Fintech Sales Automation

Paywise

+34% lead-to-customer

Built CRM workflows and messaging automation that lifted a fintech's lead-to-customer conversion by a third.

+34% Lead-to-customer rate
<5 min Lead response time
+19% Sales team capacity

The challenge

Leads were flowing in from ads but follow-up was manual and inconsistent. Hot prospects went cold before sales could reach them.

What we did

We configured their CRM with lead scoring, built email and WhatsApp nurture sequences, and automated instant routing of high-intent leads to sales.

“Every lead now gets followed up instantly. Our close rate jumped without adding headcount.”
Andreas Christou, Co-founder, Paywise

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