Which companies can you cooperate with?

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MegaCRM provides for automatic generation of a client questionnaire upon first contact and saving of document templates. Access to the system is possible via any device, including a phone. There are two tariffs for using the program, one of which is free. It allows you to manage up to 100 clients and close up to 100 transactions.

The standard tariff is 690 rubles per person. 5. Finpartners The consulting instagram data company "Financial Partners" has developed its own CRM, which will help you speed up business processes and reduce costs. This program provides functionality specific to brokers. An example of this is an advanced credit calculator. The CRM has implemented integration with credit history bureaus and verification against state registers.


The demo version of the program can be tried for free. Connection and setup are carried out online in just 1 hour. Read also Earn money by selling the course “The profession of an insurance agent” What else can a credit broker use in his work? Credit brokers usually cooperate with a large number of financial organizations.

This allows them to conduct successful activities in their segment. Financial services aggregators can make their work easier. These include the Pampadu platform, which presents offers for earning from various companies. With us, you can cooperate with banks, insurance companies, and microfinance organizations. This allows you not only to engage in lending, but also to earn money by arranging other services.