Italy’s #1 cloud platform.

CRM + Marketing + Data Analytics + AI for Finance.

PAAS: Platform as a Service

EGG Finance is not just a cloud CRM, but a fully modular and customizable platform tailored to the specific needs of your company or financial institution. With EGG Finance, you can create your own App, Portal, or even a fully personalized CRM. Simplicity and power are the key words of a project that brings together international talent in product development and digital marketing.

Workflow

The principles of sales and marketing are universally valid; however, each company stands out for the personalized approach it applies. With EGG Finance, you can automate and design your sales, customer management, and back-office processes. Not only that: your IT staff can even insert executable code within the platform safely. It is also possible to integrate third-party software.

Custom Fields

Make your CRM unique and tailored to your specific needs. You can add new existing data fields and new objects such as ‘real estate agencies,’ ‘notaries,’ and new financial products of your interest.

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Analytics & Business Intelligence

Get an overview at a glance or dive into the details: charts and reports are available on both desktop and mobile. Additionally, you can create your own custom reports.

Digital Signature

Thanks to a significant technological partnership with leading companies in business digital transformation, EGG Finance was developed with integrated digital document signature management technology.

Marketing Automation

CRM and Marketing Automation: the perfect combination to maximize performance. EGG Finance is equipped with a powerful marketing automation engine to maximize the ROI of your digital campaigns. Nurture your relationships with customers and send relevant commercial messages to the right clients at the moment of highest interest to close a sale.

Custom UI

With EGG Finance, you can create custom interfaces for your staff, your sales network, or your partners. Create a unique omnichannel user experience.