Insurance Broker Hermina SRL
amoCRM implementation for Hermina SRL: automation of business processes and the sales funnel, document generation, SMS notifications, and integration of lead sources.
Task
Automate the company's business processes, connect the entire team of managers, implement document generation and SMS notifications, and integrate the system with external sources.
What we did
Amo CRM
Solution
⚙️ Full amoCRM integration for the entire team
📊 Business process and sales funnel setup
📝 Implementation of automated document generation
📩 SMS notifications for customers
🔗 Integration of external lead sources (Facebook and others)
👥 Connection of the entire team of managers to the system
Result
✅ All leads are recorded and distributed automatically
📈 Managers' workflows were optimized and customer processing was accelerated
🔝 Business processes became transparent and manageable
🤝 The company achieved very good results as we successfully automated key processes and increased sales efficiency
