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SaaSEnterpriseFintech

Transforming Loan Management with a Custom CRM

A cost-effective solution replacing Zoho CRM Enterprise, enhancing efficiency and speed for loan application management.

The Challenge

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

CRM Leads

Results & Impact

Measurable improvements in scheduling efficiency and team collaboration

90%

Cost reduction

4x

Faster page load times

100%

Improved team efficiency

Explore Custom CRM Solutions

Discover how our bespoke CRM solutions can revolutionize your business operations.