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Financial Services Case Studies and Customer Success Stories with RevOps CRM
Knab Finance - Financial Services - Medium
Corefactors CRM helped Knab Finance empanel 100 partners in one month and reach over 1,000 partners. Before using Corefactors CRM,... partner onboarding was slow and tracked on spreadsheets. The CRM provided centralized lead management, call tracking, and compliance features. Sentiment analysis improved agent coaching and quality assurance. Knab Finance now has a fast, compliant, and scalable partner onboarding process.
GrayQuest - Financial Services - Medium
Corefactors AI CRM helped GrayQuest handle over 8,000 customers each month. GrayQuest faced problems with EMI collection, low productivity, and... lack of monitoring. The AI CRM provided advanced monitoring, real-time engagement data, and improved team efficiency. GrayQuest replaced their ePBX system, cut costs, and improved EMI collection. The CRM enabled better data sharing and automated follow-ups for customer payments.
FatakPay - Financial Services - Medium
Corefactors helped FatakPay cut customer acquisition time from six hours to just minutes. FatakPay, a digital lending platform, struggled with... slow manual lead routing, missed follow-ups, and scattered data. Corefactors automated lead allocation, integrated APIs, and enabled cloud telephony for real-time engagement. Managers gained unified dashboards and actionable insights. FatakPay saw a 117% increase in customer reach and a 30% boost in conversions.
Credvent Services Private Limited - Financial Services - Medium
Corefactors AI CRM helped Credvent Services Private Limited achieve 10x growth in just 2 years. Credvent needed a CRM to... manage rapid expansion from 10 to nearly 100 employees and thousands of customers. Corefactors CRM enabled call recording, lead management, and cloud telephony, replacing manual processes. The platform improved lead response speed, customer engagement, and productivity. Credvent now converts 10% of leads and manages over 500-800 monthly credit health checkups.
Finfinity - Financial Services - Small
Corefactors CRM helped Finfinity manage a growing volume of loan inquiries. Finfinity needed a customizable CRM to automate lead allocation... and support their sales team. Corefactors integrated quickly with Finfinity’s app, enabling real-time lead capture and assignment. The CRM improved sales team efficiency with dashboards, lead tracking, and data transparency. Finfinity now uses Corefactors as the backbone for their sales operations.
GrayQuest - Financial Services - Medium
Corefactors AI CRM helped GrayQuest handle over 8000 customers each month. GrayQuest faced problems with EMI collections, low productivity, and... high costs from their old ePBX system. Corefactors AI CRM gave them advanced monitoring, dashboards, and a mobile app for reporting. The solution improved team productivity and made EMI collections timely. GrayQuest now manages more customers with better efficiency and lower costs.
AIF & PMS Experts India - Financial Services - Small
Corefactors AI CRM helped AIF & PMS Experts India manage assets worth 350 crores. The platform automated lead capture, enabled... instant follow-up with an auto-dialer, and streamlined workflows for 15,000+ subscribers. The CRM's user-friendly interface reduced the learning curve for their 14-member team. Fast customer support and automation boosted productivity and improved client engagement.
Hindusthan Microfinance Pvt. Ltd. (HMPL) - Financial Services - Large
Corefactors AI CRM helped Hindusthan Microfinance Pvt. Ltd. (HMPL) boost productivity and streamline loan management. HMPL replaced manual spreadsheets with... automated lead management, integrated telephony, and real-time dashboards. Tele-callers now reach up to 350 people daily, supporting 7,500 calls per month. HMPL disbursed INR 5,500 crore in loans and supported over 131,000 women entrepreneurs. The CRM enabled faster decisions, improved customer experience, and drove 100% annualized portfolio growth.
Education Case Studies and Customer Success Stories with RevOps CRM
Speedlabs - Education - Medium
Corefactors AI CRM helped Speedlabs handle over 59,500 leads each month. Speedlabs faced high CRM costs, poor team management, extra... telephony expenses, and weak reporting. Corefactors AI CRM provided affordable pricing, unified dashboards, built-in telephony, and team-based reporting. Now, Speedlabs manages multiple branches efficiently and tracks agent performance easily. The CRM improved lead handling and reduced costs for Speedlabs.
