Dedicated CRM application for Easy Finance

Easy Finance is a Norwegian company specialized in financial advisory. The company is characterized by comprehensive service, individual approach to the client and experienced credit advisors.

Tasks and objectives

The first point of contact with the customer is Easyfinance.no information and sales service. It was designed for people who are looking for the best financial solutions and have difficulty moving around complicated banking procedures. The website is based on an intuitive user-friendly WordPress system.

The most important part of the website is a form with a credit calculator. It has been enriched by a number of fields (eg. loan amount, repayment period, collateral) that make it easy to adjust the offer to the needs and capabilities of the borrower. Data entered by customers in forms is automatically exported to the CRM application we have created. The system supports business processes and is used to collect, process and analyse data. CRM allows to generate reports and statements that facilitate customer service. It also allows to prepare the complete documentation that is necessary to present at the bank at the stage of signing the loan agreement.

Main advantages for the Customer
  • tailor-made solutions
  • more effective communication and recognition of customer's needs
  • intuitive working environment
  • lower customer service costs
  • build trust and brand loyalty
  • support in implementing business goals
... and what can we do for you ?