Bitrix24 vs Finaeo

Starting Price

$39.00/month

$79.00/month/user

Best For

Bitrix24 is for companies and small businesses. It also suits remote teams who want to keep in touch and collaborate efficiently.

We target independent financial advisors and small & medium-sized firms. Our bread & butter are insurance agents, financial planners, wealth managers, and financial advisors.

Rating


4 / 5
(389)
Read All Reviews

4.7 / 5
(13)
Read All Reviews

Ideal number of Users

50 - 1000+

1 - 999

Ease of Use


3.7 / 5

4.6 / 5

Customer Support


3.9 / 5

5 / 5

Features & Functionality


4.1 / 5

4.5 / 5

Value for Money


4.2 / 5

4.8 / 5

Product Features

  • close Claims Management
  • check Commission Management
  • check Contact Management
  • check Document Management
  • close Insurance Policy Management
  • close Insurance Rating
  • close Life & Health
  • close Property & Casualty
  • check Quote Management
Not provided by vendor

Screenshots

View 3 screenshots 96495 thumb
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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • close In Person
  • close Live Online
  • check Webinars
  • check Documentation
  • close In Person
  • check Live Online
  • close Webinars
  • close Documentation

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Bitrix24 vs Finaeo

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