BertSuite is a comprehensive CRM platform that integrates customer management, finance tracking, and marketing tools into a single, easy-to-use interface. It helps businesses streamline operations, improve customer relationships, automate billing and payments, and run targeted marketing campaigns — all tailored to your unique business workflows.
We take care of the entire installation process for you to ensure a hassle-free experience. Our team configures BertSuite on your domain, connects it seamlessly to your existing website if needed, and ensures everything runs smoothly. Additionally, if you require a professional website, we can bundle one with your CRM to give your online presence a boost.
Absolutely! BertSuite’s modular design allows us to tailor the platform to fit your exact business needs. Whether you want to focus on customer management, invoicing, email marketing, or tasks, we enable or disable modules accordingly to optimize your workflow and avoid unnecessary clutter.
Yes, we offer a 14-day free trial so you can explore BertSuite’s features and interface risk-free. During this period, you’ll have full access to the core modules to test how they fit your business needs. Our support team is also available to guide you through setup and answer any questions.
We prioritize your data security above all. BertSuite uses industry-standard encryption protocols for data in transit and at rest. Our servers are hosted in secure data centers with 24/7 monitoring and firewalls. Additionally, user access is controlled via role-based permissions to ensure only authorized personnel can access sensitive information.
Our finance module simplifies your billing process by automating invoice creation, payment tracking, and reminders. You can generate professional invoices, record payments easily, and view payment histories per customer. Automated email reminders help reduce late payments, improving your cash flow management.
Yes! We offer 24/7 customer support through multiple channels including live chat, email, and phone. Whether you need technical assistance, training, or have questions about features, our knowledgeable team is always ready to help.
Yes, BertSuite is fully responsive and optimized for mobile browsers. You can access your CRM and manage tasks, customers, and payments conveniently from any smartphone or tablet, giving you flexibility while on the go.
We continuously improve BertSuite with regular updates that include new features, security enhancements, and performance optimizations. Updates are deployed seamlessly in the background to avoid disruptions to your work.
Yes, BertSuite supports multi-company management so you can handle customers, finances, and reports for several businesses within a single login. This is ideal for business groups or consultants managing multiple clients.
You can reset your password anytime by clicking the “Forgot Password” link on the login page. Follow the instructions sent to your registered email to securely create a new password.
Yes, BertSuite fully complies with GDPR and other international data protection regulations. We respect your privacy and ensure all data handling follows legal standards for consent, storage, and processing.
We provide comprehensive support for new users, including detailed tutorials, user manuals, and scheduled live training sessions. Our goal is to help you quickly master the platform and maximize its benefits.
Notifications keep you informed about important events such as upcoming follow-ups, overdue payments, new customer messages, and task deadlines. They help you stay proactive and never miss critical activities.
Our dedicated support team is available around the clock. You can reach us via live chat on the platform, email at support@bertsuite.com, or by phone at 0714 690 338 for immediate assistance.
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