Spark Academy - Education - Medium
Corefactors AI CRM helped Spark Academy double their enrolment to inquiry conversion rate. The academy faced issues with manual lead... management, lead leakages, and inefficient communication. Corefactors AI CRM automated lead capture, journey workflows, and reminders, saving 2 hours daily and boosting counselor efficiency. The CRM enabled 50-60 student connections per day, up from 25-30, and improved communication with students and parents. Spark Academy now tracks sales metrics and team performance with rich analytics.
Attitude Tally Academy - Education - Small
Corefactors AI CRM helped Attitude Tally Academy cut lead leakage by 80%. The academy struggled to manage 30–50 daily leads... and needed better follow-up and reporting. Corefactors delivered an all-in-one CRM with inbuilt cloud telephony, automated SMS, and lead management. The solution improved response time, streamlined sales, and boosted productivity. Attitude Tally Academy now manages over 4,000 leads and sends 3,000+ SMS with ease.
Health, Wellness and Fitness Case Studies and Customer Success Stories with RevOps CRM
Salt World - Health, Wellness And Fitness - Small
Corefactors CRM helped Salt World boost monthly bookings by 140%. Salt World faced challenges managing over 50 daily inquiries and... struggled to educate clients about salt therapy. Corefactors' smart call routing, call recording, and WhatsApp integration streamlined customer engagement. Automated WhatsApp messages replaced long calls, making the booking process easier. Salt World now tracks all interactions and plans to expand its wellness services.
Aanvii Hearing - Health, Wellness And Fitness - Medium
Corefactors AI CRM helped Aanvii Hearing manage 60,000 outbound calls and 35,000 leads each month. The company faced issues with... improper lead integration, complex lead management, and manual sales processes. Corefactors AI CRM automated lead distribution, improved customer support, and streamlined sales. This led to a 35% increase in appointments and better customer experience. The CRM enabled efficient handling of high call and lead volumes for Aanvii Hearing.
Food & Beverages Case Studies and Customer Success Stories with RevOps CRM
The ThickShake Factory - Food & Beverages - Medium
Corefactors AI CRM helped The ThickShake Factory fix slow growth and poor lead management. The company had over 50 outlets... but struggled with Zoho CRM due to high costs and slow support. Corefactors AI CRM improved lead capture, cloud telephony, and social media integration. The ThickShake Factory now gets about 10 franchise leads per month, each worth 22 lakhs. Customer relationships and business growth improved with the new CRM.
Consumer Services Case Studies and Customer Success Stories with RevOps CRM
The BrowMasters - Consumer Services - Small
Corefactors helped The BrowMasters, a leading permanent makeup brand, move from manual Google Sheets to a connected CRM and IVR system. The BrowMasters automated... lead management, call routing, and follow-ups, integrating GallaBox for communication and DING for billing. This new workflow improved lead response by 30-50% and follow-up consistency by 20-35%. Each agent managed up to 40% more leads. From 2023 to 2025, The BrowMasters tripled its business with Corefactors' CRM and automation tools.
Banking Case Studies and Customer Success Stories with RevOps CRM
The Greater Bombay Co-operative Bank Limited (Greater Bank) - Banking - Large
Corefactors gave Greater Bank full visibility into lead stages and call monitoring. The bank struggled with static lead management tools... and lacked insight into telecaller actions. Corefactors' dashboard tracked every lead, showing conversion times and branch performance. The call log feature let managers audit calls and improve telecalling quality. Integration with digital channels and a mobile app streamlined lead capture and field operations. Greater Bank now tracks leads in real time and optimizes sales pitches.
Information Technology and Services Case Studies and Customer Success Stories with RevOps CRM
TRDFIN - Information Technology And Services - Medium
Corefactors CRM helped TRDFIN onboard 3338 new customers fast. TRDFIN struggled with manual lead management, low outbound calls, and complex... reporting. Corefactors CRM automated lead capture from job portals and integrated Exotel for international calling. Daily outbound calls rose from 20 to 80. Real-time reporting and a streamlined sales process improved efficiency and growth.
Hospital & Health Care Case Studies and Customer Success Stories with RevOps CRM
Spectrum Physio - Hospital & Health Care - Medium
Corefactors helped Spectrum Physio achieve zero lead leakage and a 100% call follow-up rate. The company replaced manual receptionist work... with a centralized virtual number and call tracking system. All patient inquiries are now logged and followed up, even after hours. Staff productivity increased as administrative tasks dropped. Spectrum Physio now manages all calls from a single war room, ensuring no missed appointments.