An all-in-one platform for a German financial/consulting services company

The company was founded in Berlin in 2017 as a mortgage broker, financial services, consulting, intermediaries for financing for small, mid-sized companies and private persons.

We provide our customers with the means to find the right bank for their projects. In addition to that, we are professional partners for more than mid-sized companies who need money for their project and we give them the means to find the right partner on the banking side.

Problem #1. In our market, there are a few big players who produce marketplaces, like Europace and eHyp used by almost all financing intermediaries in Germany. The customer information and all the data go through those platforms, and you lose the control over the database of your customers. Therefore, we needed to regain control over customer relations, for which a CRM system was required.

We looked around and there was Microsoft, SAP and so on, but those services were too expensive for a small company. In 2016-2017, we came across the Bitrix24 website. It was the first time that we realized that Bitrix24 could be a really good and cheap technology to give us back the independence that we needed.

The next step was to synchronize the data from Bitrix24 to those platforms, so we needed an API. so we needed an API. The developer of our Bitrix24 partner FACTS42 was able to create this very complicated API for cloud, which was a huge success.

So, there were 5 or 6 platforms that were serviced by our API with Bitrix24. And that’s a special use case for Bitrix24, as there are only 2 or 3 companies in Germany who can do it in the same way – work with their own CRM.

Bitrix24 is really good for doing what we are doing in combination with our API and some other services that we use. So we are really happy to be customers of Bitrix24, it is a really good software. And we really enjoy that you are moving forwards and to cloud more and more.

Problem #2: the way of communication. We network, and during the pandemic, when some of our employees were working from home, we needed a solution to have a modern way of communication, so the idea of using Bitrix24 for videoconferencing was really useful for us. We almost stopped using phones and started using only Bitrix24 to talk to our partners in the region as well as our customer database.

We also created groups that could work together on specific projects. For example, there is a group that works with leads: they create a knowledge base that is then transferred to other groups who don't work with leads as much so they can learn from the experience of the others.

We have different groups like this, collaborating on various projects. We try to use Bitrix24 to the maximum – at some point it was existential, without Bitrix24 it would not have worked, we would not have been on the market anymore, it was like a rescue for our company.