Grow your marketing conversion rates with our suite of marketing automation modules. Enhance your sales and marketing journeys by creating perfectly timed triggers and automations with real time data.
Build entirely customised forms with your customer base in mind with our custom form building platform. Determine the field configurations, allow drag and drop uploads and more. Custom forms enhance your user journeys, creating a better UX and increasing your click-through and conversion rates.
Let our decision engine automate your lead scoring process. Define your own custom criteria that scores submissions based on lead data. Set triggers based on criteria including automated messaging, internal system actions and more to generate warmer lead flow.
Instantly connect with form-filling leads with our instant call back automation. Only 37% of companies respond to form-fills within an hour, but studies show that if you call the lead in the first 5 minutes after they have filled the web form, they will be 100 times more likely to speak on the phone. Once the form is filled and submitted to you, our system will automatically connect both your team and the customer through our communications API, giving them a truly instant call back.
Automatically communicate with your prospects and customers through WhatsApp, SMS, phone calls and more with our custom Comms Integration module. Integrate your business with a range of external communication platforms, allowing them to be automatically triggered once criteria you set is met.
Use your CRM as a central point for all the data collected from potential leads. Utilise the forms on your website or landing pages to build a central data point within your CRM. Whether you use Pipedrive, Zoho, Hubspot or any other major CRM platform, we can integrate all the necessary data to provide you with a hub to easily understand your customer data.
Commercial finance is a competitive and continually evolving industry, which is why it’s so important for lenders and brokers to stay ahead of the competition by adopting new technologies. Brokers, in particular, can find themselves easily bogged down when it comes to packaging and qualifying applicants. In order to deliver a highly
In the competitive world of business finance, staying ahead of the curve is key. Whether you’re developing a deep understanding of market trends or effectively performing KYC/KYB analysis, those in the B2B finance industry know how important it is to stay one step ahead of the competition. Of course, if you work
Essential B2B credit solutions your business should be using Worldwide, the B2B payments market is approximately worth a colossal £191 trillion and is only set to grow. With digital payments comprising the vast majority of B2B transactions – a number that is continually increasing with at least 80% of businesses focusing on
The benefits of risk-based decision making Risk. It’s an inescapable factor that must be considered when you operate in the B2B lending, brokerage and wider finance spheres. When it comes to onboarding your customers, being aware of the risks posed by the potential customer from a credit, operational or legal perspective is
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