{"id":78233,"date":"2024-09-10T15:17:12","date_gmt":"2024-09-10T13:17:12","guid":{"rendered":"https:\/\/codeoscopic.com\/?page_id=78233"},"modified":"2025-04-24T14:42:27","modified_gmt":"2025-04-24T12:42:27","slug":"avant2-crm-en","status":"publish","type":"page","link":"https:\/\/codeoscopic.com\/en\/workspace\/avant2-en\/avant2-crm-en\/","title":{"rendered":"CRM"},"content":{"rendered":"<div class=\"main_cdscpc_avant2_crm\">\r\n\r\n    <div class=\"main_intro\">\r\n\r\n        <div class=\"main_logos pc\">\r\n            <img decoding=\"async\" class=\"logo_wrkspc\" src=\"\/wp-content\/uploads\/kit-prensa\/workspace\/svg\/logo-wrkspc-white.svg\" alt=\"\">\r\n            <span class=\"separator\"><\/span>\r\n            <img decoding=\"async\" src=\"\/wp-content\/uploads\/kit-prensa\/avant2\/svg\/logo-avant2-white.svg\" alt=\"\">\r\n        <\/div>\r\n\r\n        <div class=\"main_logos mov\">\r\n            <img decoding=\"async\" class=\"logo_wrkspc\" src=\"\/wp-content\/uploads\/kit-prensa\/wrkspc.svg\" alt=\"\">\r\n            <span class=\"separator\"><\/span>\r\n            <img decoding=\"async\" src=\"\/wp-content\/uploads\/kit-prensa\/avnt.svg\" alt=\"\">\r\n        <\/div>\r\n\r\n        <div class=\"main_tabs\"><div class=\"wrap_tabs\"><a href=\"https:\/\/codeoscopic.com\/es\/workspace\/avant2\/\" >Avant2<\/a><a href=\"https:\/\/codeoscopic.com\/es\/workspace\/avant2\/avant2-productos-y-companias\/\" >Productos &#038; Cias<\/a><a href=\"https:\/\/codeoscopic.com\/es\/workspace\/avant2\/avant2-crm\/\" >CRM<\/a><a href=\"https:\/\/codeoscopic.com\/es\/workspace\/avant2\/avant2-conexion-con-erp\/\" >Conexi\u00f3n con ERPs<\/a><\/div><\/div>\r\n    <\/div>\r\n    \r\n    <div class=\"main_content_sections\">\r\n\r\n        <div class=\"main_claim\">\r\n            <div class=\"wrap_claim\">\r\n                <span class=\"intro\">Integrated portfolio management<\/span>\r\n                <h1>Every client, a different story!<\/h1>\r\n                <p>Get to know your clients better and anticipate their needs.<\/p>\r\n\r\n                <div class=\"main_composition\">\r\n                    <picture>\r\n                        <source srcset=\"\/wp-content\/uploads\/2024\/07\/browser@2x.png\" media=\"(max-width:980px)\">\r\n                        <source class=\"browser_avant2\" src=\"\/wp-content\/uploads\/2024\/07\/browser.png\">\r\n                        <img decoding=\"async\" class=\"browser_avant2\" src=\"\/wp-content\/uploads\/2024\/07\/browser.png\">\r\n                    <\/picture>\r\n\r\n                    <img decoding=\"async\" class=\"icon_master_1\" src=\"\/wp-content\/uploads\/2024\/07\/crm-master-icon-1.svg\" alt=\"\">\r\n                    <img decoding=\"async\" class=\"icon_master_2\" src=\"\/wp-content\/uploads\/2024\/07\/crm-master-icon-2.svg\" alt=\"\">\r\n\r\n                    <img decoding=\"async\" class=\"icon_default_1\" src=\"\/wp-content\/uploads\/2024\/07\/crm-icon-1.svg\" alt=\"\">\r\n                    <img decoding=\"async\" class=\"icon_default_2\" src=\"\/wp-content\/uploads\/2024\/07\/crm-icon-2.svg\" alt=\"\">\r\n                    <img decoding=\"async\" class=\"icon_default_3\" src=\"\/wp-content\/uploads\/2024\/07\/crm-icon-3.svg\" alt=\"\">\r\n                    <img decoding=\"async\" class=\"icon_default_4\" src=\"\/wp-content\/uploads\/2024\/07\/crm-icon-4.svg\" alt=\"\">\r\n                    <img decoding=\"async\" class=\"icon_default_5\" src=\"\/wp-content\/uploads\/2024\/07\/crm-icon-5.svg\" alt=\"\">\r\n                    <!