CRM tailored to your needs
Configure fields, forms and processes according to the way your consultancy works.
CRM
Integrated CRM and tailor-made.
Centralizes the customer management, processes y commercial documentation from a single environment. With Bilky, In addition, consultancies can create a Tailor-made CRM to organize all your customer information and keep it always up to date.
The customers access to their own portal to consult or update data, while the consultancy has a global vision in real time, eliminating Excel, emails and repetitive requests for information.
Centralized and always up-to-date information
Create a complete customer database and keep all information organized in one place.
What it allows:
Data connected between consultant and client
Decide what information to share with each customer and keep the data always up to date without manual exchanges.
What it allows:
Save time with participatory processes
Automates recurring actions in customer management and reduces the daily administrative burden.
What it allows:
Organized and accessible commercial documentation
Associate documents to each customer and keep them always available from the CRM.
What it allows:
Control of due dates and important tasks
Manage deadlines, due dates and key tasks from a single environment.
What it allows:
Reusable and connected data
Easily import and export information for reuse in other processes.
What it allows:
Everything you need to manage customers from a single environment.
Information always up to date
Customers can update their own data from their portal, reducing errors and manual tasks.
Automated processes
Automate customer registration, information requests and other recurring tasks.
Total control of information
Define what data each customer can view or edit, with full traceability.
Connected with your consultant
All customer information is accessible from the advisor portal in real time.
Functionalities
Bilky a platform that integrates with your accounting software.
One of the pillars of Bilky is its ability to integrate with the accounting software you already use in your office.
We have strengthened our integration ecosystem to facilitate the automatic transfer of information, reduce manual tasks and avoid forced migrations.
Currently, Bilky has 47 integrations with accounting software, consolidating itself as an open, flexible platform, ready to work with any consultancy.
-
Wolters Kluwer
A3asesor, A3Eco, A3ERP, A3Innuva, etc. -
Sage
Sage Dispatches, Sage 50, Sage 200, etc. -
Team System
Software del Sol, Aplifisa, Golden Soft, etc. -
Cegid
Diez software, Contasimple, Club del asesor, etc. -
Many more...
https://bilky.es/integraciones/