Case Study: Credaris cuts operating costs in half with SugarAI

Credaris cuts operating costs in half with SugarCRM

Credaris, Switzerland's largest personal loan brokerage, faced a challenge managing its rapid growth and the complex paperwork for each loan application. Their initial in-house system could not handle the high volume of leads or provide a unified view of the customer. They needed a robust and highly configurable CRM solution to become the central lifeblood of their operations, leading them to partner with SugarCRM.

By implementing SugarCRM, credaris automated its lead scoring, document management, and risk assessment with over 200 integrated workflows. The solution provided by SugarCRM cut the company's operating costs in half by digitizing processes and eliminated the risk of losing track of customers. This efficiency contributed to credaris achieving over 60% year-over-year growth.

Credaris