We set Bitrix24 up for your firm
Custom fields for households, securities accounts (Depots) and risk profiles, pipelines for the first consultation, the closing and recurring advisory meetings, and the tools you already use connected from day one.
Bitrix24 for finance & insurance
The all-in-one CRM for financial advisers.
GoDigital is a Bitrix24 Gold Partner. Bitrix24 is a modern all-in-one CRM for advisory firms like yours. We set Bitrix24 up for your firm, build the extra features you need, migrate your existing client data and look after you in German.
The product we set up for you
Bitrix24, built for your financial advisory work.
See exactly what your team would work with every day.
See Bitrix24 for financial advisersWho you work with
Germany's No. 1 Bitrix24 partner, now for financial advice.
Not a reseller, and not just any IT provider. A specialised team that has already moved finance and insurance firms to Bitrix24 more than a hundred times.
No. 1
Bitrix24 partner in Germany
20
experts in house
100+
projects delivered
100%
support in German
Leading German financial companies are our clients
What we actually do for you
Setup, custom modules and AI.
Custom modules for financial advice
We build what the standard product does not cover. Commission and brokerage accounting (Courtage), an overview of your whole book of business across all providers, and interfaces to the broker pools (Maklerpools), custodian banks and platforms you work with.
We migrate your data
From Excel, Salesforce, HubSpot or your legacy system into Bitrix24, without losing a single record.
Training and support, in German
Workshops and a German-speaking team on the phone, so the system is really used and not just installed.
Data security
Your clients' data stays in Germany.
Asset and contract data is among the most sensitive information you handle. By default Bitrix24 stores your clients' data in German data centres, and for the highest requirements we run it on-premise on your own server, with full control over access and retention.
German data centres
Hosted in Frankfurt by default.
Built for GDPR
Data residency, deletion and access logging included.
On-premise possible
Running on your own server.
Full audit control
Over access and retention.
Integrations
Bitrix24 connects to the tools you already use.
Bitrix24
AI automation
We automate the routine work with every major AI.
We pick the right model for the job and wire it into your processes, so conversations get transcribed, records get filled in and follow-ups get tracked, all on their own.
Talk to us.
Book a meeting and we will show you how Bitrix24 fits your financial advisory work.
Book a meeting