Case Study: Plus Accounting reduces admin hours with ActiveCampaign

How Plus Accounting Reduced Admin Hours Using ActiveCampaign

Plus Accounting, a UK chartered accountancy firm, wanted to reduce the manual effort in its new business and client onboarding processes. After migrating to ActiveCampaign, the company needed a better way to capture lead data, follow up faster, and remove the paper-based, inconsistent admin that was slowing down proposals and onboarding.

ActiveCampaign, with support from Bright Dials, was used to digitize and automate the end-to-end process. The solution added custom automations, centralized onboarding, improved data capture, and streamlined proposal generation, resulting in faster lead conversion, better transparency, and hundreds of hours saved each month for Plus Accounting.

Plus Accounting

Paul Feist

Managing Director