What it does
Berg System combines customer records, contracts, opportunities and sales workflows. Teams can save contact filters as shared views and connect opportunities to products and payment schedules. Per-user subscriptions offer a 14-day trial, while a tailored deployment can use a separate one-time licence.
For a reusable prospect segment in Berg, open Contacts > People, show filters and choose the relevant origin or other fields. Run the filter, then Add view. Name the tab, decide whether it opens by default and whether colleagues can see it, then save. Edit a view through its gear icon. Deleting a shared view removes it for colleagues too.
When adding an opportunity, link an existing person or company by searching at least three characters. The creator becomes its owner by default; change the colleague field for a different salesperson. Add the relevant products and choose a one-off or recurring payment schedule before saving.
Subscription scope
| Plan | Selected scope |
|---|---|
| Początkujący | Customer/contract records and renewal reminders, up to four users |
| Profesjonalista | Team management, configurable fields, roles and commissions |
| Sieć sprzedaży | Commission automation, campaigns and wider reporting |
| Dedykowany | Individually scoped deployment, including an on-premise option |
Subscriptions can be paid monthly or annually and count active users. Create a free account begins a 14-day evaluation of the features. Tailored deployments can also use a one-time licence. Basic integrations are included; custom connections need a quote.
Strengths
- Filtered views can be default or shared with colleagues
- Opportunities link contacts, products and payment schedules
Watch out for
- Deleting a shared view also removes it for other users
Best for
- Sales teams reusing contact segments and assigning product-linked opportunities
Sources
- Berg System official product and access information (Oct 27, 2026)
- Strona Główna - Sprzedawaj więcej | Berg System (Oct 25, 2026)
- Segmentacja danych — jak dodać własny widok do tabeli? | Berg System Baza Wiedzy (Oct 26, 2026)
- Jak dodać pierwszą Szansę Sprzedaży? | Berg System Baza Wiedzy (Oct 26, 2026)