--<img decoding=\"async\" class=\"icon_default_6\" src=\"\/wp-content\/uploads\/2024\/07\/crm-icon-6.svg\" alt=\"\">-->\r\n                <\/div>\r\n            <\/div>\r\n        <\/div>\r\n\r\n        <div class=\"main_grid_logos\">\r\n            <p class=\"title\">Endorsed and adopted by the main mediator associations<\/p>\r\n            <div class=\"grid_logos\">\r\n                <div><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/07\/crm-asoc-logo-1.png\" alt=\"\"><\/div>\r\n                <div><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/07\/crm-asoc-logo-2.png\" alt=\"\"><\/div>\r\n                <div><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/07\/crm-asoc-logo-3.png\" alt=\"\"><\/div>\r\n                <div><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/07\/crm-asoc-logo-4.png\" alt=\"\"><\/div>\r\n                <div><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/07\/crm-asoc-logo-5.png\" alt=\"\"><\/div>\r\n            <\/div>\r\n        <\/div>\r\n\r\n        <div class=\"main_grid_box\">\r\n\r\n            <div class=\"wrap_grid\">\r\n                <div class=\"main_content\">\r\n                    <p><b>Qualified monitoring<\/b> to manage the position of each client in an agile and efficient way. A very useful overview when detecting new opportunities.<\/p>\r\n                <\/div>\r\n                <div class=\"picture_content border\">\r\n                    <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/07\/img-monitoring.png\">\r\n                <\/div>\r\n            <\/div>\r\n\r\n            <div class=\"wrap_grid invert\">\r\n                <div class=\"main_content\">\r\n                    <p>The creation of <b>personalised opportunities<\/b> allows you to identify at any time the position and potential needs of your clients, to advance in a project or to present new offers.<\/p>\r\n                <\/div>\r\n                <div class=\"picture_content\">\r\n                    <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/07\/img-autos.png\">\r\n                <\/div>\r\n            <\/div>\r\n\r\n            <div class=\"wrap_grid\">\r\n                <div class=\"main_content\">\r\n                    <p><b>A powerful sales control<\/b>, designed to carry out an exhaustive follow-up of each customer and easily detect new upselling and crosselling possibilities.<\/p>\r\n                <\/div>\r\n                <div class=\"picture_content\">\r\n                    <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/07\/img-control-ventas.png\">\r\n                <\/div>\r\n            <\/div>\r\n        <\/div>\r\n\r\n        <div class=\"main_testimonial tabs\">\r\n             <ul>\r\n                  <li><span class=\"user\" style=\"background-image: url('https:\/\/codeoscopic.com\/wp-content\/uploads\/2020\/11\/Javier_Montaraz_barymont.jpg');\"><\/span><\/li><li><span class=\"user\" style=\"background-image: url('https:\/\/codeoscopic.com\/wp-content\/uploads\/2021\/03\/juan_david_ruiz.jpg');\"><\/span><\/li><li><span class=\"user\" style=\"background-image: url('https:\/\/codeoscopic.com\/wp-content\/uploads\/2020\/11\/manuel-fernandez-fernandez-eurocenter.jpg');\"><\/span><\/li>\r\n             <\/ul>\r\n             <div class=\"wrap-tabs\">\r\n                  <section>\r\n   <p>To face today&#8217;s challenges, making sure you have the best crew on board has become more important than ever.  At Barymont we know that when it comes to technology and digital, partnering with Codeoscopic is a guarantee of excellence in service and the assurance you&#8217;ll be at the forefront.<\/p>\r\n   <div class=\"info\">\r\n      <span class=\"name\">Javier Montaraz<\/span>\r\n      <span class=\"role\">CEO of Grupo Barymont<\/span>\r\n\t  \r\n   <\/div>\r\n<\/section><section>\r\n   <p>Avant2 Sales Manager is an agile and dinamic program. We&#8217;ve been partnering with Codeoscopic for years now and the technology they develop has played a revolutionary role in our commercial strategies at Ruiz Re, helping us to develop our net and attract new business.