Case Study: Barnden Financial Services saves up to one hour a day and boosts client service with Act!

Switching to Act! Pays Off for Mortgage Specialist

Portsmouth-based Barnden Financial Services, led by mortgage specialist Paul Barnden, needed a way to run a paperless, professional practice while managing a transactional business where client contact can be years apart. The firm struggled with slow retrieval of archived files, time lost to paperwork, and the need for reliable follow-up to maintain service standards and referrals.

Implementing Act! CRM let Barnden centralize client records, set automated follow-up reminders, and pull up client histories instantly—saving up to an hour a day and enabling timely, informed conversations that strengthened client rapport and sustained word-of-mouth business during the credit crunch. The system proved simple to learn, supported plans for newsletters, and delivered clear gains in efficiency and perceived professionalism.

Barnden Financial Services

Paul Barden

Owner