Case Study: iPlan (financial consultancy) achieves streamlined client management and personalised mass-email campaigns with NetHunt

How to effectively manage growing customer base

iPlan is a Kyiv-based financial consultancy whose six-person team needed a simpler way to manage a rapidly growing client base and fragmented email marketing processes. After finding larger CRMs like HubSpot too complex, iPlan turned to NetHunt CRM to provide an easy, integrated system for storing client data and coordinating relationships.

NetHunt integrated directly with each adviser’s Gmail, centralizing client records, clarifying workflow stages for all six users, and replacing multiple tools with one solution. NetHunt’s bulk email feature lets iPlan send personalised messages to hundreds of clients and view campaign analytics inside Gmail, helping the team stay on top of outreach and client milestones (like birthdays) and streamlining day-to-day operations since they became a NetHunt customer.

iPlan

Lyubomyr Ostapiv

Financial Planner