Want to do it yourself?
Learn how you can implement this solution.
INFOMAZE helped an Australian startup fintech company to simplify their lead management and onboarding with Zoho CRM integration. Their manual processes and disconnected systems caused delays and high costs. Our Zoho experts implemented automation and streamlined workflows, boosting efficiency, reducing costs, and improving the customer experience.
The company was a startup quick loan processing firm that faced numerous challenges, as customers seemed disinterested due to the lengthy paperwork and desired quicker loan disbursement. Below are several critical challenges faced by the clients:
Customer information was spread across multiple platforms, leading to inefficiencies and delays in loan processing.
Leads were manually entered and categorized, which led to inconsistencies and lost opportunities.
The onboarding process lacked automation, leading to high drop-off rates.
Loan and payment data were not updated in real-time, affecting decision-making.
The sensitive financial data required a secure and compliant integration solution.
Most leads were low-quality or blacklisted, increasing acquisition costs.
INFOMAZE designed and implemented a comprehensive Zoho CRM and API integration for FinTech to automate workflows, improve lead quality, and enhance customer experience. The solution included:
We implemented a custom Zoho CRM for Fintech company's needs, integrating lead providers, loan management systems, and banking services. This ensured that customer data flowed seamlessly across platforms, enabling real-time tracking and management of loan applications.
Using APIs, we automated the capture and categorization of leads, eliminating manual data entry. Webhook handlers processed incoming leads instantly, ensuring no opportunity was missed. We also developed a feedback system to report lead quality back to providers, improving future lead accuracy.
A custom onboarding solution was built within Zoho Creator, featuring:
A daily data sync with MIN-IT (loan management system) was established to keep customer records up-to-date, reducing manual errors and enabling faster loan processing.
We implemented a secure API connection with the credit score provider, using HMAC authentication to ensure compliance and data security. Real-time webhook handling allowed the system to fetch and update credit scores automatically.
To improve lead quality, a blacklist management process was implemented. Leads identified as blacklisted were automatically reported to providers, helping refine future acquisitions.
Increase in Lead Conversion Rates
Reduction in Manual Data Entry
Faster Loan Processing
Decrease in Customer Drop-Off Rates
The Zoho CRM integration solution delivered significant business benefits:
By implementing Zoho CRM for startups and integrating key platforms via APIs, INFOMAZE helped this fintech company streamline operations, reduce inefficiencies, and enhance the customer journey. The automation of lead management, onboarding, and real-time data updates significantly boosted productivity and profitability while ensuring a smooth, transparent, and hassle-free borrowing experience for customers.
INFOMAZE continues to empower businesses with innovative technology solutions, driving efficiency and growth in the fintech sector.
Learn how you can implement this solution.
Let us know! Our product experts can configure the best solution for your business.