The challenge
A fast-growing lending startup was running sales on HubSpot + a homemade pipeline tracker + 4 spreadsheets. Reps spent 30% of their time updating data instead of selling. Forecasts were off by ±40% every quarter.
The solution
We deployed CRM Pro with custom lending-specific stages, AI lead scoring trained on their historical conversion data, and automated nurture cadences. Migrated 50,000 records from HubSpot in under 24 hours with zero downtime.
Outcomes
- 32% lift in qualified pipeline within 90 days
- Forecast accuracy improved from ±40% to ±8%
- SDR ramp time dropped from 3 weeks to 2 days
- Saved ₹18L/yr by retiring legacy CRM + 2 SaaS tools
Architecture
Architecture diagramHigh-level system diagram — available on request.
“We expected a CRM. We got a revenue operating system. Our SDRs onboard in two days now.”