FLG's CRM helped NM Finance, a mortgage and protection broker, speed up their processes. They replaced their old CRM with FLG to improve client collaboration and streamline workflows. Real-time data ...from website leads is now sent to advisers automatically. Completed mortgage packs are returned in as little as 90 minutes. Automated client communication and reduced admin time let staff focus on helping clients.
First Thought Financial Services
- Financial Services
FLG helped First Thought Financial Services, a mortgage and insurance broker, manage their growing business. The company struggled to track leads and manage data with emails and spreadsheets. FLG pro...vided a CRM that captured enquiries, tracked all lead activity, and offered easy reporting. The solution allowed the team to view all leads in one place and improved adviser workload tracking. This helped the business grow and plan for future expansion.
FLG helped Sales Fuel, a performance marketing agency, grow fast after joining in March 2021. Sales Fuel used FLG's CRM and automation tools to manage leads and book sales appointments. The team brok...e records by generating over 1,000 leads in one day across 9 products. They booked over 200 sales appointments at a conversion rate of nearly 30%. This was a big improvement from 18 months before, showing strong business growth.
FLG helps Professional Leads, a lead generation company, deliver real-time financial services leads. The challenge was slow processing of Letters of Authority, which could take up to two months. FLG'...s platform enabled online LOAs, making Professional Leads the first in their sector to offer this. Now, about 9% of leads complete an online LOA, and the time from enquiry to transaction is reduced by up to two months. This gives Professional Leads a strong competitive advantage.
Events Services Case Studies and Customer Success Stories with FLG
Earcandy
- Events Services
FLG helps Earcandy, a live music agency, deliver great customer experiences. Earcandy used to manage leads manually and struggled to access customer information quickly. With FLG, they automated work...flows and communication tasks. This lets the team respond fast and focus on building relationships. FLG saves time and helps Earcandy provide personal service that leads to repeat business and recommendations.
Entertainment Case Studies and Customer Success Stories with FLG
Earcandy
- Entertainment
FLG and Aircall helped Earcandy improve customer relationships. Earcandy switched from a large dialler provider to Aircall for better integration with FLG. The Aircall integration lets Earcandy see w...ho is calling and access customer details instantly. This makes calls faster and more personal. Customers are happier because they do not have to wait or repeat information. Earcandy can focus on building rapport and meeting customer needs.
Real Estate Case Studies and Customer Success Stories with FLG
Offices.co.uk
- Real Estate
FLG helps Offices.co.uk manage and track over 100 monthly leads for flexible office space. Offices.co.uk needed a flexible CRM to handle many lead sources and automate workflows. FLG captures leads f...rom 50+ sources, stores them in one place, and automates lead processes. The system tracks lead sources, sends personalized emails, and ensures no lead is missed. Offices.co.uk can scale their business and efficiently connect leads with office providers using FLG.
Centurion Estate Planning used FLG's CRM software to launch and grow during COVID-19. The company needed a reliable, scalable, and secure solution to manage estate planning services. FLG provided aut...omated workflows, easy integration, and strong support. Centurion grew from 5 to 35 staff and became Scotland's largest estate planning business. The CRM helped them deliver excellent service and expand across the UK.
