Case Study: Trussle achieves a scalable, human-led customer experience and higher conversions with Aircall

Needing to Master the Customer Experience, Trussle Find Success With Aircall and Their HubSpot Integration

Trussle is a UK online mortgage brokerage that simplifies the mortgage application process by matching customers with the right lenders and advising on payments. Their challenge was keeping a human connection through a complex, multi-step process while making sure sales reps asked the right questions, collected required documents, and avoided missed calls, poor UX, compliance gaps and fraud — issues compounded by a clunky legacy phone system.

Trussle implemented Aircall integrated with HubSpot to blend personalized voice interactions with automated workflows: easy call-flow changes, click-to-dial and power-dial features, call monitoring, pauseable recordings for compliance, and automatic logging into HubSpot. The result was faster onboarding, fewer missed calls, higher conversion rates, improved compliance and fraud detection, and a more scalable, measurable customer experience.

Trussle

Steve Burt

Head of Customer Experience