CRM Consulting & Mktg Automation for Financing Brokerage
- CRM Consulting and SI
-
Coding & Development AI Agents
+2
- Less than $10,000
- June - July 2026
"Build Lean's execution time and communication were impressive."
- Financial services
- Boca Raton, Florida
- 1-10 Employees
- Online Review
- Verified
Build Lean created and implemented a Zoho One CRM solution for a business financing brokerage. The team was responsible for streamlining operations, reducing manual work, and creating a scalable workflow.
Build Lean's work significantly streamlined the client's sales process, meeting expectations. The team was highly responsive and completed the project more quickly than expected. The client was impressed with Build Lean's execution time and communication throughout the engagement.