<\/p>\r\n   <div class=\"info\">\r\n      <span class=\"name\">Juan David Ruiz<\/span>\r\n      <span class=\"role\">Partner director Ruiz Re<\/span>\r\n\t  \r\n   <\/div>\r\n<\/section><section>\r\n   <p>Codeoscopic&#8217;s predisposition to dialogue, collaboration and investment in technology allows us to focus all our attention on those steps that provide real added value to the insured. When two leading companies work as a team, success is assured.<\/p>\r\n   <div class=\"info\">\r\n      <span class=\"name\">Manuel Fern\u00e1ndez Fern\u00e1ndez<\/span>\r\n      <span class=\"role\">Technical Director of the Euro-CENTER Group<\/span>\r\n\t  \r\n   <\/div>\r\n<\/section>\r\n             <\/div>\r\n        <\/div>\r\n\r\n        <div class=\"main_grid_box\">\r\n\r\n            <div class=\"wrap_grid\">\r\n                <div class=\"main_content\">\r\n                    <p>You can view <b>the ENTIRE portfolio of policies you have in Tesis Broker Manager<\/b> and retarify on maturity, achieving proactive client management to increase the loyalty of your portfolio.<\/p>\r\n                    <a href=\"https:\/\/codeoscopic.com\/en\/workspace\/tesis-en\/\" class=\"more_info\">\r\n                        <span class=\"text\">Discover Tesis<\/span>\r\n                        <span class=\"opt\"><span class=\"icon_10 arrow white\"><\/span><\/span>\r\n                    <\/a>\r\n                <\/div>\r\n                <div class=\"picture_content border\">\r\n                    <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/07\/img-tesis.png\">\r\n                <\/div>\r\n            <\/div>\r\n\r\n            <div class=\"wrap_grid invert\">\r\n                <div class=\"main_content\">\r\n                    <p>Avant2 Sales Manager allows the broker to <b>effectively track<\/b> the contracting cycle. Add events, notes and details to keep customer communication and information up to date for your team.<\/p>\r\n                <\/div>\r\n                <div class=\"picture_content\">\r\n                    <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/07\/img-tools.png\">\r\n                <\/div>\r\n            <\/div>\r\n\r\n            <div class=\"wrap_grid\">\r\n                <div class=\"main_content\">\r\n                    <p><b>The power of usability<\/b>. Thanks to a clear, fast and intuitive interface, Avant2 Sales Manager helps the broker achieve maximum efficiency in their work and optimise their multi-quote operations.<\/p>\r\n                <\/div>\r\n                <div class=\"picture_content\">\r\n                    <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/07\/img-app.png\">\r\n                <\/div>\r\n            <\/div>\r\n        <\/div>\r\n        \r\n        <div class=\"end_claim\">\r\n            <p>Want to discover the power of Avant2 Sales Manager?<\/p>\r\n            <a href=\"https:\/\/codeoscopic.com\/es\/contactanos\/\" class=\"btn primary avant2\">Contact us!<\/a>\r\n        <\/div>\r\n\r\n\n    <div class=\"main_direct_footer_access\" style=\"background: url(\/wp-content\/uploads\/2025\/04\/bg.png) top center no-repeat #0e162a;\">\n        <div class=\"wrap_direct_footer_access\">\n            <p>Continue exploring solutions that respond to the needs of the insurance sector<\/p>\n            <ul class=\"main_grid_cards\">\n                <li class=\"hidden\">\n                    <a href=\"\/en?page_id=74692\" class=\"main_content avant2\">\n                        <div class=\"logo\"><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/04\/avant2.svg\" alt=\"\"><\/div>\n                        <span class=\"text\">CRM + Multitarificador: the leading application for insurance sales<\/span>\n                        <img