How Finstack Grew ARR by 3× in 12 Months Using CRM Automation
Customer StoryFinstack, a B2B fintech startup, was drowning in spreadsheets when they switched to CRM eighteen months ago. Today, they've tripled their ARR, cut their average sales cycle from 47 days to 22, and their 6-person sales team manages a pipeline that would typically require 15 reps.
The turning point was automating their lead qualification workflow. Using CRM's visual automation builder, Finstack created a 12-step sequence that scores inbound leads, routes them to the right rep, sends a personalized outreach email, and schedules a discovery call - all within 8 minutes of a form submission.
"Before CRM, leads would sit for days before anyone followed up," said Neha Kapoor, Head of Sales at Finstack. "Now our first touch happens before the prospect has even closed our pricing page."
Finstack also uses CRM's revenue analytics dashboard to run weekly pipeline reviews, which helped them identify a bottleneck at the proposal stage that, once fixed, improved close rates by 18%.
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