Case Study: Goodman Corporate Finance achieves streamlined, secure CRM and faster case management with Iglu

CRM & Case Management for Leading Corporate Finance Provider

Goodman Corporate Finance, a UK corporate finance boutique, was struggling with four disparate software packages, duplicated data entry and slow, manual case management that made tracking live cases difficult. They engaged Iglu to deliver a unified CRM and case‑management solution, deploying Oxygen CRM on an Office 365 infrastructure to improve security, remote access and flexibility.

Iglu implemented Oxygen CRM with a 70% small‑business template and 30% custom fine‑tuning, delivering the solution in a 15‑day turnaround. The platform centralised emails, documents and case tracking, eliminated repetitive entry, enabled consultants to self‑serve, and gave the Managing Director live visibility of cases — improving efficiency, data security and compliance — with ongoing support and further automation planned from Iglu.

Goodman Corporate Finance