Cutting churn 46% with one connected CRM and automated onboarding
A two-founder proptech startup moved its leads out of inboxes and spreadsheets into one CRM wired to the tools it already paid for, then automated every step of customer onboarding.
Industry
Proptech
Team
Two co-founders
What they bought
AI Implementation
Tools
ActiveCampaign, Zapier, Stripe, Calendly, Typeform, Jira, Notion
Timeline
About 10 weeks
The challenge
Agent onboarding ran on manual emails and spreadsheets. Leads came in through the website, social and email, follow-ups slipped, and neither founder could see the whole pipeline or tell why new customers went quiet.
After GrowthUP built out our AI-embedded CRM, Gmail, and payment data into a single dashboard, my small team now saves 6-8 hours a week previously spent reconciling spreadsheets.”
Founder, Proptech Startup
What we did
-
Align
Mapped the current onboarding process step by step, set a SMART goal to replace the manual work, and agreed which tools to keep before buying anything new.
-
Integrate
Set up ActiveCampaign as the CRM and connected it to Calendly, Stripe, Typeform, Jira and the website, so every demo, payment and support request lands in one place automatically.
-
Scale
Built the post-demo, onboarding and 30, 60 and 90-day email journeys, plus a self-service knowledge hub for agents and a 30-day feedback survey.
The results
46%
lower month-over-month churn
75%
less manual data entry
6 to 8 hrs
back each week that used to go to reconciling spreadsheets
Results as reported by the founders.
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