FOR LENDERS, FUNDERS & FINANCE BROKERS
Connect your systems.Keep funding moving.
Applications arrive by email. Documents need chasing. Deal updates sit in different systems. We connect that work through CRM, custom portals and practical AI, built around your process.
Salesforce · Other CRMs · Custom software
30 minutes with Nigam Goyal. Bring one workflow.
CONNECTED BY DESIGN
From the first application
to the next action.
01 / Intake 02 / Review 03 / Follow-up
SELECTED PROJECTS
Real business processes.
Connected systems.
Explore the work behind the industry labels. Each story explains the requirement, what we built and the systems involved.
FINANCIAL SERVICES
Applications & offers
Keep the next step visible, from application to contract.
We extended an existing Salesforce lending package for a merchant cash advance funder, connecting application views, review queues, offers and contract work.
- Salesforce extensions
- Review queues
- Contracts & e-signatures
HEALTHCARE LOGISTICS
Contracts & rates
Bring commercial records and pricing requests together.
Salesforce workflows connected customer-specific contract and rate work with the business’s existing pricing engine.
- Contract workflows
- Pricing integration
- Document generation
SPECIALIST LOGISTICS
Quotes & job management
Carry the details from the enquiry through to the job.
Salesforce and a contractor portal connected quoting, job management and the systems supporting scheduling and payment.
- Salesforce
- Contractor portal
- Scheduling & payments
NON-PROFIT
Licensing & commerce
One operating picture across different revenue activities.
A foundation’s Salesforce platform connected licensing, royalties, merchandise and participant portals with its wider revenue operations.
- Licensing & royalties
- Experience Cloud
- Commerce integrations
SOLUTIONS
Improve the systems you have.
Build what is missing.
Start with your process and the tools already in use. We help you decide what to improve, what to connect and where a custom build makes sense.
01 / CONNECT
CRM & integrations
Bring customer records, applications and updates together in Salesforce or another CRM. Connect useful tools before considering a replacement.
02 / BUILD
Portals & custom software
Give customers, brokers and staff one place to submit information, see progress and complete their next task.
03 / AUTOMATE
AI & workflow automation
Help your team read documents, prepare replies and find information. Define the task, test the output and keep the right person in control.
YOUR BUSINESS / YOUR TECHNOLOGY
Choose the platform around the process.
Your next step might be an improvement to the CRM you already use, a connection between systems or a purpose-built application. Start with the requirement.
CRM, PORTALS & EXTENSIONS
Salesforce
Build on the Salesforce investment you already have.
Bring customer records, work queues, approvals and portals into a connected operating system.
We have delivered Salesforce extensions across finance, logistics, healthcare operations and foundations. We assess the existing configuration before recommending a rebuild.
- Sales & service workflows
- Experience Cloud portals
- Custom objects & integrations
CUSTOMER RELATIONSHIPS
HubSpot
Keep customer conversations connected.
Connect marketing, sales and service around shared customer records. This can be useful when the gaps are in follow-up and the handoff between teams.
We assess pipeline needs, integration access and subscription requirements before recommending the scope.
- Lead handoff
- Deal stages
- Service context
CRM & WORKFLOW
Zoho
Give everyday sales work a consistent structure.
Structure leads, deals, activities and routine follow-ups in a CRM that fits the operating process.
We review how Zoho would fit the wider stack, including data migration and the connections your team needs.
- Lead & deal records
- Task ownership
- Workflow rules
BUSINESS APPLICATIONS
Odoo
Look beyond the sales pipeline.
Consider a connected business application suite when CRM needs to work alongside sales, inventory and accounting.
The fit depends on the processes involved, the apps required and how much configuration or custom development is needed.
- CRM & sales
- Inventory
- Accounting connections
FLEXIBLE RELATIONSHIP DATA
Attio
Shape the CRM around your relationships.
Model people, companies and other business records around the relationships your team needs to manage.
We assess the data model, workflows and integration requirements before recommending it for a particular business.
- People & companies
- Custom records
- Relationship views
PURPOSE-BUILT CAPABILITY
Custom + AI
Build for the work that makes your business different.
Build the part that standard software cannot handle well. Connect portals, applications and AI tasks to the records and systems that already matter.
Keep AI’s role specific: interpret a document, prepare a draft or retrieve an answer. Define review points before allowing changes to business records.
- Customer & partner portals
- Business applications
- Focused AI workflows
EXAMPLE WORKFLOW / APPLICATION INTAKE
Find the missing document before the next handoff.
A broker sends an application with two statements. Your checklist requires three. The workflow flags the gap and prepares a request for your team to review.
01 / RECEIVED
Application received
Application form and two bank statements arrive.
02 / REVIEW
One document missing
The agreed checklist calls for three statements.
03 / HUMAN APPROVAL
Follow-up prepared
Your team checks and approves the draft request.
04 / ASSIGNED
Record and owner updated
The next action is visible in the CRM.
Your team keeps the lending decision. Requirements and approvals are agreed for your business.
WHO WE HELP
Different operations.
The same need for connected work.
We help teams in financial services, logistics, healthcare and wellness, and nonprofit organisations connect their systems around the work they do every day.
Financial Services
Applications, documents, broker handoffs and follow-up.
Healthcare & Wellness
Staff workflows, enquiries and relationship records.
HOW WE WORK
A clear scope.
Working reviews.
A supported handover.
You should know what is being built, what you need to review and what happens next.
01 / DISCOVER
Understand the process
Walk through one real task, the systems involved and the result your team needs.
02 / SCOPE
Agree the approach
Review practical options, dependencies, scope and an estimate. If the unknowns need investigation, scope an assessment first.
03 / BUILD
Build with your feedback
Review working software with the people who will use it. Test everyday tasks and the exceptions together.
04 / SUPPORT
Launch and keep improving
Complete acceptance checks, train your team and hand over documentation. Agree support and review the results.
COMMON QUESTIONS
Before we talk.
No. We start with your process and existing tools. Salesforce is a core capability, and we can also work with other CRMs, integrations, portals and custom software. We will discuss the fit before recommending a platform.
We first understand the workflow, integrations, data and people involved. Then we agree the scope, dependencies and acceptance criteria. Where the unknowns are significant, we may suggest a separately scoped assessment before a build estimate.
One example of a task that gets held up, the systems your team uses and what you want to improve. We will discuss the problem and agree a next step. You do not need a technical specification.