management of all customer contacts with CRM management to associate activities on customer accounts, track them and have all customer information in a single software package.

DASHBOARD

All customer data, contracts, marketing, support, etc... can be viewed via powerful reporting tools.

SUBSCRIPTION

Odoo software automatically manages recurring sales and subscriptions according to the parameters defined by the insurance company.

DOCUMENTS

Document management with Odoo allows you to share, send, classify and archive all documents: contracts, quotes, invoices. All documents are secured and stored in the same place. 

MARKETING

Marketing automation management, targeted emailing, easy management of new leads.

HUMAN

RESOURCES 

With this app: employee management, leave, evaluation, recruitment, etc.

INVOICE

All invoicing from the insurance company managed online. Invoices are sent by email with attachments in pdf format or with the possibility of printing. Payment can be made online via Paypal, Ingenico, Buckaroo, Stripe, Authorize.net, Atos Worldline or Adyen.

WEBSITE

Website fully adapted to the insurance sector. Easy to implement, contact form linked to CRM, online chat.

SALES 

All sales are tracked in the software, while being synchronized with CRM, invoicing, helpdesk. Quotations can be sent online and signed online.

ACCOUNTING

Management of the insurance company's accounting directly in the software: bank synchronization, invoicing, easy reconciliation.

HELPDESK / CLAIMS

Management of the reported claims by the customers. Track each ticket via a powerful helpdesk interface.

CONTRACTS 

Management of specific contracts for each client with all information related to the insurance sector.