How finja closed the CRM gap in its broker pool's system with Zoho

Your broker pool's system looks after the insurance contracts. But when it comes to structured lead management and meaningful reporting, important CRM functions are missing. The result: manual work, little transparency over customers, cases and tasks, and the question of how to add a CRM that docks into the pool's system without disrupting day-to-day business.

As part of its market analysis, finja looked at various CRM solutions and competitors, including HubSpot. The company had previously worked with Pipedrive, but it lacked the connection to the systems and specifics of finja's broker pool. Zoho won finja over with its broad feature set, high flexibility, integration options and, from finja's perspective, an unbeatable price-to-performance ratio.

finja became aware of codafish because codafish had already implemented a similar project for another customer of the same broker pool. What convinced finja was that codafish brought a deep understanding of the Zoho universe and how its applications work together, and already knew the broker pool's counterpart. Requirements could be classified faster and a very fitting solution developed.

finja describes the strategic guidance as very valuable: the team did not just propose technical solutions but understood the requirements of the broker structure and the link to the broker pool, and translated them into a coherent overall solution.

Communication was partnership-based, transparent and solution-oriented. Questions were usually answered quickly, competent contacts were available even for complex requirements, and when something was urgent for finja, codafish could be reached and worked on a solution. Project management was structured, transparent and efficient, with traceable tasks, responsibilities and milestones. Even after go-live, finja continued to receive reliable support for open questions and further optimizations.

Asked whether it would recommend Zoho, finja is clear: yes, definitely, especially for the combination of CRM, automation and integrated applications such as Bookings and Campaigns, and for companies that want to digitalize their processes with a very good price-to-performance ratio.

Insurance brokers and financial service providers that work with a broker pool or an overarching partner system face questions similar to finja's: the connection brings specifics that a CRM needs to be able to map, from individual broker structures to granular visibility rights. codafish brings exactly the understanding needed to map these specifics cleanly and sustainably in the Zoho world.

Do you want to bring your broker structure, lead management and customer processes together on one central, digital platform? Get in touch and schedule your free initial consultation today. We look forward to developing the right solution for your industry together with you!