Case Study: CashCall achieves smarter lead routing and $3M in revenue with Baytech Consulting's custom CRM

Cash Call Mortgage - Customer Case Study

CashCall, a digital mortgage lending company, needed a better CRM system to route leads to its call center of 30–50 agents based on different criteria. To solve this, CashCall worked with Baytech Consulting on a custom CRM and lead management platform.

Baytech Consulting built a highly customizable CRM with lead-routing logic based on factors like state licensing, lead source, and agent availability, plus additional customizations such as reengaging “dead” leads. The new system improved lead management and helped CashCall generate an additional $3 million in revenue, while also giving the company a more flexible platform for future growth.

CashCall