A financial services firm partnered with ConvergeHub to replace fragmented lead tracking and disconnected communication tools with one unified system. Centralized lead management, automated reminders, integrated SMS, and drip email campaigns streamlined follow-ups, improved pipeline visibility, reduced administrative work, and ensured faster, more consistent engagement from a single interface.
How automated reminders and unified communication improved lead response time
How centralized automation reduced manual administrative work and increased sales productivity
How consolidating lead management and marketing automation improved overall operational efficiency by nearly 40%
How workflow consolidation and automation helped the team save 140+ hours annually
Years in business
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