Case Study: Universal Funding Corporation achieves a faster sales cycle and improved lead nurturing with Act-On Software

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Universal Funding Corporation - Customer Case Study

Universal Funding Corporation, a small financial services firm, needed a better way to track buyer engagement. After previously using HubSpot, they evaluated marketing automation options and selected Act-On for its ease of use, CRM integration, email campaign automation, and reporting capabilities.

By adopting Act-On, Universal Funding improved lead nurturing, saved time and resources, and accelerated their sales funnel. They launched their first campaign in 4–6 weeks and rated Act-On’s customer support as excellent.


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Universal Funding Corporation

Heather Burford

Marketing Manager


Act-On Software

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