decoding=\"async\" class=\"screen\" src=\"\/wp-content\/uploads\/2024\/07\/screen-avant2.png\" alt=\"\">\n                    <\/a>\n                <\/li>\n                <li class=\"\">\n                    <a href=\"\/en?page_id=16602\" class=\"main_content versus\">\n                        <div class=\"logo\"><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/04\/versus.svg\" alt=\"\"><\/div>\n                        <span class=\"text\">Segmented market analysis, data monitoring and comparison<\/span>\n                        <img decoding=\"async\" class=\"screen\" src=\"\/wp-content\/uploads\/2024\/07\/screen-versus.png\" alt=\"\">\n                    <\/a>\n                <\/li>\n                <li class=\"\">\n                    <a href=\"\/en?page_id=75002\" class=\"main_content bcover\">\n                        <div class=\"logo\"><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/04\/bcover.svg\" alt=\"\"><\/div>\n                        <span class=\"text\">Simplify and automate the risk analysis and management of your business clients<\/span>\n                        <img decoding=\"async\" class=\"screen\" src=\"\/wp-content\/uploads\/2024\/07\/screen-bcover.png\" alt=\"\">\n                    <\/a>\n                <\/li>\n                <li class=\"\">\n                    <a href=\"\/en?page_id=74944\" class=\"main_content tesis\">\n                        <div class=\"logo\"><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/04\/tesis.svg\" alt=\"\"><\/div>\n                        <span class=\"text\">The ERP created by insurance brokers, developed for insurance brokers<\/span>\n                        <img decoding=\"async\" class=\"screen\" src=\"\/wp-content\/uploads\/2024\/07\/screen-tesis.png\" alt=\"\">\n                    <\/a>\n                <\/li>\n                <li class=\"\">\n                    <a href=\"\/en?page_id=27385\" class=\"main_content integra\">\n                        <div class=\"logo\"><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/04\/integra.svg\" alt=\"\"><\/div>\n                        <span class=\"text\">Welcome to Connectivity with Workspace products<\/span>\n                        <img decoding=\"async\" class=\"screen\" src=\"\/wp-content\/uploads\/2024\/07\/screen-integra.png\" alt=\"\">\n                    <\/a>\n                <\/li>\n            <\/ul>\n        <\/div>\n    <\/div>","protected":false},"excerpt":{"rendered":"El futuro de la venta de seguros. Dotado de un potente CRM que se suma al multitarificador, Avant2 Sales Manager es la evoluci\u00f3n del multitarificador hacia una herramienta orientada a la gesti\u00f3n integral de cartera y la venta","protected":false},"author":13,"featured_media":79685,"parent":78253,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"custom-inverted.php","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"class_list":["post-78233","page","type-page","status-publish","has-post-thumbnail","hentry"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/codeoscopic.com\/en\/wp-json\/wp\/v2\/pages\/78233","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/codeoscopic.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/codeoscopic.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/codeoscopic.com\/en\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/codeoscopic.com\/en\/wp-json\/wp\/v2\/comments?post=78233"}],"version-history":[{"count":0,"href":"https:\/\/codeoscopic.com\/en\/wp-json\/wp\/v2\/pages\/78233\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/codeoscopic.com\/en\/wp-json\/wp\/v2\/pages\/78253"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/codeoscopic.com\/en\/wp-json\/wp\/v2\/media\/79685"}],"wp:attachment":[{"href":"https:\/\/codeoscopic.com\/en\/wp-json\/wp\/v2\/media?parent=78233"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}