White-Label CRM • WhatsApp Automation • AI Lead Routing
How we rebuilt the sales engine of a Series A fintech from CRM to closing call.
The challenge
FinScale, a Series A fintech serving SME borrowers, was losing 60% of inbound leads before they ever reached a sales rep. Their stack was held together with spreadsheets, three disconnected tools, and tribal knowledge. Lead response times averaged 14 hours — long enough that competitors closed the deal first.
The approach
We replaced the patchwork with a single white-label CRM purpose-built for their workflow: lead intake from web forms, paid campaigns, and WhatsApp into one inbox; AI-driven routing based on loan amount, geography, and credit score signals; and automated WhatsApp follow-ups for leads who didn't pick up the first call.
What we shipped
- A multi-tenant CRM with sales rep, manager, and ops dashboards
- WhatsApp Business API integration with template messages and chatbot fallback
- AI scoring layer that prioritized leads by closing probability
- Real-time analytics for the founder and sales head
- Mobile apps for field sales (iOS + Android)
The result
Within 90 days of launch, FinScale's qualified pipeline grew 340%. Lead response time dropped from 14 hours to under 4 minutes for high-priority leads. Cost per acquisition fell 60% — not because they spent less on ads, but because they finally converted what they were already paying for.
"Nemah Tech rebuilt our sales pipeline from the ground up. Their CRM became the operational backbone of our entire agency. The team understood our business — not just our brief."
More work
