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Thread: CRM solution for financial and insurance segment

  1. #1
    kovacsz is offline Junior Member
    Join Date
    Nov 2006
    Posts
    1

    Question CRM solution for financial and insurance segment

    Dear Forum-Members,

    I would like to ask for your help.

    I am looking for a complete CRM solution specialized for the financial and insurance segment.

    Is these any solution for such kind of needs?
    Is it possible to customise SugarCRM for this industry?

    I am waiting for your answer!

    Thank you in advance!

    Best regards

    Zoltan Kovacs
    E-mail

  2. #2
    wjohnson is offline Sugar Community Member
    Join Date
    Dec 2005
    Posts
    242

    Default Re: CRM solution for financial and insurance segment

    We are in the financial industry and are using it with no problems (other than a few reported bugs).

  3. #3
    Hendersons is offline Junior Member
    Join Date
    Dec 2008
    Posts
    1

    Lightbulb Re: CRM solution for financial and insurance segment

    I know this thread is aged, but I found it and also need CRM for insurance.

    BUT I need the CRM to work in coordination with DB from existing solution which is especially for insurance.

    The solution is from IDIT, I found a page in their official website which talks about CRM for insurance which is very basic.

    Anyone got experience with that kind of interoperability in insurance office?

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