Technology
Cocentric
UK digital employee experience company uniting people and workplace technology.
Technology
CampaignAgent
Pay Now, Pay Later finance for real estate marketing campaigns.
40%Reduction in manual tasks
30%Increase in team productivity
25%Faster onboarding times
20%Boost in customer satisfaction
About CampaignAgent
CampaignAgent is an Australian fintech founded in 2016, serving the real estate industry. Its Pay Now, Pay Later product gives homeowners, agents and agency principals the flexibility to fund property marketing and settle later. That puts three different customer types inside one transaction.
The problem
Scaling a fintech means the process problems scale with it. Sales, marketing and support each ran in their own system, so teams worked in silos and nobody had a view across them. Onboarding a new client was manual and slow, which matters when the customer is waiting to fund a marketing campaign. Customer service ran the same way, by hand, and with no automation anywhere the administrative work grew in line with the customer base rather than flattening out.
How we approached it
The silos were the whole problem, so the work was consolidation before optimisation. Sales, marketing and service were brought onto one HubSpot platform so each team can see what the others have done with a customer. Onboarding was rebuilt as a structured, automated process rather than a sequence of manual handoffs, because that is the stage where a new client forms an opinion. A structured customer journey was mapped so client interactions are timed and relevant rather than sent whenever someone remembered, and automation was pointed squarely at the administrative tasks growing with headcount.
What we built
- Sales, marketing and service consolidated onto one HubSpot platform
- Automated workflows replacing manual administrative tasks
- Rebuilt and automated customer onboarding process
- Structured customer journey with timed, personalised interactions
- Centralised customer data, campaign and support records
What changed
Manual tasks dropped 40% and team productivity rose 30%, with the recovered time going to work that needs judgement. Onboarding runs 25% faster, so clients reach the service sooner. Sales, marketing and support work from one record, which removed the silos and the double handling that came with them. Customer satisfaction rose 20%.
HubSpot has been a game-changer for us. The automation and streamlined processes have boosted our efficiency, saved time, and improved the customer experience. It's been invaluable for scaling our operations.
Head of Marketing, CampaignAgent
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