BERG System: Mobile CRM for Financial Industry
Customer management always at hand - full CRM functionality in your phone.
About the project
BERG System is comprehensive CRM software for the financial industry that has been supporting advisors, agents, and intermediaries in customer relationship management for years. GMI Software was tasked with creating a mobile version of the system that would free sales teams from desks and allow them to work efficiently in the field.
The BERG System mobile app brings full web CRM functionality to the user's pocket - from customer base management, through meeting calendar, to financial product handling.
Who is the client
BERG System is a Polish CRM software provider with over 10 years of experience in serving the financial industry. The company has its own development team that has been developing an advanced web CRM system supporting:
- Insurance companies
- Banks and financial institutions
- Financial intermediaries
- Credit advisors
- Leasing companies
Client needs
- Create a mobile version of the system maintaining full web functionality
- Ensure reliable operation even with weak internet connection
- Design an intuitive interface adapted to smartphone screens
- Guarantee data security in accordance with GDPR requirements
Project business goals
- Sales team mobility
Freeing advisors and agents from desks - access to key CRM functions from anywhere.
- Data security
Protection of sensitive customer data in accordance with GDPR and financial sector standards.
- Sales growth
Faster response to customer needs and field transaction finalization.
Technical challenges
Challenge 1: Functionality on small screen
The key challenge was designing a mobile interface that would maintain full functionality while being intuitive and fast to use.
- Information hierarchy with emphasis on key data
- Smart forms divided into steps with progress saving
- Quick access to most frequently used functions
- Adaptive interface for different screen sizes
Challenge 2: Security of sensitive data
Financial and personal customer data require the highest protection standards, compliant with GDPR and financial sector regulations.
- Biometric authorization Face ID and Touch ID
- Automatic logout after inactivity period
- Secure API via HTTPS with SSL certificate
- Token-based authentication with refresh
Challenge 3: Calendar for busy sales teams
Sales teams need a tool for managing meetings that is fast and does not require many clicks.
- Daily and weekly view with optimal meeting layout
- Quick meeting addition with autocomplete
- Synchronization with system calendar
- Smart reminders for upcoming meetings
Key CRM views in the mobile app
We focused on fast access to information, a clear sales process, and full client context across the app.
Key metrics and quick access to core modules.
Opportunity view with stages and current status.
Clear process steps with required data and statuses.
Conversation notes, checklists, and next steps in one place.
Fast filtering of the client base by key parameters.
Full client profile, relationship history, and contact details.
Our solution
Technology stack
React Native z Expo, Expo Router, TypeScript, React Query
REST API, generowanie typow TypeScript na podstawie API
JWT tokens, Biometrics API, SSL Pinning
Key features
- Mobile customer base, contact history and quick actions
- Meeting calendar with notifications and customer integration
- Financial products and field application handling
- Security and GDPR compliance
Implementation process
Workshops, research, user journey mapping, MVP definition, UI/UX design, technical architecture and data synchronization plan.
Project setup, authorization, customer base, calendar, product handling, data synchronization, testing and optimization.
User testing, iterations, finalization, deployment to App Store and Google Play.
Project Results
- Sales team mobility and work outside the office
- Data security compliant with GDPR and financial sector regulations
- Intuitive and easy to use without long training
Key app views
A cross‑section of screens shows the flow from client search to closing opportunities.
Summary
- Freed teams from desks - CRM in phone
- It is secure and GDPR compliant
- Increases efficiency and speeds up transaction finalization
- It is easy to use and does not require long training
See our other implementations
Get inspired by our approach to BERG System and check out other case studies.
Go to case studiesRelated GMI services
See how we build similar products for international clients.
Let's talk
about the project.
Have an app idea or need technological support? Write to us — we'll prepare a preliminary analysis and estimate within 48h. Projects that go through our DDT process (Discovery, Design & Technology) come with a price guarantee and a fixed-price agreement — a key differentiator for us.
80-890 Gdansk, Poland