Banking & Financial

22 02, 2018

Case Study: ESignLive-Zoho CRM integration enables pre-filling of forms and secure online signature

By |February 22nd, 2018|Banking & Financial, Case Studies, Industries|

Company profile Smartpay is the largest independently owned and operated EFTPOS (electronic funds transfer at point of sale) provider in Australasia. Smartpay supplies payment machines to more than 20,000 merchants across Australia and New Zealand. Industry Financial services Company size 100 Summary Squirrel Business Hub supported Smartpay in transitioning from a cumbersome manual method of processing new [...]

17 07, 2015

Case study: Zoho CRM for mortgage brokers

By |July 17th, 2015|Banking & Financial, Case Studies, CRM, Industries, Real Estate & Property|

"I have more time in the day and am feeling more organised, which gives me more time to work on my business." Shayne, Director, GAIN Financial GAIN Financial is a boutique mortgage broking business that aims to deliver a consistent and professional service to its clients and build rewarding relationships with its alliance partners. The [...]