Transforming Loan Management with a Custom CRM
A cost-effective solution replacing Zoho CRM Enterprise, enhancing efficiency and speed for loan application management.
Cost and Efficiency Challenges with Zoho CRM
High annual costs and functional limitations of Zoho CRM Enterprise created challenges in managing loan applications.
- High annual spend of £50,000+
- Limited fields for loan application data
- Slow page loading times exceeding 20 seconds
Key Challenges
Cost Inefficiency
Expensive annual subscription costs for Zoho CRM Enterprise.
Data Limitations
Field limitations hampered comprehensive loan tracking.
Performance Issues
Delayed page loads affected user experience.
Custom CRM Tailored for Loan Management
A bespoke CRM designed to integrate multiple tools and provide a holistic view of loan applications.
Cost Reduction
Annual expenses reduced from £50,000 to £5,000.
Enhanced Efficiency
Faster page loads (5 seconds) and unified application views.
Integrated Tools
Seamless integration with IVR, WhatsApp, and email communication tools.
See It In Action
Explore our solution through visuals and demonstrations

CRM Leads
Results & Impact
Measurable improvements in scheduling efficiency and team collaboration
Cost reduction
Faster page load times
Improved team efficiency
Explore Custom CRM Solutions
Discover how our bespoke CRM solutions can revolutionize your business operations.