Case Study: a USA-based retail and commercial mortgage services provider unifies 3 CRMs with Zoho CRM by Redian Software

USA-based retail and commercial mortgage services provider consolidates 3 CRMs into 1 Zoho CRM with Redian Software

A USA-based retail and commercial mortgage services provider was facing significant inefficiencies from using three separate CRM systems, one for each of its business verticals. This disjointed setup prevented a unified operational view, increased the team's workload with manual processes, and made integrating new lead sources a complex project. They engaged Redian Software to consolidate these systems onto a single platform.

Redian Software implemented a customized Zoho CRM solution, integrating all lead sources and migrating data from the three legacy systems into one unified platform. The solution automated follow-ups and task management while providing cross-vertical analytics. As a result, the mortgage lender eliminated redundant costs, gained a single access point for all operations, and enabled leadership to make data-driven decisions for the first time.

USA-based Retail and Commercial Mortgage Services Provider