strategica
CRM integration
Metanous implemented a seamless integration between their existing CRM environment and the DORI platform — ensuring that information, workflows, and customer insights are shared consistently, in real time, and without errors.
Strategica is a financial advisory firm with over 45 financial experts, guiding clients on income, assets, pension, and inheritance — providing personalised advice that is clear and tailored.
Seamless CRM integration for Strategica
Just as Strategica uses digital tools for clients, the team wanted to leverage their internal CRM more intelligently in combination with DORI — the digital platform for insurance and financial offices.
Enter once, available everywhere
Client data and appointments are automatically synced across systems: no more duplicate entries.
Accurate and consistent data
Every team works with the same up-to-date information, eliminating errors.
Faster and more efficient workflows
Less manual work means more time for clients and reduced administrative burden.
Optimal collaboration between teams
Sales, advisory, and back-office teams share information smoothly through a connected digital ecosystem.
Integration with existing tools
No need for new software: we build connections with what you already use.
Scalable and secure
The integration grows with your organisation and meets the highest security standards.
Need more efficient workflows?
We help insurers further digitise their workflows: step by step, safely, and at scale.
