Case Study: One Financial achieves scalable global sales and automated onboarding with SugarCRM

One Financial Invests in SugarCRM® for Ultimate Gain

One Financial is a London-based online market maker (founded 2007) offering 24-hour CFD, FX, equity and futures trading with competitive spreads. Rapid global growth put pressure on its sales, marketing and IT teams, creating a need for a single, cost‑effective CRM that could integrate with trading platforms, the company’s CMS and live chat, support large-scale email campaigns, produce campaign/ROI reporting, automate demo account creation, and meet UK Financial Services Authority compliance.

One Financial chose Sugar Professional and engaged Sugar Refinery for a phased implementation, using an out‑of‑the‑box roll‑out followed by customizations (workflows, web forms, chat integration, reporting, platform/back‑office integration and email automation with compliance templates). The result was centralized sales and marketing processes with mobile access, automated demo‑to‑live workflows, targeted email campaigns (around 200,000 emails/week), improved reporting and compliance — delivered on time and on budget while maintaining high customer service standards.

One Financial

Steven Blois

IT Manager, One Financial