Case Studies
SWS Financial
SWS Financial is a growing firm of mortgage and protection advisors helping clients across the UK find the right financial solutions. Known for their trusted guidance and personal approach, their service is second to none – but behind the scenes, their systems weren’t ready for the pressure of growth.
The Challenge
Before working with us, SWS Financial didn’t have a dedicated CRM in place. Their sales pipeline was difficult to track, leads were managed manually, and tasks were easily missed across the team (easily done!)
With more clients coming in and increased leads coming in from all angles, they needed a solution to stay organised, manage their growth, and improve how they handled mortgage and protection opportunities from start to finish to ensure their clients received the best service.
Our Strategy and Solution
We implemented our purpose-built TOTAL CRM system for mortgage and financial services, giving SWS full control over their pipelines, service lines, workflows, tasks, communication and more.
CRM & Workflow Automation
We designed their setup to support the entire client journey – from initial enquiry to successful application:
- Custom pipeline stages to track mortgage and protection cases
- Automated tasks and team reminders to keep deals moving
- Integrated email and SMS communication to improve client experience
- Central database for all client data, notes, and documents
- Real-time dashboards for sales forecasting and performance
The system is now the beating heart of their business, keeping everything in check and moving forward.
Results and Impact
Since implementing TOTAL CRM, SWS Financial has unlocked new levels of clarity and efficiency:
A Fully Organised Business
Every opportunity is now tracked, visible, and progressing… no more guesswork or messy handovers)
Improved Conversions
With faster response times and structured follow-ups, more leads are converting into completed applications.
More Focused Team
The sales and admin teams now work in sync, with tasks clearly assigned and processes running automatically.
Time Saved Through Automation
Repetitive admin like chasing documents and sending reminders is now fully automated… saving hours of time each week.
Confidence in Scaling
With the right systems in place, SWS can take on more clients without increasing overhead or losing control.
Want to Streamline Your Company too?
If you’re struggling to stay on top of opportunities, struggling to find the time to reply to existing clients/new leads and simply want to automate more of your sales and admin work, we can help.
